Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Emergin (SCHE)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-17K- 5.22% |
$396K - $448K
|
308K
$8M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17.7K- 6.83% |
$412K - $466K
|
241K
$6.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-18.1K- 1.74% |
$423K - $478K
|
1.03M
$26.6M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-18.5K- 17.17% |
$432K - $489K
|
89.4K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.6K- 6.04% |
$433K - $490K
|
289K
$7.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-19.6K- 44.02% |
$457K - $518K
|
25K
$647K
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-20.7K- 15.52% |
$484K - $547K
|
113K
$2.93M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-21K- 13.83% |
$489K - $553K
|
131K
$3.39M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-21K- 8.42% |
$490K - $555K
|
229K
$5.94M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-21.4K- 22.86% |
$499K - $565K
|
72.3K
$1.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-23.8K- 25.38% |
$555K - $628K
|
70K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-28.2K- 96.22% |
$657K - $743K
|
1.11K
$28.7K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-29.5K- 17.88% |
$688K - $779K
|
135K
$3.52M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-32.4K- 12.7% |
$757K - $856K
|
223K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-32.7K- 4.24% |
$764K - $864K
|
739K
$19.2M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-34.2K- 22.49% |
$798K - $903K
|
118K
$3.06M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-35.2K- 88.28% |
$820K - $928K
|
4.67K
$121K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-36.3K- 26.21% |
$846K - $957K
|
102K
$2.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-39.7K- 4.88% |
$925K - $1.05M
|
774K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-39.9K- 78.58% |
$929K - $1.05M
|
10.9K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-40.4K- 51.35% |
$941K - $1.07M
|
38.2K
$992K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-41.2K- 50.48% |
$960K - $1.09M
|
40.4K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.6K- 63.11% |
$1.04M - $1.18M
|
26.1K
$677K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-46.8K- 20.42% |
$1.09M - $1.24M
|
183K
$4.74M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-53.5K- 41.42% |
$1.25M - $1.41M
|
75.7K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-54.1K- 9.33% |
$1.26M - $1.43M
|
525K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-55.3K- 7.06% |
$1.29M - $1.46M
|
728K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-68.9K- 25.41% |
$1.61M - $1.82M
|
202K
$5.25M
|
|
|
Jan 04, 2024
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-80K- 4.43% |
$1.87M - $2.11M
|
1.72M
$44.8M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-83.9K- 77.21% |
$1.96M - $2.22M
|
24.8K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-85.2K- 6.52% |
$1.99M - $2.25M
|
1.22M
$31.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-86.3K- 36.48% |
$2.01M - $2.28M
|
150K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-93.1K- 7.21% |
$2.17M - $2.46M
|
1.2M
$31.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-95.4K- 42.11% |
$2.22M - $2.52M
|
131K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-98.6K- 88.18% |
$2.3M - $2.6M
|
13.2K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105K- 2.03% |
$2.44M - $2.76M
|
5.05M
$131M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-116K- 63.34% |
$2.71M - $3.06M
|
67.2K
$1.74M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-125K- 44.22% |
$2.91M - $3.29M
|
157K
$4.08M
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-128K- 85.1% |
$2.99M - $3.39M
|
22.5K
$584K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-139K- 33.12% |
$3.24M - $3.67M
|
281K
$7.29M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-141K- 46.97% |
$3.28M - $3.71M
|
159K
$4.12M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-147K- 46.54% |
$3.43M - $3.88M
|
169K
$4.38M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-149K- 7.49% |
$3.47M - $3.93M
|
1.84M
$47.7M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-163K- 3.4% |
$3.81M - $4.31M
|
4.64M
$120M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-170K- 20.45% |
$3.97M - $4.49M
|
662K
$17.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-184K- 80.86% |
$4.28M - $4.85M
|
43.5K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-287K- 1.45% |
$6.7M - $7.58M
|
19.5M
$506M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-377K- 3.55% |
$8.79M - $9.95M
|
10.2M
$266M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-427K- 23.6% |
$9.96M - $11.3M
|
1.38M
$35.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-462K- 23.32% |
$10.8M - $12.2M
|
1.52M
$39.4M
|