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 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
1.4K+ 5.23% |
$32.7K - $37.1K
|
28.2K
$733K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.34K+ 8.26% |
$31.2K - $35.3K
|
17.6K
$456K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.34K+ 9.26% |
$31.1K - $35.2K
|
15.8K
$409K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.32K+ 0.63% |
$30.8K - $34.9K
|
213K
$5.52M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.31K+ 4.82% |
$30.5K - $34.5K
|
28.5K
$739K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.31KNew |
$30.5K - $34.5K
|
1.31K
$33.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.24K+ 6.37% |
$28.8K - $32.6K
|
20.7K
$536K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.19K+ 18.05% |
$27.8K - $31.4K
|
7.79K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 17.31% |
$25.7K - $29.1K
|
7.48K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.07K+ 4.82% |
$25K - $28.3K
|
23.4K
$606K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.07K+ 5.51% |
$25K - $28.3K
|
20.6K
$534K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.06K+ 13.76% |
$24.7K - $28K
|
8.77K
$228K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.03K+ 1.54% |
$24.1K - $27.3K
|
68.2K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1K+ 8.75% |
$23.4K - $26.5K
|
12.5K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
993+ 4.11% |
$23.2K - $26.2K
|
25.2K
$653K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
900New |
$21K - $23.8K
|
900
$23.4K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
869+ 5.04% |
$20.3K - $22.9K
|
18.1K
$470K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
867+ 3.6% |
$20.2K - $22.9K
|
24.9K
$647K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
718+ 4.44% |
$16.7K - $18.9K
|
16.9K
$438K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
717+ 0.64% |
$16.7K - $18.9K
|
112K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
687+ 0.67% |
$16K - $18.1K
|
104K
$2.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
687+ 9.61% |
$16K - $18.1K
|
7.83K
$203K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
676+ 3.05% |
$15.8K - $17.8K
|
22.9K
$593K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
675+ 2.94% |
$15.7K - $17.8K
|
23.6K
$612K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
659+ 0.92% |
$15.4K - $17.4K
|
72.2K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
651+ 1.01% |
$15.2K - $17.2K
|
65K
$1.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
623+ 1.99% |
$14.5K - $16.4K
|
31.9K
$827K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
600+ 54.55% |
$14K - $15.8K
|
1.7K
$44.1K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
593New |
$13.8K - $15.6K
|
593
$15.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
590+ 32.69% |
$13.8K - $15.6K
|
2.4K
$62.2K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
577New |
$13.5K - $15.2K
|
577
$15K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
560+ 6222.22% |
$13.1K - $14.8K
|
569
$14.8K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
545+ 1.57% |
$12.7K - $14.4K
|
35.2K
$913K
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
518+ 4.46% |
$12.1K - $13.7K
|
12.1K
$315K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
515+ 0.33% |
$12K - $13.6K
|
156K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
502New |
$11.7K - $13.2K
|
502
$13K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
497+ 2.06% |
$11.6K - $13.1K
|
24.6K
$640K
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
482+ 2.88% |
$11.2K - $12.7K
|
17.2K
$447K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
464+ 0.59% |
$10.8K - $12.2K
|
78.5K
$2.04M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
446+ 9.48% |
$10.4K - $11.8K
|
5.15K
$134K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
443+ 0.47% |
$10.3K - $11.7K
|
94.4K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
439+ 0.9% |
$10.2K - $11.6K
|
49.4K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
411+ 1.35% |
$9.58K - $10.8K
|
30.9K
$802K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
408+ 1.39% |
$9.51K - $10.8K
|
29.8K
$773K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
408+ 1.39% |
$9.51K - $10.8K
|
29.8K
$773K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
399+ 3.91% |
$9.3K - $10.5K
|
10.6K
$275K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
389New |
$9.07K - $10.3K
|
389
$10.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
364+ 1.19% |
$8.49K - $9.61K
|
31K
$804K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
363+ 1.34% |
$8.47K - $9.58K
|
27.5K
$714K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
363+ 0.61% |
$8.47K - $9.58K
|
60.2K
$1.56M
|