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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.49K+ 6.93% |
$57.3K - $61.9K
|
38.4K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
2.43K+ 2.08% |
$56K - $60.5K
|
119K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.43K+ 17.92% |
$55.9K - $60.4K
|
16K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
2.28K+ 6.25% |
$52.6K - $56.8K
|
38.8K
$1.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.22K+ 5.35% |
$51.2K - $55.3K
|
43.8K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.18K+ 4.87% |
$50.3K - $54.3K
|
47K
$1.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.18K+ 12.19% |
$50.1K - $54.1K
|
20K
$555K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.17K+ 2.92% |
$50K - $54K
|
76.5K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
2.17KNew |
$50K - $54K
|
2.17K
$60.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.15K+ 24.58% |
$49.6K - $53.6K
|
10.9K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.14K+ 15.47% |
$49.4K - $53.4K
|
16K
$444K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.14KNew |
$49.4K - $53.3K
|
2.14K
$59.4K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.12K+ 19.8% |
$48.9K - $52.8K
|
12.8K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.05K+ 19.83% |
$47.2K - $51K
|
12.4K
$343K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.05K+ 2.17% |
$47.1K - $50.9K
|
96.2K
$2.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.04K+ 4.59% |
$47K - $50.7K
|
46.5K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.01K+ 11.69% |
$46.4K - $50.1K
|
19.2K
$533K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.95K+ 22.84% |
$45K - $48.6K
|
10.5K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.87KNew |
$43K - $46.5K
|
1.87K
$51.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.85KNew |
$42.5K - $45.9K
|
1.85K
$51.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.81K+ 5.23% |
$41.8K - $45.2K
|
36.5K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.7K+ 0.85% |
$39.2K - $42.3K
|
202K
$5.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.68K+ 4.98% |
$38.6K - $41.7K
|
35.3K
$978K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.65K+ 4.0% |
$38K - $41K
|
42.9K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.65KNew |
$37.9K - $40.9K
|
1.65K
$45.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62K+ 10.4% |
$37.4K - $40.4K
|
17.2K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.5K+ 13.15% |
$34.6K - $37.4K
|
12.9K
$358K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.49K+ 6.09% |
$34.2K - $37K
|
25.9K
$717K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.45K+ 7.55% |
$33.4K - $36K
|
20.6K
$572K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.44K+ 4.14% |
$33.2K - $35.9K
|
36.3K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 40.36% |
$32.3K - $34.8K
|
4.87K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.38K+ 1.19% |
$31.8K - $34.4K
|
117K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 10.06% |
$31.8K - $34.3K
|
15.1K
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.38K+ 6.06% |
$31.8K - $34.3K
|
24.1K
$669K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.38K+ 4.6% |
$31.7K - $34.2K
|
31.3K
$867K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.37K+ 16.13% |
$31.6K - $34.1K
|
9.87K
$274K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.33K+ 0.85% |
$30.6K - $33.1K
|
158K
$4.38M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.32K+ 12.08% |
$30.4K - $32.9K
|
12.2K
$340K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.3K+ 0.71% |
$29.9K - $32.3K
|
184K
$5.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.29K+ 13.85% |
$29.7K - $32.1K
|
10.6K
$294K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.29K+ 4.34% |
$29.7K - $32.1K
|
31K
$860K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.21K+ 0.88% |
$27.9K - $30.1K
|
139K
$3.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.21K+ 11.74% |
$27.8K - $30K
|
11.5K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.2K+ 0.92% |
$27.6K - $29.8K
|
131K
$3.63M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
950New |
$21.9K - $23.6K
|
950
$26.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
906+ 10.54% |
$20.9K - $22.6K
|
9.5K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
871+ 8.82% |
$20.1K - $21.7K
|
10.8K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
824+ 1.05% |
$19K - $20.5K
|
79.5K
$2.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
810+ 6.64% |
$18.7K - $20.2K
|
13K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
792New |
$18.2K - $19.7K
|
792
$22K
|