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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97.8K+ 85.42% |
$2.11M - $2.44M
|
212K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.4K+ 6.51% |
$2.06M - $2.38M
|
1.56M
$42.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
92.2K+ 70.83% |
$1.99M - $2.3M
|
222K
$6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89.3K+ 17.42% |
$1.93M - $2.23M
|
602K
$16.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
88K+ 7.42% |
$1.9M - $2.2M
|
1.27M
$34.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.9K+ 48.34% |
$1.9M - $2.19M
|
270K
$7.27M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
83.9K+ 338.88% |
$1.81M - $2.09M
|
109K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
77.9K+ 493.96% |
$1.68M - $1.94M
|
93.7K
$2.53M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
77.3KNew |
$1.67M - $1.93M
|
77.3K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
77.1K+ 21.65% |
$1.67M - $1.92M
|
433K
$11.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
77K+ 248.65% |
$1.66M - $1.92M
|
108K
$2.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
73.4KNew |
$1.58M - $1.83M
|
73.4K
$1.98M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
71.2K+ 22962.58% |
$1.54M - $1.78M
|
71.5K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
70KNew |
$1.51M - $1.75M
|
70K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69.6K+ 6162.89% |
$1.5M - $1.74M
|
70.7K
$1.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
67.6KNew |
$1.46M - $1.69M
|
67.6K
$1.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
64.9K+ 101.24% |
$1.4M - $1.62M
|
129K
$3.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
63.6K+ 9.35% |
$1.37M - $1.59M
|
743K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
58.5K+ 253.18% |
$1.26M - $1.46M
|
81.6K
$2.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
57.5K+ 593.35% |
$1.24M - $1.43M
|
67.2K
$1.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
55.3K+ 21.0% |
$1.19M - $1.38M
|
319K
$8.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
54.2K+ 23.73% |
$1.17M - $1.35M
|
283K
$7.62M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
51.7KNew |
$1.12M - $1.29M
|
51.7K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
50.7KNew |
$1.09M - $1.27M
|
50.7K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
49KNew |
$1.06M - $1.22M
|
49K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
48.9KNew |
$1.06M - $1.22M
|
48.9K
$1.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
48.9K+ 40.22% |
$1.05M - $1.22M
|
170K
$4.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
47.8K+ 23.4% |
$1.03M - $1.19M
|
252K
$6.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46K+ 49.85% |
$994K - $1.15M
|
138K
$3.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
45.9KNew |
$990K - $1.14M
|
45.9K
$1.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
45.2K+ 87.89% |
$975K - $1.13M
|
96.6K
$2.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
43.3K+ 19.18% |
$934K - $1.08M
|
269K
$7.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
41.4KNew |
$893K - $1.03M
|
41.4K
$1.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
41.3KNew |
$893K - $1.03M
|
41.3K
$1.11M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
41.2K+ 11.54% |
$889K - $1.03M
|
398K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
39.6K+ 44.2% |
$855K - $988K
|
129K
$3.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
38.5K+ 6.02% |
$831K - $961K
|
679K
$18.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
38.3K+ 217.86% |
$827K - $955K
|
55.9K
$1.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
37.2K+ 72.81% |
$803K - $928K
|
88.3K
$2.38M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
36.8K+ 17.28% |
$795K - $918K
|
250K
$6.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
36K+ 3.71% |
$778K - $899K
|
1.01M
$27.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
35.4KNew |
$765K - $884K
|
35.4K
$955K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
34.5K+ 16.7% |
$744K - $860K
|
241K
$6.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
32.8K+ 7.4% |
$709K - $819K
|
476K
$12.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
32.8K+ 7.4% |
$709K - $819K
|
476K
$12.8M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31.5K+ 45.07% |
$679K - $785K
|
101K
$2.73M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
31.5K+ 45.07% |
$679K - $785K
|
101K
$2.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
30.7K+ 3.78% |
$662K - $765K
|
843K
$22.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30.4K+ 48.15% |
$656K - $758K
|
93.4K
$2.52M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
30.1K+ 33.63% |
$649K - $750K
|
119K
$3.22M
|