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 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.03K+ 16.71% |
$43.9K - $50.7K
|
14.2K
$387K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.85K+ 1.12% |
$40K - $46.2K
|
168K
$4.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
1.84K+ 12.06% |
$39.7K - $45.8K
|
17.1K
$465K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
1.81KNew |
$39K - $45K
|
1.81K
$49.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.8K+ 11.71% |
$38.9K - $45K
|
17.2K
$469K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.79K+ 5.45% |
$38.7K - $44.7K
|
34.7K
$945K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.76K+ 13.34% |
$38K - $43.9K
|
14.9K
$407K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.65K+ 38.67% |
$35.6K - $41.1K
|
5.91K
$161K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.59K+ 116.5% |
$34.3K - $39.6K
|
2.95K
$80.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.57K+ 13.18% |
$33.8K - $39K
|
13.4K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 30.07% |
$33.5K - $38.7K
|
6.71K
$183K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.54KNew |
$33.1K - $38.3K
|
1.54K
$41.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.51K+ 5.53% |
$32.5K - $37.6K
|
28.8K
$784K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.5K+ 14.03% |
$32.4K - $37.4K
|
12.2K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
1.43K+ 3.71% |
$30.8K - $35.6K
|
39.8K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.42K+ 8900.0% |
$30.7K - $35.5K
|
1.44K
$39.3K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.38KNew |
$29.8K - $34.5K
|
1.38K
$37.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.35K+ 4.9% |
$29.2K - $33.8K
|
28.9K
$789K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
1.34K+ 3.82% |
$29K - $33.5K
|
36.5K
$995K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 2184.21% |
$26.9K - $31.1K
|
1.3K
$35.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 5.66% |
$25.8K - $29.8K
|
22.3K
$608K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.16KNew |
$25K - $28.9K
|
1.16K
$31.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1.1KNew |
$23.7K - $27.4K
|
1.1K
$30K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 8.68% |
$23.3K - $26.9K
|
13.5K
$369K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.07K+ 2.72% |
$23.1K - $26.6K
|
40.3K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 318.58% |
$22.2K - $25.7K
|
1.35K
$36.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.03KNew |
$22.2K - $25.6K
|
1.03K
$28K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
971+ 0.88% |
$21K - $24.2K
|
112K
$3.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
959New |
$20.7K - $23.9K
|
959
$26.2K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
958+ 4.15% |
$20.7K - $23.9K
|
24.1K
$656K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
942+ 0.71% |
$20.3K - $23.5K
|
133K
$3.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
930New |
$20.1K - $23.2K
|
930
$25.4K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
866New |
$18.7K - $21.6K
|
866
$23.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
842+ 3.79% |
$18.2K - $21K
|
23.1K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
804+ 24.48% |
$17.4K - $20.1K
|
4.09K
$111K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
801+ 28.23% |
$17.3K - $20K
|
3.64K
$99.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
760+ 1.04% |
$16.4K - $19K
|
74K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
739+ 28.03% |
$16K - $18.4K
|
3.38K
$92K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
729+ 3.4% |
$15.7K - $18.2K
|
22.2K
$604K
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
689+ 6.31% |
$14.9K - $17.2K
|
11.6K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
668+ 5.08% |
$14.4K - $16.7K
|
13.8K
$377K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
615+ 1.11% |
$13.3K - $15.3K
|
56.1K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
611New |
$13.2K - $15.2K
|
611
$16.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
574+ 85.93% |
$12.4K - $14.3K
|
1.24K
$33.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
571+ 3.04% |
$12.3K - $14.2K
|
19.4K
$528K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
563+ 2.39% |
$12.2K - $14K
|
24.1K
$659K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
556+ 1.9% |
$12K - $13.9K
|
29.9K
$815K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
545New |
$11.8K - $13.6K
|
545
$14.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
504+ 2.86% |
$10.9K - $12.6K
|
18.2K
$495K
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
494+ 0.55% |
$10.7K - $12.3K
|
90.7K
$2.47M
|