Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
11.1K
+ 79.04%
$248K - $285K
25K $689K
Nov 03, 2022 Q3 2022
Gilbert & Cook, Inc.

BUY
 -
11K
New
$247K - $285K
11K $304K
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
11K
+ 13.44%
$246K - $283K
92.6K $2.55M
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
10.9K
+ 49.59%
$245K - $282K
33K $908K
Nov 14, 2022 Q3 2022
Roof Eidam & Maycock

BUY
 -
10.8K
New
$241K - $278K
10.8K $296K
Oct 18, 2022 Q3 2022
Apeiron Ria LLC

BUY
 -
10.6K
New
$238K - $275K
10.6K $293K
Nov 01, 2022 Q3 2022
Tenret CO LLC

BUY
 -
10.6K
New
$237K - $274K
10.6K $292K
Nov 09, 2022 Q3 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
10.4K
New
$233K - $268K
10.4K $286K
Nov 07, 2022 Q3 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
9.83K
+ 100.97%
$220K - $254K
19.6K $539K
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
9.7K
+ 43.25%
$217K - $250K
32.1K $884K
Oct 31, 2022 Q3 2022
Tru Independence Asset Management 2, LLC

BUY
 -
9.23K
New
$207K - $238K
9.23K $254K
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
9.19K
New
$206K - $237K
9.19K $253K
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
9.18K
+ 31.34%
$206K - $237K
38.5K $1.06M
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
8.84K
+ 14.5%
$198K - $228K
69.8K $1.92M
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
8.84K
+ 14.5%
$198K - $228K
69.8K $1.92M
Oct 20, 2022 Q3 2022
Mason & Associates Inc

BUY
 -
8.15K
+ 4.2%
$183K - $211K
202K $5.57M
Nov 14, 2022 Q3 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
8.1K
+ 1.76%
$181K - $209K
467K $12.9M
Nov 08, 2022 Q3 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
8.09K
+ 6.96%
$181K - $209K
124K $3.42M
Oct 12, 2022 Q3 2022
Acropolis Investment Management, LLC

BUY
 -
7.32K
New
$164K - $189K
7.32K $202K
Nov 09, 2022 Q3 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
7.32K
+ 4.38%
$164K - $189K
174K $4.8M
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
7.17K
+ 1.1%
$161K - $185K
659K $18.1M
Oct 18, 2022 Q3 2022
Cornerstone Wealth Advisors, Inc.

BUY
 -
7.09K
+ 3.71%
$159K - $183K
198K $5.45M
Nov 08, 2022 Q3 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
6.9K
+ 2.5%
$155K - $178K
283K $7.78M
Nov 09, 2022 Q3 2022
Rollins Financial

BUY
 -
6.8K
+ 65.02%
$152K - $176K
17.3K $475K
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.68K
+ 2.51%
$150K - $172K
273K $7.52M
Nov 14, 2022 Q3 2022
Financial Advisory Group

Houston, TX
BUY
 -
6.68K
+ 3.04%
$150K - $172K
226K $6.23M
Nov 14, 2022 Q3 2022
Accurate Wealth Management, LLC

BUY
 -
6.66K
+ 63.37%
$149K - $172K
17.2K $473K
Nov 09, 2022 Q3 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
6.57K
New
$147K - $170K
6.57K $181K
Nov 09, 2022 Q3 2022
Ami Investment Management Inc

Kendallville, IN
BUY
 -
6.4K
+ 4.02%
$143K - $165K
166K $4.56M
Oct 25, 2022 Q3 2022
Smithbridge Asset Management Inc

BUY
 -
6.33K
+ 6.99%
$142K - $164K
96.9K $2.67M
Oct 24, 2022 Q3 2022
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
6.16K
+ 27.8%
$138K - $159K
28.3K $780K
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
5.91K
+ 279.86%
$132K - $153K
8.02K $221K
Nov 01, 2022 Q3 2022
Sterling Financial Planning, Inc.

BUY
 -
5.86K
+ 32.34%
$131K - $151K
24K $660K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
5.8K
+ 207.25%
$130K - $150K
8.6K $237K
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
5.8K
+ 207.25%
$130K - $150K
8.6K $237K
Nov 14, 2022 Q3 2022
Brown Advisory Inc

BUY
 -
5.76K
+ 28.28%
$129K - $149K
26.1K $719K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5.6K
+ 8.66%
$125K - $145K
70.3K $1.94M
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

BUY
 -
5.5K
+ 38.81%
$123K - $142K
19.7K $542K
Nov 07, 2022 Q3 2022
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
5.46K
+ 3.48%
$122K - $141K
162K $4.47M
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
5.43K
+ 2.7%
$122K - $140K
206K $5.68M
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
5.39K
+ 44.77%
$121K - $139K
17.4K $480K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
5.33K
+ 74.7%
$119K - $138K
12.5K $343K
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
5.31K
+ 3.32%
$119K - $137K
166K $4.56M
Nov 10, 2022 Q3 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
5.14K
+ 1.6%
$115K - $133K
327K $9M
Oct 21, 2022 Q3 2022
Whitcomb & Hess, Inc.

BUY
 -
5.09K
+ 48.02%
$114K - $131K
15.7K $432K
Oct 27, 2022 Q3 2022
Global Strategic Investment Solutions, LLC

BUY
 -
5K
+ 7.43%
$112K - $129K
72.3K $1.99M
Nov 09, 2022 Q3 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
4.88K
+ 3.35%
$109K - $126K
150K $4.14M
Nov 14, 2022 Q3 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
4.85K
+ 8.33%
$109K - $125K
63.1K $1.74M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.82K
+ 1.95%
$108K - $125K
252K $6.95M

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