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 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.81K+ 7.33% |
$108K - $124K
|
70.5K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.7K+ 4.26% |
$105K - $121K
|
115K
$3.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.66K+ 8.34% |
$104K - $120K
|
60.6K
$1.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.62K+ 26.27% |
$104K - $119K
|
22.2K
$591K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.22K+ 7.05% |
$94.6K - $109K
|
64.1K
$1.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.22K+ 28.65% |
$94.5K - $109K
|
18.9K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
4.18K+ 2.06% |
$93.7K - $108K
|
207K
$5.51M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.15K+ 1.66% |
$92.9K - $107K
|
254K
$6.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.09KNew |
$91.5K - $106K
|
4.09K
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.89K+ 1.46% |
$87.2K - $101K
|
271K
$7.21M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.76K+ 13.84% |
$84.3K - $97.2K
|
31K
$824K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
3.76K+ 4.87% |
$84.3K - $97.2K
|
80.9K
$2.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.68K+ 2.21% |
$82.4K - $95K
|
170K
$4.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.68K+ 9.76% |
$82.3K - $94.9K
|
41.3K
$1.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.55K+ 7.81% |
$79.5K - $91.7K
|
49K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.22K+ 17.25% |
$72.2K - $83.3K
|
21.9K
$583K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.2K+ 3.68% |
$71.8K - $82.8K
|
90.4K
$2.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3.09KNew |
$69.2K - $79.8K
|
3.09K
$82.2K
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.93K+ 5.55% |
$65.5K - $75.6K
|
55.6K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.85K+ 7.27% |
$63.8K - $73.5K
|
42K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.76K+ 26.68% |
$61.8K - $71.2K
|
13.1K
$348K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.67K+ 2.47% |
$59.8K - $68.9K
|
111K
$2.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.64K+ 944.44% |
$59K - $68.1K
|
2.91K
$77.5K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.58K+ 13.95% |
$57.9K - $66.7K
|
21.1K
$561K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.57K+ 4669.09% |
$57.5K - $66.3K
|
2.62K
$69.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2.33K+ 2.88% |
$52.3K - $60.3K
|
83.3K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 19.31% |
$50.4K - $58.1K
|
13.9K
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.2K+ 2.93% |
$49.2K - $56.8K
|
77.3K
$2.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.16K+ 10.19% |
$48.3K - $55.7K
|
23.3K
$621K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.09K+ 84.53% |
$46.8K - $53.9K
|
4.56K
$121K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.06K+ 18.55% |
$46.2K - $53.3K
|
13.2K
$351K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.03K+ 9.41% |
$45.4K - $52.4K
|
23.6K
$627K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.02K+ 5.66% |
$45.2K - $52.2K
|
37.7K
$1M
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.98K+ 2.23% |
$44.4K - $51.2K
|
90.8K
$2.42M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.97K+ 80.59% |
$44.1K - $50.8K
|
4.41K
$117K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.95K+ 12.38% |
$43.6K - $50.2K
|
17.7K
$469K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.87K+ 4.44% |
$42K - $48.4K
|
44.1K
$1.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.87K+ 7.22% |
$41.9K - $48.4K
|
27.8K
$739K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.79K+ 9.73% |
$40.2K - $46.3K
|
20.2K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.77K+ 116.77% |
$39.6K - $45.7K
|
3.28K
$87.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.77K+ 4.85% |
$39.6K - $45.6K
|
38.2K
$1.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
BUY
|
- |
1.68K+ 5.14% |
$37.6K - $43.4K
|
34.3K
$914K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.67K+ 1.09% |
$37.4K - $43.1K
|
155K
$4.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.59K+ 15.83% |
$35.6K - $41.1K
|
11.6K
$309K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.56KNew |
$34.9K - $40.2K
|
1.56K
$41.4K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.54KNew |
$34.5K - $39.8K
|
1.54K
$41K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 1.3% |
$33.5K - $38.7K
|
117K
$3.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.49K+ 53.88% |
$33.4K - $38.6K
|
4.26K
$113K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.49K+ 40.44% |
$33.3K - $38.4K
|
5.16K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.49K+ 8.14% |
$33.3K - $38.4K
|
19.7K
$525K
|