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 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.76K+ 6.34% |
$41.9K - $46K
|
29.5K
$815K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.76K+ 3.39% |
$41.9K - $45.9K
|
53.5K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.73K+ 1.69% |
$41.2K - $45.1K
|
104K
$2.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.71K+ 4.01% |
$40.8K - $44.8K
|
44.4K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.65K+ 49.11% |
$39.3K - $43.1K
|
5.01K
$138K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.64K+ 0.71% |
$39.2K - $42.9K
|
233K
$6.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.61K+ 3.71% |
$38.3K - $41.9K
|
44.8K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.55K+ 3.06% |
$36.8K - $40.4K
|
52.1K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.52K+ 33.45% |
$36.1K - $39.6K
|
6.05K
$167K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.5K+ 17.91% |
$35.8K - $39.2K
|
9.88K
$273K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.42K+ 2.28% |
$33.9K - $37.2K
|
64K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.36K+ 3.29% |
$32.5K - $35.6K
|
42.8K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.32K+ 3.36% |
$31.4K - $34.4K
|
40.5K
$1.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.23K+ 1.97% |
$29.4K - $32.2K
|
64K
$1.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.22K+ 1.0% |
$29.2K - $32K
|
123K
$3.4M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.22K+ 1.0% |
$29.2K - $32K
|
123K
$3.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.22K+ 6.38% |
$29.1K - $31.9K
|
20.4K
$562K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.2KNew |
$28.6K - $31.3K
|
1.2K
$33.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.18KNew |
$28.1K - $30.8K
|
1.18K
$32.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.17K+ 7.48% |
$28K - $30.7K
|
16.9K
$466K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.17K+ 4.66% |
$27.8K - $30.4K
|
26.2K
$723K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.09K+ 8.53% |
$26K - $28.5K
|
13.9K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.06K+ 3.82% |
$25.3K - $27.7K
|
28.8K
$796K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.03KNew |
$24.4K - $26.8K
|
1.03K
$28.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.02K+ 0.1% |
$24.3K - $26.6K
|
1.05M
$28.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.01K+ 6.09% |
$24K - $26.3K
|
17.6K
$485K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
992New |
$23.6K - $25.9K
|
992
$27.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
981+ 5.0% |
$23.4K - $25.6K
|
20.6K
$569K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
980+ 0.46% |
$23.4K - $25.6K
|
215K
$5.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
971+ 6.32% |
$23.1K - $25.4K
|
16.3K
$451K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
928+ 6.59% |
$22.1K - $24.2K
|
15K
$414K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
904+ 522.54% |
$21.5K - $23.6K
|
1.08K
$29.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
894+ 11.37% |
$21.3K - $23.3K
|
8.76K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
865+ 5.73% |
$20.6K - $22.6K
|
16K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
851+ 3.81% |
$20.3K - $22.2K
|
23.2K
$641K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
844+ 2722.58% |
$20.1K - $22K
|
875
$24.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
838+ 594.33% |
$20K - $21.9K
|
979
$27K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
811+ 3.75% |
$19.3K - $21.2K
|
22.4K
$619K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
754+ 28.07% |
$18K - $19.7K
|
3.44K
$94.9K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
751+ 4.0% |
$17.9K - $19.6K
|
19.5K
$539K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
750+ 0.82% |
$17.9K - $19.6K
|
92.4K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
750+ 149.4% |
$17.9K - $19.6K
|
1.25K
$34.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
723+ 1.04% |
$17.2K - $18.9K
|
70.1K
$1.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
722+ 3.25% |
$17.2K - $18.9K
|
22.9K
$632K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
658+ 3.01% |
$15.7K - $17.2K
|
22.5K
$622K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
647+ 28.74% |
$15.4K - $16.9K
|
2.9K
$80K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
630+ 1.26% |
$15K - $16.4K
|
50.6K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
626+ 2.73% |
$14.9K - $16.3K
|
23.5K
$650K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
624+ 294.34% |
$14.9K - $16.3K
|
836
$23.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
611+ 2.52% |
$14.6K - $16K
|
24.9K
$686K
|