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 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.39K- 10.8% |
$55.1K - $59.5K
|
19.8K
$513K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.48K- 10.71% |
$57.1K - $61.7K
|
20.7K
$536K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.5K- 98.5% |
$57.6K - $62.2K
|
38
$986
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.51K- 18.15% |
$57.7K - $62.3K
|
11.3K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.54K- 12.99% |
$58.5K - $63.1K
|
17K
$441K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.58K- 13.93% |
$59.4K - $64.2K
|
15.9K
$414K
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
SELL
|
- |
-2.59K- 13.44% |
$59.7K - $64.5K
|
16.7K
$433K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.61K- 15.96% |
$60.2K - $65.1K
|
13.8K
$357K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 25.22% |
$63.3K - $68.4K
|
8.15K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.8K- 13.38% |
$64.6K - $69.7K
|
18.1K
$471K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.83K- 0.77% |
$65.2K - $70.5K
|
365K
$9.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.87K- 0.77% |
$66.2K - $71.5K
|
372K
$9.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.08K- 7.07% |
$71.1K - $76.8K
|
40.5K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.13K- 5.32% |
$72K - $77.8K
|
55.6K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.15K- 4.39% |
$72.7K - $78.5K
|
68.7K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.19K- 3.12% |
$73.6K - $79.5K
|
99.3K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.2K- 0.63% |
$73.7K - $79.6K
|
503K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.2K- 14.92% |
$73.8K - $79.7K
|
18.3K
$474K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.43K- 2.84% |
$78.9K - $85.3K
|
117K
$3.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.48K- 1.79% |
$80.2K - $86.7K
|
192K
$4.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-3.49K- 8.35% |
$80.5K - $86.9K
|
38.3K
$994K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.72K- 6.84% |
$85.8K - $92.6K
|
50.7K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.73K- 18.5% |
$85.8K - $92.7K
|
16.4K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.86K- 0.79% |
$88.9K - $96.1K
|
483K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.9K- 28.47% |
$89.9K - $97.1K
|
9.8K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.92K- 14.6% |
$90.3K - $97.6K
|
22.9K
$595K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.04K- 4.45% |
$93.2K - $101K
|
86.9K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.37K- 30.84% |
$101K - $109K
|
9.79K
$254K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.38K- 2.68% |
$101K - $109K
|
159K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.38K- 2.68% |
$101K - $109K
|
159K
$4.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.44K- 8.26% |
$102K - $111K
|
49.3K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 32.48% |
$104K - $112K
|
9.35K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.52K- 10.54% |
$104K - $112K
|
38.3K
$995K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-4.55K- 1.76% |
$105K - $113K
|
254K
$6.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.81K- 4.24% |
$111K - $120K
|
109K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.87K- 27.57% |
$112K - $121K
|
12.8K
$332K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-4.97K- 13.57% |
$114K - $124K
|
31.6K
$821K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.4K- 5.72% |
$124K - $134K
|
89K
$2.31M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.49K- 4.98% |
$127K - $137K
|
105K
$2.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.57K- 5.35% |
$128K - $139K
|
98.4K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.62K- 3.28% |
$129K - $140K
|
166K
$4.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.73K- 13.13% |
$132K - $142K
|
37.9K
$983K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-6.19K- 3.03% |
$143K - $154K
|
198K
$5.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6.35K- 36.0% |
$146K - $158K
|
11.3K
$293K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-6.37K- 4.75% |
$147K - $159K
|
128K
$3.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-6.52K- 11.77% |
$150K - $162K
|
48.9K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.54K- 4.78% |
$151K - $163K
|
130K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.6K- 9.26% |
$152K - $164K
|
64.6K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.72K- 11.65% |
$155K - $167K
|
50.9K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-6.9K- 33.48% |
$159K - $172K
|
13.7K
$356K
|