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 04, 2021
Q1 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.07K- 1.95% |
$33K - $37.1K
|
53.9K
$1.56M
|
|
Apr 26, 2021
Q1 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.11K- 0.64% |
$34.2K - $38.4K
|
172K
$4.97M
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.12K- 12.39% |
$34.3K - $38.6K
|
7.88K
$228K
|
|
May 07, 2021
Q1 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.14K- 1.8% |
$35.2K - $39.5K
|
62.2K
$1.8M
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.2K- 6.1% |
$36.9K - $41.6K
|
18.5K
$535K
|
|
Apr 14, 2021
Q1 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.25K- 2.56% |
$38.4K - $43.2K
|
47.5K
$1.38M
|
|
Apr 20, 2021
Q1 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-1.28K- 4.32% |
$39.3K - $44.2K
|
28.3K
$818K
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.32K- 1.03% |
$40.6K - $45.7K
|
126K
$3.65M
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.48KClosed |
$45.5K - $51.1K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.5K- 1.48% |
$46.1K - $51.9K
|
99.6K
$2.88M
|
|
May 17, 2021
Q1 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.5K- 16.25% |
$46.2K - $51.9K
|
7.73K
$224K
|
|
Apr 29, 2021
Q1 2021
|
Well Done, LLC
|
SELL
|
- |
-1.52K- 6.68% |
$46.8K - $52.6K
|
21.2K
$614K
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1.52K- 19.64% |
$46.8K - $52.7K
|
6.23K
$180K
|
|
Apr 27, 2021
Q1 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.56K- 4.26% |
$47.9K - $53.9K
|
35K
$1.01M
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.6K- 3.99% |
$49.2K - $55.3K
|
38.5K
$1.11M
|
|
Apr 08, 2021
Q1 2021
|
Old Port Advisors
|
SELL
|
- |
-1.66K- 14.03% |
$51K - $57.4K
|
10.2K
$294K
|
|
Apr 29, 2021
Q1 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.69K- 3.46% |
$52.1K - $58.7K
|
47.3K
$1.37M
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
SELL
|
- |
-1.74K- 4.32% |
$53.4K - $60.1K
|
38.4K
$1.11M
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.8KClosed |
$55.4K - $62.3K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.92K- 6.33% |
$59.1K - $66.5K
|
28.4K
$822K
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.09K- 5.4% |
$64.2K - $72.2K
|
36.5K
$1.06M
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.11K- 9.02% |
$64.9K - $73.1K
|
21.3K
$616K
|
|
May 04, 2021
Q1 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.15K- 8.13% |
$66.2K - $74.5K
|
24.3K
$703K
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.16KClosed |
$66.4K - $74.7K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Resource Planning Group
|
SELL
|
- |
-2.17K- 2.68% |
$66.7K - $75K
|
78.8K
$2.28M
|
|
May 11, 2021
Q1 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.18K- 1.9% |
$67K - $75.4K
|
113K
$3.26M
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.19K- 1.14% |
$67.3K - $75.7K
|
189K
$5.46M
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.19K- 14.92% |
$67.3K - $75.7K
|
12.5K
$361K
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.26K- 3.04% |
$69.4K - $78.1K
|
71.8K
$2.08M
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.27KClosed |
$70K - $78.7K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-2.37K- 1.05% |
$73K - $82.2K
|
224K
$6.5M
|
|
May 04, 2021
Q1 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.42K- 1.25% |
$74.4K - $83.7K
|
191K
$5.53M
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.46K- 5.92% |
$75.8K - $85.3K
|
39.1K
$1.13M
|
|
May 10, 2021
Q1 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-2.6K- 6.75% |
$79.9K - $89.9K
|
35.8K
$1.04M
|
|
Apr 21, 2021
Q1 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.67K- 14.63% |
$82.1K - $92.4K
|
15.6K
$450K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.83K- 9.84% |
$87K - $97.9K
|
25.9K
$750K
|
|
Apr 30, 2021
Q1 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.91K- 1.97% |
$89.5K - $101K
|
145K
$4.19M
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.08K- 5.49% |
$94.7K - $107K
|
53K
$1.53M
|
|
May 13, 2021
Q1 2021
|
Jentner Corp
|
SELL
|
- |
-3.15K- 9.29% |
$97K - $109K
|
30.8K
$891K
|
|
May 12, 2021
Q1 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.2K- 28.05% |
$98.4K - $111K
|
8.2K
$237K
|
|
Apr 23, 2021
Q1 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-3.23K- 1.15% |
$99.3K - $112K
|
278K
$8.05M
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3.24K- 9.0% |
$99.8K - $112K
|
32.8K
$949K
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.3K- 4.61% |
$102K - $114K
|
68.2K
$1.97M
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-3.74KClosed |
$115K - $129K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.76KClosed |
$116K - $130K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-3.76K- 7.26% |
$116K - $130K
|
47.9K
$1.39M
|
|
Apr 21, 2021
Q1 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.77K- 16.21% |
$116K - $131K
|
19.5K
$564K
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-3.79K- 7.33% |
$117K - $131K
|
47.9K
$1.39M
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-3.91KClosed |
$120K - $135K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.05K- 3.49% |
$125K - $140K
|
112K
$3.24M
|