Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q1 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
May 11, 2023 Q1 2023
Townsquare Capital LLC

SELL
 -
-4.74K
- 27.96%
$111K - $125K
12.2K $317K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-4.76K
- 27.09%
$111K - $126K
12.8K $332K
Apr 20, 2023 Q1 2023
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-4.91K
- 3.66%
$115K - $130K
129K $3.36M
May 02, 2023 Q1 2023
Savant Capital, LLC

SELL
 -
-4.91K
- 2.75%
$115K - $130K
174K $4.51M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

SELL
 -
-5.16K
- 33.8%
$120K - $136K
10.1K $262K
May 03, 2023 Q1 2023
Northwest Capital Management Inc

SELL
 -
-5.22K
- 4.8%
$122K - $138K
104K $2.69M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-5.36K
- 4.48%
$125K - $141K
114K $2.96M
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

SELL
 -
-5.41K
- 3.55%
$126K - $143K
147K $3.81M
May 08, 2023 Q1 2023
Brown Advisory Inc

SELL
 -
-5.45K
- 13.74%
$127K - $144K
34.2K $889K
May 09, 2023 Q1 2023
Nelson Capital Management, LLC

SELL
 -
-5.66K
- 3.7%
$132K - $149K
147K $3.82M
May 10, 2023 Q1 2023
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-5.7K
- 7.6%
$133K - $151K
69.3K $1.8M
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

SELL
 -
-5.9K
- 1.41%
$137K - $156K
412K $10.7M
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-6.39K
- 99.91%
$149K - $169K
6 $156
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-6.82K
- 97.35%
$159K - $180K
186 $4.83K
Apr 17, 2023 Q1 2023
Crew Capital Management, Ltd.

SELL
 -
-7.11K
- 41.35%
$166K - $188K
10.1K $262K
Apr 18, 2023 Q1 2023
Flower City Capital

SELL
 -
-7.12K
- 25.8%
$166K - $188K
20.5K $531K
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

SELL
 -
-7.22K
- 6.63%
$168K - $190K
102K $2.64M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-7.74K
- 4.36%
$181K - $204K
170K $4.4M
Apr 27, 2023 Q1 2023
Bensler, LLC

Bellevue, WA
SELL
 -
-8.21K
- 9.29%
$191K - $217K
80.1K $2.08M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
SELL
 -
-8.42K
- 1.92%
$196K - $222K
431K $11.2M
Apr 28, 2023 Q1 2023
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-8.64K
- 15.47%
$201K - $228K
47.2K $1.23M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-9.17K
- 3.88%
$214K - $242K
227K $5.89M
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

SELL
 -
-9.24K
- 14.52%
$215K - $244K
54.4K $1.41M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

SELL
 -
-9.24K
- 12.2%
$216K - $244K
66.5K $1.73M
Apr 13, 2023 Q1 2023
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-9.39K
- 22.23%
$219K - $248K
32.9K $853K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

SELL
 -
-10.1K
- 76.07%
$235K - $266K
3.17K $82.3K
Apr 17, 2023 Q1 2023
Rosenberg Matthew Hamilton

SELL
 -
-10.2K
- 28.24%
$238K - $269K
25.9K $673K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-10.7K
- 2.4%
$251K - $284K
438K $11.4M
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

SELL
 -
-11K
- 5.38%
$258K - $292K
194K $5.04M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

SELL
 -
-11.6K
- 53.32%
$270K - $305K
10.1K $263K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-11.7K
- 1.95%
$274K - $310K
590K $15.3M
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
SELL
 -
-11.8K
- 3.97%
$276K - $312K
286K $7.43M
Apr 12, 2023 Q1 2023
Brand Asset Management Group, Inc.

SELL
 -
-12K
- 3.77%
$280K - $317K
307K $7.96M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-12.1K
Closed
$282K - $319K
0 $0
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-12.5K
- 78.92%
$292K - $330K
3.35K $86.8K
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

SELL
 -
-12.9K
- 9.73%
$302K - $342K
120K $3.12M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
SELL
 -
-13K
- 3.62%
$303K - $343K
345K $8.96M
May 10, 2023 Q1 2023
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-13K
- 68.37%
$304K - $344K
6.04K $157K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

SELL
 -
-13.4K
- 17.29%
$311K - $352K
63.9K $1.66M
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

SELL
 -
-13.6K
- 39.88%
$316K - $358K
20.5K $531K
May 15, 2023 Q1 2023
Gyl Financial Synergies, LLC

SELL
 -
-13.6K
- 24.61%
$317K - $359K
41.7K $1.08M
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

SELL
 -
-13.6K
- 3.41%
$318K - $360K
386K $10M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-15.1K
- 2.47%
$352K - $398K
596K $15.5M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

SELL
 -
-15.6K
- 1.22%
$364K - $412K
1.26M $32.7M
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-15.9K
- 56.21%
$371K - $420K
12.4K $322K
May 03, 2023 Q1 2023
Rebalance, LLC

Palo Alto, CA
SELL
 -
-16K
- 1.05%
$373K - $422K
1.5M $39M
May 10, 2023 Q1 2023
Mai Capital Management

SELL
 -
-16.1K
- 17.58%
$376K - $425K
75.5K $1.96M
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-16.7K
- 2.46%
$389K - $440K
662K $17.2M
May 12, 2023 Q1 2023
Sheets Smith Wealth Management

SELL
 -
-16.9K
- 99.85%
$395K - $447K
25 $649

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