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
|
Retirement Planning Group
|
SELL
|
- |
-303- 1.13% |
$7.17K - $7.74K
|
26.5K
$706K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-304- 0.31% |
$7.19K - $7.76K
|
97.5K
$2.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-323- 1.13% |
$7.64K - $8.25K
|
28.3K
$755K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-324- 2.47% |
$7.67K - $8.27K
|
12.8K
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-330- 1.21% |
$7.81K - $8.43K
|
26.8K
$715K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-350- 1.24% |
$8.28K - $8.94K
|
27.9K
$743K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-355- 1.76% |
$8.4K - $9.07K
|
19.8K
$528K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-368- 3.97% |
$8.71K - $9.4K
|
8.91K
$237K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-383- 0.74% |
$9.06K - $9.78K
|
51.5K
$1.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-386- 1.69% |
$9.13K - $9.86K
|
22.5K
$598K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-408- 1.37% |
$9.65K - $10.4K
|
29.4K
$782K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-408- 1.37% |
$9.65K - $10.4K
|
29.4K
$782K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-436- 1.32% |
$10.3K - $11.1K
|
32.5K
$866K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-443- 0.47% |
$10.5K - $11.3K
|
93.9K
$2.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-447- 2.16% |
$10.6K - $11.4K
|
20.2K
$538K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-450- 0.33% |
$10.6K - $11.5K
|
134K
$3.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-451- 4.31% |
$10.7K - $11.5K
|
10K
$267K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-456- 3.34% |
$10.8K - $11.6K
|
13.2K
$351K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-467- 0.61% |
$11K - $11.9K
|
76.6K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-482- 2.8% |
$11.4K - $12.3K
|
16.7K
$445K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-483- 62.32% |
$11.4K - $12.3K
|
292
$7.78K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-511- 5.39% |
$12.1K - $13.1K
|
8.96K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-524- 0.51% |
$12.4K - $13.4K
|
103K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-554- 0.35% |
$13.1K - $14.1K
|
156K
$4.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-561- 2.92% |
$13.3K - $14.3K
|
18.6K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-569- 1.83% |
$13.5K - $14.5K
|
30.5K
$813K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-622- 2.3% |
$14.7K - $15.9K
|
26.5K
$704K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-651- 3.52% |
$15.4K - $16.6K
|
17.9K
$475K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-687- 16.46% |
$16.3K - $17.5K
|
3.49K
$92.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-697- 3.16% |
$16.5K - $17.8K
|
21.4K
$569K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-700- 5.34% |
$16.6K - $17.9K
|
12.4K
$331K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-700- 45.6% |
$16.6K - $17.9K
|
835
$22.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-703- 2.98% |
$16.6K - $18K
|
22.9K
$610K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-720- 13.46% |
$17K - $18.4K
|
4.63K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-732- 2.48% |
$17.3K - $18.7K
|
28.7K
$766K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-740- 6.53% |
$17.5K - $18.9K
|
10.6K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-752- 16.23% |
$17.8K - $19.2K
|
3.88K
$103K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-776- 1.78% |
$18.4K - $19.8K
|
42.7K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-783- 4.87% |
$18.5K - $20K
|
15.3K
$407K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-794- 3.8% |
$18.8K - $20.3K
|
20.1K
$535K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-800- 7.36% |
$18.9K - $20.4K
|
10.1K
$268K
|
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-803- 5.59% |
$19K - $20.5K
|
13.6K
$361K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-867- 2.65% |
$20.5K - $22.1K
|
31.9K
$848K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-874- 1.57% |
$20.7K - $22.3K
|
54.9K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-894- 26.73% |
$21.2K - $22.8K
|
2.45K
$65.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-898- 4.43% |
$21.2K - $22.9K
|
19.4K
$516K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-918- 1.92% |
$21.7K - $23.4K
|
46.9K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-936- 5.36% |
$22.1K - $23.9K
|
16.5K
$440K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.01K- 0.87% |
$23.9K - $25.8K
|
115K
$3.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
SELL
|
- |
-1.01K- 4.94% |
$23.9K - $25.8K
|
19.5K
$518K
|