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 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-7.37KClosed |
$181K - $213K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-7.38K- 11.18% |
$181K - $213K
|
58.6K
$1.62M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.4KClosed |
$181K - $214K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.51KClosed |
$184K - $217K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-7.58KClosed |
$186K - $219K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
SELL
|
- |
-7.58KClosed |
$186K - $219K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.6K- 26.07% |
$186K - $219K
|
21.5K
$597K
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-7.6K- 29.27% |
$186K - $219K
|
18.4K
$509K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.65KClosed |
$188K - $221K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7.68KClosed |
$188K - $222K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-7.69KClosed |
$188K - $222K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.71K- 7.31% |
$189K - $223K
|
97.8K
$2.71M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7.93K- 31.98% |
$194K - $229K
|
16.9K
$468K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.1K- 6.77% |
$199K - $234K
|
112K
$3.1M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.25K- 38.89% |
$202K - $238K
|
13K
$359K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.26KClosed |
$203K - $239K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.27KClosed |
$203K - $239K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-8.31KClosed |
$204K - $240K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.44KClosed |
$207K - $244K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-8.52K- 4.93% |
$209K - $246K
|
164K
$4.55M
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-8.57K- 5.76% |
$210K - $247K
|
140K
$3.89M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.78K- 4.57% |
$215K - $254K
|
183K
$5.09M
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-8.9KClosed |
$218K - $257K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.95K- 3.9% |
$219K - $258K
|
221K
$6.12M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-9.06K- 11.39% |
$222K - $262K
|
70.5K
$1.96M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.15K- 90.15% |
$224K - $264K
|
1K
$27.7K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.2K- 15.95% |
$225K - $265K
|
48.4K
$1.34M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.24KClosed |
$227K - $267K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-9.26K- 4.03% |
$227K - $267K
|
221K
$6.12M
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-9.33KClosed |
$229K - $269K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-9.52KClosed |
$233K - $275K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-9.57K- 11.72% |
$235K - $276K
|
72K
$2M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.63K- 7.52% |
$236K - $278K
|
118K
$3.28M
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.85K- 20.2% |
$241K - $284K
|
38.9K
$1.08M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.2K- 31.98% |
$250K - $295K
|
21.7K
$602K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-10.7K- 48.45% |
$263K - $310K
|
11.4K
$317K
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10.8K- 28.64% |
$265K - $312K
|
26.9K
$746K
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 1.38% |
$266K - $314K
|
774K
$21.5M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-11K- 1.31% |
$269K - $317K
|
826K
$22.9M
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-11K- 13.21% |
$270K - $318K
|
72.3K
$2.01M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-11K- 15.87% |
$270K - $318K
|
58.4K
$1.62M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-11KClosed |
$271K - $319K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-11.1K- 36.23% |
$271K - $320K
|
19.5K
$540K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-11.2KClosed |
$274K - $323K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-12K- 2.56% |
$293K - $345K
|
456K
$12.6M
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-12K- 2.56% |
$293K - $345K
|
456K
$12.6M
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-12.1KClosed |
$298K - $351K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-12.3K- 10.13% |
$301K - $354K
|
109K
$3.02M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12.6K- 4.66% |
$309K - $364K
|
257K
$7.14M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.7K- 45.89% |
$312K - $368K
|
15K
$416K
|