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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.84K+ 1.59% |
$229K - $260K
|
627K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.77K+ 23.94% |
$228K - $258K
|
50.6K
$1.31M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.65KNew |
$225K - $255K
|
9.65K
$250K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.59K+ 3.59% |
$224K - $253K
|
276K
$7.17M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
9.38K+ 22.69% |
$219K - $248K
|
50.7K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
9.26KNew |
$216K - $244K
|
9.26K
$240K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
8.99K+ 50.43% |
$210K - $237K
|
26.8K
$696K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
8.88K+ 3.37% |
$207K - $234K
|
272K
$7.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.79K+ 5.02% |
$205K - $232K
|
184K
$4.77M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
8.49KNew |
$198K - $224K
|
8.49K
$220K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
8.45K+ 7.79% |
$197K - $223K
|
117K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.32K+ 3.25% |
$194K - $220K
|
264K
$6.86M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.25K+ 6.39% |
$192K - $218K
|
137K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.24KNew |
$192K - $218K
|
8.24K
$214K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
8.2KNew |
$191K - $216K
|
8.2K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.18KNew |
$191K - $216K
|
8.18K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8.16K+ 12.65% |
$190K - $215K
|
72.7K
$1.89M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.09K+ 13.17% |
$189K - $213K
|
69.5K
$1.8M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
7.97K+ 4.93% |
$186K - $210K
|
170K
$4.4M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7.39K+ 3975.27% |
$172K - $195K
|
7.58K
$197K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.33K+ 50.45% |
$171K - $193K
|
21.8K
$567K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
7.23K+ 2.82% |
$169K - $191K
|
263K
$6.83M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
6.91K+ 11.73% |
$161K - $182K
|
65.9K
$1.71M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.73K+ 17.08% |
$157K - $178K
|
46.1K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.67K+ 7.55% |
$156K - $176K
|
95K
$2.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
6.61K+ 3.42% |
$154K - $174K
|
200K
$5.18M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.57K+ 1.38% |
$153K - $173K
|
483K
$12.5M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.57K+ 1.38% |
$153K - $173K
|
483K
$12.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6.49K+ 21.36% |
$151K - $171K
|
36.9K
$957K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
6.39K+ 106566.67% |
$149K - $169K
|
6.4K
$166K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
6.15K+ 2.86% |
$143K - $162K
|
221K
$5.73M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.99K+ 1.94% |
$140K - $158K
|
315K
$8.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.94K+ 0.61% |
$139K - $157K
|
978K
$25.4M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.9K+ 2.92% |
$138K - $156K
|
208K
$5.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
5.83K+ 6.41% |
$136K - $154K
|
96.9K
$2.51M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.8K+ 5.97% |
$135K - $153K
|
103K
$2.67M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5.72K+ 10.66% |
$133K - $151K
|
59.3K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.69K+ 3.45% |
$133K - $150K
|
170K
$4.42M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.63K+ 16.88% |
$131K - $149K
|
39K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.57K+ 4.4% |
$130K - $147K
|
132K
$3.43M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.31K+ 31.35% |
$124K - $140K
|
22.3K
$578K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
5.3K+ 2.42% |
$124K - $140K
|
224K
$5.82M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
5.18K+ 51.61% |
$121K - $137K
|
15.2K
$395K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.99K+ 5.05% |
$116K - $132K
|
104K
$2.69M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.79K+ 5.35% |
$112K - $126K
|
94.4K
$2.45M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.76K+ 2.95% |
$111K - $126K
|
166K
$4.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.74K+ 7.01% |
$110K - $125K
|
72.3K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.66K+ 2.52% |
$109K - $123K
|
190K
$4.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.63K+ 32.24% |
$108K - $122K
|
19K
$493K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
4.56K+ 33.19% |
$106K - $120K
|
18.3K
$475K
|