Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.63M+ 7.07% |
$36.6M - $42.2M
|
24.7M
$683M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.12MNew |
$25M - $28.9M
|
1.12M
$30.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1M+ 101.61% |
$24.7M - $28.5M
|
2.19M
$60.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.03M+ 23.02% |
$23M - $26.5M
|
5.49M
$151M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
821K+ 1127.25% |
$18.4M - $21.2M
|
894K
$24.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
756K+ 17.34% |
$16.9M - $19.5M
|
5.12M
$141M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
682KNew |
$15.3M - $17.6M
|
682K
$18.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
682KNew |
$15.3M - $17.6M
|
682K
$18.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
650K+ 7.69% |
$14.6M - $16.8M
|
9.1M
$251M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
408K+ 5014.2% |
$9.14M - $10.5M
|
416K
$11.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
360K+ 1682.81% |
$8.06M - $9.29M
|
381K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
333KNew |
$7.45M - $8.59M
|
333K
$9.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
233KNew |
$5.22M - $6.02M
|
233K
$6.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
203K+ 49.74% |
$4.54M - $5.24M
|
611K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
202K+ 180.96% |
$4.53M - $5.22M
|
314K
$8.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
194KNew |
$4.33M - $5M
|
194K
$5.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
178K+ 99.66% |
$3.98M - $4.59M
|
356K
$9.83M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
177K+ 81.31% |
$3.96M - $4.56M
|
394K
$10.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
164KNew |
$3.68M - $4.24M
|
164K
$4.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
148K+ 13.33% |
$3.32M - $3.83M
|
1.26M
$34.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
137KNew |
$3.08M - $3.55M
|
137K
$3.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
128K+ 5.34% |
$2.87M - $3.31M
|
2.53M
$69.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
127K+ 15.33% |
$2.84M - $3.27M
|
953K
$26.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
118K+ 51.08% |
$2.65M - $3.05M
|
349K
$9.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 8.74% |
$2.64M - $3.04M
|
1.46M
$40.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
116K+ 808.78% |
$2.6M - $2.99M
|
130K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
106K+ 88.63% |
$2.38M - $2.74M
|
226K
$6.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
106K+ 22.61% |
$2.38M - $2.74M
|
575K
$15.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
95.8K+ 215.1% |
$2.15M - $2.47M
|
140K
$3.87M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
90.6KNew |
$2.03M - $2.34M
|
90.6K
$2.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
81.6K+ 13.64% |
$1.83M - $2.11M
|
680K
$18.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
71K+ 30.71% |
$1.59M - $1.83M
|
302K
$8.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
60.7K+ 36.81% |
$1.36M - $1.57M
|
226K
$6.23M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
60.5K+ 80.61% |
$1.36M - $1.56M
|
136K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
53.6K+ 14.03% |
$1.2M - $1.38M
|
435K
$12M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
52.8K+ 5.73% |
$1.18M - $1.36M
|
973K
$26.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
49.6K+ 5.37% |
$1.11M - $1.28M
|
972K
$26.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
47.8K+ 12.96% |
$1.07M - $1.23M
|
416K
$11.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46.2K+ 17.04% |
$1.03M - $1.19M
|
317K
$8.75M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
46.1K+ 6.26% |
$1.03M - $1.19M
|
783K
$21.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
44.8K+ 11.91% |
$1M - $1.16M
|
421K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.8K+ 148.23% |
$936K - $1.08M
|
70K
$1.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
40.2K+ 350.55% |
$900K - $1.04M
|
51.6K
$1.43M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
39.7K+ 20.42% |
$889K - $1.02M
|
234K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
39.2KNew |
$879K - $1.01M
|
39.2K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
38.8K+ 5.01% |
$868K - $1M
|
812K
$22.4M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.8K+ 294.61% |
$780K - $900K
|
46.7K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.8K+ 294.61% |
$780K - $900K
|
46.7K
$1.29M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
34.8K+ 38.94% |
$780K - $899K
|
124K
$3.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
33.8K+ 25.67% |
$758K - $874K
|
166K
$4.57M
|