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 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41+ 0.15% |
$1.18K - $1.31K
|
27.8K
$752K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
38+ 0.38% |
$1.09K - $1.21K
|
10.1K
$274K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
36+ 1.99% |
$1.03K - $1.15K
|
1.85K
$50.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
30+ 0.35% |
$860 - $959
|
8.52K
$231K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
30+ 0.08% |
$860 - $959
|
38.4K
$1.04M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
30New |
$860 - $959
|
30
$812
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
29+ 0.1% |
$832 - $927
|
28.4K
$770K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
26New |
$746 - $831
|
26
$704
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
22New |
$631 - $703
|
22
$596
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
17+ 1.11% |
$488 - $543
|
1.55K
$41.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
16+ 2.05% |
$459 - $511
|
798
$21.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15+ 0.05% |
$430 - $479
|
28.3K
$767K
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
15+ 2.24% |
$430 - $479
|
686
$18.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
15+ 0.16% |
$430 - $479
|
9.58K
$259K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 0.74% |
$402 - $447
|
1.92K
$51.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 0.23% |
$287 - $320
|
4.41K
$120K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
9+ 2.84% |
$258 - $288
|
326
$8.83K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8+ 0.1% |
$229 - $256
|
8.17K
$221K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 2.08% |
$172 - $192
|
294
$7.96K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
6+ 0.05% |
$172 - $192
|
12.7K
$345K
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$143 - $160
|
62.1K
$1.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 2.1% |
$143 - $160
|
243
$6.58K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.02% |
$86 - $95.9
|
16.1K
$436K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 6.12% |
$86 - $95.9
|
52
$1.41K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.94% |
$57.4 - $63.9
|
214
$5.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2+ 1.2% |
$57.4 - $63.9
|
168
$4.55K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.03% |
$57.4 - $63.9
|
7.49K
$203K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.01% |
$57.4 - $63.9
|
36K
$974K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.75% |
$28.7 - $32
|
58
$1.57K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
1+ 1.79% |
$28.7 - $32
|
57
$1.54K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- -0.0% |
$28.7 - $32
|
20.7K
$560K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-1- -0.0% |
$28.7 - $32
|
28.2K
$764K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1- 0.01% |
$28.7 - $32
|
9.32K
$252K
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4- 0.02% |
$115 - $128
|
20.9K
$565K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-10- 0.01% |
$287 - $320
|
81.1K
$2.2M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 16.88% |
$373 - $415
|
64
$1.73K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-14- 0.36% |
$402 - $447
|
3.85K
$104K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-15- 7.89% |
$430 - $479
|
175
$4.74K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-18- 3.36% |
$516 - $575
|
518
$14K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 0.06% |
$688 - $767
|
40K
$1.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-28Closed |
$803 - $895
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-30Closed |
$860 - $959
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-31- 0.65% |
$889 - $991
|
4.72K
$128K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-31- 9.12% |
$889 - $991
|
309
$8.37K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 0.19% |
$1K - $1.12K
|
18.5K
$500K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-40- 0.17% |
$1.15K - $1.28K
|
23.3K
$632K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-40- 1.38% |
$1.15K - $1.28K
|
2.85K
$77.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-52Closed |
$1.49K - $1.66K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53- 1.36% |
$1.52K - $1.69K
|
3.85K
$104K
|