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 |
---|---|---|---|---|---|---|---|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-3.51K- 1.78% |
$86.1K - $101K
|
194K
$5.39M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.52K- 65.59% |
$86.4K - $102K
|
1.85K
$51.3K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 62.89% |
$87.6K - $103K
|
2.11K
$58.5K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.59K- 3.95% |
$87.9K - $103K
|
87.2K
$2.42M
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.69KClosed |
$90.4K - $106K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.69K- 8.61% |
$90.4K - $107K
|
39.1K
$1.09M
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.69K- 10.88% |
$90.5K - $107K
|
30.2K
$839K
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.76K- 13.11% |
$92.1K - $108K
|
24.9K
$691K
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.8K- 28.08% |
$93.2K - $110K
|
9.73K
$270K
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.87K- 7.77% |
$94.9K - $112K
|
46K
$1.27M
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-3.9K- 6.28% |
$95.6K - $113K
|
58.2K
$1.61M
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.99K- 4.43% |
$97.9K - $115K
|
86K
$2.39M
|
|
Aug 12, 2022
Q2 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-4.03K- 4.19% |
$98.7K - $116K
|
92.2K
$2.56M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.04K- 5.88% |
$99.1K - $117K
|
64.7K
$1.79M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.05K- 1.95% |
$99.1K - $117K
|
204K
$5.65M
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.11K- 20.26% |
$101K - $119K
|
16.2K
$448K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.19K- 23.06% |
$103K - $121K
|
14K
$388K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.25K- 98.72% |
$104K - $123K
|
55
$1.53K
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.39K- 7.91% |
$107K - $127K
|
51.1K
$1.42M
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.43K- 32.91% |
$109K - $128K
|
9.04K
$251K
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-4.54K- 21.88% |
$111K - $131K
|
16.2K
$449K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.72K- 30.83% |
$116K - $136K
|
10.6K
$293K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.78K- 32.26% |
$117K - $138K
|
10K
$278K
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-4.88K- 38.09% |
$120K - $141K
|
7.94K
$220K
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-4.9K- 2.87% |
$120K - $141K
|
166K
$4.59M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.05K- 2.45% |
$124K - $146K
|
202K
$5.59M
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-5.07K- 11.5% |
$124K - $146K
|
39K
$1.08M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.12K- 26.55% |
$126K - $148K
|
14.2K
$393K
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-5.12K- 13.26% |
$126K - $148K
|
33.5K
$929K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.2K- 9.81% |
$127K - $150K
|
47.8K
$1.32M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-5.31K- 4.03% |
$130K - $153K
|
127K
$3.51M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5.38KClosed |
$132K - $155K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.4K- 2.86% |
$132K - $156K
|
183K
$5.08M
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.42K- 7.11% |
$133K - $156K
|
70.7K
$1.96M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.8K- 16.73% |
$142K - $168K
|
28.9K
$801K
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-5.85K- 9.54% |
$143K - $169K
|
55.5K
$1.54M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5.97K- 11.54% |
$146K - $172K
|
45.7K
$1.27M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.05K- 7.97% |
$148K - $175K
|
69.8K
$1.94M
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6.23K- 11.69% |
$153K - $180K
|
47.1K
$1.3M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.14K- 31.46% |
$175K - $206K
|
15.5K
$431K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.16K- 47.59% |
$176K - $207K
|
7.89K
$219K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.21KClosed |
$177K - $208K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-7.22KClosed |
$177K - $208K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.24KClosed |
$178K - $209K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-7.25K- 99.99% |
$178K - $209K
|
1
$27.7
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7.26K- 35.04% |
$178K - $209K
|
13.4K
$373K
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-7.27K- 10.75% |
$178K - $210K
|
60.3K
$1.67M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.3KClosed |
$179K - $211K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7.31K- 10.7% |
$179K - $211K
|
61K
$1.69M
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-7.37KClosed |
$181K - $213K
|
0
$0
|