Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 24, 2023 Q4 2022
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
484
+ 0.36%
$10.4K - $12.1K
134K $3.62M
Feb 07, 2023 Q4 2022
Gs Investments, Inc.

BUY
 -
470
+ 200.0%
$10.1K - $11.7K
705 $19K
Feb 06, 2023 Q4 2022
Princeton Global Asset Management LLC

BUY
 -
468
New
$10.1K - $11.7K
468 $12.6K
Feb 02, 2023 Q4 2022
Brighton Jones LLC

BUY
 -
467
+ 2.83%
$10.1K - $11.7K
16.9K $457K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
462
New
$9.97K - $11.5K
462 $12.5K
Feb 06, 2023 Q4 2022
B & T Capital Management Dba Alpha Capital Management

BUY
 -
450
+ 0.77%
$9.72K - $11.2K
59.1K $1.59M
Jan 24, 2023 Q4 2022
Sol Capital Management CO

BUY
 -
430
+ 2.43%
$9.28K - $10.7K
18.1K $489K
May 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
416
+ 1.06%
$8.98K - $10.4K
39.7K $1.07M
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
400
New
$8.64K - $9.98K
400 $10.8K
Jan 30, 2023 Q4 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
398
+ 0.26%
$8.59K - $9.93K
151K $4.07M
Feb 13, 2023 Q4 2022
Headinvest, LLC

Portland, ME
BUY
 -
375
+ 2.89%
$8.1K - $9.36K
13.4K $360K
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
364
New
$7.86K - $9.08K
364 $9.81K
Feb 14, 2023 Q4 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
363
+ 2.5%
$7.84K - $9.06K
14.9K $402K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
363
+ 3.69%
$7.84K - $9.06K
10.2K $275K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
355
+ 9.52%
$7.66K - $8.86K
4.09K $110K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
352
New
$7.6K - $8.78K
352 $9.49K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
343
+ 1.6%
$7.41K - $8.56K
21.8K $588K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
334
+ 10.5%
$7.21K - $8.33K
3.51K $94.7K
Jan 23, 2023 Q4 2022
True Wealth Advisors, LLC

BUY
 -
331
+ 2.09%
$7.15K - $8.26K
16.2K $436K
Jan 20, 2023 Q4 2022
Apeiron Ria LLC

BUY
 -
328
+ 3.08%
$7.08K - $8.18K
11K $296K
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
308
New
$6.65K - $7.68K
308 $8.3K
May 24, 2024 Q4 2022
Garrison Asset Management, LLC

BUY
 -
305
+ 1.84%
$6.58K - $7.61K
16.9K $455K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
300
New
$6.48K - $7.49K
300 $8.09K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
285
New
$6.15K - $7.11K
285 $7.68K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
276
+ 2.03%
$5.96K - $6.89K
13.9K $375K
Feb 02, 2023 Q4 2022
Oldfather Financial Services, LLC

BUY
 -
273
+ 2.37%
$5.89K - $6.81K
11.8K $318K
Feb 13, 2023 Q4 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
264
+ 0.27%
$5.7K - $6.59K
98.9K $2.67M
Jan 24, 2023 Q4 2022
Buckingham Capital Management, Inc.

BUY
 -
254
+ 0.12%
$5.48K - $6.34K
211K $5.7M
Feb 06, 2023 Q4 2022
Ifrah Financial Services, Inc.

BUY
 -
242
+ 0.32%
$5.22K - $6.04K
75.1K $2.02M
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

BUY
 -
240
+ 44.94%
$5.18K - $5.99K
774 $20.9K
Feb 13, 2023 Q4 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
240
+ 4.15%
$5.18K - $5.99K
6.02K $162K
Jan 19, 2023 Q4 2022
Abacus Planning Group, Inc.

BUY
 -
231
+ 0.76%
$4.99K - $5.76K
30.6K $826K
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
225
+ 0.97%
$4.86K - $5.61K
23.5K $635K
Jan 23, 2023 Q4 2022
Index Fund Advisors, Inc.

BUY
 -
224
+ 2.47%
$4.84K - $5.59K
9.29K $250K
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
219
+ 1.72%
$4.73K - $5.46K
13K $350K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
188
+ 24.04%
$4.06K - $4.69K
970 $26.2K
Jan 18, 2023 Q4 2022
Pflug Koory, LLC

BUY
 -
179
+ 1.5%
$3.86K - $4.47K
12.1K $327K
Feb 06, 2023 Q4 2022
Kiley Juergens Wealth Management, LLC

BUY
 -
156
+ 0.58%
$3.37K - $3.89K
27.1K $732K
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
155
+ 1033.33%
$3.35K - $3.87K
170 $4.58K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
150
+ 652.17%
$3.24K - $3.74K
173 $4.66K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
148
New
$3.2K - $3.69K
148 $3.99K
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
145
New
$3.13K - $3.62K
145 $3.91K
Feb 06, 2023 Q4 2022
Investors Research Corp

BUY
 -
139
+ 8.98%
$3K - $3.47K
1.69K $45.5K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
121
+ 17.77%
$2.61K - $3.02K
802 $21.6K
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

BUY
 -
117
+ 0.61%
$2.53K - $2.92K
19.2K $517K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
112
+ 100.0%
$2.42K - $2.79K
224 $6.04K
Feb 06, 2023 Q4 2022
Sterling Financial Planning, Inc.

BUY
 -
111
+ 0.46%
$2.4K - $2.77K
24.1K $649K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
111
New
$2.4K - $2.77K
111 $2.99K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
97
New
$2.09K - $2.42K
97 $2.62K

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