Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.68K- 14.9% |
$207K - $227K
|
49.6K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-8.75K- 5.07% |
$208K - $228K
|
164K
$4.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-8.85K- 1.92% |
$211K - $231K
|
451K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-9.15K- 13.19% |
$218K - $239K
|
60.2K
$1.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.16K- 6.27% |
$218K - $239K
|
137K
$3.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.54K- 7.33% |
$227K - $249K
|
121K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-9.57K- 9.65% |
$228K - $250K
|
89.6K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.85K- 1.35% |
$235K - $257K
|
718K
$19.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.6K- 15.42% |
$252K - $276K
|
57.9K
$1.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-10.6K- 9.0% |
$252K - $276K
|
107K
$2.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-10.9K- 5.06% |
$260K - $285K
|
204K
$5.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-11.4K- 49.11% |
$271K - $297K
|
11.8K
$317K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-12.9K- 11.17% |
$307K - $336K
|
102K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-13K- 12.66% |
$309K - $339K
|
89.6K
$2.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-13.1K- 4.02% |
$313K - $343K
|
314K
$8.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.1K- 34.42% |
$336K - $368K
|
26.9K
$724K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-14.3K- 70.7% |
$340K - $373K
|
5.92K
$160K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-14.4K- 3.16% |
$343K - $376K
|
440K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-14.5K- 5.52% |
$346K - $379K
|
249K
$6.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-14.8K- 5.65% |
$353K - $386K
|
247K
$6.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-15.5K- 12.58% |
$369K - $404K
|
108K
$2.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-15.8K- 4.87% |
$376K - $412K
|
308K
$8.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-16.4K- 6.25% |
$390K - $427K
|
245K
$6.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-17K- 6.18% |
$406K - $445K
|
258K
$6.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20.4K- 4.22% |
$487K - $534K
|
464K
$12.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-20.7K- 10.91% |
$492K - $539K
|
169K
$4.55M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-21.2K- 26.02% |
$505K - $553K
|
60.2K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.2K- 7.58% |
$506K - $554K
|
259K
$6.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-21.6K- 2.18% |
$515K - $565K
|
968K
$26.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-22.4K- 13.85% |
$533K - $584K
|
139K
$3.75M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-23.8K- 7.73% |
$566K - $620K
|
284K
$7.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-23.9K- 3.92% |
$570K - $625K
|
587K
$15.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-26K- 19.33% |
$619K - $678K
|
108K
$2.92M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-32.9K- 48.55% |
$783K - $858K
|
34.8K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.3K- 3.05% |
$841K - $922K
|
1.12M
$30.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-37.6K- 3.31% |
$896K - $982K
|
1.1M
$29.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-38.4K- 33.77% |
$916K - $1M
|
75.4K
$2.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-38.9K- 22.5% |
$926K - $1.01M
|
134K
$3.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-38.9K- 16.79% |
$927K - $1.02M
|
193K
$5.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-39.7K- 53.65% |
$947K - $1.04M
|
34.3K
$925K
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-39.8K- 82.42% |
$949K - $1.04M
|
8.49K
$229K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-43.7K- 19.13% |
$1.04M - $1.14M
|
185K
$4.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-47.9K- 69.02% |
$1.14M - $1.25M
|
21.5K
$579K
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-50.8K- 30.57% |
$1.21M - $1.33M
|
115K
$3.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-52.4K- 29.63% |
$1.25M - $1.37M
|
124K
$3.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-57.5K- 59.44% |
$1.37M - $1.5M
|
39.2K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-62.2K- 16.1% |
$1.48M - $1.62M
|
324K
$8.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-67.9K- 5.96% |
$1.62M - $1.77M
|
1.07M
$28.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-68.1K- 83.12% |
$1.62M - $1.78M
|
13.8K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-69.7K- 19.72% |
$1.66M - $1.82M
|
284K
$7.65M
|