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
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
580
+ 1.8%
$13.8K - $15.1K
32.8K $872K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
514
New
$12.2K - $13.4K
514 $13.7K
Nov 20, 2023 Q3 2023
Tompkins Financial Corp

BUY
 -
505
+ 20.71%
$12K - $13.2K
2.94K $78.3K
Oct 19, 2023 Q3 2023
Mendel Capital Management LLC

BUY
 -
492
+ 2.32%
$11.7K - $12.8K
21.7K $578K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
489
+ 3.24%
$11.7K - $12.8K
15.6K $415K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
473
+ 12.19%
$11.3K - $12.4K
4.35K $116K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
473
+ 0.3%
$11.3K - $12.4K
158K $4.21M
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
453
+ 2.46%
$10.8K - $11.8K
18.9K $502K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
417
+ 0.1%
$9.94K - $10.9K
403K $10.7M
Nov 07, 2023 Q3 2023
Warwick Investment Management, Inc.

BUY
 -
401
+ 4.03%
$9.56K - $10.5K
10.3K $275K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
385
+ 11.04%
$9.17K - $10.1K
3.87K $103K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
376
+ 3.75%
$8.96K - $9.82K
10.4K $277K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
345
+ 2.97%
$8.22K - $9.01K
12K $318K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
337
+ 2.85%
$8.03K - $8.8K
12.2K $323K
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
331
New
$7.89K - $8.64K
331 $8.8K
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
318
+ 0.09%
$7.58K - $8.3K
355K $9.44M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
299
New
$7.13K - $7.81K
299 $7.95K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
296
+ 238.71%
$7.05K - $7.73K
420 $11.2K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
295
New
$7.03K - $7.7K
295 $7.85K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
282
+ 0.96%
$6.72K - $7.36K
29.7K $790K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
278
+ 1.24%
$6.62K - $7.26K
22.7K $605K
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
258
+ 0.78%
$6.15K - $6.74K
33.2K $883K
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
256
+ 12.04%
$6.1K - $6.68K
2.38K $63.4K
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
252
+ 2.52%
$6.01K - $6.58K
10.3K $273K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
238
+ 1.75%
$5.67K - $6.21K
13.8K $367K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
224
New
$5.34K - $5.85K
224 $5.96K
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
223
+ 0.66%
$5.31K - $5.82K
33.9K $903K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
212
+ 106.0%
$5.05K - $5.54K
412 $11K
Nov 13, 2023 Q3 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
209
+ 0.68%
$4.98K - $5.46K
31.1K $827K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
200
+ 1.17%
$4.77K - $5.22K
17.3K $460K
Nov 16, 2023 Q3 2023
Athena Investment Management

BUY
 -
180
+ 0.5%
$4.29K - $4.7K
36.5K $972K
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
155
+ 0.91%
$3.69K - $4.05K
17.2K $458K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
138
+ 1.38%
$3.29K - $3.6K
10.1K $269K
Oct 19, 2023 Q3 2023
Blossom Wealth Management

BUY
 -
128
+ 0.69%
$3.05K - $3.34K
18.6K $495K
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
127
+ 0.41%
$3.03K - $3.32K
31.2K $830K
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
115
+ 0.7%
$2.74K - $3K
16.6K $441K
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
112
+ 1.22%
$2.67K - $2.92K
9.32K $248K
Oct 31, 2023 Q3 2023
James Investment Research Inc

BUY
 -
108
+ 0.66%
$2.57K - $2.82K
16.4K $436K
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
100
+ 25.71%
$2.38K - $2.61K
489 $13K
Oct 25, 2023 Q3 2023
Oldfather Financial Services, LLC

BUY
 -
90
+ 0.76%
$2.14K - $2.35K
11.9K $317K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
84
+ 0.74%
$2K - $2.19K
11.4K $304K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
82
+ 0.09%
$1.95K - $2.14K
91.5K $2.43M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
80
+ 41.67%
$1.91K - $2.09K
272 $7.24K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
76
+ 30.28%
$1.81K - $1.98K
327 $8.7K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
74
New
$1.76K - $1.93K
74 $1.97K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
62
+ 0.4%
$1.48K - $1.62K
15.6K $416K
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
53
+ 0.98%
$1.26K - $1.38K
5.49K $146K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
47
+ 62.67%
$1.12K - $1.23K
122 $3.25K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
40
New
$953 - $1.04K
40 $1.06K

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