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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.12K- 16.96% |
$131K - $158K
|
25.1K
$699K
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.53K- 3.0% |
$142K - $171K
|
179K
$4.99M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-5.6K- 13.09% |
$143K - $173K
|
37.2K
$1.04M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.78K- 11.79% |
$148K - $178K
|
43.2K
$1.21M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-5.87K- 27.32% |
$150K - $181K
|
15.6K
$436K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.93K- 10.07% |
$152K - $183K
|
53K
$1.48M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.93K- 23.51% |
$152K - $183K
|
19.3K
$538K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.96K- 68.04% |
$153K - $184K
|
2.8K
$78.1K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.96K- 68.04% |
$153K - $184K
|
2.8K
$78.1K
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-5.99K- 5.87% |
$154K - $185K
|
96.2K
$2.68M
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.57K- 1.39% |
$168K - $203K
|
468K
$13.1M
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.57K- 1.39% |
$168K - $203K
|
468K
$13.1M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.7K- 24.21% |
$172K - $206K
|
21K
$585K
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-6.7K- 3.73% |
$172K - $207K
|
173K
$4.82M
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6.76KClosed |
$173K - $208K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.87KClosed |
$176K - $212K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.88KClosed |
$176K - $212K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.01K- 19.14% |
$180K - $216K
|
29.6K
$826K
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-7.05KClosed |
$180K - $217K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.08KClosed |
$181K - $218K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-7.1KClosed |
$182K - $219K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-7.1K- 26.03% |
$182K - $219K
|
20.2K
$563K
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.11KClosed |
$182K - $219K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.13KClosed |
$182K - $220K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7.19KClosed |
$184K - $222K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-7.29K- 32.43% |
$187K - $225K
|
15.2K
$423K
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.31K- 33.99% |
$187K - $225K
|
14.2K
$396K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.65K- 6.0% |
$196K - $236K
|
120K
$3.34M
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-7.65KClosed |
$196K - $236K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7.75K- 2.58% |
$199K - $239K
|
293K
$8.18M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.82KClosed |
$200K - $241K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.89K- 12.23% |
$202K - $243K
|
56.6K
$1.58M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.9K- 36.96% |
$202K - $243K
|
13.5K
$376K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-8.07KClosed |
$207K - $249K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-8.18K- 3.62% |
$209K - $252K
|
218K
$6.07M
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-8.31KClosed |
$213K - $256K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-8.33KClosed |
$213K - $257K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-8.44K- 45.2% |
$216K - $260K
|
10.2K
$285K
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-8.47K- 36.69% |
$217K - $261K
|
14.6K
$408K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.49K- 0.96% |
$217K - $262K
|
878K
$24.5M
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-8.5K- 3.56% |
$218K - $262K
|
230K
$6.42M
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.51KClosed |
$218K - $262K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.52K- 3.83% |
$218K - $263K
|
214K
$5.98M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-8.62K- 25.8% |
$221K - $266K
|
24.8K
$692K
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-8.65K- 22.73% |
$222K - $267K
|
29.4K
$821K
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-8.68KClosed |
$222K - $267K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.75KClosed |
$224K - $270K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.88KClosed |
$228K - $274K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-9.28KClosed |
$238K - $286K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-9.58KClosed |
$245K - $295K
|
0
$0
|