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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
3.56K+ 9.98% |
$84.3K - $90.9K
|
39.2K
$1.04M
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.54K+ 1.28% |
$83.7K - $90.4K
|
280K
$7.45M
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.27K+ 0.93% |
$77.3K - $83.4K
|
354K
$9.44M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.22K+ 35.51% |
$76.1K - $82.2K
|
12.3K
$327K
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.09K+ 2.31% |
$73.1K - $78.9K
|
137K
$3.64M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.07K+ 3.89% |
$72.5K - $78.3K
|
82K
$2.18M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.96K+ 4.47% |
$70.1K - $75.7K
|
69.3K
$1.85M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.95K+ 11.89% |
$69.9K - $75.4K
|
27.8K
$740K
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.9K+ 1.71% |
$68.6K - $74K
|
172K
$4.59M
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.87K+ 2.96% |
$68K - $73.4K
|
99.8K
$2.66M
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.86K+ 3.04% |
$67.6K - $73K
|
96.8K
$2.58M
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.78K+ 19.7% |
$65.7K - $70.9K
|
16.9K
$449K
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 1.56% |
$58.7K - $63.4K
|
162K
$4.31M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.46K+ 19.21% |
$58.2K - $62.8K
|
15.3K
$406K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 11.16% |
$57.6K - $62.2K
|
24.3K
$646K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.39K+ 32.41% |
$56.5K - $61K
|
9.76K
$260K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.31K+ 2.96% |
$54.6K - $58.9K
|
80.1K
$2.13M
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.23K+ 1.69% |
$52.7K - $56.9K
|
134K
$3.58M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.18K+ 20.56% |
$51.6K - $55.7K
|
12.8K
$340K
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 12.85% |
$51.4K - $55.4K
|
19.1K
$508K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.15K+ 12.27% |
$50.8K - $54.9K
|
19.7K
$523K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.13K+ 2.24% |
$50.4K - $54.4K
|
97.2K
$2.59M
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.95K+ 9.29% |
$46.1K - $49.7K
|
22.9K
$610K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 1.68% |
$45.7K - $49.3K
|
117K
$3.12M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.92K+ 1.85% |
$45.4K - $49K
|
106K
$2.81M
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.9K+ 2.56% |
$45K - $48.6K
|
76.4K
$2.04M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.83K+ 2.6% |
$43.3K - $46.8K
|
72.1K
$1.92M
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 2.26% |
$41.9K - $45.2K
|
80.3K
$2.14M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$41.5K - $44.8K
|
1.76K
$46.7K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.72K+ 20.09% |
$40.8K - $44K
|
10.3K
$274K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.61K+ 5.26% |
$38.1K - $41.1K
|
32.2K
$858K
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.58K+ 8.98% |
$37.3K - $40.3K
|
19.1K
$509K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 10.35% |
$36.6K - $39.6K
|
16.5K
$440K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.53K+ 3.68% |
$36.3K - $39.2K
|
43.2K
$1.15M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.53K+ 2.25% |
$36.2K - $39.1K
|
69.7K
$1.86M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.53K+ 8.88% |
$36.2K - $39.1K
|
18.8K
$500K
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.51K+ 1.62% |
$35.7K - $38.6K
|
94.6K
$2.52M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.5K+ 9.65% |
$35.5K - $38.4K
|
17.1K
$455K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.49K+ 134.33% |
$35.2K - $38K
|
2.59K
$69.1K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.4K+ 16.83% |
$33.1K - $35.8K
|
9.72K
$259K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.35K+ 87.16% |
$32K - $34.5K
|
2.9K
$77.3K
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.33K+ 2.25% |
$31.4K - $33.9K
|
60.5K
$1.61M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 15.52% |
$30.3K - $32.7K
|
9.52K
$254K
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.25K+ 21.14% |
$29.5K - $31.8K
|
7.15K
$190K
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.24K+ 6.79% |
$29.4K - $31.7K
|
19.5K
$520K
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.23K+ 4.85% |
$29.1K - $31.4K
|
26.6K
$708K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.22K+ 4.33% |
$28.9K - $31.2K
|
29.4K
$784K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.2KNew |
$28.3K - $30.6K
|
1.2K
$31.9K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.18K+ 2.32% |
$27.8K - $30K
|
51.8K
$1.38M
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.15K+ 0.24% |
$27.1K - $29.3K
|
484K
$12.9M
|