Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.3K- 18.59% |
$168K - $182K
|
31.9K
$886K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.32K- 2.94% |
$169K - $182K
|
242K
$6.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-7.53K- 8.73% |
$173K - $187K
|
78.7K
$2.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-7.61K- 18.78% |
$175K - $190K
|
32.9K
$913K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-7.81K- 4.77% |
$180K - $194K
|
156K
$4.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-7.87K- 13.37% |
$181K - $196K
|
51K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-8.08K- 8.82% |
$186K - $201K
|
83.5K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-8.12K- 19.26% |
$187K - $202K
|
34K
$944K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.12K- 15.46% |
$187K - $202K
|
44.4K
$1.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-8.13K- 6.24% |
$187K - $202K
|
122K
$3.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-8.33K- 19.29% |
$192K - $207K
|
34.9K
$967K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-8.59K- 4.09% |
$198K - $214K
|
202K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-8.63K- 8.42% |
$199K - $215K
|
93.8K
$2.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-8.72K- 35.98% |
$201K - $217K
|
15.5K
$430K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8.74K- 3.4% |
$201K - $217K
|
248K
$6.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.86K- 15.43% |
$204K - $220K
|
48.6K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.09K- 91.5% |
$209K - $226K
|
844
$23.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-9.28K- 7.89% |
$214K - $231K
|
108K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-9.79K- 11.5% |
$225K - $244K
|
75.3K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.8K- 21.68% |
$226K - $244K
|
35.4K
$982K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.86K- 9.78% |
$227K - $246K
|
91K
$2.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-9.99K- 4.59% |
$230K - $249K
|
208K
$5.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10K- 1.3% |
$230K - $249K
|
756K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-10.3K- 50.48% |
$238K - $257K
|
10.1K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.4K- 2.68% |
$239K - $258K
|
377K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10.5K- 8.96% |
$242K - $262K
|
107K
$2.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 21.47% |
$245K - $265K
|
38.9K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10.7K- 8.83% |
$247K - $267K
|
111K
$3.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-10.9K- 10.68% |
$251K - $271K
|
91.1K
$2.53M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.1K- 32.34% |
$256K - $276K
|
23.2K
$644K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.2K- 18.32% |
$258K - $279K
|
49.9K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 5.36% |
$259K - $280K
|
199K
$5.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.3K- 4.59% |
$261K - $282K
|
236K
$6.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
SELL
|
- |
-11.4K- 4.17% |
$262K - $283K
|
262K
$7.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-11.6K- 3.91% |
$267K - $288K
|
284K
$7.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11.6K- 6.01% |
$267K - $288K
|
181K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.6K- 10.2% |
$267K - $289K
|
102K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-11.7K- 3.24% |
$270K - $292K
|
350K
$9.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-12.2K- 9.6% |
$280K - $303K
|
114K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12.2K- 1.11% |
$281K - $303K
|
1.09M
$30.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-12.4K- 15.45% |
$285K - $308K
|
67.7K
$1.88M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-12.4K- 15.41% |
$285K - $308K
|
68K
$1.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-12.6K- 24.2% |
$290K - $314K
|
39.5K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-12.6K- 6.03% |
$291K - $314K
|
197K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.8K- 58.18% |
$294K - $318K
|
9.17K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12.8K- 25.34% |
$296K - $319K
|
37.8K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.9K- 96.24% |
$298K - $322K
|
505
$14K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-13.6KClosed |
$313K - $338K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-13.9K- 5.46% |
$321K - $347K
|
241K
$6.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-14K- 4.47% |
$323K - $349K
|
300K
$8.32M
|