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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-117- 1.37% |
$2.79K - $3.05K
|
8.43K
$233K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-118- 0.76% |
$2.81K - $3.08K
|
15.4K
$425K
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-122- 1.05% |
$2.91K - $3.19K
|
11.5K
$317K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-122- 6.08% |
$2.91K - $3.19K
|
1.88K
$52K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-131- 0.5% |
$3.12K - $3.42K
|
25.9K
$714K
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-136- 0.97% |
$3.24K - $3.55K
|
13.9K
$382K
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-147- 0.8% |
$3.5K - $3.84K
|
18.1K
$501K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-172- 0.25% |
$4.1K - $4.49K
|
68.1K
$1.88M
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-179- 0.92% |
$4.27K - $4.67K
|
19.3K
$532K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-183- 1.88% |
$4.36K - $4.78K
|
9.54K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-183- 1.32% |
$4.36K - $4.78K
|
13.6K
$377K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-188- 0.41% |
$4.48K - $4.91K
|
46K
$1.27M
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-192- 0.99% |
$4.58K - $5.01K
|
19.1K
$528K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-197Closed |
$4.69K - $5.14K
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-225- 1.74% |
$5.36K - $5.87K
|
12.7K
$350K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-227- 1.39% |
$5.41K - $5.93K
|
16.1K
$445K
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-234- 0.51% |
$5.58K - $6.11K
|
45.5K
$1.26M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-243- 0.7% |
$5.79K - $6.34K
|
34.3K
$946K
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-243- 0.72% |
$5.79K - $6.34K
|
33.3K
$920K
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-244- 1.48% |
$5.81K - $6.37K
|
16.2K
$448K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-244- 1.25% |
$5.81K - $6.37K
|
19.3K
$533K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-264- 97.78% |
$6.29K - $6.89K
|
6
$166
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-267- 1.14% |
$6.36K - $6.97K
|
23.3K
$642K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-282- 1.2% |
$6.72K - $7.36K
|
23.2K
$640K
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-283- 7.54% |
$6.74K - $7.39K
|
3.47K
$95.7K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-285- 9.43% |
$6.79K - $7.44K
|
2.74K
$75.5K
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-292- 0.42% |
$6.96K - $7.62K
|
69K
$1.9M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-303- 25.51% |
$7.22K - $7.91K
|
885
$24.4K
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-319- 1.76% |
$7.6K - $8.33K
|
17.8K
$492K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-320- 38.32% |
$7.63K - $8.36K
|
515
$14.2K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-322- 3.59% |
$7.67K - $8.41K
|
8.64K
$238K
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-333- 1.27% |
$7.94K - $8.69K
|
25.8K
$713K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-344- 3.37% |
$8.2K - $8.98K
|
9.86K
$272K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-388- 2.38% |
$9.25K - $10.1K
|
15.9K
$438K
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-390- 2.43% |
$9.29K - $10.2K
|
15.7K
$433K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-397- 10.5% |
$9.46K - $10.4K
|
3.38K
$93.4K
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-398- 1.43% |
$9.48K - $10.4K
|
27.5K
$759K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-408- 23.79% |
$9.72K - $10.7K
|
1.31K
$36.1K
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-410- 4.22% |
$9.77K - $10.7K
|
9.3K
$257K
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-417- 0.89% |
$9.94K - $10.9K
|
46.4K
$1.28M
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-419- 1.29% |
$9.98K - $10.9K
|
32.1K
$886K
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-423- 3.43% |
$10.1K - $11K
|
11.9K
$329K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-423- 4.71% |
$10.1K - $11K
|
8.55K
$236K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-429- 0.42% |
$10.2K - $11.2K
|
101K
$2.79M
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-454- 10.97% |
$10.8K - $11.9K
|
3.69K
$102K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-460- 18.77% |
$11K - $12K
|
1.99K
$55K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-464- 0.27% |
$11.1K - $12.1K
|
171K
$4.73M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-464- 0.27% |
$11.1K - $12.1K
|
171K
$4.73M
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-472- 5.19% |
$11.2K - $12.3K
|
8.62K
$238K
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-483- 2.26% |
$11.5K - $12.6K
|
20.9K
$576K
|