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 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-17.8K- 13.26% |
$384K - $444K
|
116K
$3.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-18.3K- 27.23% |
$394K - $455K
|
48.8K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-18.4K- 6.52% |
$396K - $458K
|
263K
$7.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-18.4K- 48.22% |
$398K - $460K
|
19.8K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.8K- 4.03% |
$406K - $470K
|
449K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.9K- 55.43% |
$408K - $471K
|
15.2K
$409K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19K- 23.23% |
$411K - $475K
|
62.9K
$1.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-19.1K- 19.86% |
$413K - $478K
|
77.2K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-19.7K- 29.58% |
$425K - $491K
|
46.8K
$1.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-19.9K- 36.36% |
$429K - $495K
|
34.7K
$937K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-20.7K- 60.27% |
$447K - $516K
|
13.6K
$368K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-21.1K- 18.45% |
$457K - $528K
|
93.5K
$2.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-21.7K- 38.7% |
$468K - $540K
|
34.3K
$925K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22.5K- 18.27% |
$485K - $560K
|
101K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-23.1K- 9.14% |
$498K - $576K
|
229K
$6.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-23.3K- 7.71% |
$503K - $582K
|
279K
$7.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25K- 57.5% |
$540K - $625K
|
18.5K
$499K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26.9K- 24.91% |
$580K - $670K
|
81K
$2.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-27.7K- 38.34% |
$598K - $691K
|
44.6K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-27.8K- 16.81% |
$600K - $694K
|
138K
$3.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.3K- 67.18% |
$675K - $780K
|
15.3K
$412K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-31.8K- 37.75% |
$686K - $793K
|
52.4K
$1.41M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-34.4K- 6.98% |
$743K - $859K
|
459K
$12.4M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-35.8K- 13.68% |
$773K - $893K
|
226K
$6.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-36.3K- 16.89% |
$784K - $905K
|
179K
$4.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-38.3K- 62.07% |
$827K - $955K
|
23.4K
$631K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-42.3KClosed |
$912K - $1.05M
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-45K- 25.82% |
$973K - $1.12M
|
129K
$3.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-45.8K- 22.27% |
$989K - $1.14M
|
160K
$4.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-49.3K- 20.13% |
$1.06M - $1.23M
|
196K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-50.9K- 5.23% |
$1.1M - $1.27M
|
922K
$24.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.9K- 17.41% |
$1.16M - $1.35M
|
256K
$6.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-57.9K- 12.67% |
$1.25M - $1.45M
|
399K
$10.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-61K- 85.76% |
$1.32M - $1.52M
|
10.1K
$273K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-61.3K- 27.08% |
$1.32M - $1.53M
|
165K
$4.45M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-62.8K- 15.5% |
$1.36M - $1.57M
|
342K
$9.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-66K- 10.81% |
$1.42M - $1.65M
|
545K
$14.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-67.2K- 27.47% |
$1.45M - $1.68M
|
177K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-67.9K- 31.77% |
$1.46M - $1.69M
|
146K
$3.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-72.2K- 12.21% |
$1.56M - $1.8M
|
519K
$14M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-80.9K- 25.54% |
$1.75M - $2.02M
|
236K
$6.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-81.4K- 12.41% |
$1.76M - $2.03M
|
574K
$15.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-84.2K- 20.21% |
$1.82M - $2.1M
|
332K
$8.96M
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-84.8K- 98.16% |
$1.83M - $2.11M
|
1.59K
$42.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-87.5K- 36.39% |
$1.89M - $2.18M
|
153K
$4.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-89.2K- 18.82% |
$1.93M - $2.23M
|
385K
$10.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-94.4K- 24.04% |
$2.04M - $2.35M
|
298K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-107K- 8.48% |
$2.31M - $2.67M
|
1.15M
$31.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-108K- 31.35% |
$2.33M - $2.69M
|
236K
$6.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-149K- 90.58% |
$3.21M - $3.71M
|
15.5K
$417K
|