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
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12.4K+ 73.78% |
$268K - $310K
|
29.3K
$789K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.3KNew |
$265K - $306K
|
12.3K
$331K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2KNew |
$263K - $304K
|
12.2K
$329K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11.8K+ 8.43% |
$255K - $295K
|
152K
$4.1M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
11.7KNew |
$252K - $291K
|
11.7K
$314K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
11.3K+ 8.47% |
$244K - $282K
|
145K
$3.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$244K - $282K
|
11.3K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.2KNew |
$242K - $279K
|
11.2K
$302K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.2KNew |
$242K - $279K
|
11.2K
$302K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.1KNew |
$241K - $278K
|
11.1K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.8K+ 32.69% |
$234K - $270K
|
43.9K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.5KNew |
$228K - $263K
|
10.5K
$284K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
10.5K+ 12.6% |
$227K - $262K
|
93.8K
$2.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
10.3KNew |
$223K - $257K
|
10.3K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.2K+ 14.57% |
$220K - $254K
|
80.2K
$2.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
9.95K+ 107.63% |
$215K - $248K
|
19.2K
$518K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.34KNew |
$202K - $233K
|
9.34K
$252K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.29K+ 93.07% |
$201K - $232K
|
19.3K
$520K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
9.28KNew |
$200K - $231K
|
9.28K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.83KNew |
$191K - $220K
|
8.83K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.7KNew |
$188K - $217K
|
8.7K
$235K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.65KNew |
$187K - $216K
|
8.65K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.65KNew |
$187K - $216K
|
8.65K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.58KNew |
$185K - $214K
|
8.58K
$231K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8.56KNew |
$185K - $214K
|
8.56K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.24K+ 2.74% |
$178K - $206K
|
309K
$8.33M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.95KNew |
$172K - $198K
|
7.95K
$214K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.83K+ 106.94% |
$169K - $195K
|
15.2K
$408K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
7.73K+ 3.73% |
$167K - $193K
|
215K
$5.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.68K+ 13.57% |
$166K - $192K
|
64.3K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
7.65K+ 0.74% |
$165K - $191K
|
1.04M
$28.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
7.58K+ 1.84% |
$164K - $189K
|
420K
$11.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
7.53K+ 43.64% |
$163K - $188K
|
24.8K
$668K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.46K+ 31.96% |
$161K - $186K
|
30.8K
$830K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.45KNew |
$161K - $186K
|
7.45K
$201K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
7.42K+ 4.83% |
$160K - $185K
|
161K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.36K+ 19.76% |
$159K - $184K
|
44.6K
$1.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.26K+ 27.79% |
$157K - $181K
|
33.4K
$900K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.24K+ 73.86% |
$156K - $181K
|
17K
$460K
|
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
7.11K+ 0.91% |
$154K - $177K
|
790K
$21.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.01KNew |
$151K - $175K
|
7.01K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6.89K+ 16.67% |
$149K - $172K
|
48.2K
$1.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
6.69K+ 20.28% |
$144K - $167K
|
39.7K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
6.6KNew |
$142K - $165K
|
6.6K
$178K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.55K+ 7.23% |
$141K - $163K
|
97.1K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
6.55K+ 7.79% |
$141K - $163K
|
90.6K
$2.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.17KNew |
$133K - $154K
|
6.17K
$166K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.86K+ 316.25% |
$126K - $146K
|
7.71K
$208K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
5.63K+ 8.66% |
$122K - $140K
|
70.6K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
5.61K+ 26.4% |
$121K - $140K
|
26.8K
$724K
|