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 16, 2023 Q3 2022
Schoolcraft Capital LLC

Boulder, CO
SELL
 -
-443
- 2.01%
$9.92K - $11.4K
21.5K $593K
Nov 02, 2022 Q3 2022
ETF Store, Inc.

SELL
 -
-480
- 4.11%
$10.8K - $12.4K
11.2K $308K
Nov 14, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-491
Closed
$11K - $12.7K
0 $0
Oct 27, 2022 Q3 2022
Aj Wealth Strategies, LLC

SELL
 -
-504
- 0.42%
$11.3K - $13K
120K $3.32M
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
SELL
 -
-518
- 1.69%
$11.6K - $13.4K
30.2K $831K
Oct 31, 2022 Q3 2022
Valeo Financial Advisors, LLC

SELL
 -
-547
- 4.21%
$12.3K - $14.1K
12.4K $343K
Nov 03, 2022 Q3 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-558
- 29.06%
$12.5K - $14.4K
1.36K $37.5K
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

SELL
 -
-567
- 2.24%
$12.7K - $14.6K
24.7K $680K
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-585
- 0.94%
$13.1K - $15.1K
61.7K $1.7M
Oct 26, 2022 Q3 2022
Blue Barn Wealth, LLC

SELL
 -
-604
- 2.43%
$13.5K - $15.6K
24.2K $667K
Oct 13, 2022 Q3 2022
Gofen & Glossberg LLC

SELL
 -
-615
- 4.89%
$13.8K - $15.9K
12K $329K
Oct 12, 2022 Q3 2022
Successful Portfolios LLC

SELL
 -
-631
- 2.76%
$14.1K - $16.3K
22.2K $612K
Nov 14, 2022 Q3 2022
Cadence Wealth Management LLC

Westborough, MA
SELL
 -
-633
- 4.24%
$14.2K - $16.4K
14.3K $394K
Oct 28, 2022 Q3 2022
Chesapeake Wealth Management

SELL
 -
-679
- 1.06%
$15.2K - $17.5K
63.5K $1.75M
Oct 25, 2022 Q3 2022
Jacobsen Capital Management

SELL
 -
-702
- 0.31%
$15.7K - $18.1K
229K $6.29M
Nov 08, 2022 Q3 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-704
- 2.08%
$15.8K - $18.2K
33.2K $914K
Oct 12, 2022 Q3 2022
Planning Alternatives LTD

SELL
 -
-716
- 2.25%
$16K - $18.5K
31.1K $856K
Nov 18, 2022 Q3 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-717
- 4.26%
$16.1K - $18.5K
16.1K $443K
Oct 24, 2022 Q3 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-733
- 1.88%
$16.4K - $18.9K
38.3K $1.06M
Nov 14, 2022 Q3 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-735
- 3.46%
$16.5K - $19K
20.5K $564K
Nov 14, 2022 Q3 2022
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
SELL
 -
-750
- 3.57%
$16.8K - $19.4K
20.2K $557K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

SELL
 -
-758
- 2.78%
$17K - $19.6K
26.5K $729K
Nov 10, 2022 Q3 2022
Coastwise Capital Group, LLC

La Jolla, CA
SELL
 -
-816
- 3.59%
$18.3K - $21.1K
21.9K $604K
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-842
- 6.2%
$18.9K - $21.7K
12.7K $351K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-843
- 8.14%
$18.9K - $21.8K
9.51K $262K
Nov 10, 2022 Q3 2022
Bigelow Investment Advisors, LLC

SELL
 -
-866
- 6.33%
$19.4K - $22.4K
12.8K $353K
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-899
- 12.6%
$20.1K - $23.2K
6.23K $172K
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

SELL
 -
-899
- 4.55%
$20.1K - $23.2K
18.8K $519K
Oct 18, 2022 Q3 2022
Courage Miller Partners, LLC

SELL
 -
-911
- 0.48%
$20.4K - $23.5K
190K $5.24M
Oct 18, 2022 Q3 2022
Level Financial Advisors, Inc.

SELL
 -
-931
- 58.3%
$20.9K - $24K
666 $18.3K
Nov 14, 2022 Q3 2022
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-935
- 4.19%
$20.9K - $24.2K
21.4K $588K
Oct 25, 2022 Q3 2022
Destiny Wealth Partners, LLC

SELL
 -
-943
- 7.72%
$21.1K - $24.4K
11.3K $310K
Oct 17, 2022 Q3 2022
Janiczek Wealth Management, LLC

SELL
 -
-949
- 3.65%
$21.3K - $24.5K
25K $689K
Oct 27, 2022 Q3 2022
Signal Point Asset Management, LLC

SELL
 -
-957
- 5.8%
$21.4K - $24.7K
15.5K $428K
Nov 08, 2022 Q3 2022
Element Wealth, LLC

SELL
 -
-1.03K
- 2.35%
$23K - $26.5K
42.5K $1.17M
Nov 14, 2022 Q3 2022
Fiduciary Group LLC

Savannah, GA
SELL
 -
-1.03K
- 8.69%
$23.1K - $26.7K
10.9K $299K
Oct 18, 2022 Q3 2022
Bailard, Inc.

SELL
 -
-1.08K
- 1.61%
$24.1K - $27.8K
65.6K $1.81M
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

SELL
 -
-1.08K
- 8.67%
$24.3K - $28K
11.4K $314K
Oct 21, 2022 Q3 2022
Summit Financial Strategies, Inc.

SELL
 -
-1.09K
- 6.62%
$24.5K - $28.2K
15.4K $424K
Oct 28, 2022 Q3 2022
Redw Wealth LLC

SELL
 -
-1.12K
- 5.0%
$25K - $28.9K
21.2K $585K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

SELL
 -
-1.12K
- 2.32%
$25.2K - $29K
47.3K $1.3M
Nov 10, 2022 Q3 2022
Argent Trust CO

Nashville, TN
SELL
 -
-1.13K
- 10.28%
$25.3K - $29.2K
9.86K $272K
Oct 24, 2022 Q3 2022
Act Wealth Management, LLC

SELL
 -
-1.13K
- 10.92%
$25.4K - $29.3K
9.25K $255K
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

SELL
 -
-1.16K
- 2.43%
$25.9K - $29.9K
46.5K $1.28M
Oct 24, 2022 Q3 2022
Foster Victor Wealth Advisors, LLC

SELL
 -
-1.29K
- 7.17%
$28.9K - $33.3K
16.7K $460K
Oct 06, 2022 Q3 2022
Founders Capital Management

SELL
 -
-1.32K
- 97.05%
$29.5K - $34K
40 $1.1K
Nov 07, 2022 Q3 2022
Bfsg, LLC

SELL
 -
-1.34K
- 5.61%
$29.9K - $34.5K
22.5K $619K
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-1.42K
- 3.0%
$31.8K - $36.6K
45.9K $1.26M
Oct 12, 2022 Q3 2022
Revolve Wealth Partners, LLC

SELL
 -
-1.43K
- 9.32%
$31.9K - $36.8K
13.9K $382K

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