Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-10.4K
Closed
$266K - $320K
0 $0
May 10, 2022 Q1 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
SELL
 -
-10.5K
- 28.78%
$269K - $323K
26K $717K
Apr 12, 2022 Q1 2022
Market Street Wealth Management Advisors LLC

SELL
 -
-10.7K
- 19.61%
$273K - $328K
43.7K $1.21M
Apr 08, 2022 Q1 2022
Marotta Asset Management

SELL
 -
-11K
- 2.85%
$281K - $338K
373K $10.3M
May 10, 2022 Q1 2022
American Investment Services, Inc.

SELL
 -
-11.3K
- 31.28%
$290K - $349K
24.9K $686K
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-11.4K
- 96.62%
$293K - $353K
400 $11K
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-11.6K
Closed
$296K - $357K
0 $0
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-12.5K
- 11.73%
$319K - $384K
93.8K $2.59M
May 10, 2022 Q1 2022
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-14.5K
- 60.86%
$371K - $447K
9.33K $257K
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-14.8K
- 52.87%
$379K - $456K
13.2K $364K
May 06, 2022 Q1 2022
Wealth Management Solutions, LLC

SELL
 -
-15.2K
Closed
$390K - $469K
0 $0
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-15.3K
- 9.34%
$392K - $472K
149K $4.11M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-15.5K
- 6.94%
$397K - $478K
208K $5.73M
Apr 08, 2022 Q1 2022
Nikulski Financial, Inc.

SELL
 -
-15.5K
- 23.76%
$398K - $479K
49.8K $1.38M
Apr 27, 2022 Q1 2022
Callahan Advisors, LLC

SELL
 -
-16.2K
- 12.01%
$415K - $499K
119K $3.28M
May 09, 2022 Q1 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-16.8K
- 30.3%
$430K - $518K
38.6K $1.07M
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-17.6K
Closed
$450K - $542K
0 $0
Apr 08, 2022 Q1 2022
Blue Zone Wealth Advisors, LLC

SELL
 -
-17.8K
Closed
$457K - $550K
0 $0
Apr 25, 2022 Q1 2022
Flc Capital Advisors

SELL
 -
-18K
- 39.97%
$460K - $553K
27K $744K
May 27, 2022 Q1 2022
Garde Capital, Inc.

Seattle, WA
SELL
 -
-18.1K
- 5.25%
$464K - $558K
327K $9.03M
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-18.5K
- 31.6%
$474K - $570K
40.1K $1.11M
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-18.9K
- 21.35%
$483K - $581K
69.5K $1.92M
May 11, 2022 Q1 2022
Lee Financial CO

Dallas, TX
SELL
 -
-19.2K
- 13.11%
$492K - $592K
127K $3.52M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-19.9K
- 4.06%
$510K - $613K
470K $13M
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

SELL
 -
-20.1K
Closed
$516K - $621K
0 $0
May 10, 2022 Q1 2022
Cordant, Inc.

Portland, OR
SELL
 -
-20.3K
- 47.75%
$519K - $624K
22.2K $612K
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-21K
- 73.83%
$538K - $647K
7.44K $205K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

SELL
 -
-24.8K
- 72.16%
$635K - $765K
9.57K $264K
May 05, 2022 Q1 2022
Savant Capital, LLC

SELL
 -
-26K
- 8.11%
$666K - $802K
295K $8.13M
May 06, 2022 Q1 2022
Johnson Bixby & Associates, LLC

SELL
 -
-26.1K
- 14.93%
$669K - $805K
149K $4.11M
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-26.2K
Closed
$670K - $807K
0 $0
Apr 22, 2022 Q1 2022
James Investment Research Inc

SELL
 -
-26.3K
- 40.43%
$674K - $811K
38.8K $1.07M
Apr 27, 2022 Q1 2022
Financial Management Professionals, Inc.

SELL
 -
-26.8K
- 12.89%
$687K - $826K
181K $5M
May 06, 2022 Q1 2022
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-27.2K
Closed
$697K - $839K
0 $0
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-27.4K
- 5.51%
$702K - $845K
470K $13M
May 12, 2022 Q1 2022
Destination Wealth Management

SELL
 -
-27.8K
- 40.01%
$713K - $858K
41.7K $1.15M
May 09, 2022 Q1 2022
Badgley Phelps Wealth Managers, LLC

SELL
 -
-28.3K
- 26.5%
$724K - $871K
78.4K $2.16M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-29.8K
- 65.18%
$762K - $917K
15.9K $439K
Apr 26, 2022 Q1 2022
Gs Investments, Inc.

SELL
 -
-30.6K
- 99.24%
$783K - $942K
235 $6.49K
May 03, 2022 Q1 2022
Firestone Capital Management

SELL
 -
-32.4K
- 20.59%
$829K - $997K
125K $3.44M
Apr 26, 2022 Q1 2022
Optas, LLC

SELL
 -
-32.4K
Closed
$831K - $1M
0 $0
Apr 19, 2022 Q1 2022
Cornerstone Wealth Advisors, Inc.

SELL
 -
-33.2K
- 15.24%
$849K - $1.02M
184K $5.09M
May 02, 2022 Q1 2022
Lvw Advisors, LLC

SELL
 -
-34.2K
- 3.89%
$876K - $1.05M
845K $23.3M
Apr 28, 2022 Q1 2022
Element Wealth, LLC

SELL
 -
-34.3K
- 43.84%
$878K - $1.06M
43.9K $1.21M
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

SELL
 -
-34.7K
- 37.9%
$889K - $1.07M
56.9K $1.57M
May 05, 2022 Q1 2022
Strategic Financial Planning, Inc.

SELL
 -
-35.6K
- 14.3%
$913K - $1.1M
214K $5.89M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
SELL
 -
-39.8K
- 63.64%
$1.02M - $1.23M
22.8K $628K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-44K
- 12.9%
$1.13M - $1.36M
297K $8.2M
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

SELL
 -
-44.3K
- 7.55%
$1.14M - $1.37M
543K $15M

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