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 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.84K- 3.24% |
$86K - $99.1K
|
115K
$3.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.88K- 8.51% |
$86.9K - $100K
|
41.7K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-3.91K- 5.07% |
$87.6K - $101K
|
73.2K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.04K- 24.91% |
$90.4K - $104K
|
12.2K
$335K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.11K- 3.06% |
$92K - $106K
|
130K
$3.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-4.2K- 4.57% |
$94K - $108K
|
87.6K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.24K- 8.86% |
$94.9K - $109K
|
43.5K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.24K- 11.96% |
$94.9K - $109K
|
31.2K
$859K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.28K- 21.28% |
$95.9K - $111K
|
15.8K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.31K- 1.98% |
$96.6K - $111K
|
214K
$5.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-4.36K- 57.35% |
$97.7K - $113K
|
3.24K
$89.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.41K- 5.27% |
$98.8K - $114K
|
79.3K
$2.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.5K- 31.67% |
$101K - $116K
|
9.71K
$267K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-4.76K- 61.16% |
$107K - $123K
|
3.02K
$83.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-4.78K- 21.13% |
$107K - $123K
|
17.8K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.82K- 2.18% |
$108K - $125K
|
216K
$5.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-4.88K- 6.84% |
$109K - $126K
|
66.5K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.95K- 1.1% |
$111K - $128K
|
446K
$12.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.05K- 33.31% |
$113K - $130K
|
10.1K
$278K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.06K- 8.29% |
$113K - $131K
|
56K
$1.54M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.13K- 3.84% |
$115K - $133K
|
129K
$3.54M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.55K- 2.54% |
$124K - $143K
|
213K
$5.86M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.73K- 13.58% |
$128K - $148K
|
36.5K
$1M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.78K- 5.34% |
$129K - $149K
|
102K
$2.82M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.91K- 1.91% |
$132K - $153K
|
304K
$8.36M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6K- 2.59% |
$134K - $155K
|
226K
$6.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6.14K- 1.32% |
$138K - $159K
|
457K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.29K- 40.45% |
$141K - $162K
|
9.26K
$255K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-6.45K- 9.15% |
$144K - $167K
|
64.1K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.5K- 3.55% |
$146K - $168K
|
177K
$4.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-6.6K- 5.61% |
$148K - $171K
|
111K
$3.06M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.86K- 54.95% |
$154K - $177K
|
5.63K
$155K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.89K- 25.59% |
$154K - $178K
|
20K
$551K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-6.93K- 41.29% |
$155K - $179K
|
9.86K
$271K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.07K- 3.15% |
$158K - $183K
|
217K
$5.98M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7.44K- 43.14% |
$167K - $192K
|
9.81K
$270K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-7.55K- 28.07% |
$169K - $195K
|
19.3K
$532K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.86K- 9.94% |
$176K - $203K
|
71.1K
$1.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.97K- 26.98% |
$178K - $206K
|
21.6K
$594K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-8.03K- 27.79% |
$180K - $207K
|
20.9K
$574K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-8.03K- 8.97% |
$180K - $208K
|
81.6K
$2.25M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.19K- 9.17% |
$183K - $211K
|
81.1K
$2.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-8.24K- 3.31% |
$184K - $213K
|
240K
$6.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.25K- 40.14% |
$185K - $213K
|
12.3K
$339K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8.28K- 33.67% |
$185K - $214K
|
16.3K
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-8.29K- 31.19% |
$186K - $214K
|
18.3K
$503K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-8.38K- 8.84% |
$188K - $216K
|
86.4K
$2.38M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8.41K- 6.83% |
$188K - $217K
|
115K
$3.16M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-8.47K- 18.43% |
$190K - $219K
|
37.5K
$1.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-9.07K- 30.16% |
$203K - $234K
|
21K
$578K
|