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 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.76K+ 22.62% |
$179K - $193K
|
42K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
7.75K+ 3.21% |
$178K - $193K
|
249K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7.73K+ 8.49% |
$178K - $192K
|
98.8K
$2.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
7.37KNew |
$170K - $184K
|
7.37K
$207K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
7.34KNew |
$169K - $183K
|
7.34K
$206K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.28KNew |
$168K - $181K
|
7.28K
$205K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.94K+ 8.25% |
$160K - $173K
|
91K
$2.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
6.68K+ 14.54% |
$154K - $166K
|
52.6K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.67KNew |
$154K - $166K
|
6.67K
$187K
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
6.52K+ 6.27% |
$150K - $162K
|
111K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.22K+ 1.38% |
$143K - $155K
|
458K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.07K+ 3.24% |
$140K - $151K
|
193K
$5.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
5.88K+ 3.51% |
$135K - $146K
|
173K
$4.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5.88K+ 9.37% |
$135K - $146K
|
68.6K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.75KNew |
$132K - $143K
|
5.75K
$162K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.57K+ 28.54% |
$128K - $139K
|
25.1K
$706K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.48K+ 2.85% |
$126K - $136K
|
198K
$5.57M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.34K+ 3.2% |
$123K - $133K
|
172K
$4.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.33K+ 26.17% |
$123K - $133K
|
25.7K
$722K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
5.31K+ 7.9% |
$122K - $132K
|
72.5K
$2.04M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.82KNew |
$111K - $120K
|
4.82K
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.81K+ 23.12% |
$111K - $120K
|
25.6K
$720K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.79KNew |
$110K - $119K
|
4.79K
$135K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 3.05% |
$109K - $118K
|
160K
$4.5M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.53K+ 90.35% |
$104K - $113K
|
9.54K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.44K+ 8.29% |
$102K - $110K
|
58K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.34K+ 13.15% |
$99.9K - $108K
|
37.3K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.32K+ 7.17% |
$99.5K - $107K
|
64.5K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.28K+ 1.95% |
$98.6K - $106K
|
224K
$6.29M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.02K+ 45.94% |
$92.5K - $99.9K
|
12.8K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.94K+ 12.3% |
$90.8K - $98.1K
|
36K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.67K+ 26.65% |
$84.4K - $91.2K
|
17.4K
$490K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.64K+ 1.06% |
$84K - $90.7K
|
348K
$9.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
3.6K+ 1.54% |
$82.9K - $89.5K
|
237K
$6.65M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.5K+ 2.04% |
$80.6K - $87K
|
175K
$4.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
BUY
|
- |
3.36K+ 2.84% |
$77.4K - $83.6K
|
122K
$3.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.33K+ 6.54% |
$76.7K - $82.9K
|
54.3K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.21K+ 10.53% |
$74.1K - $80K
|
33.7K
$949K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.13KNew |
$72.1K - $77.9K
|
3.13K
$88K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.08K+ 70.79% |
$71K - $76.7K
|
7.44K
$209K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.01KNew |
$69.3K - $74.9K
|
3.01K
$84.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
2.86K+ 4.46% |
$65.8K - $71.1K
|
66.9K
$1.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.83KNew |
$65.2K - $70.4K
|
2.83K
$79.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.83K+ 3.59% |
$65.2K - $70.4K
|
81.7K
$2.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.69K+ 3.27% |
$61.9K - $66.8K
|
84.7K
$2.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.67K+ 2.98% |
$61.4K - $66.4K
|
92.3K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.67KNew |
$61.4K - $66.3K
|
2.67K
$74.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.66K+ 2.9% |
$61.2K - $66.1K
|
94.1K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.59K+ 2.1% |
$59.7K - $64.5K
|
126K
$3.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.59K+ 2.1% |
$59.7K - $64.5K
|
126K
$3.54M
|