Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.1K- 10.56% |
$320K - $377K
|
111K
$2.99M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.5K- 84.64% |
$330K - $388K
|
2.44K
$66.1K
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-13.5K- 2.29% |
$331K - $390K
|
576K
$15.6M
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-13.7K- 7.65% |
$335K - $395K
|
165K
$4.47M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-13.9K- 40.55% |
$340K - $401K
|
20.4K
$551K
|
|
Aug 16, 2022
Q2 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-14K- 13.78% |
$342K - $403K
|
87.4K
$2.37M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-14.1KClosed |
$346K - $408K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-14.1K- 32.37% |
$346K - $408K
|
29.5K
$800K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.7K- 64.59% |
$360K - $425K
|
8.06K
$218K
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-15.1K- 4.03% |
$369K - $435K
|
358K
$9.71M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.9KClosed |
$389K - $458K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-16.3KClosed |
$399K - $470K
|
0
$0
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-16.5K- 15.61% |
$405K - $477K
|
89.3K
$2.42M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17K- 8.19% |
$417K - $491K
|
191K
$5.16M
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 16.07% |
$420K - $495K
|
89.6K
$2.43M
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-17.4K- 31.67% |
$426K - $502K
|
37.5K
$1.02M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-17.9K- 3.3% |
$439K - $517K
|
525K
$14.2M
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-19.1K- 15.01% |
$468K - $552K
|
108K
$2.93M
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-19.9K- 3.58% |
$488K - $575K
|
537K
$14.5M
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-19.9KClosed |
$488K - $575K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20K- 6.97% |
$489K - $576K
|
266K
$7.21M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-20.2K- 62.34% |
$496K - $584K
|
12.2K
$331K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21K- 6.91% |
$516K - $607K
|
283K
$7.67M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-21.4KClosed |
$524K - $617K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.7K- 6.46% |
$531K - $625K
|
314K
$8.49M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-24.2K- 70.0% |
$592K - $697K
|
10.4K
$280K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-24.8K- 10.3% |
$608K - $716K
|
216K
$5.85M
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-24.9KClosed |
$609K - $718K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-25.3K- 65.12% |
$619K - $729K
|
13.5K
$366K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-25.7K- 25.2% |
$630K - $743K
|
76.3K
$2.07M
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-26.2K- 17.92% |
$641K - $755K
|
120K
$3.24M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-26.6K- 42.92% |
$653K - $769K
|
35.4K
$959K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-28.8K- 59.36% |
$707K - $833K
|
19.7K
$535K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-29K- 34.39% |
$711K - $837K
|
55.3K
$1.5M
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-29.4K- 23.09% |
$721K - $849K
|
98K
$2.65M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.7K- 10.3% |
$752K - $886K
|
267K
$7.24M
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-34.1K- 23.55% |
$836K - $984K
|
111K
$3M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-34.1KClosed |
$836K - $985K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-34.3KClosed |
$841K - $991K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-35K- 7.8% |
$858K - $1.01M
|
414K
$11.2M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-35.3KClosed |
$866K - $1.02M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-36.4K- 20.08% |
$892K - $1.05M
|
145K
$3.92M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41.1K- 12.82% |
$1.01M - $1.19M
|
279K
$7.56M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-44K- 6.89% |
$1.08M - $1.27M
|
595K
$16.1M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-49.3K- 52.6% |
$1.21M - $1.42M
|
44.4K
$1.2M
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-52.1K- 23.93% |
$1.28M - $1.5M
|
166K
$4.48M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-52.8K- 7.49% |
$1.29M - $1.52M
|
652K
$17.6M
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-53.4K- 42.82% |
$1.31M - $1.54M
|
71.4K
$1.93M
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-58.4K- 6.92% |
$1.43M - $1.69M
|
786K
$21.3M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-59.3K- 26.23% |
$1.45M - $1.71M
|
167K
$4.52M
|