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 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3+ 0.01% |
$76.8 - $92.5
|
21K
$559K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 3.85% |
$51.2 - $61.6
|
54
$1.44K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$51.2 - $61.6
|
3.43K
$91.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$51.2 - $61.6
|
7.22K
$192K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.16% |
$25.6 - $30.8
|
639
$17K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$25.6 - $30.8
|
19.5K
$518K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1+ 0.31% |
$25.6 - $30.8
|
327
$8.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$25.6 - $30.8
|
9.13K
$243K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1+ 0.0% |
$25.6 - $30.8
|
76.2K
$2.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$25.6 - $30.8
|
8.53K
$227K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$25.6 - $30.8
|
3.35K
$89.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.02% |
$25.6 - $30.8
|
4.42K
$117K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$25.6 - $30.8
|
5.38K
$143K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1+ 0.01% |
$25.6 - $30.8
|
10.1K
$269K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- -0.0% |
$25.6 - $30.8
|
36K
$957K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 15.38% |
$102 - $123
|
22
$585
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5- 0.02% |
$128 - $154
|
27.8K
$738K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 0.42% |
$307 - $370
|
2.84K
$75.5K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-12Closed |
$307 - $370
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-19- 0.07% |
$487 - $586
|
27.8K
$739K
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-20- 0.06% |
$512 - $616
|
33.6K
$893K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-22Closed |
$563 - $678
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25- 0.65% |
$640 - $771
|
3.83K
$102K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-30Closed |
$768 - $925
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
SELL
|
- |
-40- 0.33% |
$1.02K - $1.23K
|
11.9K
$317K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-41- 64.06% |
$1.05K - $1.26K
|
23
$612
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-44- 65.67% |
$1.13K - $1.36K
|
23
$612
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-46- 0.44% |
$1.18K - $1.42K
|
10.5K
$279K
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-50- 0.24% |
$1.28K - $1.54K
|
20.5K
$546K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.35% |
$1.41K - $1.7K
|
15.8K
$420K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-59- 0.25% |
$1.51K - $1.82K
|
23.3K
$619K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-61- 50.83% |
$1.56K - $1.88K
|
59
$1.57K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-67- 0.2% |
$1.72K - $2.06K
|
33.9K
$903K
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-67- 0.9% |
$1.72K - $2.06K
|
7.37K
$196K
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-69- 3.9% |
$1.77K - $2.13K
|
1.7K
$45.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-70- 0.33% |
$1.79K - $2.16K
|
20.9K
$557K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-77- 0.27% |
$1.97K - $2.37K
|
28.4K
$755K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-82- 0.75% |
$2.1K - $2.53K
|
10.9K
$290K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-84- 0.62% |
$2.15K - $2.59K
|
13.4K
$356K
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-90- 0.94% |
$2.3K - $2.77K
|
9.49K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-90Closed |
$2.3K - $2.77K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-91- 13.13% |
$2.33K - $2.8K
|
602
$16K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-96- 0.47% |
$2.46K - $2.96K
|
20.5K
$545K
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.52% |
$2.56K - $3.08K
|
19K
$504K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-102- 0.66% |
$2.61K - $3.14K
|
15.3K
$406K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-108- 0.56% |
$2.77K - $3.33K
|
19.3K
$514K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-110- 0.64% |
$2.82K - $3.39K
|
17.1K
$454K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-111Closed |
$2.84K - $3.42K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-112- 0.31% |
$2.87K - $3.45K
|
36.3K
$965K
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-118- 0.49% |
$3.02K - $3.64K
|
24.1K
$642K
|