Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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
May 01, 2024 Q4 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
3
+ 0.5%
$69.1 - $74.7
608 $17.1K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
3
+ 0.58%
$69.1 - $74.7
517 $14.5K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 3.77%
$46.1 - $49.8
55 $1.55K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
2
+ 0.05%
$46.1 - $49.8
3.69K $104K
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

BUY
 -
2
+ 0.68%
$46.1 - $49.8
294 $8.26K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 2.78%
$46.1 - $49.8
74 $2.08K
Jan 23, 2024 Q4 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
2
+ 3.17%
$46.1 - $49.8
65 $1.83K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
BUY
 -
1
New
$23 - $24.9
1 $28.1
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 15, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Jan 29, 2024 Q4 2023
Valeo Financial Advisors, LLC

SELL
 -
-2
- 0.02%
$46.1 - $49.8
12.4K $350K
Feb 01, 2024 Q4 2023
Armbruster Capital Management, Inc.

SELL
 -
-15
- 0.04%
$346 - $373
38.5K $1.08M
Feb 15, 2024 Q4 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-17
- 0.23%
$392 - $423
7.5K $211K
Sep 25, 2024 Q4 2023
Passive Capital Management, Llc.

Baltimore, MD
SELL
 -
-18
- 0.03%
$415 - $448
52.6K $1.48M
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

SELL
 -
-26
- 0.19%
$599 - $647
13.8K $389K
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-28
- 8.19%
$645 - $697
314 $8.83K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
SELL
 -
-31
- 3.54%
$714 - $772
844 $23.7K
Jan 30, 2024 Q4 2023
Investors Research Corp

SELL
 -
-41
- 5.96%
$945 - $1.02K
647 $18.2K
Jan 26, 2024 Q4 2023
Stone Point Wealth LLC

SELL
 -
-56
- 0.55%
$1.29K - $1.39K
10.2K $286K
Feb 14, 2024 Q4 2023
Coastwise Capital Group, LLC

La Jolla, CA
SELL
 -
-59
- 0.26%
$1.36K - $1.47K
22.4K $629K
Feb 05, 2024 Q4 2023
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-67
- 2.21%
$1.54K - $1.67K
2.97K $83.4K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

SELL
 -
-68
- 20.8%
$1.57K - $1.69K
259 $7.28K
Feb 15, 2024 Q4 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-74
- 0.45%
$1.7K - $1.84K
16.3K $457K
Jan 30, 2024 Q4 2023
Alpha Omega Wealth Management LLC

SELL
 -
-76
- 0.17%
$1.75K - $1.89K
45K $1.27M
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

SELL
 -
-79
- 0.85%
$1.82K - $1.97K
9.26K $260K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-98
Closed
$2.26K - $2.44K
0 $0
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-104
- 38.24%
$2.4K - $2.59K
168 $4.72K
Feb 13, 2024 Q4 2023
Gsb Wealth Management, LLC

SELL
 -
-109
- 1.09%
$2.51K - $2.71K
9.9K $278K
Feb 14, 2024 Q4 2023
Sei Investments CO

Oaks, PA
SELL
 -
-114
- 0.83%
$2.63K - $2.84K
13.6K $381K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

SELL
 -
-115
- 1.94%
$2.65K - $2.86K
5.81K $163K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-141
- 0.55%
$3.25K - $3.51K
25.6K $719K
Feb 13, 2024 Q4 2023
Summit Financial Strategies, Inc.

SELL
 -
-146
- 0.97%
$3.36K - $3.63K
14.8K $417K
Feb 02, 2024 Q4 2023
Bailard, Inc.

SELL
 -
-150
- 0.25%
$3.46K - $3.73K
60.8K $1.71M
Jan 12, 2024 Q4 2023
Empirical Asset Management, LLC

SELL
 -
-150
- 1.62%
$3.46K - $3.73K
9.12K $256K
Jan 12, 2024 Q4 2023
Rosenberg Matthew Hamilton

SELL
 -
-154
- 0.66%
$3.55K - $3.83K
23K $647K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

SELL
 -
-155
- 0.66%
$3.57K - $3.86K
23.4K $657K
Jan 11, 2024 Q4 2023
Brookstone Capital Management

SELL
 -
-162
- 0.96%
$3.73K - $4.03K
16.7K $470K
Jan 22, 2024 Q4 2023
Private Ocean, LLC

SELL
 -
-163
- 3.53%
$3.76K - $4.06K
4.46K $125K
Jan 19, 2024 Q4 2023
Ironwood Financial, LLC

SELL
 -
-180
- 1.44%
$4.15K - $4.48K
12.3K $346K
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-181
- 37.01%
$4.17K - $4.51K
308 $8.66K
Jan 26, 2024 Q4 2023
Eagle Strategies LLC

New York, NY
SELL
 -
-193
- 0.45%
$4.45K - $4.8K
43.1K $1.21M
Jan 22, 2024 Q4 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
SELL
 -
-199
- 2.15%
$4.58K - $4.95K
9.05K $254K
Jan 18, 2024 Q4 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-202
- 1.07%
$4.65K - $5.03K
18.7K $525K
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

SELL
 -
-206
- 1.34%
$4.75K - $5.13K
15.2K $427K
Feb 07, 2024 Q4 2023
Arcataur Capital Management LLC

Milwaukee, WI
SELL
 -
-207
- 0.23%
$4.77K - $5.15K
91.4K $2.57M
Feb 05, 2024 Q4 2023
Jackson Creek Investment Advisors LLC

SELL
 -
-214
- 0.31%
$4.93K - $5.33K
69.9K $1.96M
Jan 30, 2024 Q4 2023
Dakota Wealth Management

SELL
 -
-227
- 0.36%
$5.23K - $5.65K
62.6K $1.76M
Feb 13, 2024 Q4 2023
Landmark Financial Advisors, LLC

SELL
 -
-249
- 2.06%
$5.74K - $6.2K
11.8K $333K
Feb 13, 2024 Q4 2023
Sws Partners

SELL
 -
-253
- 1.09%
$5.83K - $6.3K
22.9K $645K

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