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 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.88K+ 5.02% |
$144K - $170K
|
123K
$3.41M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
5.8K+ 35.67% |
$142K - $167K
|
22.1K
$612K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
5.72KNew |
$140K - $165K
|
5.72K
$159K
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
5.52K+ 2.8% |
$135K - $159K
|
203K
$5.62M
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
5.44K+ 61.21% |
$133K - $157K
|
14.3K
$397K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.02KNew |
$123K - $145K
|
5.02K
$139K
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.99K+ 0.92% |
$122K - $144K
|
547K
$15.2M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.69K+ 6.89% |
$115K - $135K
|
72.8K
$2.02M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.63K+ 18.46% |
$113K - $134K
|
29.7K
$824K
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.28K+ 2.0% |
$105K - $123K
|
218K
$6.04M
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.09K+ 19.96% |
$100K - $118K
|
24.6K
$682K
|
|
Jul 13, 2022
Q2 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.09K+ 1.33% |
$100K - $118K
|
312K
$8.65M
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.8KNew |
$93.1K - $110K
|
3.8K
$105K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.65K+ 34.57% |
$89.5K - $105K
|
14.2K
$394K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.53K+ 1.43% |
$86.6K - $102K
|
250K
$6.94M
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
3.5KNew |
$85.8K - $101K
|
3.5K
$97.1K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.45K+ 16.65% |
$84.4K - $99.5K
|
24.1K
$669K
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.38K+ 2.17% |
$82.9K - $97.6K
|
159K
$4.42M
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.31K+ 6.89% |
$81K - $95.4K
|
51.3K
$1.42M
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.27K+ 7.72% |
$80.1K - $94.4K
|
45.6K
$1.26M
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
3.25K+ 9.67% |
$79.6K - $93.8K
|
36.8K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.11K+ 26.69% |
$76.3K - $89.9K
|
14.8K
$410K
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.09K+ 0.31% |
$75.7K - $89.2K
|
1.01M
$28.1M
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.08K+ 15.66% |
$75.5K - $88.9K
|
22.7K
$631K
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.86K+ 13.51% |
$70.1K - $82.6K
|
24K
$666K
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.82K+ 6.62% |
$69.1K - $81.4K
|
45.5K
$1.26M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.78K+ 1235.56% |
$68.1K - $80.3K
|
3.01K
$83.3K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.67K+ 2.53% |
$65.4K - $77.1K
|
108K
$3M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.62K+ 1.74% |
$64.2K - $75.6K
|
154K
$4.26M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.54K+ 16.26% |
$62.3K - $73.3K
|
18.2K
$504K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.5KNew |
$61.3K - $72.2K
|
2.5K
$69.3K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.46KNew |
$60.3K - $71K
|
2.46K
$68.2K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.44K+ 25.85% |
$59.9K - $70.5K
|
11.9K
$330K
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.42K+ 7.28% |
$59.3K - $69.9K
|
35.7K
$989K
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
2.42K+ 1.1% |
$59.2K - $69.7K
|
222K
$6.16M
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.25K+ 18.08% |
$55.2K - $65.1K
|
14.7K
$408K
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 14.08% |
$54.4K - $64.1K
|
18K
$499K
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 7.63% |
$54.2K - $63.9K
|
31.2K
$865K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.16KNew |
$52.8K - $62.2K
|
2.16K
$59.8K
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.11K+ 4.17% |
$51.7K - $60.9K
|
52.7K
$1.46M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.96K+ 2.39% |
$47.9K - $56.5K
|
83.7K
$2.32M
|
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.91K+ 22.48% |
$46.7K - $55K
|
10.4K
$288K
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.9K+ 5.66% |
$46.6K - $54.9K
|
35.5K
$984K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.89K+ 3.13% |
$46.3K - $54.5K
|
62.2K
$1.73M
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
1.83K+ 2.43% |
$44.8K - $52.8K
|
77.2K
$2.14M
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.73K+ 1.3% |
$42.3K - $49.9K
|
134K
$3.72M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.65K+ 4.07% |
$40.4K - $47.6K
|
42.2K
$1.17M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.61K+ 72.16% |
$39.4K - $46.4K
|
3.83K
$106K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.57K+ 11.89% |
$38.4K - $45.3K
|
14.8K
$409K
|
|
Jul 15, 2022
Q2 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.5K+ 6.18% |
$36.8K - $43.3K
|
25.8K
$715K
|