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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-197K- 34.17% |
$4.24M - $4.9M
|
379K
$10.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-197K- 22.05% |
$4.25M - $4.92M
|
696K
$18.9M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-220K- 66.06% |
$4.75M - $5.49M
|
113K
$3.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-274K- 97.0% |
$5.92M - $6.84M
|
8.49K
$230K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-281K- 55.39% |
$6.07M - $7.02M
|
226K
$6.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-315K- 6.16% |
$6.81M - $7.86M
|
4.8M
$130M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-333K- 6.06% |
$7.18M - $8.3M
|
5.16M
$140M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-456K- 11.78% |
$9.85M - $11.4M
|
3.42M
$92.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-470K- 95.0% |
$10.2M - $11.7M
|
24.7K
$670K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-538K- 21.36% |
$11.6M - $13.4M
|
1.98M
$53.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-548K- 76.5% |
$11.8M - $13.7M
|
168K
$4.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-628K- 24.8% |
$13.6M - $15.7M
|
1.9M
$51.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.81M- 8.37% |
$39.1M - $45.1M
|
19.8M
$536M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.89M- 31.5% |
$40.7M - $47.1M
|
4.11M
$111M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-991M- 100.0% |
$21.4B - $24.7B
|
7.91K
$214K
|