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 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37.2K+ 15.9% |
$911K - $1.07M
|
271K
$7.61M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
37.1K+ 30.67% |
$909K - $1.07M
|
158K
$4.44M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
36.8K+ 11.24% |
$901K - $1.06M
|
364K
$10.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
36.4K+ 4.11% |
$893K - $1.05M
|
922K
$25.9M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
35.3KNew |
$866K - $1.02M
|
35.3K
$993K
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
34.4KNew |
$844K - $995K
|
34.4K
$968K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
32.9K+ 17.2% |
$807K - $951K
|
224K
$6.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
32.8K+ 279.3% |
$804K - $947K
|
44.5K
$1.25M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
32.7KNew |
$801K - $943K
|
32.7K
$918K
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
32KNew |
$783K - $923K
|
32K
$898K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
31.8K+ 10.96% |
$780K - $918K
|
322K
$9.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31.1K+ 21.11% |
$762K - $898K
|
178K
$5.02M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
30.7KNew |
$752K - $886K
|
30.7K
$862K
|
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
29K+ 32.45% |
$711K - $837K
|
118K
$3.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.2KNew |
$691K - $814K
|
28.2K
$793K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
27.3K+ 60.25% |
$669K - $789K
|
72.6K
$2.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
25KNew |
$613K - $722K
|
25K
$703K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24.7K+ 43.46% |
$606K - $714K
|
81.6K
$2.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
24.3KNew |
$595K - $700K
|
24.3K
$682K
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
24.1KNew |
$589K - $694K
|
24.1K
$676K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
23.7K+ 8.79% |
$582K - $686K
|
294K
$8.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
23.6KNew |
$578K - $681K
|
23.6K
$663K
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
22.2KNew |
$543K - $640K
|
22.2K
$623K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22.1KNew |
$541K - $637K
|
22.1K
$621K
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
21.7KNew |
$533K - $628K
|
21.7K
$611K
|
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
21.7K+ 6.23% |
$533K - $627K
|
371K
$10.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
21.4KNew |
$524K - $617K
|
21.4K
$601K
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.2KNew |
$519K - $612K
|
21.2K
$595K
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
21K+ 6.64% |
$514K - $605K
|
336K
$9.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
20.2KNew |
$496K - $584K
|
20.2K
$569K
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
20KNew |
$489K - $576K
|
20K
$561K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.7K+ 6.29% |
$482K - $568K
|
332K
$9.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
19.4K+ 3.35% |
$475K - $559K
|
598K
$16.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18K+ 5.44% |
$440K - $518K
|
348K
$9.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
17.6K+ 9.33% |
$432K - $509K
|
207K
$5.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
17.2K+ 183.99% |
$422K - $497K
|
26.6K
$747K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
17.2K+ 2.15% |
$421K - $496K
|
816K
$22.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 7.95% |
$417K - $492K
|
231K
$6.5M
|
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
16.9K+ 7.03% |
$414K - $488K
|
258K
$7.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.6K+ 136.35% |
$408K - $481K
|
28.9K
$811K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.2K+ 194.9% |
$397K - $468K
|
24.5K
$690K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16K+ 1599900.0% |
$392K - $462K
|
16K
$450K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
15.9K+ 7.52% |
$391K - $460K
|
228K
$6.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.9K+ 17.17% |
$389K - $458K
|
108K
$3.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
15.4K+ 7.79% |
$378K - $445K
|
213K
$5.99M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
15.3K+ 27.39% |
$375K - $442K
|
71.3K
$2M
|
|
|
Jul 12, 2022
Q2 2022
|
Sam Advisors, LLC
|
BUY
|
- |
14.9K+ 4.78% |
$365K - $430K
|
327K
$9.18M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
14.6K+ 7.34% |
$358K - $422K
|
214K
$6.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 25.05% |
$348K - $409K
|
70.8K
$1.99M
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$337K - $397K
|
13.7K
$386K
|