Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
9.75M+ 13.7% |
$239M - $282M
|
80.9M
$2.18B
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.33M+ 16.84% |
$81.6M - $96.2M
|
23.1M
$622M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.17MNew |
$53.1M - $62.6M
|
2.17M
$58.3M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
725K+ 13.61% |
$17.8M - $20.9M
|
6.05M
$163M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
623K+ 71.02% |
$15.3M - $18M
|
1.5M
$40.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
587K+ 7.46% |
$14.4M - $16.9M
|
8.45M
$227M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
458K+ 180436.22% |
$11.2M - $13.2M
|
459K
$12.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
392K+ 65.1% |
$9.6M - $11.3M
|
993K
$26.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
354K+ 657.98% |
$8.67M - $10.2M
|
408K
$11M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
280K+ 6.86% |
$6.86M - $8.08M
|
4.36M
$117M
|
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
241K+ 3300.67% |
$5.91M - $6.97M
|
249K
$6.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
217K+ 5.12% |
$5.33M - $6.28M
|
4.46M
$120M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
214K+ 53.51% |
$5.24M - $6.17M
|
613K
$16.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
194KNew |
$4.76M - $5.6M
|
194K
$5.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
191KNew |
$4.69M - $5.52M
|
191K
$5.14M
|
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
180KNew |
$4.42M - $5.2M
|
180K
$4.85M
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
159K+ 837.22% |
$3.89M - $4.58M
|
177K
$4.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
155K+ 1711.88% |
$3.81M - $4.49M
|
164K
$4.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
152K+ 227.27% |
$3.74M - $4.4M
|
220K
$5.91M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
152KNew |
$3.73M - $4.4M
|
152K
$4.1M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
132K+ 154.51% |
$3.23M - $3.81M
|
217K
$5.85M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
117K+ 4.48% |
$2.86M - $3.37M
|
2.72M
$73.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
116K+ 36.04% |
$2.85M - $3.36M
|
440K
$11.8M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
103KNew |
$2.53M - $2.98M
|
103K
$2.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
92K+ 14.26% |
$2.26M - $2.66M
|
737K
$19.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.6K+ 23.06% |
$2.2M - $2.59M
|
478K
$12.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
86.6KNew |
$2.12M - $2.5M
|
86.6K
$2.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
80.8K+ 26.85% |
$1.98M - $2.33M
|
382K
$10.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
79.2K+ 189.68% |
$1.94M - $2.29M
|
121K
$3.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.1K+ 16.0% |
$1.84M - $2.17M
|
545K
$14.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
75.1KNew |
$1.84M - $2.17M
|
75.1K
$2.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
74.9KNew |
$1.84M - $2.16M
|
74.9K
$2.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
74.6K+ 18.34% |
$1.83M - $2.15M
|
481K
$12.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
69.6K+ 2.98% |
$1.7M - $2.01M
|
2.4M
$64.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
68K+ 697.59% |
$1.67M - $1.96M
|
77.8K
$2.09M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
67.8K+ 127.5% |
$1.66M - $1.96M
|
121K
$3.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65.2K+ 6.23% |
$1.6M - $1.88M
|
1.11M
$29.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
61.1K+ 19.88% |
$1.5M - $1.76M
|
369K
$9.92M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
59.7KNew |
$1.46M - $1.72M
|
59.7K
$1.61M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
54.5KNew |
$1.34M - $1.57M
|
54.5K
$1.47M
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
53.8K+ 3.08% |
$1.32M - $1.55M
|
1.8M
$48.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
52.4K+ 20.44% |
$1.28M - $1.51M
|
309K
$8.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.6K+ 16.9% |
$1.26M - $1.49M
|
357K
$9.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
50.9KNew |
$1.25M - $1.47M
|
50.9K
$1.37M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
47.7K+ 27.92% |
$1.17M - $1.38M
|
219K
$5.88M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
47.3KNew |
$1.16M - $1.37M
|
47.3K
$1.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
44.4KNew |
$1.09M - $1.28M
|
44.4K
$1.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
43.5K+ 120.67% |
$1.07M - $1.26M
|
79.5K
$2.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
41.8K+ 14.27% |
$1.03M - $1.21M
|
335K
$9.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38.7K+ 37.15% |
$948K - $1.12M
|
143K
$3.84M
|