Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 09, 2021 Q3 2021
Hudock, Inc.

SELL
 -
-5.7K
- 6.91%
$170K - $186K
76.8K $2.08M
Oct 19, 2021 Q3 2021
Blooom, Inc.

SELL
 -
-5.94K
Closed
$177K - $194K
0 $0
Oct 06, 2021 Q3 2021
Evensky & Katz LLC

SELL
 -
-5.94K
- 8.35%
$177K - $194K
65.2K $1.77M
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-6.1K
Closed
$182K - $199K
0 $0
Nov 15, 2021 Q3 2021
Baldwin Investment Management, LLC

SELL
 -
-6.1K
Closed
$182K - $199K
0 $0
Oct 27, 2021 Q3 2021
Aspiriant, LLC

SELL
 -
-6.13K
Closed
$183K - $201K
0 $0
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-6.15K
- 12.32%
$183K - $201K
43.7K $1.19M
Nov 12, 2021 Q3 2021
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-6.32K
Closed
$188K - $207K
0 $0
Oct 08, 2021 Q3 2021
Hurlow Wealth Management Group, Inc.

SELL
 -
-6.4K
Closed
$191K - $209K
0 $0
Nov 12, 2021 Q3 2021
Whalerock Point Partners, LLC

Providence, RI
SELL
 -
-6.4K
Closed
$191K - $209K
0 $0
Nov 15, 2021 Q3 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-6.59K
Closed
$196K - $215K
0 $0
Nov 15, 2021 Q3 2021
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-6.63K
Closed
$198K - $217K
0 $0
Nov 05, 2021 Q3 2021
Summit Financial Wealth Advisors, LLC

SELL
 -
-6.67K
- 1.49%
$199K - $218K
440K $11.9M
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

SELL
 -
-6.76K
- 28.29%
$202K - $221K
17.1K $465K
Nov 02, 2021 Q3 2021
Burleson & Company, LLC

SELL
 -
-6.79K
- 26.0%
$202K - $222K
19.3K $524K
Oct 18, 2021 Q3 2021
Reitz Capital Advisors LLC

SELL
 -
-7.15K
- 10.19%
$213K - $234K
63K $1.71M
Nov 12, 2021 Q3 2021
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-7.16K
- 22.73%
$213K - $234K
24.3K $660K
Nov 15, 2021 Q3 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-7.19K
- 23.87%
$214K - $235K
22.9K $622K
Oct 25, 2021 Q3 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-7.55K
- 48.34%
$225K - $247K
8.07K $219K
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-7.65K
Closed
$228K - $250K
0 $0
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-7.69K
- 65.48%
$229K - $251K
4.05K $110K
Nov 15, 2021 Q3 2021
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-8.12K
- 3.3%
$242K - $266K
238K $6.45M
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

SELL
 -
-8.18K
- 25.72%
$244K - $267K
23.6K $641K
Nov 05, 2021 Q3 2021
Fort Pitt Capital Group, LLC

SELL
 -
-8.23K
Closed
$245K - $269K
0 $0
Nov 09, 2021 Q3 2021
Koss Olinger Consulting, LLC

SELL
 -
-8.23K
Closed
$245K - $269K
0 $0
Nov 10, 2021 Q3 2021
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-8.37K
- 34.16%
$249K - $274K
16.1K $437K
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-8.88K
- 20.96%
$265K - $291K
33.5K $909K
Nov 09, 2021 Q3 2021
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-8.9K
- 21.54%
$265K - $291K
32.4K $879K
Nov 01, 2021 Q3 2021
Qcm Cayman, Ltd.

SELL
 -
-8.97K
Closed
$267K - $293K
0 $0
Nov 10, 2021 Q3 2021
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-9.39K
- 37.79%
$280K - $307K
15.5K $419K
Nov 12, 2021 Q3 2021
Concentric Wealth Management, LLC

Lafayette, CA
SELL
 -
-9.93K
Closed
$296K - $325K
0 $0
Nov 12, 2021 Q3 2021
Cibc Private Wealth Group, LLC

SELL
 -
-10.4K
- 51.71%
$310K - $340K
9.72K $263K
Oct 07, 2021 Q3 2021
Global Trust Asset Management, LLC

SELL
 -
-10.5K
Closed
$312K - $342K
0 $0
Oct 15, 2021 Q3 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-11.3K
- 42.75%
$336K - $368K
15.1K $409K
Oct 19, 2021 Q3 2021
Planning Alternatives LTD

SELL
 -
-11.4K
- 25.39%
$339K - $372K
33.4K $906K
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

SELL
 -
-11.9K
- 13.23%
$356K - $390K
78.3K $2.12M
Oct 15, 2021 Q3 2021
Cohen Klingenstein LLC

SELL
 -
-12K
- 30.27%
$357K - $391K
27.6K $748K
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-12.1K
Closed
$360K - $394K
0 $0
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
SELL
 -
-12.6K
- 2.39%
$377K - $413K
515K $14M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-12.9K
- 14.31%
$385K - $422K
77.3K $2.1M
Oct 13, 2021 Q3 2021
Omega Financial Group, LLC

SELL
 -
-13.8K
- 9.6%
$411K - $451K
130K $3.52M
Nov 12, 2021 Q3 2021
Weik Capital Management

Wyomissing, PA
SELL
 -
-14K
Closed
$417K - $458K
0 $0
Nov 12, 2021 Q3 2021
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-16.5K
- 11.01%
$493K - $541K
134K $3.62M
Nov 08, 2021 Q3 2021
Brooks, Moore & Associates, Inc.

SELL
 -
-16.6K
Closed
$494K - $541K
0 $0
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

SELL
 -
-17.9K
- 25.2%
$533K - $585K
53.1K $1.44M
Aug 18, 2023 Q3 2021
Northeast Financial Group, Inc.

Tannersville, PA
SELL
 -
-19.1K
Closed
$568K - $623K
0 $0
Nov 12, 2021 Q3 2021
Kaizen Financial Strategies

SELL
 -
-19.9K
- 60.47%
$593K - $651K
13K $353K
Oct 15, 2021 Q3 2021
Blue Sky Wealth Advisors, LLC

SELL
 -
-20.7K
- 2.99%
$618K - $677K
673K $18.2M
Nov 04, 2021 Q3 2021
Barnett & Company, Inc.

SELL
 -
-21.1K
- 75.86%
$628K - $689K
6.7K $182K

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