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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-811- 3.8% |
$18.7K - $20.2K
|
20.5K
$555K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-822- 7.89% |
$18.9K - $20.5K
|
9.59K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-852- 40.48% |
$19.6K - $21.2K
|
1.25K
$33.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-855- 6.74% |
$19.7K - $21.3K
|
11.8K
$320K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-864- 3.98% |
$19.9K - $21.5K
|
20.9K
$565K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-873- 0.87% |
$20.1K - $21.7K
|
99.4K
$2.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-900- 1.6% |
$20.7K - $22.4K
|
55.2K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1K- 5.78% |
$23K - $24.9K
|
16.3K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.06K- 98.15% |
$24.5K - $26.4K
|
20
$542
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.08K- 0.22% |
$24.8K - $26.8K
|
483K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.11K- 6.61% |
$25.6K - $27.6K
|
15.7K
$425K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 7.0% |
$25.6K - $27.7K
|
14.8K
$400K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.12K- 12.06% |
$25.8K - $27.9K
|
8.17K
$221K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.16K- 12.47% |
$26.6K - $28.7K
|
8.11K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.16K- 1.08% |
$26.7K - $28.9K
|
106K
$2.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.16K- 0.09% |
$26.7K - $28.9K
|
1.29M
$35M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.18K- 2.41% |
$27.2K - $29.4K
|
47.8K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.23K- 22.42% |
$28.3K - $30.6K
|
4.26K
$115K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.35K- 53.15% |
$31.1K - $33.6K
|
1.19K
$32.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.37K- 2.25% |
$31.5K - $34.1K
|
59.5K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.39K- 0.85% |
$32K - $34.5K
|
162K
$4.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.39K- 5.16% |
$32K - $34.6K
|
25.5K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.4K- 1.62% |
$32.3K - $34.8K
|
84.9K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.41K- 1.76% |
$32.4K - $35K
|
78.8K
$2.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.42K- 4.55% |
$32.7K - $35.3K
|
29.8K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.44K- 1.43% |
$33.3K - $35.9K
|
99.5K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-1.48K- 4.62% |
$34K - $36.7K
|
30.5K
$825K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.5K- 8.93% |
$34.6K - $37.4K
|
15.3K
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.51K- 32.46% |
$34.8K - $37.6K
|
3.14K
$85.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.54K- 10.61% |
$35.4K - $38.2K
|
12.9K
$350K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.57K- 3.59% |
$36.3K - $39.2K
|
42.2K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1.64K- 15.82% |
$37.7K - $40.7K
|
8.71K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.64K- 2.24% |
$37.7K - $40.8K
|
71.5K
$1.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.65K- 1.55% |
$38.1K - $41.2K
|
105K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.77K- 11.3% |
$40.7K - $44K
|
13.9K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.77K- 14.79% |
$40.8K - $44K
|
10.2K
$276K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.8K- 61.04% |
$41.4K - $44.7K
|
1.15K
$31.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 10.1% |
$41.7K - $45.1K
|
16.1K
$437K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.9K- 18.67% |
$43.7K - $47.2K
|
8.27K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.26% |
$43.8K - $47.4K
|
717K
$19.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.93K- 10.78% |
$44.5K - $48.1K
|
16K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.95K- 6.72% |
$44.9K - $48.5K
|
27.1K
$733K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.97K- 3.77% |
$45.4K - $49.1K
|
50.4K
$1.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2K- 6.43% |
$46K - $49.7K
|
29K
$787K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.05K- 5.02% |
$47.3K - $51K
|
38.8K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-2.09K- 7.41% |
$48.2K - $52.1K
|
26.1K
$708K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.1K- 2.27% |
$48.4K - $52.3K
|
90.3K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.16K- 16.86% |
$49.7K - $53.6K
|
10.6K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.26K- 3.19% |
$52K - $56.2K
|
68.4K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-2.34K- 9.14% |
$53.8K - $58.1K
|
23.2K
$629K
|