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 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.46K+ 3.54% |
$154K - $169K
|
189K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.39K+ 24.02% |
$152K - $167K
|
33K
$878K
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
5.91K+ 5.26% |
$141K - $154K
|
118K
$3.15M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
5.64K+ 7.55% |
$134K - $147K
|
80.4K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.46K+ 10.51% |
$130K - $143K
|
57.4K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.41K+ 2.36% |
$129K - $141K
|
235K
$6.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
5.36K+ 11.75% |
$128K - $140K
|
51K
$1.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.3K+ 5.45% |
$126K - $138K
|
102K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.24K+ 9.31% |
$125K - $137K
|
61.5K
$1.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.22K+ 13.72% |
$124K - $136K
|
43.3K
$1.15M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.2K+ 7.08% |
$124K - $136K
|
78.7K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 6.32% |
$121K - $133K
|
85.4K
$2.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.99K+ 5.79% |
$119K - $130K
|
91.1K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.77K+ 53.52% |
$114K - $124K
|
13.7K
$364K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.7K+ 9.09% |
$112K - $123K
|
56.4K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
4.48K+ 448400.0% |
$107K - $117K
|
4.49K
$119K
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4.31K+ 4.32% |
$103K - $113K
|
104K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.14K+ 27.14% |
$98.7K - $108K
|
19.4K
$516K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.01K+ 12.34% |
$95.5K - $105K
|
36.5K
$970K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.77K+ 3.87% |
$89.9K - $98.5K
|
101K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.76K+ 2.05% |
$89.6K - $98.1K
|
187K
$4.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.74K+ 7.69% |
$89.1K - $97.6K
|
52.4K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.7K+ 52.62% |
$88.1K - $96.5K
|
10.7K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.42K+ 81.96% |
$81.4K - $89.2K
|
7.59K
$202K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 5.07% |
$79.6K - $87.2K
|
69.1K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.29K+ 154.67% |
$78.5K - $86K
|
5.42K
$144K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.23K+ 3.99% |
$76.9K - $84.3K
|
84.1K
$2.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.15K+ 0.46% |
$75K - $82.2K
|
685K
$18.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.1K+ 1.99% |
$74K - $81K
|
159K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.97K+ 10.12% |
$70.8K - $77.6K
|
32.3K
$860K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.78K+ 0.58% |
$66.3K - $72.7K
|
487K
$12.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.76K+ 6.33% |
$65.7K - $72K
|
46.3K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.69K+ 24.4% |
$64.1K - $70.2K
|
13.7K
$365K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.66K+ 6.49% |
$63.4K - $69.5K
|
43.6K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.56K+ 9.67% |
$61K - $66.8K
|
29K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.45K+ 8.26% |
$58.3K - $63.8K
|
32K
$852K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.41K+ 3.15% |
$57.3K - $62.8K
|
78.8K
$2.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.32K+ 21.91% |
$55.4K - $60.7K
|
12.9K
$344K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.26K+ 3.25% |
$53.9K - $59.1K
|
71.8K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.15K+ 12.36% |
$51.2K - $56.1K
|
19.5K
$520K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.05K+ 2.94% |
$48.8K - $53.5K
|
71.8K
$1.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.01K+ 4.29% |
$48K - $52.6K
|
48.9K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2K+ 5.9% |
$47.7K - $52.3K
|
35.9K
$956K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.96K+ 2.45% |
$46.8K - $51.3K
|
82.1K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.95K+ 251.55% |
$46.5K - $51K
|
2.73K
$72.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.94K+ 2.81% |
$46.3K - $50.8K
|
71.2K
$1.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.89K+ 19.89% |
$45.1K - $49.5K
|
11.4K
$304K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.84K+ 12.66% |
$43.7K - $47.9K
|
16.3K
$434K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 16.55% |
$42.2K - $46.3K
|
12.5K
$332K
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.77K+ 6.29% |
$42.2K - $46.2K
|
29.9K
$795K
|