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
|
Geometric Wealth Advisors
|
BUY
|
- |
810+ 6.64% |
$18.7K - $20.2K
|
13K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
792New |
$18.2K - $19.7K
|
792
$22.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
785+ 5.66% |
$18.1K - $19.5K
|
14.7K
$412K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
784+ 6.31% |
$18.1K - $19.5K
|
13.2K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
780+ 1.28% |
$18K - $19.4K
|
61.9K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
754+ 255.59% |
$17.4K - $18.8K
|
1.05K
$29.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
721New |
$16.6K - $17.9K
|
721
$20.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
716+ 3.13% |
$16.5K - $17.8K
|
23.6K
$664K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
714New |
$16.5K - $17.8K
|
714
$20.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
668+ 2.55% |
$15.4K - $16.6K
|
26.9K
$756K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
651+ 3.41% |
$15K - $16.2K
|
19.7K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
649+ 1.08% |
$15K - $16.2K
|
60.9K
$1.71M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
648+ 1.74% |
$14.9K - $16.1K
|
37.8K
$1.06M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
622New |
$14.3K - $15.5K
|
622
$17.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
620New |
$14.3K - $15.4K
|
620
$17.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
596+ 7.86% |
$13.7K - $14.8K
|
8.18K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
592+ 3.37% |
$13.6K - $14.7K
|
18.1K
$510K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
590+ 3.56% |
$13.6K - $14.7K
|
17.2K
$483K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
579+ 0.59% |
$13.3K - $14.4K
|
98.6K
$2.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
549+ 3.06% |
$12.6K - $13.7K
|
18.5K
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
522+ 3.48% |
$12K - $13K
|
15.5K
$436K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
518+ 1.61% |
$11.9K - $12.9K
|
32.6K
$917K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
485+ 2.67% |
$11.2K - $12.1K
|
18.6K
$524K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
484+ 1.76% |
$11.2K - $12K
|
28K
$787K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
479+ 4.61% |
$11K - $11.9K
|
10.9K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
446+ 1.72% |
$10.3K - $11.1K
|
26.3K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
420New |
$9.68K - $10.5K
|
420
$11.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
416+ 0.56% |
$9.58K - $10.4K
|
74.1K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
416+ 1.24% |
$9.58K - $10.4K
|
33.9K
$952K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
409+ 3.37% |
$9.42K - $10.2K
|
12.6K
$353K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
401+ 2864.29% |
$9.24K - $9.98K
|
415
$11.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
400New |
$9.22K - $9.96K
|
400
$11.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
373+ 1.18% |
$8.59K - $9.28K
|
32K
$899K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
365New |
$8.41K - $9.08K
|
365
$10.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
365+ 36.79% |
$8.41K - $9.08K
|
1.36K
$38.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
355New |
$8.18K - $8.84K
|
355
$9.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
352+ 2.21% |
$8.11K - $8.76K
|
16.3K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
349+ 3.56% |
$8.04K - $8.69K
|
10.1K
$285K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
347+ 1.16% |
$7.99K - $8.64K
|
30.2K
$850K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
345New |
$7.95K - $8.59K
|
345
$9.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
343+ 1.52% |
$7.9K - $8.54K
|
22.9K
$643K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
288+ 2.42% |
$6.64K - $7.17K
|
12.2K
$343K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
284+ 1.2% |
$6.54K - $7.07K
|
23.9K
$672K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
272+ 2.65% |
$6.27K - $6.77K
|
10.6K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
269+ 0.91% |
$6.2K - $6.7K
|
29.8K
$838K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
246+ 2.85% |
$5.67K - $6.12K
|
8.89K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
246+ 3.49% |
$5.67K - $6.12K
|
7.3K
$205K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
222+ 2.06% |
$5.11K - $5.53K
|
11K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
220+ 2.51% |
$5.07K - $5.48K
|
8.97K
$252K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
209+ 0.33% |
$4.82K - $5.2K
|
64.2K
$1.8M
|