Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.62M+ 2.03% |
$38.5M - $42.2M
|
81.1M
$2.23B
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.48M+ 2224.94% |
$35.4M - $38.7M
|
1.55M
$42.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.22MNew |
$29M - $31.8M
|
1.22M
$33.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.02M+ 9.94% |
$24.2M - $26.6M
|
11.2M
$310M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
703K+ 37.62% |
$16.7M - $18.3M
|
2.57M
$70.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
557K+ 74.92% |
$13.3M - $14.5M
|
1.3M
$35.8M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
310K+ 6.68% |
$7.38M - $8.08M
|
4.94M
$136M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
185K+ 18.19% |
$4.42M - $4.84M
|
1.2M
$33.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
183KNew |
$4.35M - $4.77M
|
183K
$5.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
157K+ 6.53% |
$3.75M - $4.11M
|
2.57M
$70.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
147K+ 22.28% |
$3.5M - $3.83M
|
805K
$22.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
130K+ 15.15% |
$3.1M - $3.4M
|
989K
$27.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
92.6K+ 1213.89% |
$2.21M - $2.42M
|
100K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.5K+ 13.15% |
$2.01M - $2.21M
|
727K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
83.6K+ 6806.27% |
$1.99M - $2.18M
|
84.8K
$2.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
73.7KNew |
$1.76M - $1.92M
|
73.7K
$2.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
73.7KNew |
$1.76M - $1.92M
|
73.7K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
71.5K+ 169.33% |
$1.71M - $1.87M
|
114K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
71.5KNew |
$1.7M - $1.87M
|
71.5K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67.4K+ 28.15% |
$1.61M - $1.76M
|
307K
$8.45M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
65.2KNew |
$1.55M - $1.7M
|
65.2K
$1.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
62.8KNew |
$1.5M - $1.64M
|
62.8K
$1.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
57.4K+ 6.65% |
$1.37M - $1.5M
|
920K
$25.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
55.9K+ 6.86% |
$1.33M - $1.46M
|
870K
$23.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.2K+ 3.29% |
$1.32M - $1.44M
|
1.74M
$47.8M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
54.4KNew |
$1.3M - $1.42M
|
54.4K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
53.8KNew |
$1.28M - $1.4M
|
53.8K
$1.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50.1K+ 6.32% |
$1.19M - $1.31M
|
843K
$23.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
50K+ 31.41% |
$1.19M - $1.31M
|
209K
$5.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
41.8KNew |
$996K - $1.09M
|
41.8K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
40.7KNew |
$970K - $1.06M
|
40.7K
$1.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
40.1K+ 4.33% |
$957K - $1.05M
|
968K
$26.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
40.1K+ 38.88% |
$957K - $1.05M
|
143K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38.2K+ 8.78% |
$909K - $996K
|
473K
$13M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
37.2KNew |
$885K - $970K
|
37.2K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.7K+ 13.22% |
$852K - $933K
|
306K
$8.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
34.6K+ 11.62% |
$825K - $904K
|
333K
$9.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
33.8K+ 10.18% |
$806K - $883K
|
366K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
33.4KNew |
$797K - $873K
|
33.4K
$921K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
32K+ 7.68% |
$762K - $835K
|
448K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
30.8K+ 7.6% |
$734K - $804K
|
436K
$12M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
29.5K+ 2.99% |
$703K - $771K
|
1.02M
$28M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
28.1K+ 363.02% |
$670K - $735K
|
35.9K
$988K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
28K+ 88.05% |
$667K - $731K
|
59.8K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
27.9K+ 12.15% |
$664K - $728K
|
257K
$7.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.6K+ 15.98% |
$634K - $695K
|
193K
$5.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
25.4K+ 13.76% |
$606K - $664K
|
210K
$5.78M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
24.2KNew |
$578K - $633K
|
24.2K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.5K+ 3.65% |
$537K - $589K
|
640K
$17.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.5KNew |
$537K - $588K
|
22.5K
$620K
|