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 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
41K+ 100.91% |
$1.05M - $1.26M
|
81.6K
$2.26M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40.4K+ 16.83% |
$1.03M - $1.25M
|
281K
$7.78M
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
39.8K+ 108.86% |
$1.02M - $1.23M
|
76.4K
$2.12M
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
39.4K+ 48.8% |
$1.01M - $1.22M
|
120K
$3.34M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38.4K+ 12.2% |
$983K - $1.18M
|
353K
$9.79M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
38.3K+ 15.45% |
$981K - $1.18M
|
286K
$7.94M
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
37K+ 207.75% |
$949K - $1.14M
|
54.9K
$1.52M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
36.1K+ 52.07% |
$925K - $1.11M
|
105K
$2.92M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.3KNew |
$903K - $1.09M
|
35.3K
$978K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
35K+ 5.66% |
$896K - $1.08M
|
653K
$18.1M
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
34.8KNew |
$891K - $1.07M
|
34.8K
$965K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
34.3K+ 22.48% |
$877K - $1.06M
|
187K
$5.18M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
32.9K+ 27.87% |
$842K - $1.01M
|
151K
$4.18M
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
BUY
|
- |
32.5K+ 6.58% |
$833K - $1M
|
527K
$14.6M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.4K+ 33.86% |
$829K - $998K
|
128K
$3.55M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
32K+ 48.07% |
$818K - $985K
|
98.4K
$2.73M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.9K+ 191.83% |
$818K - $984K
|
48.6K
$1.35M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
31.2K+ 42.04% |
$799K - $961K
|
105K
$2.92M
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
30.9K+ 9.28% |
$792K - $953K
|
364K
$10.1M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
30.9KNew |
$791K - $952K
|
30.9K
$857K
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
30.5K+ 3.11% |
$781K - $940K
|
1.01M
$28.1M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30K+ 10.88% |
$767K - $924K
|
305K
$8.47M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
29.6K+ 14.02% |
$758K - $912K
|
241K
$6.67M
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
28.5K+ 13.12% |
$730K - $879K
|
246K
$6.82M
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
28.4K+ 21.61% |
$728K - $876K
|
160K
$4.44M
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
26.4K+ 14.24% |
$677K - $814K
|
212K
$5.88M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.5K+ 14.1% |
$654K - $787K
|
207K
$5.73M
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
25.4K+ 91.01% |
$650K - $782K
|
53.3K
$1.48M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24.7K+ 25.61% |
$631K - $760K
|
121K
$3.35M
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
24.1K+ 12.32% |
$618K - $743K
|
220K
$6.09M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24K+ 35.05% |
$614K - $739K
|
92.4K
$2.56M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
23.3K+ 3189.47% |
$597K - $719K
|
24K
$667K
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
22.8KNew |
$584K - $702K
|
22.8K
$632K
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
22.5KNew |
$577K - $694K
|
22.5K
$625K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
22.3K+ 12.58% |
$570K - $686K
|
199K
$5.53M
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
21.9K+ 68.87% |
$562K - $676K
|
53.8K
$1.49M
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21.4KNew |
$547K - $658K
|
21.4K
$592K
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
21.2K+ 3.4% |
$543K - $653K
|
645K
$17.9M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
20.8K+ 20.78% |
$534K - $643K
|
121K
$3.36M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20.6K+ 5.34% |
$528K - $636K
|
407K
$11.3M
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
20.5K+ 7.15% |
$526K - $633K
|
308K
$8.53M
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
20.1K+ 2.58% |
$515K - $620K
|
799K
$22.2M
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.9KNew |
$510K - $614K
|
19.9K
$552K
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
19.7KNew |
$504K - $606K
|
19.7K
$545K
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
18.9K+ 7.96% |
$485K - $583K
|
257K
$7.11M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.5KNew |
$474K - $571K
|
18.5K
$514K
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
18.2K+ 36.58% |
$466K - $561K
|
68K
$1.89M
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
18.1K+ 27.81% |
$465K - $559K
|
83.4K
$2.31M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.1K+ 12.85% |
$464K - $558K
|
159K
$4.41M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
17K+ 9.71% |
$435K - $524K
|
192K
$5.33M
|