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 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
63.3K+ 22.45% |
$1.82M - $2.02M
|
345K
$9.35M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
62.2KNew |
$1.78M - $1.99M
|
62.2K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
58.6KNew |
$1.68M - $1.87M
|
58.6K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
58.4KNew |
$1.67M - $1.87M
|
58.4K
$1.58M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
56.1KNew |
$1.61M - $1.79M
|
56.1K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55.8K+ 51.95% |
$1.6M - $1.78M
|
163K
$4.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
55.4KNew |
$1.59M - $1.77M
|
55.4K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
54.5KNew |
$1.56M - $1.74M
|
54.5K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53.2K+ 40.53% |
$1.52M - $1.7M
|
184K
$4.99M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
52.9K+ 12.12% |
$1.52M - $1.69M
|
490K
$13.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
51.4K+ 93.79% |
$1.47M - $1.64M
|
106K
$2.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
50K+ 6.86% |
$1.43M - $1.6M
|
779K
$21.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.8K+ 28.81% |
$1.43M - $1.59M
|
223K
$6.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
49.3K+ 532.04% |
$1.41M - $1.58M
|
58.6K
$1.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
47.6KNew |
$1.36M - $1.52M
|
47.6K
$1.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
46.3K+ 6.54% |
$1.33M - $1.48M
|
755K
$20.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
BUY
|
- |
44.1K+ 9.77% |
$1.26M - $1.41M
|
495K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.3K+ 9.65% |
$1.24M - $1.38M
|
492K
$13.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
43.2KNew |
$1.24M - $1.38M
|
43.2K
$1.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
43K+ 9.64% |
$1.23M - $1.37M
|
489K
$13.2M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
42.9K+ 8.62% |
$1.23M - $1.37M
|
541K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
41.8K+ 7.26% |
$1.2M - $1.34M
|
618K
$16.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
41.3K+ 28.55% |
$1.18M - $1.32M
|
186K
$5.03M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
39.9KNew |
$1.14M - $1.28M
|
39.9K
$1.08M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
39.8K+ 7.27% |
$1.14M - $1.27M
|
588K
$15.9M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
39.4KNew |
$1.13M - $1.26M
|
39.4K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
39K+ 165.32% |
$1.12M - $1.25M
|
62.6K
$1.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
37K+ 12.5% |
$1.06M - $1.18M
|
333K
$9.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$1.05M - $1.17M
|
36.6K
$990K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
36.2K+ 56.41% |
$1.04M - $1.16M
|
100K
$2.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
35.9K+ 8.2% |
$1.03M - $1.15M
|
474K
$12.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
35.9K+ 8.2% |
$1.03M - $1.15M
|
474K
$12.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35.4K+ 10.09% |
$1.01M - $1.13M
|
386K
$10.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
35.4K+ 37.38% |
$1.01M - $1.13M
|
130K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
35.3K+ 3.6% |
$1.01M - $1.13M
|
1.02M
$27.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.9K+ 14.51% |
$1M - $1.12M
|
275K
$7.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34.5K+ 9.35% |
$989K - $1.1M
|
403K
$10.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34.5K+ 93.74% |
$988K - $1.1M
|
71.2K
$1.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
33.4K+ 8.27% |
$959K - $1.07M
|
438K
$11.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
33.1K+ 32.58% |
$951K - $1.06M
|
135K
$3.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
31.3K+ 12.68% |
$899K - $1M
|
279K
$7.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
31K+ 80.24% |
$888K - $990K
|
69.6K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.2K+ 5.53% |
$838K - $933K
|
557K
$15.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
29K+ 389.42% |
$832K - $927K
|
36.5K
$988K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28.4KNew |
$816K - $909K
|
28.4K
$770K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27.7KNew |
$793K - $884K
|
27.7K
$749K
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
27.2KNew |
$781K - $870K
|
27.2K
$737K
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
27.2K+ 12.23% |
$779K - $868K
|
249K
$6.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27K+ 17.56% |
$776K - $864K
|
181K
$4.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27K+ 10.48% |
$775K - $864K
|
285K
$7.71M
|