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 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
3.95K+ 8.78% |
$118K - $129K
|
48.9K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.9KNew |
$116K - $127K
|
3.9K
$106K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.89K+ 14.5% |
$116K - $127K
|
30.7K
$833K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
3.76K+ 8.44% |
$112K - $123K
|
48.4K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.56K+ 39.11% |
$106K - $116K
|
12.7K
$344K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.53K+ 264.22% |
$105K - $115K
|
4.87K
$132K
|
|
|
Oct 13, 2021
Q3 2021
|
Bck Partners, Inc.
|
BUY
|
- |
3.46K+ 3.68% |
$103K - $113K
|
97.4K
$2.64M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.25K+ 9.17% |
$96.9K - $106K
|
38.7K
$1.05M
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
BUY
|
- |
3.24K+ 3.84% |
$96.4K - $106K
|
87.5K
$2.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 45.43% |
$94.4K - $104K
|
10.1K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.16KNew |
$94.1K - $103K
|
3.16K
$85.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.11K+ 15.04% |
$92.6K - $102K
|
23.8K
$645K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.96K+ 4.6% |
$88.3K - $96.9K
|
67.4K
$1.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.94K+ 3.75% |
$87.7K - $96.2K
|
81.4K
$2.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.79K+ 8.34% |
$83.2K - $91.3K
|
36.3K
$984K
|
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
2.77K+ 5.68% |
$82.5K - $90.4K
|
51.5K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.62K+ 3.42% |
$78K - $85.5K
|
79.2K
$2.15M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.59K+ 7.51% |
$77.3K - $84.8K
|
37.1K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.48K+ 24.29% |
$73.9K - $81K
|
12.7K
$344K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.44K+ 1.56% |
$72.7K - $79.8K
|
159K
$4.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.42K+ 1.26% |
$72.2K - $79.2K
|
195K
$5.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.38K+ 13.88% |
$70.9K - $77.8K
|
19.5K
$530K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.34K+ 3.45% |
$69.6K - $76.4K
|
70.1K
$1.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
2.29K+ 6.88% |
$68.2K - $74.8K
|
35.6K
$964K
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.26K+ 11.73% |
$67.3K - $73.8K
|
21.5K
$583K
|
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.24K+ 3.75% |
$66.8K - $73.3K
|
62K
$1.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.2K+ 2.11% |
$65.4K - $71.8K
|
106K
$2.87M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.15K+ 31.73% |
$63.9K - $70.1K
|
8.91K
$242K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.15K+ 31.73% |
$63.9K - $70.1K
|
8.91K
$242K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.04K+ 0.73% |
$60.8K - $66.6K
|
282K
$7.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 1.99% |
$60.1K - $65.9K
|
103K
$2.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2K+ 9.32% |
$59.7K - $65.5K
|
23.5K
$637K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.98K+ 0.9% |
$59K - $64.7K
|
222K
$6.02M
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.97K+ 4.49% |
$58.8K - $64.5K
|
45.9K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 5.01% |
$58K - $63.6K
|
40.7K
$1.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.93K+ 10.72% |
$57.5K - $63.1K
|
19.9K
$541K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.92K+ 0.82% |
$57.3K - $62.8K
|
235K
$6.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.91K+ 4.78% |
$57K - $62.6K
|
41.9K
$1.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.91K+ 0.74% |
$56.8K - $62.3K
|
260K
$7.04M
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.89K+ 9.7% |
$56.4K - $61.8K
|
21.4K
$580K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.85K+ 2.7% |
$55.2K - $60.6K
|
70.4K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.64K+ 4.09% |
$49K - $53.7K
|
41.8K
$1.13M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.6K+ 5.74% |
$47.7K - $52.3K
|
29.5K
$799K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.58K+ 2.17% |
$47.2K - $51.8K
|
74.6K
$2.02M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
1.48KNew |
$44K - $48.3K
|
1.48K
$40.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.45K+ 459.18% |
$43.3K - $47.4K
|
1.77K
$47.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 6.71% |
$41.2K - $45.2K
|
22K
$596K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.33K+ 1.19% |
$39.6K - $43.5K
|
113K
$3.05M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.28K+ 23.04% |
$38K - $41.7K
|
6.81K
$185K
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.27K+ 8.05% |
$37.9K - $41.6K
|
17.1K
$463K
|