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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.6K+ 10.06% |
$121K - $140K
|
61.2K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.53K+ 48.45% |
$119K - $138K
|
17K
$457K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
5.51K+ 1099.6% |
$119K - $137K
|
6.01K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
5.45K+ 5.13% |
$118K - $136K
|
112K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.32K+ 42.65% |
$115K - $133K
|
17.8K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.25K+ 23.97% |
$113K - $131K
|
27.2K
$732K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.2KNew |
$112K - $130K
|
5.2K
$140K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.89K+ 5.53% |
$105K - $122K
|
93.3K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.83KNew |
$104K - $120K
|
4.83K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.8K+ 4.17% |
$104K - $120K
|
120K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.76KNew |
$103K - $119K
|
4.76K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.59KNew |
$99K - $114K
|
4.59K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.5K+ 22.87% |
$97.2K - $112K
|
24.2K
$652K
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
4.4K+ 23.02% |
$95K - $110K
|
23.5K
$634K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4.26K+ 2.15% |
$92K - $106K
|
202K
$5.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.2K+ 7.46% |
$90.6K - $105K
|
60.4K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4.2K+ 12.73% |
$90.6K - $105K
|
37.2K
$1M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
4.17K+ 5.15% |
$89.9K - $104K
|
85.1K
$2.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.16K+ 1.37% |
$89.9K - $104K
|
308K
$8.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.13K+ 39.78% |
$89.2K - $103K
|
14.5K
$391K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.1K+ 1.09% |
$88.5K - $102K
|
380K
$10.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.96K+ 122.02% |
$85.4K - $98.7K
|
7.2K
$194K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.95K+ 6.53% |
$85.3K - $98.6K
|
64.5K
$1.74M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
3.88K+ 39.34% |
$83.7K - $96.8K
|
13.7K
$370K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.78K+ 20.4% |
$81.6K - $94.3K
|
22.3K
$601K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.7K+ 84.76% |
$80K - $92.4K
|
8.07K
$218K
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.61K+ 0.97% |
$77.9K - $90.1K
|
374K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.31KNew |
$71.5K - $82.7K
|
3.31K
$89.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 10.38% |
$71K - $82K
|
35K
$943K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.28K+ 17.38% |
$70.7K - $81.7K
|
22.1K
$596K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.27K+ 17.27% |
$70.6K - $81.6K
|
22.2K
$599K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.11K+ 8.25% |
$67.1K - $77.5K
|
40.8K
$1.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.02KNew |
$65.2K - $75.4K
|
3.02K
$81.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.02K+ 16.51% |
$65.2K - $75.3K
|
21.3K
$574K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.87K+ 7.86% |
$62K - $71.6K
|
39.4K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.85K+ 3.23% |
$61.6K - $71.2K
|
91.1K
$2.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.84K+ 1.9% |
$61.4K - $70.9K
|
153K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.82KNew |
$60.9K - $70.4K
|
2.82K
$76.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.74K+ 62.06% |
$59.1K - $68.3K
|
7.15K
$193K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.72K+ 1.43% |
$58.8K - $68K
|
193K
$5.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.66K+ 5.41% |
$57.4K - $66.4K
|
51.9K
$1.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.53K+ 55.66% |
$54.6K - $63.1K
|
7.07K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.47K+ 1.51% |
$53.3K - $61.6K
|
166K
$4.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.47K+ 8.65% |
$53.3K - $61.6K
|
31K
$836K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2.36K+ 384.18% |
$50.8K - $58.8K
|
2.97K
$80K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.34K+ 487.29% |
$50.5K - $58.4K
|
2.82K
$76K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.26K+ 12.66% |
$48.8K - $56.4K
|
20.1K
$543K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.07K+ 21.87% |
$44.6K - $51.5K
|
11.5K
$310K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 12.33% |
$44.5K - $51.4K
|
18.8K
$506K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
2.04K+ 16.45% |
$44K - $50.8K
|
14.4K
$389K
|