Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.08M+ 3.35% |
$62M - $68M
|
64.2M
$1.74B
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
1.22M+ 1479.01% |
$36.4M - $40M
|
1.3M
$35.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.17MNew |
$34.9M - $38.3M
|
1.17M
$31.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1M+ 6.66% |
$30M - $32.9M
|
16.1M
$437M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
982KNew |
$29.3M - $32.1M
|
982K
$26.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
735K+ 9.41% |
$21.9M - $24M
|
8.55M
$232M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
521KNew |
$15.5M - $17M
|
521K
$14.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
513K+ 22.32% |
$15.3M - $16.8M
|
2.81M
$76.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
448K+ 16.79% |
$13.3M - $14.6M
|
3.11M
$84.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
436K+ 120.41% |
$13M - $14.3M
|
798K
$21.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
362K+ 1006.27% |
$10.8M - $11.8M
|
398K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
283K+ 6.05% |
$8.43M - $9.25M
|
4.96M
$135M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
227K+ 917.62% |
$6.78M - $7.44M
|
252K
$6.84M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
224K+ 12945.78% |
$6.67M - $7.32M
|
225K
$6.11M
|
|
|
Oct 01, 2021
Q3 2021
|
Sam Advisors, LLC
|
BUY
|
- |
212KNew |
$6.31M - $6.93M
|
212K
$5.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
208K+ 166.65% |
$6.21M - $6.82M
|
334K
$9.05M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
140KNew |
$4.19M - $4.59M
|
140K
$3.81M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
108K+ 1.64% |
$3.22M - $3.54M
|
6.69M
$181M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
97.9KNew |
$2.92M - $3.2M
|
97.9K
$2.65M
|
|
|
Nov 02, 2021
Q3 2021
|
Adams Wealth Management
|
BUY
|
- |
93.7K+ 26.26% |
$2.79M - $3.07M
|
451K
$12.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
92K+ 35.19% |
$2.74M - $3.01M
|
354K
$9.59M
|
|
|
Dec 09, 2021
Q3 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
91.5KNew |
$2.73M - $2.99M
|
91.5K
$2.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
74.5K+ 8.22% |
$2.22M - $2.44M
|
981K
$26.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62K+ 34.31% |
$1.85M - $2.03M
|
243K
$6.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57KNew |
$1.7M - $1.86M
|
57K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
52.4K+ 12.2% |
$1.56M - $1.71M
|
482K
$13.1M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
51.3K+ 57.34% |
$1.53M - $1.68M
|
141K
$3.82M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.2KNew |
$1.53M - $1.67M
|
51.2K
$1.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.4K+ 12.09% |
$1.44M - $1.58M
|
448K
$12.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
48K+ 1.98% |
$1.43M - $1.57M
|
2.47M
$67M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
48K+ 19.91% |
$1.43M - $1.57M
|
289K
$7.84M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
43.6K+ 5.24% |
$1.3M - $1.43M
|
876K
$23.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
40.8K+ 292.12% |
$1.22M - $1.34M
|
54.8K
$1.49M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
39.6K+ 5.91% |
$1.18M - $1.29M
|
708K
$19.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.1K+ 29.26% |
$1.17M - $1.28M
|
173K
$4.69M
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
38.9K+ 73.5% |
$1.16M - $1.27M
|
91.7K
$2.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
36.7K+ 6.54% |
$1.09M - $1.2M
|
597K
$16.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.2K+ 7.36% |
$1.08M - $1.18M
|
528K
$14.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
34.8K+ 6.78% |
$1.04M - $1.14M
|
548K
$14.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.4K+ 12.88% |
$1.02M - $1.12M
|
301K
$8.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
33.8K+ 5.3% |
$1.01M - $1.1M
|
672K
$18.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
33K+ 9.83% |
$983K - $1.08M
|
368K
$9.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.3K+ 10116.93% |
$962K - $1.06M
|
32.6K
$884K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31.9K+ 10.02% |
$952K - $1.04M
|
351K
$9.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
31.4KNew |
$935K - $1.03M
|
31.4K
$850K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
30.9KNew |
$921K - $1.01M
|
30.9K
$838K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
30.9K+ 10.38% |
$920K - $1.01M
|
328K
$8.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
29K+ 275.48% |
$864K - $948K
|
39.5K
$1.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
28.4K+ 38.64% |
$845K - $927K
|
102K
$2.76M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
27.3K+ 15.51% |
$814K - $893K
|
203K
$5.52M
|