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
|
Ballast Advisors LLC
|
BUY
|
- |
10.5K+ 4.77% |
$250K - $269K
|
231K
$6.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.5K+ 5.73% |
$249K - $269K
|
194K
$5.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.5KNew |
$248K - $268K
|
10.5K
$279K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10.5K+ 114.19% |
$248K - $267K
|
19.6K
$523K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
10.5K+ 96.97% |
$247K - $267K
|
21.2K
$566K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.64K+ 0.84% |
$228K - $246K
|
1.16M
$30.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
9.34KNew |
$221K - $239K
|
9.34K
$249K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.25K+ 1.91% |
$219K - $236K
|
494K
$13.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.22KNew |
$218K - $236K
|
9.22K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
9.09KNew |
$215K - $232K
|
9.09K
$242K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
9KNew |
$213K - $230K
|
9K
$240K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8.98KNew |
$212K - $229K
|
8.98K
$239K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.82K+ 5.81% |
$209K - $225K
|
160K
$4.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.57K+ 2.96% |
$203K - $219K
|
298K
$7.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.55KNew |
$202K - $218K
|
8.55K
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.45KNew |
$200K - $216K
|
8.45K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.42K+ 79.48% |
$199K - $215K
|
19K
$506K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8.4K+ 1.27% |
$199K - $215K
|
670K
$17.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8.21K+ 11.3% |
$194K - $210K
|
80.9K
$2.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.96K+ 95.67% |
$188K - $203K
|
16.3K
$433K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.7K+ 0.79% |
$182K - $197K
|
987K
$26.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.63K+ 2.03% |
$181K - $195K
|
384K
$10.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
7.56K+ 4.27% |
$179K - $193K
|
185K
$4.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
7.1K+ 5.65% |
$168K - $181K
|
133K
$3.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.4KNew |
$151K - $163K
|
6.4K
$170K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6.29K+ 16.81% |
$149K - $161K
|
43.7K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.06K+ 0.84% |
$143K - $155K
|
724K
$19.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.86K+ 1.42% |
$139K - $150K
|
418K
$11.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.75K+ 11.38% |
$136K - $147K
|
56.3K
$1.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.66K+ 24.06% |
$134K - $145K
|
29.2K
$778K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
5.54K+ 30.57% |
$131K - $141K
|
23.7K
$630K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.49K+ 2.89% |
$130K - $140K
|
195K
$5.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.4K+ 4.62% |
$128K - $138K
|
122K
$3.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
5.22K+ 4.64% |
$123K - $133K
|
118K
$3.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.98K+ 5.16% |
$118K - $127K
|
101K
$2.7M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.83K+ 40.35% |
$114K - $123K
|
16.8K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.83K+ 7.43% |
$114K - $123K
|
69.8K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.81K+ 3.72% |
$114K - $123K
|
134K
$3.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.62K+ 12.52% |
$109K - $118K
|
41.5K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.57K+ 11.73% |
$108K - $117K
|
43.6K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.5KNew |
$106K - $115K
|
4.5K
$120K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.34K+ 4.54% |
$103K - $111K
|
99.9K
$2.66M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.16K+ 5.11% |
$98.5K - $106K
|
85.7K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.11K+ 1.88% |
$97.2K - $105K
|
222K
$5.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.03K+ 0.7% |
$95.3K - $103K
|
578K
$15.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.03K+ 5.8% |
$95.3K - $103K
|
73.5K
$1.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.95K+ 2.13% |
$93.5K - $101K
|
189K
$5.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.83K+ 3.92% |
$90.7K - $97.9K
|
102K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.75KNew |
$88.8K - $95.8K
|
3.75K
$99.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
BUY
|
- |
3.7K+ 3.41% |
$87.6K - $94.6K
|
112K
$2.99M
|