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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
842+ 3.75% |
$21.6K - $26K
|
23.3K
$627K
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
811+ 5.91% |
$20.8K - $25K
|
14.5K
$392K
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
802+ 0.52% |
$20.5K - $24.7K
|
154K
$4.15M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
791New |
$20.3K - $24.4K
|
791
$21.3K
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
772+ 1.14% |
$19.8K - $23.8K
|
68.3K
$1.84M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
761+ 0.94% |
$19.5K - $23.5K
|
81.7K
$2.2M
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
756+ 1.7% |
$19.4K - $23.3K
|
45.2K
$1.22M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
746+ 2.39% |
$19.1K - $23K
|
31.9K
$861K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
744+ 6.47% |
$19.1K - $22.9K
|
12.2K
$330K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
726+ 46.99% |
$18.6K - $22.4K
|
2.27K
$61.2K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
715+ 0.12% |
$18.3K - $22K
|
603K
$16.3M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
715+ 4.44% |
$18.3K - $22K
|
16.8K
$454K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
671+ 5.34% |
$17.2K - $20.7K
|
13.2K
$357K
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
668+ 4.4% |
$17.1K - $20.6K
|
15.8K
$427K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
646+ 3.11% |
$16.5K - $19.9K
|
21.4K
$578K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
617New |
$15.8K - $19K
|
617
$16.6K
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
600+ 4.12% |
$15.4K - $18.5K
|
15.2K
$408K
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
573+ 5.76% |
$14.7K - $17.7K
|
10.5K
$284K
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
567+ 2.25% |
$14.5K - $17.5K
|
25.8K
$696K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
557+ 11.03% |
$14.3K - $17.2K
|
5.61K
$151K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
550+ 2.74% |
$14.1K - $17K
|
20.6K
$556K
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
549+ 1.93% |
$14.1K - $16.9K
|
29K
$782K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
544+ 2.17% |
$13.9K - $16.8K
|
25.6K
$691K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
533+ 1.33% |
$13.7K - $16.4K
|
40.6K
$1.09M
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
531+ 1.61% |
$13.6K - $16.4K
|
33.6K
$905K
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
525+ 3.66% |
$13.4K - $16.2K
|
14.9K
$401K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
505+ 4.23% |
$12.9K - $15.6K
|
12.4K
$335K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
500+ 232.56% |
$12.8K - $15.4K
|
715
$19.3K
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
464+ 276.19% |
$11.9K - $14.3K
|
632
$17K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
430+ 4.61% |
$11K - $13.3K
|
9.75K
$263K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
414+ 1.36% |
$10.6K - $12.8K
|
30.9K
$833K
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
403+ 0.83% |
$10.3K - $12.4K
|
48.7K
$1.31M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 5.4% |
$10.2K - $12.3K
|
7.81K
$211K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
380+ 1.75% |
$9.73K - $11.7K
|
22.1K
$596K
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
367+ 3.9% |
$9.4K - $11.3K
|
9.79K
$264K
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
361+ 2.2% |
$9.25K - $11.1K
|
16.7K
$451K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
360+ 1.98% |
$9.22K - $11.1K
|
18.5K
$499K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
349+ 2.94% |
$8.94K - $10.8K
|
12.2K
$329K
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
342+ 1.21% |
$8.76K - $10.5K
|
28.7K
$773K
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
337+ 2.2% |
$8.63K - $10.4K
|
15.7K
$423K
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
312+ 1.5% |
$7.99K - $9.62K
|
21.2K
$571K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
306+ 7.23% |
$7.84K - $9.43K
|
4.54K
$122K
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
305+ 1.6% |
$7.81K - $9.4K
|
19.3K
$521K
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
296+ 2.69% |
$7.58K - $9.12K
|
11.3K
$304K
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
294+ 0.04% |
$7.53K - $9.06K
|
725K
$19.5M
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
253+ 0.4% |
$6.48K - $7.8K
|
63.6K
$1.71M
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
252+ 0.38% |
$6.45K - $7.77K
|
66K
$1.78M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
225New |
$5.76K - $6.93K
|
225
$6.07K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
223New |
$5.71K - $6.87K
|
223
$6.01K
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
221New |
$5.66K - $6.81K
|
221
$5.96K
|