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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-72.1K- 14.22% |
$1.72M - $1.88M
|
435K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76K- 37.27% |
$1.81M - $1.98M
|
128K
$3.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-78.3K- 26.3% |
$1.87M - $2.04M
|
219K
$5.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-88.9K- 0.45% |
$2.12M - $2.32M
|
19.5M
$526M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-104K- 48.21% |
$2.47M - $2.71M
|
111K
$3.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-110K- 31.57% |
$2.62M - $2.87M
|
238K
$6.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-113K- 6.89% |
$2.68M - $2.94M
|
1.52M
$41M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-114K- 3.31% |
$2.72M - $2.98M
|
3.33M
$89.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-121K- 54.6% |
$2.89M - $3.17M
|
101K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-125K- 17.27% |
$2.99M - $3.28M
|
601K
$16.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-131K- 70.63% |
$3.13M - $3.43M
|
54.6K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-132K- 98.66% |
$3.16M - $3.46M
|
1.8K
$48.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-134K- 4.66% |
$3.19M - $3.49M
|
2.74M
$73.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-138K- 99.97% |
$3.29M - $3.6M
|
36
$971
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-148K- 7.41% |
$3.54M - $3.87M
|
1.85M
$50M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-159K- 5.43% |
$3.79M - $4.15M
|
2.77M
$74.7M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-209K- 86.62% |
$4.99M - $5.47M
|
32.3K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-313K- 43.19% |
$7.45M - $8.17M
|
411K
$11.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-385K- 31.94% |
$9.17M - $10M
|
820K
$22.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-485K- 1.89% |
$11.6M - $12.7M
|
25.2M
$679M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-569K- 60.75% |
$13.5M - $14.8M
|
367K
$9.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-734K- 87.63% |
$17.5M - $19.2M
|
104K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-771K- 72.03% |
$18.4M - $20.1M
|
299K
$8.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-890K- 56.57% |
$21.2M - $23.2M
|
683K
$18.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.04M- 99.08% |
$24.8M - $27.1M
|
9.66K
$261K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.11M- 99.89% |
$26.4M - $28.9M
|
1.27K
$34.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-3.21MClosed |
$76.5M - $83.8M
|
0
$0
|