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 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.5K+ 1.72% |
$36.8K - $43.3K
|
88.9K
$2.41M
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.44KNew |
$35.3K - $41.6K
|
1.44K
$39K
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.41K+ 0.92% |
$34.6K - $40.8K
|
155K
$4.21M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.36K+ 3.31% |
$33.2K - $39.1K
|
42.2K
$1.14M
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.35K+ 0.71% |
$33.2K - $39.1K
|
191K
$5.18M
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
1.33K+ 5800.0% |
$32.7K - $38.5K
|
1.36K
$36.7K
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.29K+ 6.21% |
$31.5K - $37.1K
|
22K
$595K
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
BUY
|
- |
1.23K+ 5.76% |
$30.2K - $35.5K
|
22.6K
$612K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 12.98% |
$30K - $35.3K
|
10.6K
$288K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.17K+ 0.74% |
$28.8K - $33.9K
|
160K
$4.34M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15K+ 4.78% |
$28.3K - $33.3K
|
25.3K
$684K
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
1.15K+ 4.12% |
$28.1K - $33.1K
|
29K
$786K
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.13K+ 3.21% |
$27.8K - $32.7K
|
36.4K
$987K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.11K+ 3.86% |
$27.3K - $32.1K
|
29.9K
$809K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.09KNew |
$26.6K - $31.3K
|
1.09K
$29.4K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1.03K+ 5125.0% |
$25.1K - $29.6K
|
1.05K
$28.3K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
976New |
$23.9K - $28.2K
|
976
$26.4K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
943+ 1.01% |
$23.1K - $27.2K
|
94.7K
$2.57M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
937+ 50.16% |
$23K - $27.1K
|
2.81K
$76K
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
923+ 1.21% |
$22.6K - $26.6K
|
77.1K
$2.09M
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
883+ 2.5% |
$21.6K - $25.5K
|
36.3K
$982K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
849New |
$20.8K - $24.5K
|
849
$23K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
835New |
$20.5K - $24.1K
|
835
$22.6K
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
818+ 12.06% |
$20K - $23.6K
|
7.6K
$206K
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
784+ 1.24% |
$19.2K - $22.6K
|
64.2K
$1.74M
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
758+ 3.5% |
$18.6K - $21.9K
|
22.4K
$607K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
750+ 33.03% |
$18.4K - $21.7K
|
3.02K
$81.8K
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
701+ 4.44% |
$17.2K - $20.2K
|
16.5K
$447K
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
690+ 1.98% |
$16.9K - $19.9K
|
35.5K
$961K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
675+ 10.45% |
$16.5K - $19.5K
|
7.14K
$193K
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
BUY
|
- |
667New |
$16.3K - $19.3K
|
667
$18.1K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
653+ 4.12% |
$16K - $18.9K
|
16.5K
$447K
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
644+ 1.01% |
$15.8K - $18.6K
|
64.2K
$1.74M
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
639+ 4.9% |
$15.7K - $18.4K
|
13.7K
$371K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
617+ 0.95% |
$15.1K - $17.8K
|
65.7K
$1.78M
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
604+ 4.15% |
$14.8K - $17.4K
|
15.1K
$410K
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
600+ 4.97% |
$14.7K - $17.3K
|
12.7K
$343K
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
585+ 1.3% |
$14.3K - $16.9K
|
45.8K
$1.24M
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
572+ 5.06% |
$14K - $16.5K
|
11.9K
$321K
|
|
Jul 13, 2022
Q2 2022
|
Jentner Corp
|
BUY
|
- |
570+ 1.78% |
$14K - $16.5K
|
32.7K
$885K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
569New |
$13.9K - $16.4K
|
569
$15.4K
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
BUY
|
- |
558+ 2.4% |
$13.7K - $16.1K
|
23.8K
$645K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
556+ 0.06% |
$13.6K - $16.1K
|
921K
$24.9M
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
542+ 4.43% |
$13.3K - $15.6K
|
12.8K
$346K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
526+ 3.47% |
$12.9K - $15.2K
|
15.7K
$425K
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
511+ 2.12% |
$12.5K - $14.8K
|
24.6K
$667K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
441+ 1.23% |
$10.8K - $12.7K
|
36.4K
$984K
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
424+ 2.85% |
$10.4K - $12.2K
|
15.3K
$414K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
411+ 1.23% |
$10.1K - $11.9K
|
33.9K
$918K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
401New |
$9.83K - $11.6K
|
401
$10.9K
|