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 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-32- 0.35% |
$691 - $798
|
9.23K
$249K
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35- 0.18% |
$756 - $873
|
19.5K
$526K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-64- 0.32% |
$1.38K - $1.6K
|
20.2K
$543K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-67- 9.97% |
$1.45K - $1.67K
|
605
$16.3K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-71- 0.47% |
$1.53K - $1.77K
|
15.2K
$409K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-96- 1.04% |
$2.07K - $2.4K
|
9.09K
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-110- 99.1% |
$2.37K - $2.74K
|
1
$27
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-127- 0.05% |
$2.74K - $3.17K
|
259K
$6.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-133- 1.64% |
$2.87K - $3.32K
|
8K
$216K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-144- 1.2% |
$3.11K - $3.59K
|
11.8K
$318K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-147- 0.63% |
$3.17K - $3.67K
|
23.3K
$629K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-148- 0.95% |
$3.2K - $3.69K
|
15.4K
$415K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-148- 1.46% |
$3.2K - $3.69K
|
9.96K
$269K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-162- 0.26% |
$3.5K - $4.04K
|
63.4K
$1.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-164- 0.1% |
$3.54K - $4.09K
|
162K
$4.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-193- 0.73% |
$4.17K - $4.82K
|
26.3K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-225- 12.89% |
$4.86K - $5.61K
|
1.52K
$41K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-240Closed |
$5.18K - $5.99K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-242- 1.5% |
$5.22K - $6.04K
|
15.9K
$428K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-250- 15.12% |
$5.4K - $6.24K
|
1.4K
$37.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-255- 0.41% |
$5.51K - $6.36K
|
61.4K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-296- 0.33% |
$6.39K - $7.39K
|
90.5K
$2.44M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-297- 1.48% |
$6.41K - $7.41K
|
19.8K
$533K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-303- 0.2% |
$6.54K - $7.56K
|
152K
$4.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-329- 49.4% |
$7.1K - $8.21K
|
337
$9.09K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-332- 0.91% |
$7.17K - $8.28K
|
36.1K
$974K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-335- 7.59% |
$7.23K - $8.36K
|
4.08K
$110K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-336- 1.94% |
$7.25K - $8.38K
|
17K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-379- 0.32% |
$8.18K - $9.46K
|
117K
$3.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-382- 1.15% |
$8.25K - $9.53K
|
32.8K
$885K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-386- 26.6% |
$8.33K - $9.63K
|
1.07K
$28.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-392- 0.9% |
$8.46K - $9.78K
|
43.3K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-394- 1.8% |
$8.51K - $9.83K
|
21.5K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-400- 3.37% |
$8.64K - $9.98K
|
11.5K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-425- 2.5% |
$9.18K - $10.6K
|
16.6K
$447K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-447- 3.22% |
$9.65K - $11.2K
|
13.4K
$362K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-456- 3.94% |
$9.85K - $11.4K
|
11.1K
$299K
|
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-466- 4.33% |
$10.1K - $11.6K
|
10.3K
$277K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-469- 2.83% |
$10.1K - $11.7K
|
16.1K
$434K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-503Closed |
$10.9K - $12.5K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-507- 0.15% |
$10.9K - $12.6K
|
348K
$9.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-507- 1.97% |
$10.9K - $12.6K
|
25.3K
$681K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-539- 4.63% |
$11.6K - $13.4K
|
11.1K
$299K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-544- 0.43% |
$11.7K - $13.6K
|
125K
$3.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-578- 5.98% |
$12.5K - $14.4K
|
9.08K
$245K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-581- 4.59% |
$12.5K - $14.5K
|
12.1K
$326K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-626- 3.29% |
$13.5K - $15.6K
|
18.4K
$496K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-636- 2.31% |
$13.7K - $15.9K
|
26.9K
$726K
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-667- 0.76% |
$14.4K - $16.6K
|
87K
$2.35M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-673- 3.84% |
$14.5K - $16.8K
|
16.8K
$454K
|