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 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.23K+ 12.26% |
$36.8K - $40.4K
|
11.3K
$306K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.17K+ 75.75% |
$34.8K - $38.2K
|
2.71K
$73.5K
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.17K+ 4.62% |
$34.8K - $38.2K
|
26.4K
$716K
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.15K+ 4.12% |
$34.3K - $37.6K
|
29K
$787K
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
1.13K+ 5.78% |
$33.8K - $37K
|
20.7K
$562K
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.12K+ 15.19% |
$33.4K - $36.6K
|
8.49K
$230K
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 17.71% |
$32.7K - $35.8K
|
7.28K
$198K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.09K+ 29.62% |
$32.3K - $35.5K
|
4.75K
$129K
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.08K+ 3.2% |
$32.2K - $35.3K
|
34.9K
$947K
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
1.06K+ 3.45% |
$31.7K - $34.8K
|
31.9K
$866K
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.01K+ 1.24% |
$30K - $33K
|
82.2K
$2.23M
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1K+ 10.31% |
$29.8K - $32.7K
|
10.7K
$290K
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
963+ 3.05% |
$28.7K - $31.5K
|
32.5K
$881K
|
|
Oct 19, 2021
Q3 2021
|
Blossom Wealth Management
|
BUY
|
- |
916+ 7.7% |
$27.3K - $30K
|
12.8K
$348K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
905New |
$27K - $29.6K
|
905
$24.5K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
900+ 3.41% |
$26.8K - $29.4K
|
27.3K
$741K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
891+ 0.29% |
$26.6K - $29.1K
|
307K
$8.31M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
885+ 24.67% |
$26.4K - $28.9K
|
4.47K
$121K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
873+ 3.68% |
$26K - $28.5K
|
24.6K
$667K
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
852New |
$25.4K - $27.9K
|
852
$23.1K
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
844+ 3.87% |
$25.2K - $27.6K
|
22.6K
$614K
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
821+ 1.37% |
$24.5K - $26.8K
|
60.7K
$1.64M
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
799+ 6.61% |
$23.8K - $26.1K
|
12.9K
$349K
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
798+ 1.5% |
$23.8K - $26.1K
|
54K
$1.46M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
796+ 0.56% |
$23.7K - $26K
|
142K
$3.85M
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
791+ 4.78% |
$23.6K - $25.9K
|
17.4K
$471K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
791+ 33.28% |
$23.6K - $25.9K
|
3.17K
$85.9K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
769+ 11.51% |
$22.9K - $25.1K
|
7.45K
$202K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
741+ 10.22% |
$22.1K - $24.2K
|
7.99K
$217K
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
740+ 9.24% |
$22.1K - $24.2K
|
8.75K
$237K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
733+ 0.56% |
$21.9K - $24K
|
131K
$3.56M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
704+ 7.6% |
$21K - $23K
|
9.97K
$270K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
693New |
$20.7K - $22.7K
|
693
$18.8K
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
693+ 5.68% |
$20.7K - $22.7K
|
12.9K
$350K
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
685+ 10.44% |
$20.4K - $22.4K
|
7.25K
$196K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
664+ 0.47% |
$19.8K - $21.7K
|
142K
$3.85M
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
647New |
$19.3K - $21.2K
|
647
$17.5K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
634+ 3.61% |
$18.9K - $20.7K
|
18.2K
$493K
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
615+ 21.6% |
$18.3K - $20.1K
|
3.46K
$93.9K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
600+ 15.62% |
$17.9K - $19.6K
|
4.44K
$120K
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
597+ 7.05% |
$17.8K - $19.5K
|
9.06K
$246K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
586+ 19.93% |
$17.5K - $19.2K
|
3.53K
$95.7K
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
586+ 6.81% |
$17.5K - $19.2K
|
9.19K
$249K
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
576+ 2.18% |
$17.2K - $18.8K
|
27K
$733K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
505+ 3.79% |
$15.1K - $16.5K
|
13.8K
$375K
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
504+ 2.43% |
$15K - $16.5K
|
21.3K
$577K
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
500+ 0.33% |
$14.9K - $16.4K
|
153K
$4.14M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
499+ 5.95% |
$14.9K - $16.3K
|
8.89K
$241K
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
487+ 0.77% |
$14.5K - $15.9K
|
63.6K
$1.73M
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
476+ 7.26% |
$14.2K - $15.6K
|
7.04K
$191K
|