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
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9.35K- 19.34% |
$209K - $241K
|
39K
$1.08M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9.54K- 9.74% |
$214K - $246K
|
88.4K
$2.44M
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-9.82K- 7.59% |
$220K - $254K
|
120K
$3.3M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.1K- 4.67% |
$226K - $261K
|
206K
$5.68M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 20.13% |
$232K - $268K
|
41.1K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.4K- 42.41% |
$233K - $269K
|
14.1K
$390K
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 23.47% |
$234K - $269K
|
34K
$938K
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-11.7K- 54.02% |
$263K - $303K
|
10K
$276K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11.9K- 4.63% |
$267K - $308K
|
245K
$6.78M
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-12.5K- 2.73% |
$279K - $322K
|
443K
$12.2M
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-12.5K- 2.73% |
$279K - $322K
|
443K
$12.2M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-12.5K- 96.13% |
$279K - $322K
|
501
$13.8K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-12.5K- 11.49% |
$280K - $323K
|
96.4K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-12.5K- 1.59% |
$281K - $323K
|
774K
$21.4M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12.6K- 4.3% |
$282K - $325K
|
281K
$7.75M
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-12.6K- 98.69% |
$283K - $326K
|
168
$4.64K
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-12.7K- 5.85% |
$284K - $328K
|
204K
$5.64M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-13.4K- 3.3% |
$300K - $346K
|
393K
$10.8M
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-13.5K- 13.09% |
$302K - $349K
|
89.6K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.9K- 57.8% |
$312K - $360K
|
10.2K
$281K
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-14.9KClosed |
$334K - $385K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.7K- 10.97% |
$351K - $404K
|
127K
$3.51M
|
|
Nov 07, 2022
Q3 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-16K- 14.73% |
$359K - $414K
|
92.7K
$2.56M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.5K- 5.81% |
$369K - $425K
|
267K
$7.36M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-17K- 9.26% |
$381K - $439K
|
166K
$4.59M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17.1K- 12.0% |
$384K - $442K
|
126K
$3.47M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-17.3K- 3.29% |
$387K - $447K
|
508K
$14M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-17.4K- 24.59% |
$390K - $450K
|
53.4K
$1.47M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-17.4K- 24.22% |
$391K - $451K
|
54.6K
$1.51M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-18.2K- 7.79% |
$407K - $469K
|
215K
$5.93M
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-18.4K- 13.12% |
$412K - $476K
|
122K
$3.36M
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-18.7K- 51.55% |
$419K - $483K
|
17.6K
$485K
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-19.9K- 51.05% |
$446K - $514K
|
19.1K
$527K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.1K- 10.84% |
$495K - $571K
|
182K
$5.02M
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-22.4K- 40.44% |
$501K - $578K
|
33K
$910K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-25.8K- 3.87% |
$577K - $665K
|
640K
$17.7M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-28.6K- 88.71% |
$641K - $739K
|
3.64K
$100K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-30.9K- 14.43% |
$691K - $797K
|
183K
$5.05M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-33.6K- 26.54% |
$753K - $868K
|
93K
$2.57M
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
SELL
|
- |
-38.5K- 75.67% |
$863K - $995K
|
12.4K
$342K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.6K- 7.0% |
$864K - $997K
|
513K
$14.2M
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-39.3K- 53.63% |
$880K - $1.01M
|
34K
$937K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-39.4K- 66.07% |
$884K - $1.02M
|
20.3K
$559K
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-42.9K- 56.57% |
$962K - $1.11M
|
33K
$910K
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-43.4K- 8.08% |
$971K - $1.12M
|
493K
$13.6M
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-43.8K- 26.27% |
$981K - $1.13M
|
123K
$3.39M
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-49.3K- 23.83% |
$1.1M - $1.27M
|
157K
$4.35M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-49.4K- 40.87% |
$1.11M - $1.28M
|
71.5K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-50.2K- 64.54% |
$1.12M - $1.3M
|
27.6K
$761K
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-51.7K- 31.32% |
$1.16M - $1.34M
|
113K
$3.13M
|