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 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
394+ 2.45% |
$9.66K - $11.4K
|
16.5K
$457K
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
384+ 1.5% |
$9.41K - $11.1K
|
25.9K
$719K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
374New |
$9.17K - $10.8K
|
374
$10.4K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
368+ 2.77% |
$9.02K - $10.6K
|
13.6K
$378K
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
366+ 2.46% |
$8.97K - $10.6K
|
15.2K
$422K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
360+ 17.06% |
$8.82K - $10.4K
|
2.47K
$68.5K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
355+ 1.32% |
$8.7K - $10.2K
|
27.2K
$754K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
351+ 3.18% |
$8.6K - $10.1K
|
11.4K
$316K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
349+ 0.94% |
$8.55K - $10.1K
|
37.7K
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
348+ 0.23% |
$8.53K - $10K
|
149K
$4.13M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
345+ 0.73% |
$8.46K - $9.96K
|
47.7K
$1.32M
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
323+ 1.26% |
$7.92K - $9.33K
|
26K
$720K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
308+ 0.29% |
$7.55K - $8.89K
|
107K
$2.97M
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
300+ 3.25% |
$7.35K - $8.66K
|
9.52K
$264K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
279New |
$6.84K - $8.05K
|
279
$7.74K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
276New |
$6.76K - $7.97K
|
276
$7.65K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
272+ 1.24% |
$6.67K - $7.85K
|
22.1K
$613K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
246+ 279.55% |
$6.03K - $7.1K
|
334
$9.26K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
209New |
$5.12K - $6.03K
|
209
$5.8K
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
208+ 385.19% |
$5.1K - $6K
|
262
$7.27K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
200+ 1.49% |
$4.9K - $5.77K
|
13.6K
$377K
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
181+ 0.2% |
$4.44K - $5.23K
|
91.8K
$2.55M
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
180+ 0.92% |
$4.41K - $5.2K
|
19.7K
$545K
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
178+ 1.58% |
$4.36K - $5.14K
|
11.5K
$318K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
171+ 9.19% |
$4.19K - $4.94K
|
2.03K
$56.3K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
168+ 0.47% |
$4.12K - $4.85K
|
35.6K
$987K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
161+ 1.06% |
$3.95K - $4.65K
|
15.3K
$424K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
160+ 0.44% |
$3.92K - $4.62K
|
36.4K
$1.01M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
157+ 2.01% |
$3.85K - $4.53K
|
7.97K
$221K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
146New |
$3.58K - $4.22K
|
146
$4.05K
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
142+ 0.02% |
$3.48K - $4.1K
|
772K
$21.4M
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
137+ 1.18% |
$3.36K - $3.96K
|
11.8K
$326K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
133New |
$3.26K - $3.84K
|
133
$3.69K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
118+ 0.79% |
$2.89K - $3.41K
|
15K
$416K
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
112+ 0.96% |
$2.75K - $3.23K
|
11.8K
$328K
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
103+ 0.36% |
$2.52K - $2.97K
|
28.5K
$789K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
102+ 0.54% |
$2.5K - $2.94K
|
18.8K
$522K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 11.11% |
$2.45K - $2.89K
|
1K
$27.7K
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
100New |
$2.45K - $2.89K
|
100
$2.77K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
98+ 0.38% |
$2.4K - $2.83K
|
25.9K
$717K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
90+ 0.59% |
$2.21K - $2.6K
|
15.3K
$426K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
90+ 3.1% |
$2.21K - $2.6K
|
2.99K
$82.9K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
86+ 16.32% |
$2.11K - $2.48K
|
613
$17K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
83+ 0.5% |
$2.03K - $2.4K
|
16.8K
$467K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
76+ 0.9% |
$1.86K - $2.19K
|
8.56K
$237K
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
70+ 3.72% |
$1.72K - $2.02K
|
1.95K
$54.2K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
62New |
$1.52K - $1.79K
|
62
$1.72K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
59+ 0.21% |
$1.45K - $1.7K
|
27.8K
$772K
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
53+ 0.05% |
$1.3K - $1.53K
|
98.5K
$2.73M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
53New |
$1.3K - $1.53K
|
53
$1.47K
|