Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-587- 3.8% |
$15K - $18.1K
|
14.9K
$401K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-590Closed |
$15.1K - $18.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-590- 1.42% |
$15.1K - $18.2K
|
40.9K
$1.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-593- 1.22% |
$15.2K - $18.3K
|
48K
$1.29M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-597- 0.78% |
$15.3K - $18.4K
|
76.2K
$2.05M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-609- 6.84% |
$15.6K - $18.8K
|
8.3K
$224K
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-610- 0.98% |
$15.6K - $18.8K
|
61.6K
$1.66M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-621- 6.12% |
$15.9K - $19.1K
|
9.52K
$257K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-642- 5.54% |
$16.4K - $19.8K
|
10.9K
$295K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-650Closed |
$16.6K - $20K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-663- 24.2% |
$17K - $20.4K
|
2.08K
$56K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-673- 1.86% |
$17.2K - $20.7K
|
35.4K
$955K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-694- 1.81% |
$17.8K - $21.4K
|
37.7K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-707- 1.62% |
$18.1K - $21.8K
|
42.8K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-726- 5.26% |
$18.6K - $22.4K
|
13.1K
$353K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-753- 1.09% |
$19.3K - $23.2K
|
68.1K
$1.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-760- 3.11% |
$19.5K - $23.4K
|
23.7K
$639K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-798Closed |
$20.4K - $24.6K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-811- 7.05% |
$20.8K - $25K
|
10.7K
$288K
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-836- 1.94% |
$21.4K - $25.8K
|
42.3K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-855- 8.37% |
$21.9K - $26.4K
|
9.36K
$252K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-890- 4.29% |
$22.8K - $27.4K
|
19.9K
$536K
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-895Closed |
$22.9K - $27.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-975Closed |
$25K - $30K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-986- 11.97% |
$25.3K - $30.4K
|
7.25K
$196K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-987- 1.61% |
$25.3K - $30.4K
|
60.4K
$1.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.04KClosed |
$26.6K - $32K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.04K- 8.61% |
$26.6K - $32.1K
|
11K
$298K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.05KClosed |
$26.9K - $32.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.06K- 10.09% |
$27.1K - $32.6K
|
9.41K
$254K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.09K- 16.89% |
$28K - $33.7K
|
5.37K
$145K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.09K- 13.03% |
$28K - $33.7K
|
7.3K
$197K
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.1K- 1.3% |
$28.2K - $34K
|
83.9K
$2.26M
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.16K- 1.36% |
$29.7K - $35.8K
|
83.9K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.17K- 4.96% |
$30K - $36.1K
|
22.4K
$604K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.17KClosed |
$30K - $36.2K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.17K- 13.41% |
$30K - $36.2K
|
7.58K
$204K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.19K- 8.07% |
$30.4K - $36.6K
|
13.5K
$365K
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.19K- 1.91% |
$30.6K - $36.8K
|
61.3K
$1.65M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.21K- 9.16% |
$30.9K - $37.2K
|
12K
$322K
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.24K- 1.53% |
$31.7K - $38.2K
|
79.9K
$2.15M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.26K- 5.25% |
$32.2K - $38.8K
|
22.7K
$612K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-1.26K- 1.78% |
$32.2K - $38.8K
|
69.6K
$1.88M
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.35K- 0.89% |
$34.5K - $41.5K
|
149K
$4.03M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.38K- 12.32% |
$35.3K - $42.5K
|
9.81K
$264K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.4K- 4.38% |
$35.9K - $43.1K
|
30.6K
$824K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.43K- 12.0% |
$36.6K - $44.1K
|
10.5K
$283K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.59K- 8.04% |
$40.7K - $49K
|
18.2K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.63K- 3.42% |
$41.7K - $50.2K
|
45.9K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.64K- 8.85% |
$41.9K - $50.4K
|
16.8K
$454K
|