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 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
180+ 1.15% |
$4.15K - $4.48K
|
15.9K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
174+ 0.91% |
$4.01K - $4.33K
|
19.3K
$535K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
159+ 3.49% |
$3.66K - $3.96K
|
4.72K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
153+ 1.25% |
$3.53K - $3.81K
|
12.4K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
152+ 0.19% |
$3.5K - $3.78K
|
79.2K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
141+ 1.13% |
$3.25K - $3.51K
|
12.6K
$350K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
131+ 15.67% |
$3.02K - $3.26K
|
967
$26.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
128+ 2.08% |
$2.95K - $3.19K
|
6.29K
$174K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
124+ 7.96% |
$2.86K - $3.09K
|
1.68K
$46.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
120+ 3.46% |
$2.76K - $2.99K
|
3.59K
$99.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
120+ 333.33% |
$2.76K - $2.99K
|
156
$4.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
119New |
$2.74K - $2.96K
|
119
$3.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
113+ 1.17% |
$2.6K - $2.81K
|
9.78K
$271K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
103+ 8.74% |
$2.37K - $2.56K
|
1.28K
$35.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
102New |
$2.35K - $2.54K
|
102
$2.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
96+ 3.51% |
$2.21K - $2.39K
|
2.83K
$78.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
92+ 2.12% |
$2.12K - $2.29K
|
4.43K
$123K
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
92+ 0.5% |
$2.12K - $2.29K
|
18.3K
$508K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
86New |
$1.98K - $2.14K
|
86
$2.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
83+ 0.97% |
$1.91K - $2.07K
|
8.67K
$240K
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
73+ 0.13% |
$1.68K - $1.82K
|
54.5K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
64+ 2.69% |
$1.47K - $1.59K
|
2.45K
$67.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
62+ 0.14% |
$1.43K - $1.54K
|
45.6K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 0.37% |
$1.38K - $1.49K
|
16.1K
$447K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
56+ 57.73% |
$1.29K - $1.39K
|
153
$4.24K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
54New |
$1.24K - $1.34K
|
54
$1.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
50+ 0.58% |
$1.15K - $1.24K
|
8.62K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41+ 3.52% |
$945 - $1.02K
|
1.21K
$33.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
35+ 28.69% |
$806 - $871
|
157
$4.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31New |
$714 - $772
|
31
$860
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
30+ 0.06% |
$691 - $747
|
46.5K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
24+ 3.39% |
$553 - $597
|
733
$20.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
24+ 0.2% |
$553 - $597
|
12K
$333K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 0.46% |
$530 - $572
|
4.98K
$138K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
22+ 3.42% |
$507 - $548
|
665
$18.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
21+ 0.18% |
$484 - $523
|
11.9K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
21+ 0.04% |
$484 - $523
|
51.1K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
19New |
$438 - $473
|
19
$527
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19New |
$438 - $473
|
19
$527
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
19+ 5.29% |
$438 - $473
|
378
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
13+ 0.07% |
$300 - $324
|
19.4K
$538K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12+ 3.63% |
$276 - $299
|
343
$9.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.84% |
$207 - $224
|
1.09K
$30.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 3.54% |
$207 - $224
|
263
$7.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
8New |
$184 - $199
|
8
$222
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 3.16% |
$115 - $124
|
163
$4.52K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
4New |
$92.2 - $99.6
|
4
$111
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 0.5% |
$69.1 - $74.7
|
608
$16.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 0.5% |
$69.1 - $74.7
|
608
$16.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.58% |
$69.1 - $74.7
|
517
$14.3K
|