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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Gpwm LLC
|
SELL
|
- |
-22- 4.19% |
$539 - $635
|
503
$13.9K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.7% |
$637 - $751
|
3.68K
$102K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-34- 1.81% |
$833 - $982
|
1.84K
$51.1K
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-37- 0.24% |
$907 - $1.07K
|
15.6K
$434K
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-50- 0.29% |
$1.23K - $1.44K
|
17K
$472K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-51- 1.12% |
$1.25K - $1.47K
|
4.49K
$124K
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-51- 0.87% |
$1.25K - $1.47K
|
5.78K
$160K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-52Closed |
$1.27K - $1.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-53- 0.27% |
$1.3K - $1.53K
|
19.3K
$534K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-54- 1.48% |
$1.32K - $1.56K
|
3.6K
$99.8K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-55- 23.4% |
$1.35K - $1.59K
|
180
$4.99K
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-55- 1.16% |
$1.35K - $1.59K
|
4.69K
$130K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-63Closed |
$1.54K - $1.82K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-63- 0.69% |
$1.54K - $1.82K
|
9.07K
$251K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-68- 0.13% |
$1.67K - $1.96K
|
51.4K
$1.42M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-75Closed |
$1.84K - $2.17K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-81- 60.0% |
$1.99K - $2.34K
|
54
$1.5K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-86Closed |
$2.11K - $2.48K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-101- 0.38% |
$2.48K - $2.92K
|
26.1K
$725K
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-101- 0.48% |
$2.48K - $2.92K
|
20.8K
$578K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-113- 0.5% |
$2.77K - $3.26K
|
22.3K
$618K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-133- 0.71% |
$3.26K - $3.84K
|
18.7K
$518K
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-146- 1.39% |
$3.58K - $4.22K
|
10.3K
$287K
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-146- 1.49% |
$3.58K - $4.22K
|
9.66K
$268K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-147- 23.0% |
$3.6K - $4.24K
|
492
$13.6K
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-150- 0.24% |
$3.68K - $4.33K
|
61.5K
$1.7M
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-156Closed |
$3.82K - $4.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-171- 1.23% |
$4.19K - $4.94K
|
13.7K
$381K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-171- 0.55% |
$4.19K - $4.94K
|
30.7K
$852K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-172Closed |
$4.22K - $4.97K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-184Closed |
$4.51K - $5.31K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-185- 1.89% |
$4.53K - $5.34K
|
9.6K
$266K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-200Closed |
$4.9K - $5.77K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-212- 2.21% |
$5.2K - $6.12K
|
9.36K
$260K
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-214- 2.03% |
$5.25K - $6.18K
|
10.3K
$286K
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-226- 2.15% |
$5.54K - $6.52K
|
10.3K
$285K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-229- 1.65% |
$5.61K - $6.61K
|
13.7K
$379K
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
SELL
|
- |
-229- 1.92% |
$5.61K - $6.61K
|
11.7K
$324K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-234- 0.42% |
$5.74K - $6.76K
|
55.3K
$1.53M
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-249- 0.78% |
$6.1K - $7.19K
|
31.8K
$882K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-256- 19.36% |
$6.27K - $7.39K
|
1.07K
$29.6K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-271Closed |
$6.64K - $7.82K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-274- 13.57% |
$6.72K - $7.91K
|
1.75K
$48.4K
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-274- 0.52% |
$6.72K - $7.91K
|
52.4K
$1.45M
|
|
Aug 11, 2022
Q2 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-283- 0.19% |
$6.94K - $8.17K
|
146K
$4.04M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-309- 4.15% |
$7.57K - $8.92K
|
7.13K
$198K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-310- 0.67% |
$7.6K - $8.95K
|
45.6K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-331- 1.12% |
$8.11K - $9.56K
|
29.3K
$812K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-336Closed |
$8.24K - $9.7K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-366- 3.34% |
$8.97K - $10.6K
|
10.6K
$293K
|