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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-6.95K- 33.91% |
$150K - $173K
|
13.5K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.36K- 31.21% |
$159K - $184K
|
16.2K
$448K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.49K- 24.18% |
$162K - $187K
|
23.5K
$648K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-7.81K- 10.09% |
$169K - $195K
|
69.5K
$1.92M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.97K- 46.4% |
$172K - $199K
|
9.21K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.01K- 20.79% |
$173K - $200K
|
30.5K
$842K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.02K- 3.0% |
$173K - $200K
|
259K
$7.14M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.42K- 33.63% |
$182K - $210K
|
16.6K
$459K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-8.69K- 13.57% |
$188K - $217K
|
55.3K
$1.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.73K- 13.01% |
$188K - $218K
|
58.4K
$1.61M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-8.9K- 41.32% |
$192K - $222K
|
12.6K
$349K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-8.93K- 21.02% |
$193K - $223K
|
33.6K
$927K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.98K- 7.07% |
$194K - $224K
|
118K
$3.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-9.1K- 4.25% |
$196K - $227K
|
205K
$5.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.1K- 5.47% |
$196K - $227K
|
157K
$4.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9.22K- 23.97% |
$199K - $230K
|
29.2K
$807K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-9.26K- 8.69% |
$200K - $231K
|
97.3K
$2.68M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-9.42K- 9.63% |
$203K - $235K
|
88.4K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9.43K- 24.17% |
$203K - $235K
|
29.6K
$816K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.49K- 3.38% |
$205K - $237K
|
271K
$7.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.56K- 28.11% |
$206K - $238K
|
24.4K
$675K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-9.58K- 48.96% |
$207K - $239K
|
9.99K
$276K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.97K- 46.22% |
$215K - $249K
|
11.6K
$320K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10K- 89.04% |
$217K - $251K
|
1.24K
$34.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.1K- 8.06% |
$218K - $252K
|
115K
$3.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-10.5K- 8.19% |
$227K - $263K
|
118K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-11.2K- 9.39% |
$242K - $280K
|
108K
$2.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-11.9K- 15.86% |
$257K - $297K
|
63.2K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-12.2K- 3.17% |
$263K - $304K
|
372K
$10.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-12.4K- 5.19% |
$267K - $309K
|
226K
$6.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12.6K- 7.16% |
$273K - $315K
|
164K
$4.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-12.8K- 11.56% |
$277K - $320K
|
98.2K
$2.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-13K- 10.68% |
$281K - $325K
|
109K
$3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.5K- 46.7% |
$293K - $338K
|
15.5K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-13.7K- 32.96% |
$297K - $343K
|
28K
$772K
|
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-14K- 33.67% |
$302K - $349K
|
27.6K
$761K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-14.1K- 6.22% |
$304K - $351K
|
212K
$5.85M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-14.7K- 6.3% |
$318K - $368K
|
219K
$6.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-15.1K- 54.24% |
$326K - $376K
|
12.7K
$351K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-15.1K- 40.23% |
$326K - $376K
|
22.4K
$618K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-15.2K- 4.96% |
$327K - $378K
|
291K
$8.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-15.7K- 55.54% |
$340K - $392K
|
12.6K
$348K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-15.8K- 22.8% |
$342K - $395K
|
53.6K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16K- 7.35% |
$346K - $400K
|
202K
$5.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-16.1K- 32.83% |
$347K - $401K
|
32.9K
$908K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-16.2K- 14.97% |
$350K - $404K
|
92K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.3K- 37.05% |
$373K - $431K
|
29.4K
$811K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.3K- 37.05% |
$373K - $431K
|
29.4K
$811K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17.5K- 8.08% |
$379K - $438K
|
200K
$5.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-17.8K- 13.26% |
$384K - $444K
|
116K
$3.21M
|