Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US EMERGIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-7.05K- 90.42% |
$167K - $180K
|
746
$19.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.12K- 1.97% |
$168K - $182K
|
354K
$9.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-7.4K- 32.9% |
$175K - $189K
|
15.1K
$402K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-7.55K- 4.47% |
$179K - $193K
|
161K
$4.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-8.08K- 20.58% |
$191K - $206K
|
31.2K
$830K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-8.23K- 8.09% |
$195K - $210K
|
93.4K
$2.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.36K- 19.5% |
$198K - $214K
|
34.5K
$919K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-8.52K- 45.81% |
$202K - $218K
|
10.1K
$268K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-8.75K- 10.28% |
$207K - $223K
|
76.3K
$2.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-8.82K- 32.69% |
$209K - $225K
|
18.2K
$484K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-8.87K- 43.28% |
$210K - $227K
|
11.6K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9.72K- 7.41% |
$230K - $248K
|
121K
$3.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10K- 38.59% |
$237K - $256K
|
15.9K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-11.1K- 1.5% |
$262K - $283K
|
728K
$19.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11.2K- 3.92% |
$265K - $287K
|
275K
$7.33M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11.5K- 14.5% |
$272K - $293K
|
67.7K
$1.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-11.5K- 14.38% |
$273K - $294K
|
68.6K
$1.83M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-11.7K- 10.28% |
$278K - $300K
|
102K
$2.73M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-11.7K- 2.95% |
$278K - $300K
|
386K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-14.1K- 10.28% |
$334K - $360K
|
123K
$3.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-14.2K- 15.08% |
$336K - $363K
|
80.1K
$2.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.3K- 24.44% |
$338K - $364K
|
44.1K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-14.5K- 8.35% |
$343K - $370K
|
159K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-15K- 84.77% |
$354K - $382K
|
2.69K
$71.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-15K- 10.34% |
$355K - $383K
|
130K
$3.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16.7K- 12.91% |
$395K - $426K
|
113K
$3M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-17.6K- 16.96% |
$416K - $449K
|
86.1K
$2.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18K- 0.18% |
$426K - $460K
|
10.2M
$272M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-18K- 7.11% |
$426K - $460K
|
235K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-18.2K- 12.09% |
$430K - $464K
|
132K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.2K- 80.06% |
$430K - $465K
|
4.53K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-18.2K- 36.4% |
$431K - $465K
|
31.8K
$847K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-18.8K- 13.23% |
$444K - $479K
|
123K
$3.28M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-19.7K- 5.17% |
$467K - $504K
|
362K
$9.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-20K- 84.94% |
$473K - $510K
|
3.54K
$94.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-20.2K- 10.24% |
$477K - $515K
|
177K
$4.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20.2K- 14.9% |
$478K - $515K
|
115K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21.2K- 99.71% |
$501K - $541K
|
61
$1.62K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-21.6K- 20.94% |
$510K - $551K
|
81.4K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.6K- 9.33% |
$583K - $629K
|
240K
$6.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-25.4K- 5.91% |
$602K - $650K
|
405K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-25.5K- 10.3% |
$604K - $652K
|
222K
$5.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26K- 4.95% |
$615K - $664K
|
499K
$13.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-27.7K- 39.98% |
$656K - $708K
|
41.6K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.9K- 13.17% |
$707K - $763K
|
197K
$5.24M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-30.8K- 7.06% |
$729K - $787K
|
405K
$10.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
SELL
|
- |
-32.4K- 10.5% |
$766K - $827K
|
276K
$7.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-37.5K- 14.06% |
$887K - $958K
|
229K
$6.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42.5K- 69.7% |
$1.01M - $1.09M
|
18.5K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-50.3K- 9.03% |
$1.19M - $1.28M
|
507K
$13.5M
|