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 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-118- 0.49% |
$3.02K - $3.64K
|
24.1K
$650K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145Closed |
$3.71K - $4.47K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-149Closed |
$3.82K - $4.59K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-152- 1.79% |
$3.89K - $4.68K
|
8.36K
$225K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-172- 0.82% |
$4.4K - $5.3K
|
20.7K
$558K
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
SELL
|
- |
-174- 0.71% |
$4.46K - $5.36K
|
24.2K
$653K
|
|
|
May 10, 2022
Q1 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-176- 1.58% |
$4.51K - $5.42K
|
10.9K
$295K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-183- 1.44% |
$4.69K - $5.64K
|
12.5K
$338K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-189- 2.24% |
$4.84K - $5.82K
|
8.26K
$223K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-197- 2.09% |
$5.05K - $6.07K
|
9.24K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-204Closed |
$5.22K - $6.29K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-204- 8.82% |
$5.22K - $6.29K
|
2.11K
$56.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-209Closed |
$5.35K - $6.44K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-227- 0.8% |
$5.81K - $7K
|
28K
$755K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-237- 1.98% |
$6.07K - $7.3K
|
11.7K
$317K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-238- 10.54% |
$6.1K - $7.34K
|
2.02K
$54.4K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-240- 2.12% |
$6.15K - $7.4K
|
11.1K
$299K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-253- 2.43% |
$6.48K - $7.8K
|
10.2K
$274K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-260- 3.03% |
$6.66K - $8.01K
|
8.32K
$224K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-268- 1.89% |
$6.86K - $8.26K
|
13.9K
$375K
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-282- 0.53% |
$7.22K - $8.69K
|
52.7K
$1.42M
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-298- 0.07% |
$7.63K - $9.18K
|
437K
$11.8M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-300- 60.0% |
$7.68K - $9.25K
|
200
$5.39K
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-318- 3.24% |
$8.14K - $9.8K
|
9.48K
$256K
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-332- 1.18% |
$8.5K - $10.2K
|
27.9K
$752K
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-334- 0.6% |
$8.55K - $10.3K
|
55.8K
$1.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-347- 3.19% |
$8.89K - $10.7K
|
10.5K
$284K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-363- 1.05% |
$9.3K - $11.2K
|
34.3K
$925K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-373- 1.07% |
$9.55K - $11.5K
|
34.3K
$926K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-383- 73.94% |
$9.81K - $11.8K
|
135
$3.64K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-387- 1.7% |
$9.91K - $11.9K
|
22.3K
$602K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-407- 4.57% |
$10.4K - $12.5K
|
8.5K
$229K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-413- 10.23% |
$10.6K - $12.7K
|
3.63K
$97.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-432- 1.27% |
$11.1K - $13.3K
|
33.5K
$903K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-434- 8.39% |
$11.1K - $13.4K
|
4.74K
$128K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-438- 3.46% |
$11.2K - $13.5K
|
12.2K
$330K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-439- 1.65% |
$11.2K - $13.5K
|
26.2K
$708K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-447- 1.36% |
$11.4K - $13.8K
|
32.3K
$872K
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-452- 0.86% |
$11.6K - $13.9K
|
51.9K
$1.4M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-459- 2.38% |
$11.8K - $14.1K
|
18.8K
$507K
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-463- 1.42% |
$11.9K - $14.3K
|
32K
$864K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-465- 10.24% |
$11.9K - $14.3K
|
4.08K
$110K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-473- 9.9% |
$12.1K - $14.6K
|
4.31K
$116K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-481- 3.71% |
$12.3K - $14.8K
|
12.5K
$337K
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-484- 5.92% |
$12.4K - $14.9K
|
7.69K
$207K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-487- 4.9% |
$12.5K - $15K
|
9.45K
$255K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-500Closed |
$12.8K - $15.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-528- 6.82% |
$13.5K - $16.3K
|
7.21K
$194K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-530- 15.65% |
$13.6K - $16.3K
|
2.86K
$77K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-560Closed |
$14.3K - $17.3K
|
0
$0
|