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 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.79K+ 3.53% |
$71.4K - $86K
|
81.7K
$2.17M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
2.63KNew |
$67.4K - $81.1K
|
2.63K
$70K
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.61K+ 23.08% |
$66.8K - $80.4K
|
13.9K
$370K
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
2.52K+ 2.88% |
$64.6K - $77.8K
|
90K
$2.4M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.52K+ 0.79% |
$64.5K - $77.6K
|
323K
$8.6M
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.36K+ 3.23% |
$60.5K - $72.9K
|
75.6K
$2.01M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
2.34K+ 31.2% |
$59.9K - $72.1K
|
9.84K
$262K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 2.04% |
$59.3K - $71.3K
|
116K
$3.08M
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.3K+ 17.01% |
$58.8K - $70.8K
|
15.8K
$420K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.23K+ 17.42% |
$57.2K - $68.8K
|
15.1K
$400K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.23KNew |
$57K - $68.6K
|
2.23K
$59.2K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
2.22K+ 6.61% |
$56.9K - $68.4K
|
35.8K
$953K
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
2.18K+ 3.47% |
$55.9K - $67.2K
|
65.1K
$1.73M
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.96K+ 1.16% |
$50.1K - $60.3K
|
171K
$4.54M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
1.95K+ 1.5% |
$49.8K - $60K
|
132K
$3.51M
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.89K+ 1.0% |
$48.4K - $58.2K
|
190K
$5.05M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.88KNew |
$48K - $57.8K
|
1.88K
$49.9K
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
1.87K+ 19.77% |
$47.8K - $57.5K
|
11.3K
$301K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.81K+ 1.74% |
$46.5K - $55.9K
|
106K
$2.81M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.76K+ 6.68% |
$45.1K - $54.2K
|
28.1K
$748K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 7.01% |
$45K - $54.2K
|
26.9K
$714K
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.71K+ 9.21% |
$43.8K - $52.7K
|
20.3K
$539K
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.69K+ 5.08% |
$43.2K - $51.9K
|
34.9K
$928K
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.67K+ 6.16% |
$42.8K - $51.5K
|
28.8K
$765K
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.64K+ 1.83% |
$42K - $50.5K
|
91K
$2.42M
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.62K+ 0.28% |
$41.6K - $50K
|
589K
$15.7M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 11.98% |
$41.4K - $49.9K
|
15.1K
$402K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.58K+ 3.89% |
$40.6K - $48.8K
|
42.3K
$1.13M
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.58K+ 14.06% |
$40.5K - $48.8K
|
12.8K
$341K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.53K+ 6.79% |
$39.3K - $47.3K
|
24.1K
$641K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.53K+ 3.69% |
$39.1K - $47.1K
|
42.9K
$1.14M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.5K+ 16.56% |
$38.4K - $46.2K
|
10.6K
$281K
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
BUY
|
- |
1.5K+ 4.9% |
$38.4K - $46.2K
|
32.1K
$854K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.44K+ 2.94% |
$37K - $44.5K
|
50.5K
$1.34M
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 1.29% |
$34.8K - $41.9K
|
107K
$2.84M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.34K+ 1.8% |
$34.3K - $41.3K
|
75.9K
$2.02M
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.34K+ 7.43% |
$34.2K - $41.1K
|
19.3K
$513K
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1.32K+ 2.13% |
$33.9K - $40.8K
|
63.4K
$1.69M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.24K+ 17.28% |
$31.9K - $38.3K
|
8.44K
$225K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
1.22K+ 1.32% |
$31.2K - $37.5K
|
93.8K
$2.49M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21K+ 4.28% |
$31K - $37.3K
|
29.5K
$785K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.21K+ 78.21% |
$30.9K - $37.2K
|
2.75K
$73.1K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.15K+ 2.12% |
$29.5K - $35.5K
|
55.5K
$1.48M
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.15K+ 0.88% |
$29.5K - $35.5K
|
132K
$3.52M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 79.39% |
$28.1K - $33.8K
|
2.48K
$66K
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
1.09K+ 10.54% |
$27.9K - $33.6K
|
11.4K
$304K
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
909+ 5.98% |
$23.3K - $28K
|
16.1K
$428K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
883+ 12.77% |
$22.6K - $27.2K
|
7.8K
$207K
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
867+ 3.7% |
$22.2K - $26.7K
|
24.3K
$646K
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
842+ 3.75% |
$21.6K - $26K
|
23.3K
$619K
|