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 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-292- 8.81% |
$6.81K - $7.71K
|
3.02K
$78.4K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-294- 1.91% |
$6.86K - $7.76K
|
15.1K
$392K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-297- 2.35% |
$6.93K - $7.84K
|
12.3K
$320K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-299- 0.43% |
$6.97K - $7.89K
|
69K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-300- 31.28% |
$7K - $7.92K
|
659
$17.1K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-302- 1.81% |
$7.04K - $7.97K
|
16.4K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-308- 2.22% |
$7.18K - $8.13K
|
13.6K
$353K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-337- 0.36% |
$7.86K - $8.89K
|
93.1K
$2.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-337- 71.7% |
$7.86K - $8.89K
|
133
$3.45K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-339- 1.59% |
$7.91K - $8.95K
|
21K
$544K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-355- 1.58% |
$8.28K - $9.37K
|
22.1K
$572K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-355- 1.63% |
$8.28K - $9.37K
|
21.4K
$556K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-357- 8.49% |
$8.33K - $9.42K
|
3.85K
$99.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-360- 0.69% |
$8.4K - $9.5K
|
51.9K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-362- 17.43% |
$8.44K - $9.55K
|
1.72K
$44.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-383- 5.87% |
$8.93K - $10.1K
|
6.14K
$159K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-386- 1.65% |
$9K - $10.2K
|
23K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 0.43% |
$9.33K - $10.6K
|
91.6K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-413- 3.05% |
$9.63K - $10.9K
|
13.1K
$340K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-416- 1.05% |
$9.7K - $11K
|
39.3K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-419- 1.5% |
$9.77K - $11.1K
|
27.5K
$715K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-422- 0.43% |
$9.84K - $11.1K
|
97.8K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-426- 2.24% |
$9.93K - $11.2K
|
18.6K
$482K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-432- 5.8% |
$10.1K - $11.4K
|
7.02K
$182K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-446- 4.84% |
$10.4K - $11.8K
|
8.76K
$227K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-464- 1.93% |
$10.8K - $12.2K
|
23.6K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-478- 23.57% |
$11.1K - $12.6K
|
1.55K
$40.2K
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-487- 0.93% |
$11.4K - $12.9K
|
52K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-497- 1.57% |
$11.6K - $13.1K
|
31.1K
$807K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-505- 1.17% |
$11.8K - $13.3K
|
42.8K
$1.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-506- 14.4% |
$11.8K - $13.4K
|
3.01K
$78.1K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-512- 2.27% |
$11.9K - $13.5K
|
22.1K
$572K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-519- 22.73% |
$12.1K - $13.7K
|
1.76K
$45.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-552- 4.79% |
$12.9K - $14.6K
|
11K
$284K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-554- 0.74% |
$12.9K - $14.6K
|
74.5K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-556- 1.36% |
$13K - $14.7K
|
40.4K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-556- 40.32% |
$13K - $14.7K
|
823
$21.4K
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-556- 0.22% |
$13K - $14.7K
|
254K
$6.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-590- 73.57% |
$13.8K - $15.6K
|
212
$5.5K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-593- 1.15% |
$13.8K - $15.6K
|
51.1K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-603- 0.1% |
$14.1K - $15.9K
|
574K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-650- 6.32% |
$15.2K - $17.2K
|
9.64K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-650- 3.65% |
$15.2K - $17.2K
|
17.1K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-655- 0.12% |
$15.3K - $17.3K
|
557K
$14.5M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-661- 1.41% |
$15.4K - $17.4K
|
46.2K
$1.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-674- 3.5% |
$15.7K - $17.8K
|
18.6K
$483K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-685- 93.58% |
$16K - $18.1K
|
47
$1.22K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-690- 24.48% |
$16.1K - $18.2K
|
2.13K
$55.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-697- 6.31% |
$16.3K - $18.4K
|
10.3K
$268K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-703- 7.06% |
$16.4K - $18.6K
|
9.25K
$240K
|