Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
284New |
$6.36K - $7.34K
|
284
$7.86K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
240New |
$5.38K - $6.2K
|
240
$6.65K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
235+ 0.43% |
$5.26K - $6.07K
|
55.5K
$1.54M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
218+ 1.16% |
$4.88K - $5.63K
|
19K
$527K
|
|
|
Nov 03, 2022
Q3 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
205+ 2.14% |
$4.59K - $5.3K
|
9.8K
$271K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
190+ 6.35% |
$4.26K - $4.91K
|
3.18K
$88.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
168+ 1.25% |
$3.76K - $4.34K
|
13.6K
$377K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
167+ 0.55% |
$3.74K - $4.31K
|
30.4K
$842K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
167+ 0.03% |
$3.74K - $4.31K
|
656K
$18.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
162+ 2.03% |
$3.63K - $4.18K
|
8.13K
$225K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
160+ 0.55% |
$3.58K - $4.13K
|
29K
$803K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
160+ 0.16% |
$3.58K - $4.13K
|
98.6K
$2.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
155+ 5.31% |
$3.47K - $4K
|
3.07K
$85.1K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
149+ 1.37% |
$3.34K - $3.85K
|
11.1K
$306K
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
149+ 1.41% |
$3.34K - $3.85K
|
10.7K
$297K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
147+ 0.63% |
$3.29K - $3.8K
|
23.5K
$650K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
114+ 4.06% |
$2.55K - $2.94K
|
2.92K
$80.8K
|
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
100+ 0.17% |
$2.24K - $2.58K
|
58.7K
$1.63M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
100+ 100.0% |
$2.24K - $2.58K
|
200
$5.54K
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
90+ 0.11% |
$2.02K - $2.32K
|
83.3K
$2.31M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
83+ 4.09% |
$1.86K - $2.14K
|
2.11K
$58.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
75+ 0.63% |
$1.68K - $1.94K
|
11.9K
$331K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
66+ 0.4% |
$1.48K - $1.7K
|
16.6K
$459K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
57New |
$1.28K - $1.47K
|
57
$1.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
53+ 0.52% |
$1.19K - $1.37K
|
10.2K
$284K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
48New |
$1.08K - $1.24K
|
48
$1.33K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
47New |
$1.05K - $1.21K
|
47
$1.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
45+ 0.38% |
$1.01K - $1.16K
|
11.9K
$329K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
37+ 0.36% |
$829 - $956
|
10.3K
$285K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$672 - $775
|
30
$831
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
30+ 36.59% |
$672 - $775
|
112
$3.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
29+ 0.14% |
$650 - $749
|
21.3K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
27New |
$605 - $697
|
27
$748
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
11New |
$246 - $284
|
11
$305
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.35% |
$224 - $258
|
2.84K
$78.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
10+ 1.51% |
$224 - $258
|
672
$18.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
7+ 2.14% |
$157 - $181
|
334
$9.25K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.48% |
$112 - $129
|
1.05K
$29.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5New |
$112 - $129
|
5
$138
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2+ 0.02% |
$44.8 - $51.7
|
11.8K
$327K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.02% |
$22.4 - $25.8
|
4.69K
$130K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 1.61% |
$22.4 - $25.8
|
61
$1.69K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1- 0.22% |
$22.4 - $25.8
|
461
$12.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.03% |
$179 - $207
|
30.7K
$849K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 1.14% |
$202 - $232
|
782
$21.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-12- 11.32% |
$269 - $310
|
94
$2.6K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-19- 0.15% |
$426 - $491
|
12.7K
$351K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-24- 0.67% |
$538 - $620
|
3.58K
$99K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-27- 0.24% |
$605 - $697
|
11.1K
$307K
|