Purchases and Sales Made in Q1 2021 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q1 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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.7M+ 4.9% |
$83.1M - $93.5M
|
57.8M
$1.67B
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.57M+ 3459.14% |
$48.4M - $54.5M
|
1.62M
$46.9M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.16M+ 146.0% |
$35.6M - $40.1M
|
1.95M
$56.4M
|
|
Apr 26, 2021
Q1 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
926KNew |
$28.5M - $32.1M
|
926K
$26.8M
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
899K+ 58.49% |
$27.7M - $31.1M
|
2.44M
$70.5M
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
722K+ 12.1% |
$22.2M - $25M
|
6.68M
$193M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
419K+ 10.82% |
$12.9M - $14.5M
|
4.29M
$124M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
415K+ 37.3% |
$12.8M - $14.4M
|
1.53M
$44.2M
|
|
May 17, 2021
Q1 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
260KNew |
$8M - $9M
|
260K
$7.52M
|
|
May 17, 2021
Q1 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
258KNew |
$7.94M - $8.93M
|
258K
$7.46M
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
244K+ 37.76% |
$7.5M - $8.44M
|
889K
$25.7M
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
186K+ 32.22% |
$5.71M - $6.43M
|
762K
$22M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
178K+ 295.32% |
$5.47M - $6.16M
|
238K
$6.89M
|
|
May 21, 2021
Q1 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
175KNew |
$5.37M - $6.05M
|
175K
$5.05M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
174KNew |
$5.36M - $6.04M
|
174K
$5.04M
|
|
Apr 15, 2021
Q1 2021
|
Jacobsen Capital Management
|
BUY
|
- |
154K+ 56.37% |
$4.74M - $5.34M
|
428K
$12.4M
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
149K+ 387.2% |
$4.59M - $5.16M
|
188K
$5.43M
|
|
Aug 11, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
141KNew |
$4.33M - $4.87M
|
141K
$4.07M
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
BUY
|
- |
136K+ 62.44% |
$4.19M - $4.71M
|
354K
$10.2M
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
132K+ 18.62% |
$4.06M - $4.57M
|
841K
$24.3M
|
|
Jul 08, 2021
Q1 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
125K+ 519.11% |
$3.84M - $4.32M
|
149K
$4.3M
|
|
May 12, 2021
Q1 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
118K+ 5.37% |
$3.64M - $4.09M
|
2.32M
$67.2M
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
115K+ 109.93% |
$3.55M - $3.99M
|
220K
$6.37M
|
|
Apr 15, 2021
Q1 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
111K+ 198.58% |
$3.42M - $3.85M
|
167K
$4.84M
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
107K+ 60025.7% |
$3.31M - $3.72M
|
108K
$3.11M
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
93.6K+ 57.36% |
$2.88M - $3.24M
|
257K
$7.43M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
89K+ 1086.88% |
$2.74M - $3.08M
|
97.2K
$2.81M
|
|
May 12, 2021
Q1 2021
|
Adams Wealth Management
|
BUY
|
- |
85.2K+ 34.58% |
$2.62M - $2.95M
|
331K
$9.59M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.4K+ 56.01% |
$2.35M - $2.65M
|
213K
$6.16M
|
|
Apr 28, 2021
Q1 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
71.2K+ 54.27% |
$2.19M - $2.47M
|
202K
$5.86M
|
|
May 10, 2021
Q1 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
68.7K+ 15.54% |
$2.12M - $2.38M
|
511K
$14.8M
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
BUY
|
- |
67.9K+ 66.47% |
$2.09M - $2.35M
|
170K
$4.92M
|
|
May 04, 2021
Q1 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
65K+ 18.0% |
$2M - $2.25M
|
426K
$12.3M
|
|
May 05, 2021
Q1 2021
|
Element Wealth, LLC
|
BUY
|
- |
63.7K+ 168.79% |
$1.96M - $2.21M
|
101K
$2.94M
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
63KNew |
$1.94M - $2.18M
|
63K
$1.82M
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
62.7K+ 18.84% |
$1.93M - $2.17M
|
395K
$11.4M
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
54.9K+ 25.18% |
$1.69M - $1.9M
|
273K
$7.9M
|
|
Apr 26, 2021
Q1 2021
|
Mc Adam, LLC
|
BUY
|
- |
53.7K+ 83.94% |
$1.65M - $1.86M
|
118K
$3.4M
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
53.4K+ 169.38% |
$1.64M - $1.85M
|
85K
$2.46M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.3K+ 13.2% |
$1.61M - $1.81M
|
448K
$13M
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
51.8K+ 8.72% |
$1.59M - $1.79M
|
646K
$18.7M
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
50.9K+ 62.26% |
$1.57M - $1.76M
|
133K
$3.84M
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
45.1K+ 7.6% |
$1.39M - $1.56M
|
639K
$18.5M
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
44.8K+ 20.09% |
$1.38M - $1.55M
|
268K
$7.75M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44K+ 7.17% |
$1.35M - $1.52M
|
657K
$19M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
41.8K+ 5142.31% |
$1.29M - $1.45M
|
42.6K
$1.23M
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
41.1K+ 14.31% |
$1.26M - $1.42M
|
328K
$9.5M
|
|
Apr 14, 2021
Q1 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
40.8K+ 145.62% |
$1.26M - $1.41M
|
68.8K
$1.99M
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
38.3K+ 13.76% |
$1.18M - $1.33M
|
317K
$9.17M
|
|
Apr 20, 2021
Q1 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
36.3K+ 14.41% |
$1.12M - $1.26M
|
289K
$8.35M
|