Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 2021. 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 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
7.07M+ 11.02% |
$203M - $226M
|
71.2M
$1.93B
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.73M+ 553.72% |
$107M - $119M
|
4.4M
$119M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.61M+ 17.16% |
$104M - $115M
|
24.7M
$668M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1M+ 35.62% |
$28.7M - $32M
|
3.82M
$103M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
893K+ 28.68% |
$25.6M - $28.5M
|
4.01M
$109M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
765K+ 11.44% |
$22M - $24.5M
|
7.46M
$202M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
725KNew |
$20.8M - $23.2M
|
725K
$19.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
569K+ 221.88% |
$16.3M - $18.2M
|
825K
$22.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
422KNew |
$12.1M - $13.5M
|
422K
$11.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
321KNew |
$9.21M - $10.3M
|
321K
$8.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
320KNew |
$9.17M - $10.2M
|
320K
$8.66M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
287KNew |
$8.24M - $9.18M
|
287K
$7.78M
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
239KNew |
$6.86M - $7.64M
|
239K
$6.47M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
238KNew |
$6.81M - $7.59M
|
238K
$6.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
217KNew |
$6.23M - $6.94M
|
217K
$5.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
208K+ 147488.66% |
$5.96M - $6.65M
|
208K
$5.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
206K+ 8.27% |
$5.91M - $6.58M
|
2.7M
$73.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
189K+ 172.79% |
$5.42M - $6.04M
|
298K
$8.08M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
170K+ 3.44% |
$4.89M - $5.45M
|
5.13M
$139M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
169KNew |
$4.84M - $5.39M
|
169K
$4.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
168K+ 109.93% |
$4.82M - $5.37M
|
321K
$8.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
164K+ 46.41% |
$4.71M - $5.24M
|
518K
$14M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
156K+ 32.46% |
$4.49M - $5M
|
639K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 13.35% |
$4.48M - $5M
|
1.33M
$35.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
151K+ 18.17% |
$4.34M - $4.83M
|
983K
$26.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
151KNew |
$4.32M - $4.82M
|
151K
$4.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
149K+ 233500.0% |
$4.29M - $4.78M
|
150K
$4.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
148K+ 52.9% |
$4.25M - $4.74M
|
428K
$11.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
146K+ 129.54% |
$4.18M - $4.66M
|
259K
$7M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
138K+ 77.28% |
$3.95M - $4.4M
|
316K
$8.55M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
132K+ 1424.93% |
$3.79M - $4.22M
|
141K
$3.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
130K+ 35.38% |
$3.74M - $4.16M
|
499K
$13.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
118KNew |
$3.38M - $3.77M
|
118K
$3.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
117K+ 4.75% |
$3.37M - $3.75M
|
2.59M
$70.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
117K+ 22.39% |
$3.36M - $3.74M
|
640K
$17.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
115K+ 86.18% |
$3.29M - $3.67M
|
248K
$6.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
110K+ 257.54% |
$3.15M - $3.51M
|
152K
$4.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
107KNew |
$3.06M - $3.41M
|
107K
$2.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
102KNew |
$2.93M - $3.27M
|
102K
$2.77M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
102K+ 12.95% |
$2.91M - $3.25M
|
886K
$24M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
89.5K+ 30.94% |
$2.57M - $2.86M
|
379K
$10.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
89KNew |
$2.55M - $2.84M
|
89K
$2.41M
|
|
|
Jan 11, 2022
Q4 2021
|
Sam Advisors, LLC
|
BUY
|
- |
88.5K+ 41.79% |
$2.54M - $2.83M
|
300K
$8.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
85.8K+ 0.53% |
$2.46M - $2.74M
|
16.2M
$438M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
80.4KNew |
$2.31M - $2.57M
|
80.4K
$2.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.7K+ 29.51% |
$2.23M - $2.48M
|
341K
$9.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
67KNew |
$1.92M - $2.14M
|
67K
$1.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
65.6KNew |
$1.88M - $2.1M
|
65.6K
$1.78M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
64.9KNew |
$1.86M - $2.08M
|
64.9K
$1.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
64.3KNew |
$1.85M - $2.06M
|
64.3K
$1.74M
|