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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
8.36K+ 67.73% |
$214K - $258K
|
20.7K
$558K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.31K+ 5.55% |
$213K - $256K
|
158K
$4.26M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.91K+ 4.31% |
$203K - $244K
|
191K
$5.16M
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
7.86K+ 13.16% |
$201K - $242K
|
67.6K
$1.82M
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
7.83K+ 30.8% |
$200K - $241K
|
33.2K
$896K
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.65KNew |
$196K - $236K
|
7.65K
$206K
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7.59K+ 13.91% |
$194K - $234K
|
62.1K
$1.67M
|
|
May 10, 2022
Q1 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7.58KNew |
$194K - $234K
|
7.58K
$204K
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
7.31KNew |
$187K - $225K
|
7.31K
$197K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.25K+ 2.76% |
$186K - $223K
|
270K
$7.28M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.24KNew |
$185K - $223K
|
7.24K
$195K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.15K+ 6.14% |
$183K - $220K
|
124K
$3.33M
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
6.92K+ 5.41% |
$177K - $213K
|
135K
$3.64M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.89K+ 14.61% |
$176K - $212K
|
54K
$1.46M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.89K+ 14.61% |
$176K - $212K
|
54K
$1.46M
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
6.73K+ 12462.96% |
$172K - $207K
|
6.78K
$183K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.72K+ 10.84% |
$172K - $207K
|
68.7K
$1.85M
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.16K+ 0.61% |
$158K - $190K
|
1.02M
$27.6M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
5.99K+ 8.63% |
$153K - $184K
|
75.4K
$2.03M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.89K+ 6.0% |
$151K - $182K
|
104K
$2.81M
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5.87K+ 9.59% |
$150K - $181K
|
67.1K
$1.81M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.84K+ 1.96% |
$150K - $180K
|
304K
$8.2M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.84K+ 19.8% |
$150K - $180K
|
35.3K
$953K
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.43K+ 7.57% |
$139K - $167K
|
77.2K
$2.08M
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5.37K+ 17.92% |
$137K - $165K
|
35.3K
$952K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.34K+ 2.63% |
$137K - $164K
|
208K
$5.61M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.32K+ 2.37% |
$136K - $164K
|
230K
$6.19M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
5.27K+ 33.03% |
$135K - $162K
|
21.2K
$572K
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.24K+ 21.92% |
$134K - $161K
|
29.1K
$786K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.87K+ 35.13% |
$125K - $150K
|
18.7K
$505K
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
4.77K+ 28.77% |
$122K - $147K
|
21.4K
$576K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.73K+ 14.51% |
$121K - $146K
|
37.3K
$1.01M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.52K+ 8.32% |
$116K - $139K
|
58.9K
$1.59M
|
|
Apr 29, 2022
Q1 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4.48K+ 4.62% |
$115K - $138K
|
101K
$2.73M
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
4.1K+ 2.12% |
$105K - $126K
|
197K
$5.32M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.09K+ 2.22% |
$105K - $126K
|
189K
$5.08M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.07K+ 243.6% |
$104K - $126K
|
5.75K
$155K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.05K+ 248.41% |
$104K - $125K
|
5.69K
$153K
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
4.03K+ 5.02% |
$103K - $124K
|
84.3K
$2.27M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.9K+ 27.2% |
$99.8K - $120K
|
18.2K
$491K
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
3.89K+ 21.89% |
$99.6K - $120K
|
21.7K
$584K
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.79K+ 88.33% |
$97.1K - $117K
|
8.09K
$218K
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
3.71K+ 6.12% |
$95K - $114K
|
64.3K
$1.73M
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.69K+ 1.38% |
$94.5K - $114K
|
270K
$7.29M
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.64K+ 9.33% |
$93.2K - $112K
|
42.6K
$1.15M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.27K+ 16.47% |
$83.7K - $101K
|
23.1K
$623K
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.26K+ 1.04% |
$83.5K - $100K
|
315K
$8.51M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.15K+ 39.21% |
$80.6K - $97K
|
11.2K
$301K
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.14K+ 17.8% |
$80.4K - $96.8K
|
20.8K
$560K
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.11K+ 6.91% |
$79.6K - $95.8K
|
48K
$1.3M
|