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 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-46.2K- 9.27% |
$1.18M - $1.42M
|
452K
$12.5M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-52.1K- 65.18% |
$1.34M - $1.61M
|
27.8K
$772K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-52.3K- 29.14% |
$1.34M - $1.61M
|
127K
$3.53M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-57.9K- 47.09% |
$1.48M - $1.78M
|
65K
$1.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-58.4KClosed |
$1.49M - $1.8M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
SELL
|
- |
-61.6K- 12.07% |
$1.58M - $1.9M
|
449K
$12.4M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-62.7K- 85.02% |
$1.61M - $1.93M
|
11K
$306K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-67KClosed |
$1.72M - $2.07M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-67.2K- 21.3% |
$1.72M - $2.07M
|
248K
$6.89M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-69.4K- 89.63% |
$1.78M - $2.14M
|
8.03K
$223K
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-70.2KClosed |
$1.8M - $2.16M
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-80.4KClosed |
$2.06M - $2.48M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-89KClosed |
$2.28M - $2.74M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-91.9K- 12.58% |
$2.35M - $2.83M
|
639K
$17.7M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-92.2K- 0.13% |
$2.36M - $2.84M
|
71.2M
$1.97B
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-93.8K- 3.47% |
$2.4M - $2.89M
|
2.6M
$72.2M
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-96.7K- 48.66% |
$2.48M - $2.98M
|
102K
$2.83M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-97.4K- 15.23% |
$2.5M - $3M
|
542K
$15M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-98KClosed |
$2.51M - $3.02M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-103K- 20.99% |
$2.64M - $3.18M
|
388K
$10.8M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-128K- 49.66% |
$3.29M - $3.96M
|
130K
$3.61M
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-132KClosed |
$3.39M - $4.08M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-157KClosed |
$4.02M - $4.84M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-211K- 21.49% |
$5.41M - $6.51M
|
772K
$21.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-220K- 92.08% |
$5.64M - $6.78M
|
18.9K
$525K
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-254K- 9.8% |
$6.5M - $7.82M
|
2.33M
$64.7M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-282K- 45.68% |
$7.22M - $8.69M
|
335K
$9.3M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-321KClosed |
$8.23M - $9.9M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-406K- 1.65% |
$10.4M - $12.5M
|
24.2M
$672M
|
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-422KClosed |
$10.8M - $13M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-513K- 62.13% |
$13.1M - $15.8M
|
313K
$8.67M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-707K- 42.92% |
$18.1M - $21.8M
|
940K
$26.1M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.2M- 20.49% |
$30.8M - $37M
|
4.66M
$129M
|
|
|
Jan 04, 2024
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.24M- 82.17% |
$237M - $285M
|
2M
$55.6M
|