Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q1 2022. 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 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.6M+ 22.22% |
$92.1M - $111M
|
19.8M
$549M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.76M+ 1035.26% |
$70.6M - $84.9M
|
3.02M
$83.8M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.97M+ 15429.67% |
$50.3M - $60.6M
|
1.98M
$54.9M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
733KNew |
$18.8M - $22.6M
|
733K
$20.3M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
640K+ 994.7% |
$16.4M - $19.7M
|
704K
$19.5M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
607K+ 240.78% |
$15.6M - $18.7M
|
860K
$23.8M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
598K+ 1748.14% |
$15.3M - $18.4M
|
632K
$17.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
491K+ 559.02% |
$12.6M - $15.1M
|
579K
$16M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
489K+ 87.68% |
$12.5M - $15.1M
|
1.05M
$29M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
408K+ 5.47% |
$10.5M - $12.6M
|
7.87M
$218M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
335K+ 52.52% |
$8.59M - $10.3M
|
974K
$27M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
268K+ 7.02% |
$6.86M - $8.26M
|
4.08M
$113M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
258K+ 185.51% |
$6.62M - $7.96M
|
398K
$11M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
236K+ 5.9% |
$6.06M - $7.29M
|
4.24M
$118M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
198K+ 3.86% |
$5.07M - $6.1M
|
5.33M
$148M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
195K+ 12.58% |
$5M - $6.02M
|
1.75M
$48.5M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
171KNew |
$4.38M - $5.27M
|
171K
$4.74M
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
156K+ 31.99% |
$4M - $4.82M
|
645K
$17.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
143K+ 848.67% |
$3.66M - $4.4M
|
160K
$4.43M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
136K+ 73.81% |
$3.48M - $4.19M
|
320K
$8.88M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
135KNew |
$3.46M - $4.16M
|
135K
$3.74M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 9.34% |
$3.18M - $3.82M
|
1.45M
$40.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
122K+ 65.48% |
$3.12M - $3.75M
|
308K
$8.53M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
112K+ 15.5% |
$2.88M - $3.46M
|
837K
$23.2M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 25.6% |
$2.81M - $3.38M
|
538K
$14.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 7.74% |
$2.67M - $3.21M
|
1.45M
$40.2M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
103KNew |
$2.65M - $3.18M
|
103K
$2.86M
|
|
|
May 13, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
102KNew |
$2.62M - $3.15M
|
102K
$2.83M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
100K+ 43.77% |
$2.56M - $3.08M
|
328K
$9.11M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
90.7KNew |
$2.32M - $2.8M
|
90.7K
$2.52M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
84.3K+ 7924.44% |
$2.16M - $2.6M
|
85.4K
$2.37M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
84K+ 22.2% |
$2.15M - $2.59M
|
463K
$12.8M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
83.9K+ 16.2% |
$2.15M - $2.58M
|
602K
$16.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Jacobsen Capital Management
|
BUY
|
- |
79.2K+ 17.35% |
$2.03M - $2.44M
|
536K
$14.9M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
77.3K+ 34.57% |
$1.98M - $2.38M
|
301K
$8.34M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
77.2KNew |
$1.98M - $2.38M
|
77.2K
$2.14M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
74.7K+ 104.93% |
$1.91M - $2.3M
|
146K
$4.05M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
71.5KNew |
$1.83M - $2.2M
|
71.5K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
70.5K+ 43.19% |
$1.8M - $2.17M
|
234K
$6.48M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69.8K+ 1814.12% |
$1.79M - $2.15M
|
73.6K
$2.04M
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
63.4K+ 7.7% |
$1.62M - $1.95M
|
886K
$24.6M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
62.1KNew |
$1.59M - $1.91M
|
62.1K
$1.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
61.5K+ 7.17% |
$1.58M - $1.9M
|
920K
$25.5M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
55.2K+ 32.28% |
$1.41M - $1.7M
|
226K
$6.27M
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
55K+ 30.97% |
$1.41M - $1.7M
|
233K
$6.46M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
52.4K+ 25.7% |
$1.34M - $1.62M
|
256K
$7.11M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
52.1K+ 187.21% |
$1.34M - $1.61M
|
80K
$2.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
51.6K+ 7.04% |
$1.32M - $1.59M
|
785K
$21.8M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
44.8K+ 536.93% |
$1.15M - $1.38M
|
53.2K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
43.3K+ 12.16% |
$1.11M - $1.33M
|
399K
$11.1M
|