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 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
13K+ 3.32% |
$319K - $376K
|
406K
$11.2M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 1.97% |
$315K - $372K
|
666K
$18.4M
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
12.9K+ 5.01% |
$315K - $371K
|
269K
$7.43M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
12.5KNew |
$306K - $361K
|
12.5K
$345K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 4.19% |
$305K - $359K
|
309K
$8.54M
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12.4K+ 6.58% |
$304K - $358K
|
201K
$5.55M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$298K - $351K
|
12.2K
$336K
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
12K+ 3.3% |
$294K - $347K
|
376K
$10.4M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
11.7KNew |
$287K - $338K
|
11.7K
$323K
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
11.3K+ 45.53% |
$277K - $327K
|
36.2K
$998K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 39.87% |
$275K - $324K
|
39.3K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.1KNew |
$272K - $320K
|
11.1K
$306K
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.9KNew |
$266K - $313K
|
10.9K
$299K
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.8KNew |
$265K - $312K
|
10.8K
$298K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.6K+ 3.79% |
$261K - $307K
|
291K
$8.04M
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
10.6K+ 20.43% |
$260K - $306K
|
62.5K
$1.73M
|
|
Aug 04, 2022
Q2 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
10.6KNew |
$260K - $306K
|
10.6K
$293K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.3K+ 99.19% |
$252K - $296K
|
20.6K
$569K
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.3K+ 66.27% |
$251K - $296K
|
25.7K
$710K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.2KNew |
$251K - $295K
|
10.2K
$282K
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 9.56% |
$249K - $293K
|
116K
$3.21M
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.1K+ 3.79% |
$247K - $291K
|
276K
$7.61M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.75K+ 2438.0% |
$239K - $282K
|
10.2K
$280K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.68K+ 16.28% |
$237K - $279K
|
69.1K
$1.91M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.65KNew |
$237K - $279K
|
9.65K
$266K
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.11K+ 7.57% |
$223K - $263K
|
129K
$3.57M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
8.81KNew |
$216K - $254K
|
8.81K
$243K
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
8.8K+ 5.56% |
$216K - $254K
|
167K
$4.61M
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
8.66K+ 15.53% |
$212K - $250K
|
64.4K
$1.78M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.55KNew |
$209K - $247K
|
8.55K
$236K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.53K+ 5.4% |
$209K - $246K
|
167K
$4.6M
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.38K+ 1.84% |
$205K - $242K
|
464K
$12.8M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.27K+ 19.12% |
$203K - $239K
|
51.5K
$1.42M
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
8.13K+ 12.49% |
$199K - $235K
|
73.2K
$2.02M
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
8K+ 12.43% |
$196K - $231K
|
72.3K
$2M
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
7.65K+ 83.57% |
$187K - $221K
|
16.8K
$463K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.32K+ 15.24% |
$179K - $211K
|
55.4K
$1.53M
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
7.12K+ 1.11% |
$175K - $206K
|
652K
$18M
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.06K+ 4.42% |
$173K - $204K
|
167K
$4.6M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.92K+ 12.81% |
$170K - $200K
|
61K
$1.68M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.92K+ 12.81% |
$170K - $200K
|
61K
$1.68M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.91K+ 1.53% |
$169K - $199K
|
459K
$12.7M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.77K+ 2.79% |
$166K - $196K
|
249K
$6.88M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
6.76K+ 95.71% |
$166K - $195K
|
13.8K
$381K
|
|
Jul 20, 2022
Q2 2022
|
Bck Partners, Inc.
|
BUY
|
- |
6.58K+ 6.44% |
$161K - $190K
|
109K
$3M
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
6.54K+ 3.54% |
$160K - $189K
|
191K
$5.27M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
6.41K+ 1.39% |
$157K - $185K
|
469K
$12.9M
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
6.2K+ 5.41% |
$152K - $179K
|
121K
$3.34M
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.09K+ 12.23% |
$149K - $176K
|
55.9K
$1.54M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
6K+ 14.17% |
$147K - $173K
|
48.3K
$1.33M
|