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
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
30.9K+ 2.95% |
$732K - $790K
|
1.08M
$28.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
30K+ 3.72% |
$710K - $767K
|
837K
$22.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
29.8K+ 189.44% |
$706K - $762K
|
45.6K
$1.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
29.6K+ 15.46% |
$699K - $755K
|
221K
$5.88M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28.7K+ 18.27% |
$680K - $734K
|
186K
$4.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.4K+ 138.1% |
$672K - $726K
|
49K
$1.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
25.1K+ 114.82% |
$593K - $641K
|
46.9K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
24.6K+ 12.0% |
$581K - $627K
|
229K
$6.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.5K+ 6.25% |
$580K - $626K
|
416K
$11.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
24.4KNew |
$578K - $624K
|
24.4K
$651K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
24.2KNew |
$574K - $619K
|
24.2K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.9K+ 12.63% |
$541K - $584K
|
204K
$5.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 96.56% |
$539K - $582K
|
46.4K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.9KNew |
$519K - $560K
|
21.9K
$584K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
21.5K+ 2.09% |
$508K - $548K
|
1.05M
$27.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21.4K+ 5.62% |
$507K - $547K
|
403K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.8K+ 2.5% |
$469K - $507K
|
814K
$21.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
19.8K+ 2.99% |
$468K - $505K
|
682K
$18.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
19.5K+ 7.01% |
$462K - $498K
|
298K
$7.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
19.2K+ 24.27% |
$453K - $489K
|
98.1K
$2.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.2KNew |
$408K - $440K
|
17.2K
$459K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
16.6K+ 9.91% |
$392K - $423K
|
184K
$4.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
16.5KNew |
$390K - $421K
|
16.5K
$439K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16K+ 4.81% |
$379K - $409K
|
349K
$9.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.7KNew |
$373K - $402K
|
15.7K
$419K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.6KNew |
$368K - $398K
|
15.6K
$415K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15.4KNew |
$365K - $394K
|
15.4K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15.2K+ 92.12% |
$359K - $388K
|
31.7K
$843K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
14.3K+ 5.27% |
$339K - $366K
|
287K
$7.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.2K+ 162.18% |
$336K - $363K
|
23K
$612K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14.1KNew |
$334K - $361K
|
14.1K
$376K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14.1K+ 10.73% |
$334K - $360K
|
146K
$3.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.8K+ 34.43% |
$326K - $352K
|
53.8K
$1.43M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
13.6KNew |
$321K - $347K
|
13.6K
$362K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.2K+ 2.18% |
$312K - $337K
|
617K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12.8K+ 7.53% |
$304K - $328K
|
183K
$4.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.5KNew |
$295K - $319K
|
12.5K
$332K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.4KNew |
$293K - $317K
|
12.4K
$330K
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
12.3KNew |
$292K - $315K
|
12.3K
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 6.14% |
$292K - $315K
|
213K
$5.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.9K+ 19.15% |
$282K - $304K
|
74.1K
$1.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
11.8K+ 1.21% |
$279K - $301K
|
990K
$26.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.6KNew |
$275K - $297K
|
11.6K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$275K - $296K
|
11.6K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
11.5KNew |
$272K - $293K
|
11.5K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.3KNew |
$268K - $289K
|
11.3K
$302K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.2KNew |
$265K - $286K
|
11.2K
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.1K+ 7.12% |
$262K - $283K
|
167K
$4.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.6KNew |
$251K - $271K
|
10.6K
$282K
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
10.6K+ 3.84% |
$250K - $269K
|
286K
$7.61M
|