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 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
212New |
$5.43K - $6.53K
|
212
$5.64K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
201New |
$5.15K - $6.19K
|
201
$5.35K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
195+ 3.11% |
$4.99K - $6.01K
|
6.46K
$172K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
184+ 1.23% |
$4.71K - $5.67K
|
15.1K
$403K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
177+ 0.32% |
$4.53K - $5.46K
|
55.9K
$1.49M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
172New |
$4.4K - $5.3K
|
172
$4.58K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
162+ 70.43% |
$4.15K - $4.99K
|
392
$10.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
161+ 0.28% |
$4.12K - $4.96K
|
57.6K
$1.53M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
157+ 9.22% |
$4.02K - $4.84K
|
1.86K
$49.5K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
156+ 0.16% |
$4K - $4.81K
|
101K
$2.68M
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
156New |
$4K - $4.81K
|
156
$4.15K
|
|
|
May 12, 2022
Q1 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
152+ 1.29% |
$3.89K - $4.68K
|
11.9K
$317K
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
143+ 1.33% |
$3.66K - $4.41K
|
10.9K
$289K
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
138+ 0.54% |
$3.53K - $4.25K
|
25.5K
$679K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
127New |
$3.25K - $3.91K
|
127
$3.38K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
116+ 0.15% |
$2.97K - $3.58K
|
75.8K
$2.02M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
101+ 0.88% |
$2.59K - $3.11K
|
11.6K
$309K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
100New |
$2.56K - $3.08K
|
100
$2.66K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
95+ 0.19% |
$2.43K - $2.93K
|
50.9K
$1.35M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
88New |
$2.25K - $2.71K
|
88
$2.34K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
86New |
$2.2K - $2.65K
|
86
$2.29K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
75New |
$1.92K - $2.31K
|
75
$2K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
67+ 24.91% |
$1.72K - $2.06K
|
336
$8.94K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
63New |
$1.61K - $1.94K
|
63
$1.68K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62+ 1.7% |
$1.59K - $1.91K
|
3.7K
$98.4K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
61+ 0.82% |
$1.56K - $1.88K
|
7.51K
$200K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
55+ 30.56% |
$1.41K - $1.7K
|
235
$6.25K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
54+ 1.5% |
$1.38K - $1.66K
|
3.65K
$97.2K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
53+ 8.59% |
$1.36K - $1.63K
|
670
$17.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
52New |
$1.33K - $1.6K
|
52
$1.38K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
51+ 0.2% |
$1.31K - $1.57K
|
25.8K
$685K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
43+ 0.04% |
$1.1K - $1.33K
|
107K
$2.84M
|
|
|
Apr 07, 2022
Q1 2022
|
Gpwm LLC
|
BUY
|
- |
35+ 7.14% |
$896 - $1.08K
|
525
$14K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
35+ 1.35% |
$896 - $1.08K
|
2.64K
$70.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
34+ 0.02% |
$871 - $1.05K
|
182K
$4.85M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
34+ 1.84% |
$871 - $1.05K
|
1.88K
$50.1K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 51.85% |
$717 - $863
|
82
$2.18K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
26+ 0.45% |
$666 - $801
|
5.84K
$155K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25+ 0.17% |
$640 - $771
|
14.8K
$394K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24+ 0.83% |
$615 - $740
|
2.9K
$77.1K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
22+ 0.04% |
$563 - $678
|
51.4K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
22+ 13.5% |
$563 - $678
|
185
$4.92K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 0.1% |
$512 - $616
|
20.7K
$551K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 0.1% |
$461 - $555
|
17.6K
$468K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$410 - $493
|
16
$426
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
12+ 0.16% |
$307 - $370
|
7.37K
$196K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10New |
$256 - $308
|
10
$266
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.06% |
$256 - $308
|
16.8K
$446K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.04% |
$256 - $308
|
24.9K
$661K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 0.16% |
$179 - $216
|
4.3K
$114K
|