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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
29K+ 56.86% |
$625K - $723K
|
79.9K
$2.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
28.3K+ 12.41% |
$610K - $705K
|
256K
$6.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
27.7K+ 88.8% |
$598K - $691K
|
58.9K
$1.59M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27.7K+ 10.89% |
$598K - $691K
|
282K
$7.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27.2K+ 2832.71% |
$587K - $678K
|
28.2K
$759K
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
27K+ 172.28% |
$583K - $674K
|
42.7K
$1.15M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
24.6K+ 10.9% |
$531K - $614K
|
250K
$6.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
24.6K+ 27.7% |
$531K - $614K
|
113K
$3.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
24.2KNew |
$522K - $603K
|
24.2K
$651K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
24.2K+ 312.7% |
$521K - $603K
|
31.9K
$859K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
23.1K+ 116.3% |
$499K - $576K
|
43K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9KNew |
$495K - $572K
|
22.9K
$618K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
22.4KNew |
$483K - $559K
|
22.4K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$481K - $556K
|
22.3K
$601K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.3KNew |
$481K - $555K
|
22.3K
$600K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
21.8KNew |
$471K - $544K
|
21.8K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
21.7K+ 17.41% |
$467K - $540K
|
146K
$3.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21K+ 6.23% |
$454K - $525K
|
358K
$9.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
20.8KNew |
$448K - $518K
|
20.8K
$559K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
20.3K+ 6.22% |
$439K - $508K
|
347K
$9.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
20K+ 90.16% |
$432K - $500K
|
42.3K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.5KNew |
$422K - $488K
|
19.5K
$527K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
19.5K+ 2.05% |
$422K - $487K
|
972K
$26.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19.2K+ 35.97% |
$415K - $479K
|
72.6K
$1.96M
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 80.7% |
$397K - $459K
|
41.2K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
18.2KNew |
$392K - $453K
|
18.2K
$490K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
17.9K+ 143.69% |
$387K - $447K
|
30.4K
$819K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
17.9K+ 28.61% |
$386K - $446K
|
80.4K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
17.6K+ 34.15% |
$381K - $440K
|
69.3K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.6KNew |
$379K - $438K
|
17.6K
$473K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
17.2KNew |
$372K - $430K
|
17.2K
$465K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.5K+ 2.07% |
$356K - $412K
|
814K
$21.9M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
16.5KNew |
$356K - $411K
|
16.5K
$444K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16.3K+ 528.65% |
$353K - $407K
|
19.4K
$524K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.2K+ 36.74% |
$350K - $404K
|
60.3K
$1.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.4K+ 6.23% |
$333K - $385K
|
263K
$7.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
15.2K+ 40.98% |
$328K - $379K
|
52.3K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
15.2K+ 61.8% |
$327K - $378K
|
39.7K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.1KNew |
$326K - $377K
|
15.1K
$408K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
15.1KNew |
$326K - $376K
|
15.1K
$407K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15K+ 17.12% |
$323K - $374K
|
102K
$2.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
14.9K+ 17.92% |
$322K - $372K
|
98.2K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.8K+ 8.7% |
$320K - $370K
|
185K
$4.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14.4KNew |
$310K - $359K
|
14.4K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
13.6K+ 52.05% |
$293K - $339K
|
39.7K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
BUY
|
- |
13.4K+ 14.49% |
$290K - $335K
|
106K
$2.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
13.2K+ 3.95% |
$285K - $330K
|
347K
$9.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
13KNew |
$281K - $325K
|
13K
$351K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
13K+ 70.93% |
$280K - $323K
|
31.2K
$841K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12.8KNew |
$277K - $320K
|
12.8K
$345K
|