Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
309
+ 0.5%
$7.31K - $7.89K
62.6K $1.67M
Jul 14, 2023 Q2 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
300
+ 1.86%
$7.1K - $7.66K
16.5K $439K
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
282
+ 5.48%
$6.67K - $7.2K
5.43K $145K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
279
New
$6.6K - $7.13K
279 $7.43K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
264
+ 4400.0%
$6.25K - $6.74K
270 $7.19K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
252
+ 8.32%
$5.96K - $6.44K
3.28K $87.4K
Jul 07, 2023 Q2 2023
Whitcomb & Hess, Inc.

BUY
 -
251
+ 0.6%
$5.94K - $6.41K
41.9K $1.11M
Aug 09, 2023 Q2 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
228
+ 0.83%
$5.39K - $5.82K
27.8K $740K
Jul 18, 2023 Q2 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
213
+ 0.45%
$5.04K - $5.44K
47.4K $1.26M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
201
+ 0.69%
$4.76K - $5.13K
29.3K $780K
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
198
New
$4.68K - $5.06K
198 $5.27K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
197
New
$4.66K - $5.03K
197 $5.25K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
196
+ 0.48%
$4.64K - $5.01K
40.7K $1.08M
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
188
+ 0.18%
$4.45K - $4.8K
102K $2.72M
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
169
+ 20.53%
$4K - $4.32K
992 $26.4K
Jul 24, 2023 Q2 2023
Twele Capital Management, Inc.

BUY
 -
167
+ 1.75%
$3.95K - $4.27K
9.71K $258K
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
162
+ 0.13%
$3.83K - $4.14K
120K $3.2M
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
160
+ 11.03%
$3.79K - $4.09K
1.61K $42.9K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
158
New
$3.74K - $4.04K
158 $4.21K
Aug 11, 2023 Q2 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
145
+ 0.47%
$3.43K - $3.7K
31.1K $827K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
141
New
$3.34K - $3.6K
141 $3.75K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
137
New
$3.24K - $3.5K
137 $3.65K
Jan 16, 2024 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
133
+ 0.11%
$3.15K - $3.4K
122K $3.25M
Oct 19, 2023 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
133
+ 0.11%
$3.15K - $3.4K
122K $3.25M
Jul 17, 2023 Q2 2023
Sns Financial Group, LLC

BUY
 -
127
+ 0.05%
$3K - $3.24K
263K $7.01M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
118
+ 0.41%
$2.79K - $3.01K
29.1K $774K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
117
+ 1.39%
$2.77K - $2.99K
8.55K $228K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
114
+ 0.19%
$2.7K - $2.91K
59.8K $1.59M
Jul 28, 2023 Q2 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
111
+ 0.45%
$2.63K - $2.83K
24.7K $657K
Jul 21, 2023 Q2 2023
Summit Financial Strategies, Inc.

BUY
 -
109
+ 0.7%
$2.58K - $2.78K
15.7K $418K
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
106
+ 0.48%
$2.51K - $2.71K
22.2K $591K
Jul 19, 2023 Q2 2023
Signature Estate & Investment Advisors LLC

BUY
 -
100
+ 1.02%
$2.37K - $2.55K
9.92K $264K
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
99
+ 1.21%
$2.34K - $2.53K
8.28K $221K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
96
+ 0.04%
$2.27K - $2.45K
229K $6.1M
Aug 07, 2023 Q2 2023
Global Strategic Investment Solutions, LLC

BUY
 -
95
+ 0.38%
$2.25K - $2.43K
25K $667K
Jul 07, 2023 Q2 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
94
+ 0.84%
$2.22K - $2.4K
11.3K $301K
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
91
+ 0.28%
$2.15K - $2.32K
33K $877K
Aug 04, 2023 Q2 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
91
+ 0.48%
$2.15K - $2.32K
19.1K $509K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
88
+ 0.34%
$2.08K - $2.25K
26K $693K
Aug 02, 2023 Q2 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
78
+ 0.52%
$1.85K - $1.99K
15K $399K
Aug 14, 2023 Q2 2023
Sja Financial Advisory, LLC

BUY
 -
72
+ 0.52%
$1.7K - $1.84K
14K $373K
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
72
+ 0.04%
$1.7K - $1.84K
170K $4.53M
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
70
+ 0.68%
$1.66K - $1.79K
10.4K $277K
Jul 28, 2023 Q2 2023
Alpha Omega Wealth Management LLC

BUY
 -
66
+ 0.15%
$1.56K - $1.69K
45.1K $1.2M
Jul 17, 2023 Q2 2023
Geometric Wealth Advisors

BUY
 -
63
+ 0.52%
$1.49K - $1.61K
12.2K $325K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
55
+ 1.29%
$1.3K - $1.4K
4.33K $115K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
53
+ 0.58%
$1.25K - $1.35K
9.21K $245K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
50
+ 0.5%
$1.18K - $1.28K
10K $267K
Jul 17, 2023 Q2 2023
Simpli Fi, Inc.

BUY
 -
49
+ 0.53%
$1.16K - $1.25K
9.34K $249K

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