Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.37M+ 2551.47% |
$216M - $233M
|
9.74M
$262M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.85M+ 3.52% |
$65.7M - $71M
|
83.9M
$2.26B
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
751K+ 6.67% |
$17.3M - $18.7M
|
12M
$323M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
708K+ 27.59% |
$16.3M - $17.6M
|
3.27M
$88M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
492K+ 2.52% |
$11.3M - $12.2M
|
20M
$538M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
435KNew |
$10M - $10.8M
|
435K
$11.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
362KNew |
$8.35M - $9.02M
|
362K
$9.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
250K+ 224.3% |
$5.76M - $6.22M
|
362K
$9.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
209K+ 647.42% |
$4.83M - $5.21M
|
242K
$6.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
183K+ 555.4% |
$4.21M - $4.55M
|
216K
$5.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
171K+ 1136.79% |
$3.93M - $4.25M
|
186K
$4.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
147K+ 86.51% |
$3.39M - $3.66M
|
317K
$8.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
146K+ 9.2% |
$3.37M - $3.64M
|
1.74M
$46.7M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
144KNew |
$3.32M - $3.58M
|
144K
$3.87M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
143KNew |
$3.29M - $3.55M
|
143K
$3.84M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
138KNew |
$3.19M - $3.44M
|
138K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
134KNew |
$3.08M - $3.33M
|
134K
$3.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
132K+ 36.78% |
$3.05M - $3.3M
|
492K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
126K+ 90.41% |
$2.9M - $3.13M
|
265K
$7.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
124K+ 12.55% |
$2.86M - $3.09M
|
1.11M
$30M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
117K+ 49.18% |
$2.7M - $2.91M
|
355K
$9.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
104K+ 15.22% |
$2.4M - $2.59M
|
789K
$21.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
91.1K+ 11.11% |
$2.1M - $2.27M
|
911K
$24.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
90.7K+ 46.79% |
$2.09M - $2.26M
|
285K
$7.66M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
89.4KNew |
$2.06M - $2.23M
|
89.4K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
80.5KNew |
$1.85M - $2M
|
80.5K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
80.1KNew |
$1.84M - $1.99M
|
80.1K
$2.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
77.6K+ 112.28% |
$1.79M - $1.93M
|
147K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
77.3KNew |
$1.78M - $1.92M
|
77.3K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
76.6KNew |
$1.77M - $1.91M
|
76.6K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
75.8KNew |
$1.75M - $1.89M
|
75.8K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74.5K+ 20.33% |
$1.72M - $1.85M
|
441K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
69.8K+ 32.41% |
$1.61M - $1.74M
|
285K
$7.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
68.8K+ 11.73% |
$1.59M - $1.71M
|
656K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.9K+ 8.93% |
$1.5M - $1.62M
|
792K
$21.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.4K+ 24.53% |
$1.46M - $1.58M
|
322K
$8.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.4K+ 3.65% |
$1.46M - $1.58M
|
1.8M
$48.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59.6K+ 3.21% |
$1.37M - $1.48M
|
1.91M
$51.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
59.2KNew |
$1.37M - $1.47M
|
59.2K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
56.7KNew |
$1.31M - $1.41M
|
56.7K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.2K+ 32.83% |
$1.27M - $1.37M
|
223K
$6.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
52.4KNew |
$1.21M - $1.31M
|
52.4K
$1.41M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
51.2K+ 85.68% |
$1.18M - $1.28M
|
111K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
48.1KNew |
$1.11M - $1.2M
|
48.1K
$1.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
45K+ 8.8% |
$1.04M - $1.12M
|
557K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
43.8KNew |
$1.01M - $1.09M
|
43.8K
$1.18M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
38.3K+ 2462.25% |
$882K - $953K
|
39.8K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.8KNew |
$872K - $942K
|
37.8K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
36K+ 10.83% |
$830K - $896K
|
369K
$9.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
35K+ 11.96% |
$807K - $871K
|
328K
$8.81M
|