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 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-59.6K- 16.88% |
$1.46M - $1.72M
|
293K
$8.1M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-59.9K- 74.84% |
$1.47M - $1.73M
|
20.1K
$555K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-61.6K- 20.91% |
$1.51M - $1.78M
|
233K
$6.43M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-63.3K- 80.67% |
$1.55M - $1.83M
|
15.2K
$418K
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-70.3K- 53.98% |
$1.72M - $2.03M
|
59.9K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-71.5KClosed |
$1.75M - $2.06M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-72.4K- 98.29% |
$1.77M - $2.09M
|
1.26K
$34.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-75.8KClosed |
$1.86M - $2.19M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-83.2K- 15.59% |
$2.04M - $2.4M
|
451K
$12.4M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-87.4K- 18.6% |
$2.14M - $2.52M
|
382K
$10.6M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-96.6K- 29.42% |
$2.37M - $2.79M
|
232K
$6.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-102K- 85.99% |
$2.5M - $2.95M
|
16.6K
$459K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104K- 7.18% |
$2.55M - $3.01M
|
1.35M
$37.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104K- 7.18% |
$2.55M - $3.01M
|
1.35M
$37.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-106K- 56.63% |
$2.59M - $3.05M
|
80.9K
$2.23M
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-112K- 74.86% |
$2.74M - $3.23M
|
37.6K
$1.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-114K- 24.8% |
$2.8M - $3.3M
|
346K
$9.56M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-115K- 14.9% |
$2.81M - $3.31M
|
656K
$18.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-127K- 20.97% |
$3.1M - $3.65M
|
477K
$13.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-128K- 52.15% |
$3.14M - $3.7M
|
118K
$3.25M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-135KClosed |
$3.31M - $3.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-149K- 15.34% |
$3.66M - $4.31M
|
824K
$22.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-153K- 16.31% |
$3.76M - $4.43M
|
787K
$21.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-158K- 86.85% |
$3.88M - $4.57M
|
24K
$661K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-230K- 95.11% |
$5.64M - $6.64M
|
11.8K
$326K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-236K- 5.06% |
$5.78M - $6.81M
|
4.43M
$122M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-237K- 37.53% |
$5.81M - $6.85M
|
395K
$10.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-255K- 64.1% |
$6.25M - $7.36M
|
143K
$3.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-273K- 62.31% |
$6.68M - $7.87M
|
165K
$4.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-306K- 42.19% |
$7.5M - $8.83M
|
419K
$11.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-307K- 57.22% |
$7.52M - $8.85M
|
229K
$6.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-318K- 31.05% |
$7.79M - $9.17M
|
706K
$19.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-325K- 60.01% |
$7.98M - $9.4M
|
217K
$5.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-476K- 1.96% |
$11.7M - $13.7M
|
23.8M
$656M
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-527KClosed |
$12.9M - $15.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-733KClosed |
$18M - $21.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-851K- 99.05% |
$20.9M - $24.6M
|
8.14K
$225K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.94M- 64.11% |
$47.5M - $55.9M
|
1.08M
$29.9M
|