Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-682- 2.52% |
$14.7K - $17K
|
26.3K
$710K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-697- 53.74% |
$15K - $17.4K
|
600
$16.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-698- 9.06% |
$15.1K - $17.4K
|
7.01K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-751- 5.31% |
$16.2K - $18.7K
|
13.4K
$361K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-755- 0.47% |
$16.3K - $18.8K
|
162K
$4.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-763- 25.05% |
$16.5K - $19K
|
2.28K
$61.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-825- 5.95% |
$17.8K - $20.6K
|
13K
$351K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-829- 0.5% |
$17.9K - $20.7K
|
165K
$4.44M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-840- 7.72% |
$18.1K - $21K
|
10K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-841- 33.53% |
$18.2K - $21K
|
1.67K
$44.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-843- 4.17% |
$18.2K - $21K
|
19.4K
$523K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-860- 1.03% |
$18.6K - $21.5K
|
82.5K
$2.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-886- 30.4% |
$19.1K - $22.1K
|
2.03K
$54.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-896- 7.76% |
$19.3K - $22.4K
|
10.6K
$287K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.06K- 5.37% |
$22.9K - $26.4K
|
18.7K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.06K- 3.63% |
$22.9K - $26.5K
|
28.2K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.06K- 2.53% |
$23K - $26.5K
|
40.9K
$1.1M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.07K- 98.25% |
$23K - $26.6K
|
19
$512
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.12K- 10.92% |
$24.2K - $27.9K
|
9.13K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.13K- 6.83% |
$24.4K - $28.2K
|
15.4K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 25.36% |
$25K - $28.8K
|
3.4K
$91.7K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 9.1% |
$25K - $28.9K
|
11.6K
$312K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 4.29% |
$27.3K - $31.5K
|
28.2K
$761K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.31K- 8.69% |
$28.3K - $32.8K
|
13.8K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.37K- 1.4% |
$29.5K - $34.1K
|
96.4K
$2.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.38K- 10.08% |
$29.8K - $34.4K
|
12.3K
$331K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.38K- 4.23% |
$29.8K - $34.5K
|
31.3K
$843K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.39K- 1.49% |
$30K - $34.7K
|
91.7K
$2.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-1.41K- 7.9% |
$30.4K - $35.1K
|
16.4K
$442K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.45KClosed |
$31.3K - $36.2K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.65K- 6.81% |
$35.6K - $41.1K
|
22.6K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-1.69K- 15.07% |
$36.4K - $42.1K
|
9.51K
$256K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.77K- 13.53% |
$38.3K - $44.2K
|
11.3K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.85K- 7.85% |
$39.9K - $46.1K
|
21.7K
$585K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.85K- 70.49% |
$39.9K - $46.1K
|
774
$20.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.85K- 3.95% |
$40K - $46.2K
|
45K
$1.21M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.92K- 1.42% |
$41.5K - $47.9K
|
134K
$3.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.96K- 9.15% |
$42.2K - $48.8K
|
19.4K
$523K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.99K- 94.13% |
$43K - $49.7K
|
124
$3.34K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2K- 2.21% |
$43.2K - $49.9K
|
88.4K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-2.01K- 12.56% |
$43.4K - $50.2K
|
14K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.03K- 0.26% |
$43.9K - $50.7K
|
772K
$20.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.18K- 11.44% |
$47.1K - $54.4K
|
16.9K
$455K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.23K- 7.92% |
$48K - $55.5K
|
25.9K
$697K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.28K- 35.13% |
$49.2K - $56.8K
|
4.2K
$113K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.29K- 11.72% |
$49.3K - $57K
|
17.2K
$464K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.32K- 11.02% |
$50K - $57.8K
|
18.7K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.34K- 4.02% |
$50.5K - $58.4K
|
55.9K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.73K- 20.53% |
$58.9K - $68K
|
10.6K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2.75K- 4.65% |
$59.4K - $68.6K
|
56.4K
$1.52M
|