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 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22- 6.04% |
$521 - $562
|
342
$9.11K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-22- 0.16% |
$521 - $562
|
13.6K
$361K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-27- 96.43% |
$639 - $690
|
1
$26.6
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-28- 0.17% |
$662 - $715
|
16.6K
$441K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-36- 87.8% |
$852 - $919
|
5
$133
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-55- 0.39% |
$1.3K - $1.4K
|
14K
$373K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-60- 0.04% |
$1.42K - $1.53K
|
138K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 1.72% |
$1.56K - $1.69K
|
3.78K
$101K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-66- 1.41% |
$1.56K - $1.69K
|
4.6K
$123K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-74- 0.51% |
$1.75K - $1.89K
|
14.5K
$386K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-75- 0.23% |
$1.77K - $1.92K
|
32.2K
$858K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-76- 0.23% |
$1.8K - $1.94K
|
32.5K
$866K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-76- 4.31% |
$1.8K - $1.94K
|
1.69K
$45K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-79- 6.04% |
$1.87K - $2.02K
|
1.23K
$32.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-80- 31.37% |
$1.89K - $2.04K
|
175
$4.66K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-113- 0.34% |
$2.67K - $2.89K
|
33.6K
$894K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-114- 1.34% |
$2.7K - $2.91K
|
8.38K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-120- 1.24% |
$2.84K - $3.06K
|
9.57K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-120- 2.82% |
$2.84K - $3.06K
|
4.14K
$110K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-120- 0.92% |
$2.84K - $3.06K
|
12.9K
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-123- 0.34% |
$2.91K - $3.14K
|
36.4K
$968K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-124- 0.18% |
$2.93K - $3.17K
|
69.4K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-128- 0.59% |
$3.03K - $3.27K
|
21.6K
$576K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-128- 1.06% |
$3.03K - $3.27K
|
12K
$319K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-138- 0.3% |
$3.27K - $3.52K
|
46.1K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-146- 0.24% |
$3.45K - $3.73K
|
61.5K
$1.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-146- 56.15% |
$3.45K - $3.73K
|
114
$3.04K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-149- 0.68% |
$3.53K - $3.81K
|
21.8K
$580K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-153- 37.05% |
$3.62K - $3.91K
|
260
$6.92K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-155- 1.53% |
$3.67K - $3.96K
|
9.96K
$265K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-157- 0.31% |
$3.71K - $4.01K
|
50.6K
$1.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-158- 43.53% |
$3.74K - $4.04K
|
205
$5.46K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-159- 1.0% |
$3.76K - $4.06K
|
15.7K
$418K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-175- 0.77% |
$4.14K - $4.47K
|
22.6K
$603K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-178- 1.98% |
$4.21K - $4.55K
|
8.83K
$235K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-193- 1.38% |
$4.57K - $4.93K
|
13.8K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-193- 1.48% |
$4.57K - $4.93K
|
12.8K
$342K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-199- 2.1% |
$4.71K - $5.08K
|
9.26K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-207- 1.21% |
$4.9K - $5.29K
|
16.9K
$451K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-234- 39.46% |
$5.54K - $5.98K
|
359
$9.56K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-240- 58.11% |
$5.68K - $6.13K
|
173
$4.61K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-254- 0.98% |
$6.01K - $6.49K
|
25.6K
$681K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-255- 0.22% |
$6.03K - $6.51K
|
118K
$3.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-260- 4.88% |
$6.15K - $6.64K
|
5.07K
$135K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-260- 11.65% |
$6.15K - $6.64K
|
1.97K
$52.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-274- 0.1% |
$6.48K - $7K
|
262K
$6.97M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-274- 0.1% |
$6.48K - $7K
|
262K
$6.97M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-283- 0.54% |
$6.7K - $7.23K
|
51.8K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-285- 1.69% |
$6.74K - $7.28K
|
16.5K
$441K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-287- 1.55% |
$6.79K - $7.33K
|
18.3K
$487K
|