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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-52K- 88.91% |
$1.16M - $1.34M
|
6.48K
$178K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-55.8K- 18.98% |
$1.25M - $1.44M
|
238K
$6.56M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-60.6K- 1.0% |
$1.36M - $1.56M
|
5.99M
$165M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-69.6K- 8.85% |
$1.56M - $1.8M
|
717K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-70.8K- 81.79% |
$1.59M - $1.83M
|
15.8K
$434K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-71.7K- 21.41% |
$1.61M - $1.85M
|
263K
$7.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-87.5K- 26.35% |
$1.96M - $2.26M
|
245K
$6.74M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-89K- 90.44% |
$1.99M - $2.3M
|
9.42K
$259K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-96.7K- 61.21% |
$2.17M - $2.5M
|
61.3K
$1.69M
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-97.6K- 31.29% |
$2.19M - $2.52M
|
214K
$5.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-102K- 23.26% |
$2.29M - $2.64M
|
337K
$9.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126K- 62.37% |
$2.82M - $3.25M
|
75.8K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-135K- 24.69% |
$3.01M - $3.47M
|
410K
$11.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-136K- 76.56% |
$3.04M - $3.51M
|
41.6K
$1.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-144K- 99.63% |
$3.23M - $3.73M
|
534
$14.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-146K- 88.89% |
$3.27M - $3.78M
|
18.3K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-162K- 29.63% |
$3.63M - $4.18M
|
385K
$10.6M
|
|
|
Jan 04, 2024
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-200K- 9.98% |
$4.48M - $5.17M
|
1.8M
$49.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-204K- 7.51% |
$4.58M - $5.28M
|
2.52M
$69.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-249K- 80.5% |
$5.57M - $6.42M
|
60.2K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-251K- 42.22% |
$5.63M - $6.49M
|
344K
$9.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-262K- 14.51% |
$5.86M - $6.75M
|
1.54M
$42.4M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-286K- 74.92% |
$6.42M - $7.4M
|
95.9K
$2.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-315K- 20.96% |
$7.05M - $8.12M
|
1.19M
$32.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-343K- 86.97% |
$7.69M - $8.87M
|
51.4K
$1.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-405K- 96.53% |
$9.06M - $10.5M
|
14.5K
$400K
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-405K- 57.37% |
$9.07M - $10.5M
|
301K
$8.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-485K- 48.83% |
$10.9M - $12.5M
|
508K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-555K- 12.54% |
$12.4M - $14.3M
|
3.87M
$107M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-594K- 91.15% |
$13.3M - $15.3M
|
57.7K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.16M- 9.1% |
$48.5M - $55.9M
|
21.6M
$595M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.41M- 4.22% |
$76.5M - $88.2M
|
77.5M
$2.13B
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.41M- 4.22% |
$76.5M - $88.2M
|
77.5M
$2.13B
|