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 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.9K- 96.24% |
$298K - $322K
|
505
$13.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-13.6KClosed |
$313K - $338K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-13.9K- 5.46% |
$321K - $347K
|
241K
$6.67M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-14K- 4.47% |
$323K - $349K
|
300K
$8.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-14.6K- 22.2% |
$336K - $362K
|
51K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-15K- 12.08% |
$346K - $374K
|
109K
$3.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.9K- 63.89% |
$366K - $395K
|
8.98K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-16.9K- 50.2% |
$390K - $421K
|
16.8K
$463K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-16.9K- 57.77% |
$390K - $421K
|
12.4K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 2.81% |
$390K - $421K
|
584K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-16.9K- 7.35% |
$390K - $421K
|
213K
$5.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.1K- 59.14% |
$393K - $425K
|
11.8K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-17.4K- 55.19% |
$402K - $434K
|
14.2K
$391K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-17.7K- 4.4% |
$408K - $441K
|
385K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18K- 9.32% |
$415K - $448K
|
175K
$4.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-19.1K- 48.73% |
$439K - $474K
|
20.1K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-20.6K- 31.63% |
$475K - $514K
|
44.6K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-21.7K- 9.29% |
$499K - $539K
|
212K
$5.84M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-25.2K- 7.79% |
$582K - $628K
|
299K
$8.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-26.1K- 18.99% |
$601K - $649K
|
111K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-29.6K- 2.7% |
$683K - $738K
|
1.07M
$29.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-30.1K- 10.23% |
$693K - $749K
|
264K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30.1K- 15.71% |
$693K - $749K
|
161K
$4.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-31.4K- 67.84% |
$724K - $782K
|
14.9K
$411K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.5K- 7.24% |
$725K - $783K
|
403K
$11.1M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-32.7K- 56.11% |
$753K - $813K
|
25.6K
$706K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-34.4K- 18.62% |
$793K - $857K
|
150K
$4.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-38.4K- 40.6% |
$885K - $956K
|
56.2K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-39.5K- 70.07% |
$910K - $983K
|
16.9K
$466K
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-40.4K- 23.93% |
$930K - $1.01M
|
128K
$3.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-40.6K- 47.61% |
$937K - $1.01M
|
44.7K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-41.3K- 35.72% |
$950K - $1.03M
|
74.2K
$2.05M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-41.8K- 9.49% |
$963K - $1.04M
|
398K
$11M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-45.2K- 3.75% |
$1.04M - $1.13M
|
1.16M
$32M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-46.6K- 46.06% |
$1.07M - $1.16M
|
54.6K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-48.5K- 54.2% |
$1.12M - $1.21M
|
41K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-48.7K- 15.87% |
$1.12M - $1.21M
|
258K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-53.3K- 21.72% |
$1.23M - $1.33M
|
192K
$5.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-62.1K- 6.41% |
$1.43M - $1.54M
|
906K
$25M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67.3K- 32.66% |
$1.55M - $1.68M
|
139K
$3.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-74.3K- 55.5% |
$1.71M - $1.85M
|
59.6K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-75K- 13.32% |
$1.73M - $1.87M
|
488K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-83.5K- 98.49% |
$1.92M - $2.08M
|
1.28K
$35.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-91.3K- 3.55% |
$2.1M - $2.27M
|
2.48M
$68.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-96.4K- 29.53% |
$2.22M - $2.4M
|
230K
$6.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-96.6K- 61.03% |
$2.22M - $2.4M
|
61.7K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-96.8K- 34.09% |
$2.23M - $2.41M
|
187K
$5.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-102K- 37.49% |
$2.34M - $2.53M
|
170K
$4.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-181K- 6.62% |
$4.18M - $4.52M
|
2.56M
$70.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-218K- 52.95% |
$5.02M - $5.42M
|
194K
$5.34M
|