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
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-705- 2.41% |
$16.4K - $18.6K
|
28.5K
$741K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-726- 17.76% |
$16.9K - $19.2K
|
3.36K
$87.2K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-731- 5.46% |
$17K - $19.3K
|
12.6K
$328K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-750- 4.51% |
$17.5K - $19.8K
|
15.9K
$412K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-775- 8.52% |
$18.1K - $20.5K
|
8.32K
$216K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-776- 0.89% |
$18.1K - $20.5K
|
86.2K
$2.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-792- 0.79% |
$18.5K - $20.9K
|
99.7K
$2.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-807- 6.96% |
$18.8K - $21.3K
|
10.8K
$280K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-809- 2.71% |
$18.9K - $21.3K
|
29.1K
$755K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-814- 5.29% |
$19K - $21.5K
|
14.6K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-820- 0.85% |
$19.1K - $21.6K
|
95.6K
$2.48M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-823- 8.24% |
$19.2K - $21.7K
|
9.16K
$238K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-853- 0.58% |
$19.9K - $22.5K
|
145K
$3.77M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-905- 1.22% |
$21.1K - $23.9K
|
73.1K
$1.9M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-937- 25.76% |
$21.9K - $24.7K
|
2.7K
$70.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-960- 4.95% |
$22.4K - $25.3K
|
18.4K
$479K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-976- 2.91% |
$22.8K - $25.8K
|
32.6K
$846K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.01K- 81.48% |
$23.6K - $26.7K
|
230
$5.97K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 5.57% |
$24K - $27.2K
|
17.5K
$454K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.08K- 1.71% |
$25.3K - $28.6K
|
62.3K
$1.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.09K- 0.72% |
$25.5K - $28.9K
|
152K
$3.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.09K- 2.56% |
$25.5K - $28.9K
|
41.6K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.11K- 3.94% |
$25.9K - $29.3K
|
27.1K
$703K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.17K- 11.31% |
$27.2K - $30.8K
|
9.15K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.22K- 1.94% |
$28.5K - $32.2K
|
61.7K
$1.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.27K- 11.71% |
$29.5K - $33.4K
|
9.54K
$248K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.29K- 43.58% |
$30K - $34K
|
1.67K
$43.2K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.3K- 18.03% |
$30.3K - $34.3K
|
5.9K
$153K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.31K- 5.07% |
$30.6K - $34.6K
|
24.6K
$637K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 8.19% |
$30.7K - $34.8K
|
14.8K
$383K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.32K- 10.83% |
$30.8K - $34.8K
|
10.9K
$282K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.32K- 11.87% |
$30.9K - $34.9K
|
9.82K
$255K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.34K- 11.36% |
$31.3K - $35.4K
|
10.5K
$272K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.34K- 6.23% |
$31.3K - $35.4K
|
20.2K
$524K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.34K- 3.92% |
$31.3K - $35.5K
|
33K
$855K
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-1.35K- 4.39% |
$31.5K - $35.7K
|
29.5K
$765K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.38KClosed |
$32.2K - $36.4K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.39K- 3.47% |
$32.3K - $36.6K
|
38.5K
$1M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.42K- 98.89% |
$33.2K - $37.6K
|
16
$415
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.49K- 16.34% |
$34.8K - $39.4K
|
7.64K
$198K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.53K- 1.11% |
$35.7K - $40.4K
|
136K
$3.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.53K- 14.15% |
$35.7K - $40.4K
|
9.29K
$241K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 4.49% |
$36.6K - $41.4K
|
33.4K
$867K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 46.21% |
$36.7K - $41.5K
|
1.83K
$47.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-1.59K- 99.94% |
$37.1K - $41.9K
|
1
$26
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-1.59K- 3.27% |
$37.1K - $42K
|
47.2K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.62K- 9.39% |
$37.7K - $42.6K
|
15.6K
$405K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.62K- 20.27% |
$37.8K - $42.8K
|
6.38K
$165K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.67K- 23.88% |
$39K - $44.2K
|
5.33K
$138K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.7K- 7.67% |
$39.6K - $44.8K
|
20.4K
$530K
|