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
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.15K+ 0.24% |
$27.1K - $29.3K
|
484K
$12.9M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.13K+ 1.83% |
$26.6K - $28.7K
|
62.7K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.12K+ 3.93% |
$26.5K - $28.6K
|
29.6K
$788K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.1K+ 6.35% |
$26.1K - $28.2K
|
18.5K
$493K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
1.05K+ 6.88% |
$24.8K - $26.7K
|
16.3K
$433K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.04K+ 2.8% |
$24.6K - $26.5K
|
38.1K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.02K+ 0.75% |
$24.1K - $26K
|
137K
$3.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
997+ 5.13% |
$23.6K - $25.5K
|
20.4K
$544K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
975+ 7.18% |
$23.1K - $24.9K
|
14.5K
$387K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
943+ 4.24% |
$22.3K - $24.1K
|
23.2K
$618K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
899+ 8.88% |
$21.3K - $23K
|
11K
$294K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
858New |
$20.3K - $21.9K
|
858
$22.8K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
848+ 6.94% |
$20.1K - $21.7K
|
13.1K
$348K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
844+ 0.28% |
$20K - $21.6K
|
307K
$8.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
840+ 4.44% |
$19.9K - $21.5K
|
19.7K
$526K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
807+ 5.29% |
$19.1K - $20.6K
|
16.1K
$428K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
750New |
$17.7K - $19.2K
|
750
$20K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
747+ 1.11% |
$17.7K - $19.1K
|
68.3K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
684+ 135.71% |
$16.2K - $17.5K
|
1.19K
$31.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
684+ 7.38% |
$16.2K - $17.5K
|
9.95K
$265K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
681+ 0.4% |
$16.1K - $17.4K
|
172K
$4.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
681+ 0.4% |
$16.1K - $17.4K
|
172K
$4.58M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
645+ 6.68% |
$15.3K - $16.5K
|
10.3K
$274K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
643+ 13.3% |
$15.2K - $16.4K
|
5.48K
$146K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
643New |
$15.2K - $16.4K
|
643
$17.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
618+ 2.25% |
$14.6K - $15.8K
|
28.1K
$749K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
614+ 1.52% |
$14.5K - $15.7K
|
41K
$1.09M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
610+ 3.65% |
$14.4K - $15.6K
|
17.3K
$462K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
608+ 3.63% |
$14.4K - $15.5K
|
17.3K
$462K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
600+ 5.93% |
$14.2K - $15.3K
|
10.7K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
595+ 0.66% |
$14.1K - $15.2K
|
91.2K
$2.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
586+ 2.08% |
$13.9K - $15K
|
28.8K
$767K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
581+ 1.18% |
$13.7K - $14.8K
|
50K
$1.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
579+ 1.82% |
$13.7K - $14.8K
|
32.5K
$865K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
574+ 1.63% |
$13.6K - $14.7K
|
35.8K
$953K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
546+ 237.39% |
$12.9K - $13.9K
|
776
$20.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
527+ 1.58% |
$12.5K - $13.5K
|
33.9K
$904K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
525+ 1.98% |
$12.4K - $13.4K
|
27K
$720K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
504+ 0.79% |
$11.9K - $12.9K
|
64K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
491+ 3.88% |
$11.6K - $12.5K
|
13.1K
$350K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
455+ 3.02% |
$10.8K - $11.6K
|
15.5K
$413K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
446+ 0.44% |
$10.6K - $11.4K
|
103K
$2.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
436+ 1.31% |
$10.3K - $11.1K
|
33.7K
$898K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
421+ 24.68% |
$9.96K - $10.8K
|
2.13K
$56.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
421+ 23.01% |
$9.96K - $10.8K
|
2.25K
$59.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
408New |
$9.65K - $10.4K
|
408
$10.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
358+ 0.52% |
$8.47K - $9.14K
|
69.3K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
344+ 3.49% |
$8.14K - $8.79K
|
10.2K
$272K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
343+ 3.23% |
$8.12K - $8.76K
|
11K
$292K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
328+ 2.98% |
$7.76K - $8.38K
|
11.4K
$302K
|