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 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-393- 0.89% |
$9.63K - $11.3K
|
43.5K
$1.21M
|
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-400- 3.61% |
$9.8K - $11.5K
|
10.7K
$296K
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-425- 1.98% |
$10.4K - $12.3K
|
21K
$582K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-426- 1.15% |
$10.4K - $12.3K
|
36.7K
$1.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-451- 4.08% |
$11.1K - $13K
|
10.6K
$294K
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-460- 2.24% |
$11.3K - $13.3K
|
20.1K
$557K
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-474- 0.52% |
$11.6K - $13.7K
|
90.6K
$2.51M
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-489- 0.64% |
$12K - $14.1K
|
75.9K
$2.1M
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-492- 5.24% |
$12.1K - $14.2K
|
8.89K
$247K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-503- 0.66% |
$12.3K - $14.5K
|
75.1K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-504- 0.43% |
$12.4K - $14.6K
|
115K
$3.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-506- 70.77% |
$12.4K - $14.6K
|
209
$5.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-534- 4.91% |
$13.1K - $15.4K
|
10.4K
$287K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-617Closed |
$15.1K - $17.8K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-645- 14.98% |
$15.8K - $18.6K
|
3.66K
$101K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-647Closed |
$15.9K - $18.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-658- 0.78% |
$16.1K - $19K
|
83.2K
$2.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-670Closed |
$16.4K - $19.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-710- 1.04% |
$17.4K - $20.5K
|
67.3K
$1.87M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-758- 31.44% |
$18.6K - $21.9K
|
1.65K
$45.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-791- 6.71% |
$19.4K - $22.8K
|
11K
$305K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-797- 6.21% |
$19.5K - $23K
|
12K
$334K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-814- 0.33% |
$20K - $23.5K
|
248K
$6.87M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-818- 2.65% |
$20K - $23.6K
|
30.1K
$834K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-847- 3.57% |
$20.8K - $24.5K
|
22.9K
$634K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-872- 4.15% |
$21.4K - $25.2K
|
20.1K
$558K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-883- 11.32% |
$21.6K - $25.5K
|
6.92K
$192K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-895Closed |
$21.9K - $25.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-914- 4.36% |
$22.4K - $26.4K
|
20K
$556K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-925- 6.52% |
$22.7K - $26.7K
|
13.3K
$368K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1K- 2.5% |
$24.5K - $28.9K
|
39.1K
$1.08M
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1K- 3.88% |
$24.6K - $29K
|
24.8K
$688K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.07K- 41.32% |
$26.2K - $30.8K
|
1.52K
$42K
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.14K- 10.47% |
$27.9K - $32.8K
|
9.72K
$270K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.18K- 6.13% |
$29K - $34.1K
|
18.1K
$502K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.26K- 44.08% |
$30.9K - $36.3K
|
1.6K
$44.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.27K- 3.91% |
$31K - $36.5K
|
31.1K
$862K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.3KClosed |
$31.9K - $37.5K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.35K- 1.0% |
$33.1K - $39K
|
134K
$3.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 9.59% |
$33.8K - $39.8K
|
13K
$360K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.39K- 11.1% |
$34K - $40K
|
11.1K
$308K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.41K- 10.62% |
$34.4K - $40.6K
|
11.8K
$328K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.41K- 1.06% |
$34.6K - $40.7K
|
132K
$3.66M
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1.44K- 7.45% |
$35.3K - $41.6K
|
17.9K
$496K
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.47K- 10.06% |
$36K - $42.4K
|
13.1K
$365K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-1.48KClosed |
$36.2K - $42.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.51K- 5.38% |
$36.9K - $43.5K
|
26.5K
$735K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.52K- 3.53% |
$37.2K - $43.8K
|
41.4K
$1.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.53K- 0.66% |
$37.5K - $44.2K
|
231K
$6.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.56K- 7.05% |
$38.2K - $45K
|
20.5K
$570K
|