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 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
338
+ 1.86%
$7.88K - $8.92K
18.5K $480K
Apr 19, 2023 Q1 2023
Blossom Wealth Management

BUY
 -
325
+ 1.9%
$7.58K - $8.58K
17.4K $451K
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
298
+ 0.19%
$6.95K - $7.86K
157K $4.07M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
291
+ 3.63%
$6.79K - $7.68K
8.32K $216K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
280
+ 0.63%
$6.53K - $7.39K
44.9K $1.17M
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
268
+ 1.4%
$6.25K - $7.07K
19.4K $504K
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
258
+ 1.87%
$6.02K - $6.81K
14K $365K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
257
+ 2.2%
$5.99K - $6.78K
12K $310K
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
253
New
$5.9K - $6.68K
253 $6.57K
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
250
+ 1.8%
$5.83K - $6.6K
14.2K $367K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
240
+ 138.73%
$5.6K - $6.33K
413 $10.7K
May 01, 2023 Q1 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
235
+ 1.26%
$5.48K - $6.2K
18.9K $490K
May 01, 2023 Q1 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
230
+ 2.07%
$5.36K - $6.07K
11.3K $294K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
225
New
$5.25K - $5.94K
225 $5.84K
May 11, 2023 Q1 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
221
+ 1.03%
$5.15K - $5.83K
21.8K $565K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
218
+ 150.34%
$5.08K - $5.75K
363 $9.42K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
217
+ 0.54%
$5.06K - $5.73K
40.5K $1.05M
May 17, 2023 Q1 2023
Headinvest, LLC

Portland, ME
BUY
 -
215
+ 1.61%
$5.01K - $5.67K
13.6K $352K
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
214
+ 1.44%
$4.99K - $5.65K
15K $390K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
209
+ 0.49%
$4.87K - $5.52K
42.9K $1.11M
May 09, 2023 Q1 2023
Gs Investments, Inc.

BUY
 -
200
+ 28.37%
$4.66K - $5.28K
905 $23.5K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
197
+ 1.62%
$4.59K - $5.2K
12.4K $322K
May 15, 2023 Q1 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
197
+ 3.27%
$4.59K - $5.2K
6.22K $161K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
179
+ 4.39%
$4.17K - $4.72K
4.26K $111K
Apr 26, 2023 Q1 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
175
+ 0.77%
$4.08K - $4.62K
22.8K $592K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
155
+ 1.56%
$3.61K - $4.09K
10.1K $263K
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
142
+ 30.08%
$3.31K - $3.75K
614 $15.9K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
139
New
$3.24K - $3.67K
139 $3.61K
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
135
+ 0.65%
$3.15K - $3.56K
20.9K $542K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
124
New
$2.89K - $3.27K
124 $3.22K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
122
New
$2.85K - $3.22K
122 $3.17K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
120
+ 1.25%
$2.8K - $3.17K
9.69K $251K
Apr 28, 2023 Q1 2023
Sja Financial Advisory, LLC

BUY
 -
104
+ 0.75%
$2.43K - $2.74K
13.9K $361K
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

BUY
 -
97
+ 0.38%
$2.26K - $2.56K
25.4K $658K
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
87
+ 8.09%
$2.03K - $2.3K
1.16K $30.2K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
87
+ 0.56%
$2.03K - $2.3K
15.6K $404K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
82
+ 14.11%
$1.91K - $2.16K
663 $17.2K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
80
+ 45.71%
$1.87K - $2.11K
255 $6.62K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
73
+ 304.17%
$1.7K - $1.93K
97 $2.52K
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
63
+ 0.57%
$1.47K - $1.66K
11K $286K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
61
+ 2.06%
$1.42K - $1.61K
3.03K $78.6K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

BUY
 -
56
+ 0.12%
$1.31K - $1.48K
45K $1.17M
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
39
+ 2.34%
$909 - $1.03K
1.71K $44.3K
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
36
+ 0.04%
$840 - $950
90.6K $2.35M
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
34
+ 2.02%
$793 - $897
1.72K $44.7K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
32
+ 0.12%
$746 - $844
25.9K $673K
May 17, 2023 Q1 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
32
+ 160.0%
$746 - $844
52 $1.35K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
31
+ 0.75%
$723 - $818
4.17K $108K
Apr 03, 2023 Q1 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
28
New
$653 - $739
28 $727

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