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 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40+ 0.39% |
$953 - $1.04K
|
10.3K
$275K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40New |
$953 - $1.04K
|
40
$1.06K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38+ 1.52% |
$906 - $992
|
2.54K
$67.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
38+ 0.19% |
$906 - $992
|
20.1K
$535K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
33New |
$786 - $862
|
33
$878
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
27+ 0.22% |
$643 - $705
|
12.4K
$331K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
25+ 0.14% |
$596 - $653
|
17.4K
$462K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23+ 0.19% |
$548 - $601
|
12.4K
$331K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
23+ 0.13% |
$548 - $601
|
17.4K
$462K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 0.41% |
$477 - $522
|
4.96K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
19New |
$453 - $496
|
19
$505
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19New |
$453 - $496
|
19
$505
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
18+ 0.19% |
$429 - $470
|
9.36K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 0.31% |
$357 - $392
|
4.87K
$129K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
BUY
|
- |
10+ 1.1% |
$238 - $261
|
915
$24.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
9+ 0.1% |
$214 - $235
|
9.27K
$247K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
9+ 180.0% |
$214 - $235
|
14
$372
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.16% |
$167 - $183
|
4.34K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6New |
$143 - $157
|
6
$160
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1- 4.55% |
$23.8 - $26.1
|
21
$559
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.02% |
$23.8 - $26.1
|
97
$2.58K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.13% |
$23.8 - $26.1
|
774
$20.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-14- 0.05% |
$334 - $366
|
25.8K
$686K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15- 0.75% |
$357 - $392
|
1.98K
$52.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-17- 1.25% |
$405 - $444
|
1.34K
$35.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 0.31% |
$405 - $444
|
5.46K
$145K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18- 1.12% |
$429 - $470
|
1.59K
$42.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-25Closed |
$596 - $653
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-28- 21.05% |
$667 - $731
|
105
$2.79K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 0.26% |
$953 - $1.04K
|
15.4K
$409K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-45- 0.04% |
$1.07K - $1.17K
|
114K
$3.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-47- 0.43% |
$1.12K - $1.23K
|
10.9K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-50- 0.17% |
$1.19K - $1.31K
|
29K
$772K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-50- 0.22% |
$1.19K - $1.31K
|
23.2K
$617K
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-50- 0.09% |
$1.19K - $1.31K
|
56.1K
$1.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-54- 8.4% |
$1.29K - $1.41K
|
589
$15.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-55- 0.5% |
$1.31K - $1.44K
|
10.9K
$291K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-56- 0.15% |
$1.33K - $1.46K
|
38.5K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-60- 0.79% |
$1.43K - $1.57K
|
7.52K
$200K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-65- 0.23% |
$1.55K - $1.7K
|
28.7K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-73- 0.43% |
$1.74K - $1.91K
|
16.8K
$447K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-80- 0.09% |
$1.91K - $2.09K
|
91.6K
$2.44M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-82- 0.93% |
$1.95K - $2.14K
|
8.75K
$233K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-87- 7.44% |
$2.07K - $2.27K
|
1.08K
$28.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-93- 0.92% |
$2.22K - $2.43K
|
9.99K
$266K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-104- 13.94% |
$2.48K - $2.72K
|
642
$17.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-109- 0.39% |
$2.6K - $2.85K
|
28.2K
$750K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-111- 97.37% |
$2.65K - $2.9K
|
3
$79.8
|