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 18, 2021
Q1 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-11.7K- 4.55% |
$361K - $407K
|
246K
$7.12M
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-11.9KClosed |
$366K - $412K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-13.9K- 20.07% |
$429K - $482K
|
55.5K
$1.6M
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-14KClosed |
$430K - $484K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Sws Partners
|
SELL
|
- |
-14.1KClosed |
$433K - $487K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-15.2K- 15.19% |
$468K - $526K
|
84.9K
$2.46M
|
|
May 10, 2021
Q1 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-15.3K- 3.11% |
$471K - $530K
|
476K
$13.8M
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-17.9K- 9.91% |
$550K - $619K
|
162K
$4.7M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.2K- 51.3% |
$560K - $630K
|
17.3K
$499K
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.6KClosed |
$572K - $644K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-19.4K- 32.21% |
$596K - $670K
|
40.7K
$1.18M
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-19.4K- 32.44% |
$598K - $673K
|
40.5K
$1.17M
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19.5K- 53.1% |
$600K - $675K
|
17.2K
$498K
|
|
May 25, 2021
Q1 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-19.6K- 9.16% |
$603K - $678K
|
194K
$5.62M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.6K- 9.41% |
$603K - $679K
|
189K
$5.46M
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-22.1K- 10.23% |
$679K - $764K
|
194K
$5.6M
|
|
May 17, 2021
Q1 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-22.7K- 4.31% |
$700K - $787K
|
505K
$14.6M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23.1KClosed |
$711K - $800K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-23.9K- 11.45% |
$737K - $829K
|
185K
$5.36M
|
|
May 13, 2021
Q1 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-24.4KClosed |
$750K - $844K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-26KClosed |
$800K - $900K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-28.3K- 10.94% |
$871K - $980K
|
230K
$6.67M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-31.4KClosed |
$967K - $1.09M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
SELL
|
- |
-32.6K- 35.22% |
$1M - $1.13M
|
59.9K
$1.73M
|
|
Apr 09, 2021
Q1 2021
|
Marotta Asset Management
|
SELL
|
- |
-34.7K- 8.02% |
$1.07M - $1.2M
|
398K
$11.5M
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-35.8KClosed |
$1.1M - $1.24M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-36.2KClosed |
$1.11M - $1.25M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Holistic Financial Partners
|
SELL
|
- |
-36.2K- 5.48% |
$1.12M - $1.26M
|
625K
$18.1M
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-36.7K- 7.29% |
$1.13M - $1.27M
|
467K
$13.5M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37.2K- 23.56% |
$1.14M - $1.29M
|
121K
$3.49M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.5K- 80.76% |
$1.16M - $1.3M
|
8.95K
$259K
|
|
May 13, 2021
Q1 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-38.3K- 33.38% |
$1.18M - $1.33M
|
76.4K
$2.21M
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-41.6K- 67.3% |
$1.28M - $1.44M
|
20.2K
$585K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-41.8K- 98.09% |
$1.29M - $1.45M
|
813
$23.5K
|
|
Apr 23, 2021
Q1 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-54.3KClosed |
$1.67M - $1.88M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-56.4KClosed |
$1.73M - $1.95M
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Capital Planning LLC
|
SELL
|
- |
-60.8K- 49.11% |
$1.87M - $2.11M
|
63K
$1.82M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-73.6K- 9.55% |
$2.27M - $2.55M
|
697K
$20.2M
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-80.5K- 60.34% |
$2.48M - $2.79M
|
52.9K
$1.53M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-91.8K- 0.59% |
$2.83M - $3.18M
|
15.4M
$447M
|
|
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-115KClosed |
$3.53M - $3.97M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-116K- 7.06% |
$3.56M - $4.01M
|
1.52M
$44.1M
|
|
May 10, 2021
Q1 2021
|
First National Corp
|
SELL
|
- |
-131K- 42.99% |
$4.05M - $4.55M
|
174K
$5.04M
|
|
Apr 29, 2021
Q1 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-133K- 34.8% |
$4.11M - $4.62M
|
250K
$7.24M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-140K- 10.88% |
$4.31M - $4.85M
|
1.15M
$33.2M
|
|
May 11, 2021
Q1 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-165K- 99.55% |
$5.08M - $5.71M
|
741
$21.4K
|
|
Apr 30, 2021
Q1 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-195K- 52.98% |
$6M - $6.75M
|
173K
$5.01M
|
|
May 07, 2021
Q1 2021
|
Appleton Group, LLC
|
SELL
|
- |
-239K- 93.02% |
$7.34M - $8.26M
|
17.9K
$518K
|
|
Aug 06, 2024
Q1 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-371K- 99.91% |
$11.4M - $12.8M
|
320
$9.26K
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-634K- 99.4% |
$19.5M - $22M
|
3.82K
$111K
|