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 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
53+ 0.05% |
$1.3K - $1.53K
|
98.5K
$2.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
48+ 0.46% |
$1.18K - $1.39K
|
10.6K
$298K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
41+ 2.72% |
$1K - $1.18K
|
1.55K
$43.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
39+ 17.49% |
$956 - $1.13K
|
262
$7.36K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
37+ 0.35% |
$907 - $1.07K
|
10.7K
$302K
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
32+ 0.29% |
$784 - $924
|
11K
$310K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
30+ 0.24% |
$735 - $866
|
12.6K
$353K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
30+ 0.28% |
$735 - $866
|
10.9K
$307K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
30+ 4.75% |
$735 - $866
|
662
$18.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29+ 0.16% |
$711 - $837
|
18.4K
$518K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
27+ 0.08% |
$662 - $779
|
34.9K
$981K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
27+ 1.02% |
$662 - $779
|
2.66K
$74.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
27+ 0.28% |
$662 - $779
|
9.52K
$267K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
26+ 0.26% |
$637 - $751
|
10.2K
$287K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
26+ 0.11% |
$637 - $751
|
23.3K
$655K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
25+ 0.12% |
$613 - $722
|
20.6K
$580K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.27% |
$539 - $635
|
8.05K
$226K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.25% |
$515 - $606
|
8.38K
$236K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
21+ 0.24% |
$515 - $606
|
8.67K
$244K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18New |
$441 - $520
|
18
$506
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
16+ 0.14% |
$392 - $462
|
11.8K
$331K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.09% |
$368 - $433
|
17.6K
$495K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.26% |
$294 - $346
|
4.54K
$128K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 0.3% |
$245 - $289
|
3.36K
$94.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$245 - $289
|
3.44K
$96.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
7+ 0.19% |
$172 - $202
|
3.73K
$105K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 0.17% |
$172 - $202
|
4.09K
$115K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5+ 0.04% |
$123 - $144
|
12.8K
$360K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5+ 0.03% |
$123 - $144
|
16.8K
$473K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5+ 0.05% |
$123 - $144
|
10.1K
$284K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
5+ 0.01% |
$123 - $144
|
38.4K
$1.08M
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4+ 0.05% |
$98 - $115
|
8.53K
$240K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.03% |
$73.5 - $86.6
|
9.62K
$270K
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
2+ 0.29% |
$49 - $57.7
|
688
$19.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.1% |
$49 - $57.7
|
1.92K
$54K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.02% |
$24.5 - $28.9
|
5.61K
$158K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.02% |
$24.5 - $28.9
|
4.42K
$124K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.32% |
$24.5 - $28.9
|
310
$8.71K
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$24.5 - $28.9
|
19.5K
$548K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$24.5 - $28.9
|
295
$8.29K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.41% |
$24.5 - $28.9
|
244
$6.86K
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.47% |
$24.5 - $28.9
|
215
$6.04K
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$24.5 - $28.9
|
19K
$533K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.01% |
$24.5 - $28.9
|
16.8K
$473K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3- 0.03% |
$73.5 - $86.6
|
8.62K
$242K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-4- 0.03% |
$98 - $115
|
12.4K
$349K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6- 10.34% |
$147 - $173
|
52
$1.46K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 0.42% |
$294 - $346
|
2.83K
$79.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-17- 0.03% |
$417 - $491
|
50.5K
$1.42M
|