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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.05K- 66.23% |
$72.7K - $79.6K
|
1.56K
$42.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.09K- 0.85% |
$73.6K - $80.6K
|
362K
$9.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.15K- 49.88% |
$75.1K - $82.3K
|
3.17K
$87.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-3.28K- 7.74% |
$78.2K - $85.6K
|
39.1K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-3.42K- 4.09% |
$81.4K - $89.2K
|
80.2K
$2.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.45K- 4.51% |
$82.3K - $90.1K
|
73.1K
$2.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.54K- 2.5% |
$84.3K - $92.4K
|
138K
$3.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 3.54% |
$85.7K - $93.9K
|
98K
$2.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.68K- 99.97% |
$87.8K - $96.2K
|
1
$27.5
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.78K- 1.37% |
$90.1K - $98.7K
|
271K
$7.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.79K- 29.05% |
$90.4K - $99.1K
|
9.27K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.81K- 7.77% |
$90.7K - $99.4K
|
45.2K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.86K- 2.87% |
$91.9K - $101K
|
130K
$3.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.97K- 2.47% |
$94.6K - $104K
|
156K
$4.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.03K- 14.9% |
$96K - $105K
|
23K
$633K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.03K- 3.32% |
$96K - $105K
|
117K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.04K- 28.74% |
$96.2K - $105K
|
10K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.1K- 4.54% |
$97.7K - $107K
|
86.2K
$2.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4.18K- 62.18% |
$99.5K - $109K
|
2.54K
$69.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.27K- 14.97% |
$102K - $112K
|
24.3K
$668K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.45K- 9.22% |
$106K - $116K
|
43.8K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.68K- 2.11% |
$112K - $122K
|
218K
$5.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.78K- 13.53% |
$114K - $125K
|
30.5K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.79K- 4.53% |
$114K - $125K
|
101K
$2.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.83K- 0.63% |
$115K - $126K
|
766K
$21.1M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4.89K- 5.36% |
$117K - $128K
|
86.3K
$2.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-4.91K- 5.85% |
$117K - $128K
|
79K
$2.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-5.02K- 7.85% |
$120K - $131K
|
58.9K
$1.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-5.14K- 52.65% |
$122K - $134K
|
4.62K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.42K- 2.75% |
$129K - $141K
|
192K
$5.27M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.44K- 2.26% |
$130K - $142K
|
235K
$6.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.44K- 4.12% |
$130K - $142K
|
127K
$3.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.57K- 5.57% |
$133K - $145K
|
94.4K
$2.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.58K- 19.09% |
$133K - $146K
|
23.6K
$650K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.61K- 8.72% |
$134K - $146K
|
58.7K
$1.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.79K- 28.58% |
$138K - $151K
|
14.5K
$398K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 4.21% |
$144K - $157K
|
137K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.23K- 1.09% |
$148K - $163K
|
563K
$15.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-6.52K- 4.03% |
$155K - $170K
|
155K
$4.27M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.55K- 3.85% |
$156K - $171K
|
164K
$4.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.55K- 3.85% |
$156K - $171K
|
164K
$4.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.63K- 32.36% |
$158K - $173K
|
13.9K
$382K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6.82K- 1.79% |
$162K - $178K
|
374K
$10.3M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.86K- 54.95% |
$163K - $179K
|
5.63K
$155K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.17K- 10.49% |
$171K - $187K
|
61.1K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.64K- 11.12% |
$182K - $200K
|
61.1K
$1.68M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-7.86K- 13.0% |
$187K - $205K
|
52.6K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-7.88K- 27.81% |
$188K - $206K
|
20.5K
$563K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.17K- 42.84% |
$195K - $213K
|
10.9K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.68K- 14.9% |
$207K - $227K
|
49.6K
$1.36M
|