Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33.3K+ 12.03% |
$745K - $859K
|
310K
$8.24M
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
31.3K+ 155.34% |
$700K - $808K
|
51.4K
$1.37M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
29.3KNew |
$657K - $758K
|
29.3K
$780K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 8.11% |
$648K - $747K
|
386K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28.2K+ 4.6% |
$632K - $729K
|
641K
$17.1M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 8.85% |
$622K - $717K
|
341K
$9.08M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
27.2K+ 541.92% |
$610K - $703K
|
32.2K
$858K
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
26.7KNew |
$597K - $689K
|
26.7K
$709K
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
25.3K+ 3.28% |
$567K - $654K
|
797K
$21.2M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
24K+ 22.23% |
$538K - $620K
|
132K
$3.51M
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
22.8K+ 10.26% |
$511K - $589K
|
245K
$6.52M
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
22K+ 2.17% |
$492K - $568K
|
1.04M
$27.6M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$470K - $542K
|
21K
$559K
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
21K+ 114.3% |
$470K - $542K
|
39.4K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
20.2K+ 23.44% |
$452K - $521K
|
106K
$2.83M
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
19.1KNew |
$428K - $494K
|
19.1K
$508K
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
18.8K+ 29.26% |
$422K - $487K
|
83.3K
$2.22M
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
18.2KNew |
$407K - $470K
|
18.2K
$484K
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
17.8K+ 128.67% |
$398K - $459K
|
31.6K
$840K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.4K+ 49.35% |
$391K - $450K
|
52.8K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16.9K+ 104.61% |
$379K - $437K
|
33.1K
$880K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.9K+ 42.95% |
$378K - $436K
|
56.2K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
16.4K+ 22.72% |
$368K - $425K
|
88.8K
$2.36M
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
16.3K+ 2.0% |
$365K - $421K
|
832K
$22.1M
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
16.3K+ 9.82% |
$365K - $420K
|
182K
$4.84M
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
15.8K+ 13.35% |
$354K - $408K
|
134K
$3.57M
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.6K+ 2.71% |
$350K - $403K
|
591K
$15.7M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
15.5KNew |
$347K - $400K
|
15.5K
$412K
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
14.9K+ 4.57% |
$334K - $386K
|
341K
$9.08M
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
14.6K+ 31.08% |
$328K - $378K
|
61.7K
$1.64M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.5K+ 4.99% |
$325K - $375K
|
306K
$8.13M
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
14.1KNew |
$316K - $364K
|
14.1K
$375K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14K+ 69.91% |
$314K - $362K
|
34.1K
$906K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.6K+ 2.83% |
$305K - $352K
|
495K
$13.2M
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
13.4K+ 35.58% |
$299K - $345K
|
50.9K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.1K+ 1.59% |
$294K - $339K
|
838K
$22.3M
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.1K+ 17.54% |
$292K - $337K
|
87.5K
$2.33M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12.8K+ 18.6% |
$288K - $332K
|
81.9K
$2.18M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12.8K+ 16.1% |
$287K - $331K
|
92.3K
$2.46M
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
12.7KNew |
$286K - $329K
|
12.7K
$339K
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12.7KNew |
$286K - $329K
|
12.7K
$339K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.5K+ 2.63% |
$281K - $324K
|
489K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.5K+ 118.19% |
$280K - $323K
|
23.1K
$614K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$279K - $322K
|
12.5K
$332K
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
12.3K+ 4.58% |
$276K - $318K
|
282K
$7.49M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1K+ 114.44% |
$272K - $313K
|
22.7K
$604K
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
11.8K+ 16.26% |
$263K - $304K
|
84.1K
$2.24M
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
11.6K+ 3.18% |
$259K - $299K
|
375K
$9.99M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
11.6K+ 22.04% |
$259K - $299K
|
64K
$1.7M
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
11.5K+ 15.84% |
$258K - $297K
|
84.2K
$2.24M
|