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 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.64K- 8.85% |
$41.9K - $50.4K
|
16.8K
$465K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.66K- 4.39% |
$42.4K - $51K
|
36K
$995K
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-1.75K- 12.03% |
$44.9K - $54K
|
12.8K
$354K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.9K- 15.8% |
$48.6K - $58.5K
|
10.1K
$279K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.9K- 7.63% |
$48.6K - $58.5K
|
23K
$634K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.95K- 5.41% |
$49.9K - $60.1K
|
34.1K
$942K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.05K- 10.02% |
$52.4K - $63.1K
|
18.4K
$508K
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.06K- 4.47% |
$52.8K - $63.5K
|
44K
$1.22M
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.13K- 7.79% |
$54.5K - $65.6K
|
25.2K
$696K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.14K- 45.26% |
$54.7K - $65.8K
|
2.58K
$71.3K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.15K- 15.59% |
$55.2K - $66.4K
|
11.7K
$322K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.32K- 45.25% |
$59.4K - $71.5K
|
2.81K
$77.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.42KClosed |
$62K - $74.6K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.46K- 10.97% |
$62.9K - $75.7K
|
19.9K
$550K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.49K- 98.34% |
$63.8K - $76.8K
|
42
$1.16K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.57K- 25.76% |
$65.8K - $79.1K
|
7.4K
$204K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.58K- 15.89% |
$66.2K - $79.6K
|
13.7K
$378K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.68K- 23.16% |
$68.6K - $82.6K
|
8.89K
$245K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.69K- 18.2% |
$68.8K - $82.8K
|
12.1K
$334K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2.72K- 42.22% |
$69.7K - $83.8K
|
3.72K
$103K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.76K- 20.0% |
$70.7K - $85.1K
|
11K
$305K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.78K- 26.58% |
$71.2K - $85.7K
|
7.68K
$212K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.82K- 20.57% |
$72.1K - $86.8K
|
10.9K
$300K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.94K- 23.83% |
$75.2K - $90.5K
|
9.38K
$259K
|
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-3K- 2.01% |
$76.8K - $92.5K
|
146K
$4.03M
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.01K- 3.18% |
$77.1K - $92.8K
|
91.7K
$2.53M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.1K- 2.1% |
$79.4K - $95.5K
|
145K
$4M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.11KClosed |
$79.5K - $95.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
SELL
|
- |
-3.19K- 2.7% |
$81.6K - $98.2K
|
115K
$3.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-3.23K- 4.4% |
$82.7K - $99.5K
|
70.1K
$1.94M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-3.27K- 14.33% |
$83.6K - $101K
|
19.5K
$539K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3.31KClosed |
$84.8K - $102K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.32K- 2.76% |
$85.1K - $102K
|
117K
$3.23M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.39K- 2.4% |
$86.8K - $104K
|
138K
$3.81M
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.46K- 8.91% |
$88.7K - $107K
|
35.4K
$977K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
SELL
|
- |
-3.58K- 28.13% |
$91.7K - $110K
|
9.15K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.59KClosed |
$91.8K - $111K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.7K- 3.37% |
$94.8K - $114K
|
106K
$2.93M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.05K- 2.67% |
$104K - $125K
|
147K
$4.07M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.06K- 0.88% |
$104K - $125K
|
455K
$12.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.1K- 21.6% |
$105K - $126K
|
14.9K
$410K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.36K- 11.84% |
$112K - $134K
|
32.5K
$896K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-4.41KClosed |
$113K - $136K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.51KClosed |
$116K - $139K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.65K- 5.52% |
$119K - $143K
|
79.6K
$2.2M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.71K- 32.86% |
$121K - $145K
|
9.62K
$266K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.82K- 6.89% |
$123K - $149K
|
65.1K
$1.8M
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4.95K- 5.36% |
$127K - $153K
|
87.4K
$2.41M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-5.03K- 8.58% |
$129K - $155K
|
53.6K
$1.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.05K- 18.76% |
$129K - $155K
|
21.9K
$603K
|