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 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
14.1KNew |
$324K - $350K
|
14.1K
$395K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 2.93% |
$314K - $339K
|
478K
$13.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
13.4K+ 28.57% |
$308K - $332K
|
60.1K
$1.69M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
13.2K+ 5.67% |
$303K - $328K
|
245K
$6.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
13.1K+ 4.6% |
$301K - $325K
|
297K
$8.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
12.7KNew |
$293K - $317K
|
12.7K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.7KNew |
$292K - $316K
|
12.7K
$357K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$283K - $306K
|
12.3K
$345K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.2KNew |
$281K - $303K
|
12.2K
$343K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
12.2K+ 10.78% |
$280K - $303K
|
125K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.1K+ 121.63% |
$280K - $302K
|
22.1K
$621K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12K+ 2.56% |
$278K - $300K
|
483K
$13.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$276K - $298K
|
12K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.9K+ 633.39% |
$275K - $297K
|
13.8K
$388K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11.7KNew |
$270K - $292K
|
11.7K
$330K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11.5KNew |
$264K - $285K
|
11.5K
$322K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
11K+ 2.46% |
$254K - $274K
|
459K
$12.9M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11K+ 1.56% |
$253K - $273K
|
717K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 0.97% |
$252K - $272K
|
1.13M
$31.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8K+ 28.81% |
$248K - $268K
|
48.1K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10.8K+ 32.8% |
$248K - $268K
|
43.6K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$233K - $252K
|
10.1K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10KNew |
$231K - $250K
|
10K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
9.97K+ 14.46% |
$230K - $248K
|
79K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
9.81K+ 9.47% |
$226K - $244K
|
113K
$3.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.57KNew |
$221K - $238K
|
9.57K
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
9.31K+ 4.46% |
$214K - $232K
|
218K
$6.13M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.25KNew |
$213K - $230K
|
9.25K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.2KNew |
$212K - $229K
|
9.2K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
9.19KNew |
$212K - $229K
|
9.19K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.14KNew |
$211K - $228K
|
9.14K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.13KNew |
$210K - $227K
|
9.13K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
9.06KNew |
$209K - $226K
|
9.06K
$255K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.04K+ 9.38% |
$208K - $225K
|
105K
$2.96M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.98K+ 100.41% |
$207K - $224K
|
17.9K
$504K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8.6KNew |
$198K - $214K
|
8.6K
$242K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8.59KNew |
$198K - $214K
|
8.59K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
8.51KNew |
$196K - $212K
|
8.51K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.44KNew |
$194K - $210K
|
8.44K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.33KNew |
$192K - $207K
|
8.33K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.22KNew |
$189K - $205K
|
8.22K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.11KNew |
$187K - $202K
|
8.11K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
8.1KNew |
$187K - $202K
|
8.1K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
8.09K+ 16.19% |
$186K - $201K
|
58K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.08K+ 5.14% |
$186K - $201K
|
165K
$4.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.04K+ 7.97% |
$185K - $200K
|
109K
$3.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
7.89K+ 12.81% |
$182K - $196K
|
69.4K
$1.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.84K+ 8.0% |
$181K - $195K
|
106K
$2.97M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
7.81K+ 59.2% |
$180K - $194K
|
21K
$590K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.79K+ 3.32% |
$180K - $194K
|
242K
$6.82M
|