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 |
---|---|---|---|---|---|---|---|
Apr 23, 2021
Q1 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-4.05K- 3.21% |
$125K - $140K
|
122K
$3.54M
|
|
Apr 09, 2021
Q1 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-4.12K- 5.4% |
$127K - $143K
|
72.2K
$2.09M
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.26K- 26.16% |
$131K - $148K
|
12K
$348K
|
|
Apr 20, 2021
Q1 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.39K- 1.46% |
$135K - $152K
|
296K
$8.55M
|
|
May 14, 2021
Q1 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.49K- 21.76% |
$138K - $155K
|
16.1K
$467K
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.6K- 31.88% |
$142K - $159K
|
9.83K
$285K
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.81K- 24.4% |
$148K - $167K
|
14.9K
$432K
|
|
May 14, 2021
Q1 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-4.94K- 28.6% |
$152K - $171K
|
12.3K
$357K
|
|
Apr 26, 2021
Q1 2021
|
Retirement Planning Group
|
SELL
|
- |
-4.97K- 17.99% |
$153K - $172K
|
22.7K
$656K
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.03K- 16.13% |
$155K - $174K
|
26.1K
$757K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09KClosed |
$157K - $176K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.11K- 15.51% |
$157K - $177K
|
27.8K
$805K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.13K- 16.8% |
$158K - $178K
|
25.4K
$735K
|
|
Apr 23, 2021
Q1 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 0.84% |
$162K - $182K
|
619K
$17.9M
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.39K- 3.45% |
$166K - $187K
|
151K
$4.36M
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-5.41K- 14.18% |
$166K - $187K
|
32.7K
$947K
|
|
May 27, 2021
Q1 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.43K- 6.31% |
$167K - $188K
|
80.5K
$2.33M
|
|
Apr 20, 2021
Q1 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.49K- 7.15% |
$169K - $190K
|
71.2K
$2.06M
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5.98K- 11.69% |
$184K - $207K
|
45.1K
$1.31M
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
SELL
|
- |
-6.02K- 6.84% |
$185K - $208K
|
82K
$2.37M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.09K- 18.14% |
$187K - $211K
|
27.5K
$796K
|
|
May 17, 2021
Q1 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-6.12K- 16.19% |
$188K - $212K
|
31.7K
$918K
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.13K- 10.12% |
$189K - $212K
|
54.4K
$1.58M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.31K- 37.7% |
$194K - $219K
|
10.4K
$302K
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-6.52K- 28.13% |
$201K - $226K
|
16.7K
$482K
|
|
May 14, 2021
Q1 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-6.6KClosed |
$203K - $229K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.66KClosed |
$205K - $231K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.92K- 5.01% |
$213K - $240K
|
131K
$3.8M
|
|
Apr 29, 2021
Q1 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-7.12KClosed |
$219K - $247K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.58K- 33.7% |
$233K - $263K
|
14.9K
$432K
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-7.67K- 1.13% |
$236K - $266K
|
668K
$19.3M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.81K- 4.4% |
$240K - $270K
|
170K
$4.91M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.85K- 6.65% |
$242K - $272K
|
110K
$3.19M
|
|
Apr 14, 2021
Q1 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-7.89KClosed |
$243K - $273K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-8.5K- 23.77% |
$262K - $294K
|
27.3K
$789K
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8.66K- 2.83% |
$267K - $300K
|
298K
$8.62M
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-8.86KClosed |
$273K - $307K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.04K- 1.64% |
$278K - $313K
|
544K
$15.7M
|
|
May 07, 2021
Q1 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-9.09KClosed |
$280K - $315K
|
0
$0
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.14K- 9.55% |
$281K - $316K
|
86.5K
$2.5M
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.21K- 3.62% |
$284K - $319K
|
246K
$7.11M
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-9.5K- 10.43% |
$292K - $329K
|
81.6K
$2.36M
|
|
May 05, 2021
Q1 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-9.58K- 1.35% |
$295K - $332K
|
700K
$20.3M
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-9.82KClosed |
$302K - $340K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$312K - $351K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.3K- 27.59% |
$318K - $358K
|
27.1K
$784K
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.4K- 10.37% |
$320K - $360K
|
90K
$2.6M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.8K- 39.58% |
$333K - $375K
|
16.5K
$478K
|
|
May 11, 2021
Q1 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-11.3K- 1.31% |
$348K - $391K
|
852K
$24.7M
|
|
May 24, 2021
Q1 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.3K- 3.92% |
$349K - $392K
|
278K
$8.04M
|