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 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-60.3K- 13.78% |
$1.43M - $1.54M
|
377K
$10.1M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-62.4K- 39.33% |
$1.48M - $1.59M
|
96.3K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-67K- 2.28% |
$1.58M - $1.71M
|
2.87M
$76.5M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-79.3K- 43.44% |
$1.88M - $2.03M
|
103K
$2.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-80.2K- 60.8% |
$1.9M - $2.05M
|
51.7K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-81.4K- 3.91% |
$1.93M - $2.08M
|
2M
$53.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-81.7K- 32.11% |
$1.93M - $2.09M
|
173K
$4.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-84.8K- 6.95% |
$2.01M - $2.17M
|
1.14M
$30.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-89K- 86.37% |
$2.11M - $2.27M
|
14K
$374K
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-97.6K- 31.2% |
$2.31M - $2.49M
|
215K
$5.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-109K- 84.18% |
$2.58M - $2.78M
|
20.5K
$546K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-118K- 9.39% |
$2.8M - $3.02M
|
1.14M
$30.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-163K- 47.18% |
$3.86M - $4.16M
|
182K
$4.86M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-181K- 88.63% |
$4.28M - $4.63M
|
23.2K
$619K
|
|
|
Jan 04, 2024
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-200K- 11.59% |
$4.73M - $5.11M
|
1.52M
$40.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-239K- 0.92% |
$5.66M - $6.11M
|
25.7M
$683M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-267K- 14.52% |
$6.32M - $6.82M
|
1.57M
$41.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-325K- 97.71% |
$7.69M - $8.31M
|
7.63K
$203K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-587K- 48.99% |
$13.9M - $15M
|
611K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-604K- 44.83% |
$14.3M - $15.4M
|
743K
$19.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.61M- 31.86% |
$38.1M - $41.1M
|
3.44M
$91.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.71M- 36.91% |
$40.5M - $43.8M
|
2.93M
$78M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.34M- 83.54% |
$55.3M - $59.7M
|
460K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.33M- 98.03% |
$78.7M - $85M
|
66.7K
$1.78M
|