Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.62K- 65.14% |
$39.6K - $46.7K
|
865
$23.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.66K- 5.58% |
$40.7K - $47.9K
|
28.1K
$775K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.67K- 7.8% |
$41K - $48.3K
|
19.8K
$546K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.72K- 7.48% |
$42.1K - $49.6K
|
21.2K
$586K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.75K- 20.55% |
$42.8K - $50.4K
|
6.76K
$186K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.75K- 15.29% |
$42.9K - $50.5K
|
9.69K
$267K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.77K- 7.91% |
$43.3K - $51K
|
20.6K
$568K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-1.77K- 14.49% |
$43.4K - $51.1K
|
10.5K
$289K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-1.8K- 8.31% |
$44.1K - $52K
|
19.9K
$548K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.8K- 8.94% |
$44.1K - $52K
|
18.3K
$506K
|
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.81K- 10.78% |
$44.2K - $52.1K
|
14.9K
$412K
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.87K- 7.73% |
$45.9K - $54.1K
|
22.4K
$617K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.88K- 5.24% |
$46K - $54.1K
|
33.9K
$937K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.89K- 2.45% |
$46.4K - $54.6K
|
75.3K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.96K- 14.98% |
$48K - $56.6K
|
11.1K
$307K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.98K- 15.87% |
$48.6K - $57.3K
|
10.5K
$290K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.01K- 11.05% |
$49.4K - $58.1K
|
16.2K
$447K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.03K- 72.17% |
$49.6K - $58.5K
|
781
$21.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.07K- 7.06% |
$50.8K - $59.8K
|
27.3K
$752K
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.1K- 10.41% |
$51.4K - $60.6K
|
18.1K
$499K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 4.03% |
$53K - $62.4K
|
51.5K
$1.42M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-2.17K- 82.44% |
$53.2K - $62.6K
|
462
$12.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.18K- 2.16% |
$53.4K - $62.9K
|
98.5K
$2.72M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.19K- 9.7% |
$53.6K - $63.1K
|
20.3K
$561K
|
|
|
Aug 03, 2022
Q2 2022
|
Schaeffer Financial LLC
|
SELL
|
- |
-2.32K- 19.47% |
$56.8K - $66.9K
|
9.59K
$265K
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-2.37K- 8.8% |
$58.2K - $68.5K
|
24.6K
$679K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-2.44K- 23.89% |
$59.9K - $70.5K
|
7.79K
$215K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-2.5K- 12.8% |
$61.3K - $72.1K
|
17K
$470K
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.54K- 8.64% |
$62.3K - $73.4K
|
26.9K
$742K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.55K- 12.24% |
$62.4K - $73.5K
|
18.2K
$503K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.57K- 5.05% |
$63K - $74.2K
|
48.4K
$1.33M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.63K- 21.97% |
$64.4K - $75.8K
|
9.33K
$257K
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.64K- 3.3% |
$64.6K - $76.1K
|
77.3K
$2.13M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.64K- 13.49% |
$64.6K - $76.1K
|
16.9K
$467K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.68K- 1.94% |
$65.7K - $77.4K
|
135K
$3.73M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.7K- 0.97% |
$66.2K - $78K
|
277K
$7.63M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.71K- 2.62% |
$66.3K - $78.1K
|
101K
$2.78M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.73K- 3.34% |
$67K - $78.9K
|
79K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.73K- 3.54% |
$67K - $78.9K
|
74.4K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.81K- 11.7% |
$69K - $81.2K
|
21.2K
$586K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.85K- 3.4% |
$69.9K - $82.3K
|
81.1K
$2.24M
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-2.89K- 4.15% |
$70.8K - $83.4K
|
66.7K
$1.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.97K- 51.77% |
$72.9K - $85.9K
|
2.77K
$76.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.07K- 15.42% |
$75.3K - $88.7K
|
16.9K
$465K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-3.11K- 1.95% |
$76.3K - $89.8K
|
157K
$4.33M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.21K- 88.61% |
$78.7K - $92.7K
|
413
$11.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.25K- 16.37% |
$79.7K - $93.9K
|
16.6K
$459K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.27K- 14.15% |
$80.2K - $94.4K
|
19.8K
$548K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-3.41K- 4.87% |
$83.7K - $98.6K
|
66.7K
$1.84M
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 23.1% |
$85.8K - $101K
|
11.7K
$322K
|