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 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-268- 21.19% |
$6.17K - $6.67K
|
997
$25.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-278- 15.46% |
$6.41K - $6.92K
|
1.52K
$39.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-297- 1.5% |
$6.84K - $7.39K
|
19.5K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-298- 22.24% |
$6.87K - $7.42K
|
1.04K
$27K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-300- 1.25% |
$6.91K - $7.47K
|
23.7K
$614K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-303- 73.54% |
$6.98K - $7.54K
|
109
$2.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-315- 1.56% |
$7.26K - $7.84K
|
19.8K
$514K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-319- 3.34% |
$7.35K - $7.94K
|
9.24K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-337- 1.61% |
$7.76K - $8.39K
|
20.5K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-350- 5.79% |
$8.06K - $8.71K
|
5.7K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-354- 1.22% |
$8.16K - $8.81K
|
28.7K
$744K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-361- 40.79% |
$8.32K - $8.99K
|
524
$13.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-376- 2.45% |
$8.66K - $9.36K
|
15K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-378- 0.29% |
$8.71K - $9.41K
|
130K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-382- 13.18% |
$8.8K - $9.51K
|
2.52K
$65.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-382- 39.02% |
$8.8K - $9.51K
|
597
$15.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-388- 2.41% |
$8.94K - $9.66K
|
15.7K
$408K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-390- 2.34% |
$8.99K - $9.71K
|
16.3K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-400- 16.87% |
$9.22K - $9.96K
|
1.97K
$51.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-413- 3.59% |
$9.52K - $10.3K
|
11.1K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-425- 1.49% |
$9.79K - $10.6K
|
28.1K
$729K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-431- 67.13% |
$9.93K - $10.7K
|
211
$5.48K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-462- 2.57% |
$10.6K - $11.5K
|
17.5K
$455K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-465- 4.88% |
$10.7K - $11.6K
|
9.07K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-472- 2.95% |
$10.9K - $11.7K
|
15.6K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 5.71% |
$11.5K - $12.4K
|
8.26K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-500- 4.09% |
$11.5K - $12.4K
|
11.7K
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-502- 40.1% |
$11.6K - $12.5K
|
750
$19.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-509- 5.41% |
$11.7K - $12.7K
|
8.91K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-524- 10.76% |
$12.1K - $13K
|
4.34K
$113K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-558- 1.55% |
$12.9K - $13.9K
|
35.4K
$918K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-565- 3.25% |
$13K - $14.1K
|
16.8K
$436K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-565- 3.25% |
$13K - $14.1K
|
16.8K
$436K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-575- 12.42% |
$13.2K - $14.3K
|
4.06K
$105K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-610- 17.73% |
$14.1K - $15.2K
|
2.83K
$73.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-633- 2.45% |
$14.6K - $15.8K
|
25.2K
$653K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-637- 1.75% |
$14.7K - $15.9K
|
35.8K
$930K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-646- 19.09% |
$14.9K - $16.1K
|
2.74K
$71.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-685- 34.4% |
$15.8K - $17K
|
1.31K
$33.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-686- 19.03% |
$15.8K - $17.1K
|
2.92K
$75.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-705- 0.3% |
$16.2K - $17.5K
|
238K
$6.17M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-723- 3.75% |
$16.7K - $18K
|
18.6K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-744- 19.21% |
$17.1K - $18.5K
|
3.13K
$81.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-768- 5.94% |
$17.7K - $19.1K
|
12.2K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-778- 7.79% |
$17.9K - $19.4K
|
9.21K
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-784- 24.12% |
$18.1K - $19.5K
|
2.47K
$64K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-787- 4.96% |
$18.1K - $19.6K
|
15.1K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-795- 29.14% |
$18.3K - $19.8K
|
1.93K
$50.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-810- 4.96% |
$18.7K - $20.2K
|
15.5K
$403K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-811- 3.8% |
$18.7K - $20.2K
|
20.5K
$532K
|