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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.22K- 6.18% |
$29.1K - $31.9K
|
18.5K
$510K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.23K- 1.92% |
$29.3K - $32.1K
|
62.7K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.3K- 0.66% |
$31K - $33.9K
|
195K
$5.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.35K- 12.74% |
$32.2K - $35.2K
|
9.25K
$255K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.37K- 8.14% |
$32.6K - $35.7K
|
15.4K
$425K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 7.51% |
$34.7K - $38K
|
17.9K
$494K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.47K- 28.96% |
$35K - $38.4K
|
3.6K
$99.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.47K- 2.04% |
$35.1K - $38.4K
|
70.7K
$1.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.47K- 3.38% |
$35.1K - $38.5K
|
42.2K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.49K- 57.32% |
$35.4K - $38.8K
|
1.11K
$30.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.59K- 3.09% |
$38K - $41.6K
|
49.9K
$1.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.63K- 0.96% |
$38.7K - $42.5K
|
168K
$4.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.63K- 14.03% |
$38.8K - $42.5K
|
9.98K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.68K- 1.8% |
$40.1K - $43.9K
|
91.6K
$2.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.72K- 8.73% |
$40.9K - $44.8K
|
17.9K
$494K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.72K- 59.36% |
$41K - $45K
|
1.18K
$32.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.72K- 16.73% |
$41.1K - $45K
|
8.58K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.76K- 9.51% |
$41.8K - $45.8K
|
16.7K
$460K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.76K- 1.43% |
$41.8K - $45.8K
|
121K
$3.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.78K- 1.79% |
$42.4K - $46.4K
|
97.3K
$2.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.85K- 0.95% |
$44K - $48.2K
|
193K
$5.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.86K- 3.25% |
$44.3K - $48.6K
|
55.4K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.89K- 8.14% |
$45K - $49.3K
|
21.3K
$587K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.92K- 6.14% |
$45.6K - $50K
|
29.3K
$806K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.99K- 2.6% |
$47.4K - $51.9K
|
74.3K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.13K- 0.9% |
$50.7K - $55.6K
|
233K
$6.42M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.13K- 0.59% |
$50.8K - $55.6K
|
360K
$9.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.15K- 1.87% |
$51.2K - $56.1K
|
113K
$3.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.15K- 4.92% |
$51.3K - $56.2K
|
41.5K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.18K- 13.66% |
$51.9K - $56.8K
|
13.8K
$379K
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.25K- 2.58% |
$53.6K - $58.7K
|
85.1K
$2.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.27K- 2.01% |
$54.1K - $59.2K
|
110K
$3.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.39K- 4.35% |
$57K - $62.4K
|
52.5K
$1.45M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.4K- 2.35% |
$57.2K - $62.7K
|
100K
$2.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.49K- 1.87% |
$59.2K - $64.9K
|
130K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.52K- 2.09% |
$60K - $65.7K
|
118K
$3.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.52K- 2.7% |
$60K - $65.8K
|
90.9K
$2.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.55K- 18.81% |
$60.8K - $66.6K
|
11K
$303K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-2.62K- 3.75% |
$62.4K - $68.4K
|
67.2K
$1.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.62K- 17.31% |
$62.4K - $68.4K
|
12.5K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.64K- 1.14% |
$62.9K - $69K
|
230K
$6.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.65K- 2.26% |
$63.2K - $69.3K
|
115K
$3.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.75K- 4.3% |
$65.4K - $71.7K
|
61.1K
$1.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.75K- 2.01% |
$65.4K - $71.7K
|
134K
$3.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.79K- 1.37% |
$66.6K - $73K
|
201K
$5.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
SELL
|
- |
-2.9K- 1.05% |
$69.2K - $75.8K
|
273K
$7.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 1.36% |
$69.2K - $75.8K
|
210K
$5.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-2.94K- 19.39% |
$70.1K - $76.8K
|
12.2K
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-3K- 49.71% |
$71.5K - $78.3K
|
3.04K
$83.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.04K- 4.42% |
$72.3K - $79.2K
|
65.6K
$1.81M
|