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
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
89New |
$1.92K - $2.22K
|
89
$2.47K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
89+ 2.13% |
$1.92K - $2.22K
|
4.27K
$119K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
89+ 2.49% |
$1.92K - $2.22K
|
3.67K
$102K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
88+ 48.89% |
$1.9K - $2.2K
|
268
$7.43K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
86New |
$1.86K - $2.15K
|
86
$2.38K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
84+ 2.5% |
$1.81K - $2.1K
|
3.45K
$95.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
82+ 0.33% |
$1.77K - $2.05K
|
25.1K
$696K
|
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
81+ 0.57% |
$1.75K - $2.02K
|
14.4K
$399K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
74New |
$1.6K - $1.85K
|
74
$2.05K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
72+ 0.21% |
$1.55K - $1.8K
|
34K
$944K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
70+ 1.12% |
$1.51K - $1.75K
|
6.3K
$175K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
67New |
$1.45K - $1.67K
|
67
$1.86K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
64+ 0.6% |
$1.38K - $1.6K
|
10.8K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
58+ 1.42% |
$1.25K - $1.45K
|
4.14K
$115K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49+ 0.33% |
$1.06K - $1.22K
|
14.8K
$411K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
46+ 0.46% |
$993 - $1.15K
|
10.2K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
44+ 2.25% |
$950 - $1.1K
|
2K
$55.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
43+ 84.31% |
$928 - $1.07K
|
94
$2.61K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
41New |
$885 - $1.02K
|
41
$1.14K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
31+ 0.07% |
$669 - $773
|
46.3K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
26+ 2.48% |
$561 - $649
|
1.08K
$29.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24+ 0.09% |
$518 - $599
|
25.9K
$718K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
18+ 0.38% |
$389 - $449
|
4.7K
$130K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
17+ 1.25% |
$367 - $424
|
1.38K
$38.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
17+ 2.47% |
$367 - $424
|
705
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 300.0% |
$324 - $374
|
20
$555
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
15+ 0.5% |
$324 - $374
|
3.04K
$84.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
12+ 3.59% |
$259 - $299
|
346
$9.59K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.14% |
$237 - $274
|
8.03K
$223K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
11+ 2.39% |
$237 - $274
|
472
$13.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
7+ 0.05% |
$151 - $175
|
13.1K
$362K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$130 - $150
|
6
$166
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 2.05% |
$108 - $125
|
249
$6.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 2.49% |
$108 - $125
|
206
$5.71K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2+ 0.4% |
$43.2 - $49.9
|
501
$13.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
2+ 3.51% |
$43.2 - $49.9
|
59
$1.64K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.01% |
$43.2 - $49.9
|
22.2K
$615K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 3.28% |
$43.2 - $49.9
|
63
$1.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2+ 11.11% |
$43.2 - $49.9
|
20
$555
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.92% |
$21.6 - $25
|
53
$1.47K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.05% |
$21.6 - $25
|
1.99K
$55.3K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 3.7% |
$21.6 - $25
|
28
$776
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 4.35% |
$21.6 - $25
|
24
$666
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2- 1.57% |
$43.2 - $49.9
|
125
$3.47K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2- 0.02% |
$43.2 - $49.9
|
11.8K
$328K
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
SELL
|
- |
-6- 1.26% |
$130 - $150
|
470
$13K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-14- 0.08% |
$302 - $349
|
17.8K
$494K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-15- 0.14% |
$324 - $374
|
11K
$306K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-23- 57.5% |
$497 - $574
|
17
$471
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-32- 0.35% |
$691 - $798
|
9.23K
$256K
|