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 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.5K+ 14.08% |
$421K - $507K
|
133K
$3.55M
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
16.3KNew |
$417K - $502K
|
16.3K
$433K
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
16.3KNew |
$416K - $501K
|
16.3K
$432K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.9KNew |
$406K - $489K
|
15.9K
$422K
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
15.7K+ 2.08% |
$402K - $483K
|
770K
$20.5M
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
15.6K+ 4.67% |
$399K - $480K
|
349K
$9.28M
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
15.5K+ 2.86% |
$397K - $478K
|
557K
$14.8M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.3KNew |
$392K - $472K
|
15.3K
$407K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15K+ 6.6% |
$385K - $463K
|
243K
$6.45M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
15K+ 76.34% |
$385K - $463K
|
34.7K
$923K
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
15K+ 49.29% |
$383K - $461K
|
45.3K
$1.21M
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
14.4K+ 8.27% |
$370K - $445K
|
189K
$5.03M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14.1KNew |
$362K - $435K
|
14.1K
$376K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
13.6K+ 66.04% |
$349K - $420K
|
34.2K
$911K
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13.4K+ 7.64% |
$343K - $413K
|
189K
$5.01M
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13.3KNew |
$340K - $409K
|
13.3K
$353K
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 4.63% |
$338K - $406K
|
298K
$7.93M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$320K - $385K
|
12.5K
$332K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12.5KNew |
$319K - $384K
|
12.5K
$332K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 32.91% |
$316K - $380K
|
49.8K
$1.32M
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
12.1KNew |
$311K - $374K
|
12.1K
$323K
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
12.1K+ 2.28% |
$309K - $372K
|
542K
$14.4M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
12K+ 69.3% |
$307K - $370K
|
29.3K
$780K
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 2.64% |
$303K - $364K
|
460K
$12.2M
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
11.7KNew |
$300K - $361K
|
11.7K
$312K
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
11.6K+ 4.15% |
$296K - $357K
|
290K
$7.72M
|
|
Apr 05, 2022
Q1 2022
|
Sam Advisors, LLC
|
BUY
|
- |
11.3K+ 3.76% |
$289K - $348K
|
312K
$8.29M
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
11.2K+ 28.44% |
$287K - $345K
|
50.6K
$1.35M
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
11KNew |
$281K - $338K
|
11K
$292K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.6K+ 78.15% |
$272K - $328K
|
24.2K
$645K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 28.76% |
$271K - $326K
|
47.3K
$1.26M
|
|
Apr 22, 2022
Q1 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
10.3K+ 13.08% |
$265K - $319K
|
89.4K
$2.38M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.3K+ 42.37% |
$263K - $316K
|
34.5K
$918K
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$263K - $316K
|
10.3K
$273K
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10.2K+ 3.19% |
$262K - $315K
|
330K
$8.78M
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
9.89K+ 49.79% |
$253K - $305K
|
29.8K
$792K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9.79K+ 4.13% |
$251K - $302K
|
247K
$6.56M
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
9.64K+ 6.59% |
$247K - $297K
|
156K
$4.15M
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
9.46K+ 5.02% |
$242K - $292K
|
198K
$5.26M
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
9.28K+ 4.92% |
$238K - $286K
|
198K
$5.26M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.24K+ 1.76% |
$237K - $285K
|
534K
$14.2M
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
9.22KNew |
$236K - $284K
|
9.22K
$245K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.08KNew |
$232K - $280K
|
9.08K
$241K
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.98K+ 3.5% |
$230K - $277K
|
266K
$7.07M
|
|
Jun 06, 2023
Q1 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
8.9KNew |
$228K - $274K
|
8.9K
$237K
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
8.85K+ 5.92% |
$227K - $273K
|
158K
$4.21M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.84K+ 32.63% |
$226K - $272K
|
35.9K
$955K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.65KNew |
$222K - $267K
|
8.65K
$230K
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.63K+ 20.04% |
$221K - $266K
|
51.7K
$1.38M
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
8.36K+ 67.73% |
$214K - $258K
|
20.7K
$551K
|