Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
990M+ 118261.83% |
$21.4B - $24.7B
|
991M
$27.5B
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.79M+ 7.22% |
$38.6M - $44.6M
|
26.5M
$736M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.6M+ 234.27% |
$34.5M - $39.8M
|
2.28M
$63.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.57M+ 3051.5% |
$33.9M - $39.2M
|
1.62M
$44.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.52MNew |
$32.9M - $38M
|
1.52M
$42.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.52M+ 16.72% |
$32.9M - $38M
|
10.6M
$295M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.52MNew |
$32.8M - $37.9M
|
1.52M
$42.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.39M+ 334.88% |
$30.1M - $34.8M
|
1.81M
$50.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.26M+ 541.81% |
$27.3M - $31.5M
|
1.5M
$41.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02M+ 46.77% |
$22.1M - $25.5M
|
3.21M
$89M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.02M+ 372.74% |
$22M - $25.4M
|
1.29M
$35.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
957K+ 273.92% |
$20.7M - $23.9M
|
1.31M
$36.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
938K+ 1237.11% |
$20.3M - $23.4M
|
1.01M
$28.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
871K+ 77.98% |
$18.8M - $21.7M
|
1.99M
$55.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
846K+ 10697.02% |
$18.3M - $21.1M
|
854K
$23.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
772KNew |
$16.7M - $19.3M
|
772K
$21.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
537K+ 105.64% |
$11.6M - $13.4M
|
1.05M
$29M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
483K+ 0.62% |
$10.4M - $12M
|
78M
$2.16B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
475KNew |
$10.3M - $11.8M
|
475K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
348K+ 79.92% |
$7.51M - $8.68M
|
783K
$21.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
342KNew |
$7.39M - $8.54M
|
342K
$9.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
325KNew |
$7.03M - $8.12M
|
325K
$9.02M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
299KNew |
$6.46M - $7.47M
|
299K
$8.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
261KNew |
$5.63M - $6.51M
|
261K
$7.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
255KNew |
$5.5M - $6.36M
|
255K
$7.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
245K+ 342.12% |
$5.28M - $6.1M
|
316K
$8.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
244K+ 77.76% |
$5.27M - $6.09M
|
558K
$15.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
243K+ 1903.56% |
$5.24M - $6.05M
|
255K
$7.08M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
240K+ 60.95% |
$5.18M - $5.99M
|
634K
$17.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
226K+ 2240.18% |
$4.89M - $5.65M
|
237K
$6.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
207K+ 50.38% |
$4.46M - $5.16M
|
617K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
193K+ 50.09% |
$4.17M - $4.82M
|
579K
$16.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
189K+ 499.15% |
$4.09M - $4.72M
|
227K
$6.3M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
184KNew |
$3.97M - $4.59M
|
184K
$5.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
183KNew |
$3.96M - $4.57M
|
183K
$5.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
175KNew |
$3.78M - $4.37M
|
175K
$4.85M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
172K+ 758.31% |
$3.72M - $4.3M
|
195K
$5.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
170KNew |
$3.67M - $4.24M
|
170K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
152KNew |
$3.27M - $3.78M
|
152K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
136K+ 21.2% |
$2.94M - $3.39M
|
777K
$21.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
132K+ 417.39% |
$2.85M - $3.29M
|
163K
$4.53M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
125KNew |
$2.7M - $3.13M
|
125K
$3.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
125K+ 8.09% |
$2.69M - $3.11M
|
1.67M
$46.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
122K+ 66.82% |
$2.64M - $3.05M
|
305K
$8.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
121KNew |
$2.62M - $3.03M
|
121K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
117K+ 297.38% |
$2.53M - $2.92M
|
156K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
114KNew |
$2.46M - $2.84M
|
114K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
109KNew |
$2.35M - $2.71M
|
109K
$3.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
103KNew |
$2.22M - $2.57M
|
103K
$2.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97.8K+ 85.42% |
$2.11M - $2.44M
|
212K
$5.89M
|