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 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.8KNew |
$779K - $842K
|
33.8K
$877K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
33.7K+ 3.21% |
$776K - $839K
|
1.08M
$28.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
33.6K+ 21.08% |
$774K - $836K
|
193K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
32.7KNew |
$754K - $815K
|
32.7K
$849K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
32.6K+ 3.54% |
$750K - $810K
|
952K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
31.8K+ 17.21% |
$734K - $792K
|
217K
$5.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.8K+ 511.59% |
$663K - $716K
|
34.4K
$893K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.5K+ 5.33% |
$634K - $685K
|
544K
$14.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
26.9K+ 4.78% |
$620K - $669K
|
589K
$15.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
26.6K+ 79.27% |
$614K - $663K
|
60.2K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
26.6K+ 4.16% |
$613K - $662K
|
667K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.4KNew |
$609K - $658K
|
26.4K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
26.3K+ 2.71% |
$605K - $654K
|
994K
$25.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
25.9K+ 6.39% |
$597K - $645K
|
432K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
25.1KNew |
$579K - $626K
|
25.1K
$653K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25K+ 8.17% |
$577K - $623K
|
331K
$8.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
24K+ 72.22% |
$553K - $597K
|
57.2K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
23.7KNew |
$547K - $591K
|
23.7K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23.1K+ 2.73% |
$531K - $574K
|
866K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
22.8K+ 114.92% |
$525K - $567K
|
42.6K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22KNew |
$507K - $548K
|
22K
$571K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.9K+ 2.51% |
$504K - $544K
|
892K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.7K+ 111.59% |
$499K - $539K
|
41.1K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21.3KNew |
$491K - $530K
|
21.3K
$553K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
21.1K+ 6.77% |
$486K - $526K
|
333K
$8.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
20.9K+ 49.91% |
$482K - $521K
|
62.8K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.5KNew |
$472K - $510K
|
20.5K
$532K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
19.8KNew |
$456K - $492K
|
19.8K
$513K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.3K+ 1.9% |
$446K - $481K
|
1.04M
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
18.9K+ 24.0% |
$435K - $470K
|
97.6K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
18.9K+ 17.44% |
$435K - $470K
|
127K
$3.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
18.7KNew |
$431K - $466K
|
18.7K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
18.6KNew |
$430K - $464K
|
18.6K
$484K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.5K+ 3.16% |
$427K - $461K
|
604K
$15.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
18.3K+ 168.15% |
$422K - $456K
|
29.2K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
18.2K+ 130.3% |
$420K - $454K
|
32.2K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.2K+ 14.21% |
$419K - $452K
|
146K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
17.7K+ 18.15% |
$407K - $440K
|
115K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.6K+ 163.89% |
$405K - $437K
|
28.3K
$734K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.3K+ 24.12% |
$399K - $431K
|
89.1K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17.3K+ 28.33% |
$399K - $431K
|
78.4K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17K+ 0.95% |
$391K - $422K
|
1.8M
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
16.6KNew |
$382K - $413K
|
16.6K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.5K+ 8.75% |
$381K - $411K
|
205K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16.4KNew |
$378K - $409K
|
16.4K
$426K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
15.5KNew |
$357K - $385K
|
15.5K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
15K+ 4.22% |
$345K - $372K
|
370K
$9.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.4KNew |
$331K - $357K
|
14.4K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
14.3KNew |
$329K - $356K
|
14.3K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
14.1K+ 6.2% |
$325K - $351K
|
242K
$6.27M
|