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 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.44K- 12.61% |
$32.3K - $37.2K
|
9.99K
$275K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
SELL
|
- |
-1.45K- 0.35% |
$32.4K - $37.4K
|
412K
$11.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.45K- 7.06% |
$32.5K - $37.5K
|
19.1K
$526K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.51K- 1.98% |
$33.8K - $39K
|
74.8K
$2.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.52K- 3.14% |
$34K - $39.3K
|
46.8K
$1.29M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-1.65K- 0.46% |
$36.9K - $42.5K
|
357K
$9.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.67K- 0.67% |
$37.4K - $43.2K
|
248K
$6.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.74K- 94.05% |
$39K - $44.9K
|
110
$3.03K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.74K- 16.16% |
$39.1K - $45K
|
9.05K
$249K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.75K- 1.13% |
$39.2K - $45.2K
|
154K
$4.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.78K- 9.06% |
$39.9K - $46K
|
17.9K
$492K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.8K- 2.53% |
$40.4K - $46.5K
|
69.5K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.84K- 5.93% |
$41.3K - $47.6K
|
29.2K
$805K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.91K- 49.82% |
$42.8K - $49.3K
|
1.92K
$53K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.92K- 4.21% |
$43K - $49.6K
|
43.7K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2K- 2.17% |
$44.8K - $51.7K
|
90.2K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2K- 98.33% |
$44.9K - $51.8K
|
34
$936
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-2.02K- 6.95% |
$45.2K - $52.2K
|
27K
$744K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.05K- 3.39% |
$45.8K - $52.8K
|
58.3K
$1.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.07K- 13.49% |
$46.4K - $53.5K
|
13.3K
$366K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.13K- 4.15% |
$47.7K - $55K
|
49.2K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.15K- 1.01% |
$48.2K - $55.6K
|
211K
$5.81M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.2K- 2.85% |
$49.3K - $56.9K
|
75.1K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.24K- 4.36% |
$50.3K - $58K
|
49.3K
$1.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.26K- 6.46% |
$50.5K - $58.2K
|
32.6K
$899K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.26K- 0.67% |
$50.5K - $58.3K
|
334K
$9.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 1.41% |
$51.7K - $59.6K
|
162K
$4.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.31K- 9.39% |
$51.7K - $59.6K
|
22.3K
$613K
|
|
|
Oct 24, 2022
Q3 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2.31K- 3.76% |
$51.7K - $59.7K
|
59.2K
$1.63M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 1.13% |
$56K - $64.5K
|
218K
$6.01M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.5K- 2.26% |
$56K - $64.6K
|
108K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 16.6% |
$56.8K - $65.5K
|
12.8K
$351K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.54K- 7.59% |
$57K - $65.7K
|
31K
$853K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.61K- 7.35% |
$58.4K - $67.4K
|
32.9K
$905K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.65K- 19.55% |
$59.2K - $68.3K
|
10.9K
$300K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.71K- 3.88% |
$60.7K - $70K
|
67.1K
$1.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.81K- 17.95% |
$62.9K - $72.5K
|
12.8K
$353K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.83K- 2.81% |
$63.4K - $73.1K
|
97.8K
$2.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.89K- 96.31% |
$64.8K - $74.8K
|
111
$3.06K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.9K- 15.94% |
$64.8K - $74.8K
|
15.3K
$420K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-3K- 37.2% |
$67.1K - $77.4K
|
5.06K
$139K
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3K- 6.55% |
$67.1K - $77.4K
|
42.8K
$1.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.01K- 17.82% |
$67.3K - $77.6K
|
13.9K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.04K- 11.61% |
$68K - $78.4K
|
23.1K
$636K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.04K- 8.26% |
$68.1K - $78.6K
|
33.8K
$930K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.1K- 1.86% |
$69.5K - $80.2K
|
164K
$4.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.14K- 3.87% |
$70.3K - $81.1K
|
78K
$2.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.28K- 16.62% |
$73.6K - $84.8K
|
16.5K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.66K- 24.35% |
$81.9K - $94.5K
|
11.4K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.78K- 0.79% |
$84.6K - $97.5K
|
474K
$13.1M
|