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 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
90New |
$2.68K - $2.94K
|
90
$2.44K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
86New |
$2.56K - $2.81K
|
86
$2.33K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
65New |
$1.94K - $2.13K
|
65
$1.76K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 1.16% |
$1.88K - $2.06K
|
5.51K
$149K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
50+ 0.25% |
$1.49K - $1.64K
|
20K
$543K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
49New |
$1.46K - $1.6K
|
49
$1.33K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
45+ 0.22% |
$1.34K - $1.47K
|
20.7K
$562K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
38+ 0.25% |
$1.13K - $1.24K
|
15.4K
$417K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
35+ 129.63% |
$1.04K - $1.14K
|
62
$1.68K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30+ 0.16% |
$894 - $981
|
18.5K
$502K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
30New |
$894 - $981
|
30
$814
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
25+ 0.25% |
$745 - $818
|
10.2K
$277K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
6+ 35.29% |
$179 - $196
|
23
$624
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.02% |
$119 - $131
|
17.2K
$466K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$89.4 - $98.1
|
14.7K
$398K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.85% |
$59.6 - $65.4
|
238
$6.45K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.01% |
$59.6 - $65.4
|
14.4K
$392K
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.47% |
$29.8 - $32.7
|
212
$5.75K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1New |
$29.8 - $32.7
|
1
$27.1
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 2.0% |
$29.8 - $32.7
|
51
$1.38K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- -0.0% |
$59.6 - $65.4
|
147K
$3.98M
|
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3- 0.02% |
$89.4 - $98.1
|
19.5K
$528K
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-7- 0.04% |
$209 - $229
|
16.7K
$453K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 22.22% |
$238 - $262
|
28
$759
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13- 0.08% |
$388 - $425
|
16.1K
$437K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 0.66% |
$417 - $458
|
2.11K
$57.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15Closed |
$447 - $491
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-17- 1.05% |
$507 - $556
|
1.6K
$43.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-18- 1.14% |
$537 - $589
|
1.56K
$42.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-23Closed |
$686 - $752
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-35- 1.2% |
$1.04K - $1.14K
|
2.89K
$78.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-36- 0.11% |
$1.07K - $1.18K
|
33.3K
$903K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-40- 0.14% |
$1.19K - $1.31K
|
28.2K
$765K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-44- 0.1% |
$1.31K - $1.44K
|
45.5K
$1.23M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-44- 0.1% |
$1.31K - $1.44K
|
45.5K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-47Closed |
$1.4K - $1.54K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-53- 0.03% |
$1.58K - $1.73K
|
187K
$5.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-67- 0.27% |
$2K - $2.19K
|
25K
$677K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-68- 0.86% |
$2.03K - $2.22K
|
7.8K
$212K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-69- 0.14% |
$2.06K - $2.26K
|
48K
$1.3M
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-76- 0.42% |
$2.27K - $2.49K
|
18K
$487K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-83- 0.18% |
$2.47K - $2.71K
|
46.7K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-85- 0.5% |
$2.53K - $2.78K
|
17.1K
$462K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-88Closed |
$2.62K - $2.88K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-90- 0.79% |
$2.68K - $2.94K
|
11.3K
$305K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-91- 2.02% |
$2.71K - $2.98K
|
4.4K
$119K
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-92- 1.08% |
$2.74K - $3.01K
|
8.44K
$229K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-93- 2.94% |
$2.77K - $3.04K
|
3.07K
$83.3K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-95- 14.98% |
$2.83K - $3.11K
|
539
$14.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-97- 23.43% |
$2.89K - $3.17K
|
317
$8.6K
|