Purchases and Sales Made in Q3 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 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
Oct 27, 2023 Q3 2023
Wooster Corthell Wealth Management, Inc.

BUY
 -
21.5K
+ 5.59%
$512K - $561K
406K $10.8M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
21.3K
+ 4.35%
$508K - $557K
512K $13.6M
Oct 19, 2023 Q3 2023
Olio Financial Planning

BUY
 -
20.7K
+ 9.36%
$492K - $539K
241K $6.42M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
20.5K
+ 156.35%
$490K - $536K
33.7K $896K
Nov 21, 2023 Q3 2023
Invst, LLC

Indianapolis, IN
BUY
 -
20.2K
+ 3.72%
$480K - $526K
563K $15M
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
18.9K
+ 5.43%
$451K - $494K
368K $9.78M
Oct 24, 2023 Q3 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
18.5K
+ 6.75%
$441K - $483K
293K $7.78M
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
18.5K
+ 1.45%
$440K - $483K
1.3M $34.5M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
17.9K
+ 18.21%
$426K - $466K
116K $3.08M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
16.9K
+ 3.39%
$403K - $442K
516K $13.7M
Oct 13, 2023 Q3 2023
Buckingham Capital Management, Inc.

BUY
 -
16.1K
+ 7.59%
$383K - $419K
228K $6.05M
Nov 09, 2023 Q3 2023
Cooper/Haims Advisors, LLC

BUY
 -
16K
+ 1.48%
$382K - $419K
1.1M $29.2M
Nov 07, 2023 Q3 2023
Hc Advisors, LLC

BUY
 -
15.8K
+ 6.59%
$376K - $412K
255K $6.79M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
15.6K
+ 71.44%
$371K - $406K
37.3K $993K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
14.6K
+ 4.43%
$348K - $381K
344K $9.15M
Oct 19, 2023 Q3 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
14.4K
+ 33.43%
$344K - $377K
57.6K $1.53M
Oct 10, 2023 Q3 2023
Boltwood Capital Management

BUY
 -
14.1K
+ 6.46%
$336K - $368K
232K $6.18M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
13.4K
+ 21903.28%
$318K - $349K
13.4K $357K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12.6K
+ 2.55%
$300K - $329K
506K $13.5M
Nov 02, 2023 Q3 2023
Pittenger & Anderson Inc

BUY
 -
12.5K
+ 2.99%
$298K - $326K
430K $11.4M
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
11.7K
+ 8.0%
$278K - $304K
157K $4.18M
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
11.4K
+ 6.56%
$271K - $297K
185K $4.92M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
10.9K
+ 5.59%
$260K - $285K
206K $5.48M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
10.9K
New
$259K - $284K
10.9K $290K
Oct 13, 2023 Q3 2023
Courage Miller Partners, LLC

BUY
 -
10.7K
+ 5.4%
$255K - $279K
209K $5.55M
Oct 23, 2023 Q3 2023
Accurate Wealth Management, LLC

BUY
 -
10.6K
+ 46.3%
$253K - $278K
33.6K $894K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
10.4K
New
$248K - $272K
10.4K $277K
Oct 27, 2023 Q3 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
10.3K
+ 3.61%
$246K - $269K
296K $7.87M
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
10.3K
New
$245K - $268K
10.3K $274K
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
10.2K
New
$244K - $267K
10.2K $272K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
10K
+ 5.47%
$239K - $262K
194K $5.16M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
9.93K
New
$237K - $259K
9.93K $264K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
9.75K
+ 2.58%
$232K - $254K
387K $10.3M
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
9.71K
+ 0.55%
$231K - $254K
1.78M $47.3M
Nov 06, 2023 Q3 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
9.63K
New
$230K - $251K
9.63K $256K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
9.56K
New
$228K - $250K
9.56K $254K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
9.41K
New
$224K - $246K
9.41K $250K
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
9.1K
+ 5.88%
$217K - $237K
164K $4.36M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.99K
+ 37.62%
$214K - $235K
32.9K $875K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
8.92K
+ 12.77%
$212K - $233K
78.7K $2.09M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
8.74K
New
$208K - $228K
8.74K $232K
Nov 14, 2023 Q3 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
8.59K
New
$205K - $224K
8.59K $228K
Oct 10, 2023 Q3 2023
Richard P Slaughter Associates Inc

BUY
 -
8.5K
New
$202K - $222K
8.5K $226K
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
7.81K
+ 7.16%
$186K - $204K
117K $3.11M
Oct 24, 2023 Q3 2023
Clearwater Capital Advisors, LLC

BUY
 -
7.62K
+ 1.32%
$182K - $199K
585K $15.6M
Nov 14, 2023 Q3 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
7.46K
+ 6.11%
$178K - $195K
130K $3.45M
Nov 14, 2023 Q3 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
7.35K
+ 2.56%
$175K - $192K
294K $7.82M
Nov 02, 2023 Q3 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
7.2K
+ 0.46%
$172K - $188K
1.59M $42.3M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
6.46K
+ 31.64%
$154K - $169K
26.9K $715K

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