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 11, 2022
Q3 2022
|
Gpwm LLC
|
SELL
|
- |
-27- 5.37% |
$605 - $697
|
476
$13.1K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-27- 0.24% |
$605 - $697
|
11.1K
$306K
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-51- 13.64% |
$1.14K - $1.32K
|
323
$8.91K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-52- 98.11% |
$1.16K - $1.34K
|
1
$27.6
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-70- 0.51% |
$1.57K - $1.81K
|
13.7K
$377K
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-84- 0.64% |
$1.88K - $2.17K
|
13.1K
$361K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-86Closed |
$1.93K - $2.22K
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-93- 0.84% |
$2.08K - $2.4K
|
10.9K
$301K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-128- 0.85% |
$2.87K - $3.31K
|
15K
$414K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-133- 10.54% |
$2.98K - $3.44K
|
1.13K
$31.2K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-133- 0.37% |
$2.98K - $3.44K
|
35.5K
$979K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-142- 0.06% |
$3.18K - $3.67K
|
228K
$6.29M
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-156- 1.62% |
$3.49K - $4.03K
|
9.45K
$261K
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-162- 0.85% |
$3.63K - $4.18K
|
18.8K
$519K
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-173- 0.1% |
$3.88K - $4.47K
|
165K
$4.56M
|
|
Nov 14, 2022
Q3 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-180- 1.65% |
$4.03K - $4.65K
|
10.8K
$297K
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-189- 1.17% |
$4.23K - $4.88K
|
16K
$442K
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-195- 1.09% |
$4.37K - $5.04K
|
17.7K
$488K
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-197- 91.63% |
$4.41K - $5.09K
|
18
$497
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-197- 22.77% |
$4.41K - $5.09K
|
668
$18.4K
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-200- 1.04% |
$4.48K - $5.17K
|
19.1K
$526K
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-200- 1.7% |
$4.48K - $5.17K
|
11.6K
$319K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-210- 1.4% |
$4.7K - $5.42K
|
14.8K
$408K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-212- 54.08% |
$4.75K - $5.48K
|
180
$4.97K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-213- 0.72% |
$4.77K - $5.5K
|
29.5K
$814K
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-218- 0.91% |
$4.88K - $5.63K
|
23.8K
$657K
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-220- 1.87% |
$4.93K - $5.68K
|
11.5K
$319K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-228- 0.76% |
$5.11K - $5.89K
|
29.7K
$819K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-231- 0.63% |
$5.17K - $5.97K
|
36.5K
$1.01M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-244- 25.0% |
$5.47K - $6.3K
|
732
$20.2K
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-247- 14.55% |
$5.53K - $6.38K
|
1.45K
$40K
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-253- 0.91% |
$5.67K - $6.53K
|
27.6K
$761K
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-255- 97.33% |
$5.71K - $6.59K
|
7
$193
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-262- 1.21% |
$5.87K - $6.77K
|
21.5K
$592K
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-275- 2.07% |
$6.16K - $7.1K
|
13K
$358K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-278- 0.67% |
$6.23K - $7.18K
|
41.1K
$1.13M
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-282- 36.11% |
$6.32K - $7.28K
|
499
$13.8K
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-289- 28.64% |
$6.47K - $7.46K
|
720
$19.9K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-296- 2.43% |
$6.63K - $7.65K
|
11.9K
$328K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-300- 6.69% |
$6.72K - $7.75K
|
4.19K
$116K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-325- 1.93% |
$7.28K - $8.39K
|
16.5K
$456K
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
SELL
|
- |
-332- 0.94% |
$7.44K - $8.58K
|
35.1K
$970K
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-334- 0.09% |
$7.48K - $8.63K
|
370K
$10.2M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-345- 1.02% |
$7.73K - $8.91K
|
33.6K
$927K
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-377- 0.97% |
$8.44K - $9.74K
|
38.5K
$1.06M
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-380- 1.33% |
$8.51K - $9.82K
|
28.1K
$775K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-390- 1.08% |
$8.74K - $10.1K
|
35.6K
$982K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-393- 1.48% |
$8.8K - $10.2K
|
26.1K
$721K
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-409- 1.09% |
$9.16K - $10.6K
|
37.1K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-414- 0.39% |
$9.27K - $10.7K
|
107K
$2.94M
|