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 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.48K+ 4.07% |
$33.2K - $38.3K
|
37.9K
$1.05M
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.46K+ 5.64% |
$32.6K - $37.6K
|
27.3K
$752K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.42K+ 6.42% |
$31.8K - $36.7K
|
23.5K
$650K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.42K+ 10.35% |
$31.7K - $36.6K
|
15.1K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.35K+ 44.65% |
$30.2K - $34.8K
|
4.37K
$121K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.35K+ 6.47% |
$30.2K - $34.8K
|
22.2K
$612K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.3K+ 1.72% |
$29K - $33.4K
|
76.6K
$2.12M
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.28K+ 4.96% |
$28.6K - $33K
|
27K
$745K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.26K+ 2.28% |
$28.3K - $32.6K
|
56.6K
$1.56M
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.23K+ 11.97% |
$27.6K - $31.8K
|
11.5K
$318K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.2K+ 12.38% |
$26.8K - $30.9K
|
10.9K
$300K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.03K+ 11.64% |
$23K - $26.5K
|
9.83K
$271K
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
969+ 5.36% |
$21.7K - $25K
|
19K
$526K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
967+ 14.31% |
$21.7K - $25K
|
7.72K
$213K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
960New |
$21.5K - $24.8K
|
960
$26.5K
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
923+ 39.66% |
$20.7K - $23.8K
|
3.25K
$89.7K
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
913+ 9.59% |
$20.5K - $23.6K
|
10.4K
$288K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
908+ 2.5% |
$20.3K - $23.5K
|
37.3K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
880+ 3.53% |
$19.7K - $22.7K
|
25.8K
$712K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
866+ 1.71% |
$19.4K - $22.4K
|
51.4K
$1.42M
|
|
Oct 26, 2022
Q3 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
850+ 0.97% |
$19K - $22K
|
88.2K
$2.43M
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
815+ 1.47% |
$18.3K - $21.1K
|
56.3K
$1.55M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
814+ 4.78% |
$18.2K - $21K
|
17.8K
$492K
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
807+ 1.26% |
$18.1K - $20.8K
|
65K
$1.79M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
805+ 163.62% |
$18K - $20.8K
|
1.3K
$35.8K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
792+ 0.53% |
$17.7K - $20.5K
|
150K
$4.14M
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
791+ 3.83% |
$17.7K - $20.4K
|
21.4K
$591K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
786+ 73.73% |
$17.6K - $20.3K
|
1.85K
$51.1K
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
718+ 5.78% |
$16.1K - $18.5K
|
13.1K
$363K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
687+ 4.14% |
$15.4K - $17.7K
|
17.3K
$477K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
673+ 4.0% |
$15.1K - $17.4K
|
17.5K
$483K
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
BUY
|
- |
627+ 0.52% |
$14K - $16.2K
|
121K
$3.35M
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
520+ 2.6% |
$11.6K - $13.4K
|
20.5K
$565K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
517+ 287.22% |
$11.6K - $13.4K
|
697
$19.2K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
503New |
$11.3K - $13K
|
503
$13.9K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
491New |
$11K - $12.7K
|
491
$13.6K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
488New |
$10.9K - $12.6K
|
488
$13.5K
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
487+ 1.56% |
$10.9K - $12.6K
|
31.7K
$875K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
480New |
$10.8K - $12.4K
|
480
$13.2K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
478New |
$10.7K - $12.3K
|
478
$13.2K
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
476+ 1.98% |
$10.7K - $12.3K
|
24.5K
$677K
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
470+ 1.03% |
$10.5K - $12.1K
|
46.2K
$1.28M
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
469+ 221.23% |
$10.5K - $12.1K
|
681
$18.8K
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
459+ 1.63% |
$10.3K - $11.9K
|
28.6K
$788K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
436+ 2.2% |
$9.77K - $11.3K
|
20.3K
$560K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
361+ 3.87% |
$8.09K - $9.32K
|
9.69K
$267K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
353+ 16.38% |
$7.91K - $9.12K
|
2.51K
$69.2K
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
347+ 0.23% |
$7.77K - $8.96K
|
153K
$4.21M
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
331+ 0.5% |
$7.41K - $8.55K
|
67K
$1.85M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
320+ 2.81% |
$7.17K - $8.27K
|
11.7K
$323K
|