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 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.1K+ 10.56% |
$749K - $822K
|
263K
$7.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25K+ 11.59% |
$744K - $816K
|
240K
$6.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
24.2K+ 300.26% |
$721K - $791K
|
32.2K
$874K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23.8K+ 950.08% |
$708K - $777K
|
26.3K
$712K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
23.2K+ 3.29% |
$692K - $760K
|
729K
$19.8M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
23.2K+ 14.98% |
$692K - $759K
|
178K
$4.83M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
23.2K+ 1.53% |
$692K - $759K
|
1.54M
$41.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.6KNew |
$674K - $739K
|
22.6K
$613K
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
21.7K+ 17.68% |
$648K - $710K
|
145K
$3.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 66.86% |
$641K - $704K
|
53.7K
$1.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.7K+ 9.12% |
$618K - $678K
|
248K
$6.72M
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
19.9KNew |
$594K - $652K
|
19.9K
$540K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.9K+ 54.98% |
$592K - $650K
|
56K
$1.52M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
19.7K+ 13.11% |
$586K - $643K
|
170K
$4.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
18.6K+ 12.94% |
$554K - $607K
|
162K
$4.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
18.2K+ 11.89% |
$542K - $595K
|
171K
$4.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17.9K+ 7.8% |
$533K - $585K
|
247K
$6.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
17.8KNew |
$532K - $583K
|
17.8K
$484K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
17.8K+ 3.36% |
$530K - $582K
|
548K
$14.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17.8K+ 2.58% |
$529K - $581K
|
707K
$19.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.3KNew |
$515K - $565K
|
17.3K
$469K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17K+ 14.63% |
$507K - $556K
|
133K
$3.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.9K+ 31.34% |
$503K - $552K
|
70.8K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.9K+ 16.98% |
$474K - $520K
|
110K
$2.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
15.9K+ 2.84% |
$474K - $520K
|
576K
$15.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
15.3K+ 71.01% |
$455K - $499K
|
36.8K
$997K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
15.2K+ 5.07% |
$453K - $496K
|
315K
$8.53M
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
15.1K+ 1.92% |
$451K - $495K
|
805K
$21.8M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
15.1K+ 3.57% |
$450K - $494K
|
439K
$11.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
15.1K+ 3.57% |
$450K - $494K
|
439K
$11.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
15KNew |
$448K - $491K
|
15K
$408K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15KNew |
$447K - $491K
|
15K
$407K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14.8KNew |
$440K - $483K
|
14.8K
$400K
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
14K+ 12.16% |
$419K - $459K
|
130K
$3.51M
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
13.9K+ 1.47% |
$413K - $454K
|
954K
$25.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 94.4% |
$384K - $421K
|
26.5K
$720K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
12.8K+ 7.36% |
$380K - $417K
|
186K
$5.05M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
12.4K+ 4.02% |
$371K - $407K
|
322K
$8.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8K+ 6.57% |
$352K - $386K
|
191K
$5.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.7KNew |
$350K - $384K
|
11.7K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.1K+ 10.4% |
$331K - $363K
|
118K
$3.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
10.6K+ 15.7% |
$316K - $347K
|
78.2K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.6K+ 17.67% |
$316K - $347K
|
70.6K
$1.92M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
10.2K+ 3.39% |
$305K - $334K
|
311K
$8.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2K+ 99.7% |
$303K - $333K
|
20.4K
$553K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 72.88% |
$303K - $332K
|
24.1K
$653K
|
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10.1K+ 36.96% |
$300K - $329K
|
37.3K
$1.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.98K+ 6.38% |
$298K - $326K
|
167K
$4.52M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
9.93K+ 2.03% |
$296K - $325K
|
498K
$13.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.45K+ 5.49% |
$282K - $309K
|
182K
$4.93M
|