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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.76K- 14.14% |
$59.5K - $68.7K
|
16.7K
$451K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-2.78K- 1.37% |
$60K - $69.3K
|
199K
$5.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.82K- 6.6% |
$60.9K - $70.4K
|
39.9K
$1.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.86K- 12.01% |
$61.7K - $71.4K
|
21K
$565K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.89K- 0.85% |
$62.4K - $72.1K
|
339K
$9.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.92K- 3.75% |
$63.1K - $72.9K
|
75K
$2.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.96K- 3.2% |
$63.9K - $73.9K
|
89.6K
$2.42M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.99K- 3.08% |
$64.5K - $74.5K
|
93.9K
$2.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.06K- 84.03% |
$66K - $76.3K
|
581
$15.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.08K- 5.99% |
$66.4K - $76.7K
|
48.3K
$1.3M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.14K- 1.46% |
$67.7K - $78.2K
|
212K
$5.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.16K- 12.79% |
$68.2K - $78.8K
|
21.5K
$581K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.23K- 0.77% |
$69.7K - $80.5K
|
418K
$11.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 16.76% |
$70K - $80.8K
|
16.1K
$434K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.3K- 8.27% |
$71.3K - $82.4K
|
36.6K
$987K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.4K- 4.19% |
$73.4K - $84.9K
|
77.7K
$2.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.49K- 4.27% |
$75.2K - $87K
|
78.1K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-3.49K- 15.53% |
$75.4K - $87.2K
|
19K
$512K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 15.71% |
$75.5K - $87.3K
|
18.8K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-3.51K- 10.22% |
$75.8K - $87.6K
|
30.8K
$831K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.53K- 4.45% |
$76.2K - $88.1K
|
75.7K
$2.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.55K- 2.73% |
$76.6K - $88.6K
|
127K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.56K- 17.59% |
$76.9K - $88.9K
|
16.7K
$450K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.67K- 3.58% |
$79.2K - $91.5K
|
98.8K
$2.66M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-3.78K- 6.7% |
$81.5K - $94.2K
|
52.5K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.79K- 27.56% |
$81.8K - $94.5K
|
9.96K
$268K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.82K- 99.76% |
$82.4K - $95.2K
|
9
$243
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.84K- 18.75% |
$83K - $95.9K
|
16.7K
$449K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.85K- 10.87% |
$83.2K - $96.1K
|
31.6K
$852K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.01K- 15.05% |
$86.6K - $100K
|
22.6K
$611K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.08K- 7.73% |
$88.1K - $102K
|
48.7K
$1.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.23K- 6.6% |
$91.3K - $105K
|
59.8K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-4.26K- 11.77% |
$91.9K - $106K
|
31.9K
$860K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.26K- 7.39% |
$92K - $106K
|
53.4K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.46K- 1.65% |
$96.4K - $111K
|
267K
$7.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.55K- 41.08% |
$98.2K - $114K
|
6.53K
$176K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.56K- 4.02% |
$98.3K - $114K
|
109K
$2.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.65K- 9.82% |
$100K - $116K
|
42.7K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.84K- 23.88% |
$105K - $121K
|
15.4K
$416K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.86K- 15.83% |
$105K - $121K
|
25.8K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-5.08K- 25.07% |
$110K - $127K
|
15.2K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.24K- 2.14% |
$113K - $131K
|
240K
$6.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.57K- 57.36% |
$120K - $139K
|
4.14K
$112K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.92K- 48.13% |
$128K - $148K
|
6.38K
$172K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.02K- 13.13% |
$130K - $150K
|
39.8K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.21K- 8.8% |
$134K - $155K
|
64.3K
$1.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-6.24K- 3.96% |
$135K - $156K
|
151K
$4.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.5K- 3.57% |
$140K - $162K
|
175K
$4.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-6.7K- 10.21% |
$145K - $167K
|
58.9K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-6.71K- 1.5% |
$145K - $167K
|
439K
$11.8M
|