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 14, 2021
Q1 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.59K+ 1.77% |
$79.8K - $89.8K
|
149K
$4.32M
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.52K+ 31.28% |
$77.6K - $87.3K
|
10.6K
$306K
|
|
Apr 26, 2021
Q1 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
2.46K+ 3.97% |
$75.6K - $85.1K
|
64.4K
$1.86M
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.42K+ 16.57% |
$74.4K - $83.7K
|
17K
$492K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.39K+ 12.24% |
$73.5K - $82.7K
|
21.9K
$634K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.28KNew |
$70.2K - $79K
|
2.28K
$66K
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
BUY
|
- |
2.28K+ 33.56% |
$70.1K - $78.9K
|
9.06K
$262K
|
|
Apr 30, 2021
Q1 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.22K+ 5.82% |
$68.2K - $76.7K
|
40.3K
$1.17M
|
|
May 14, 2021
Q1 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.18K+ 30.27% |
$67.1K - $75.5K
|
9.38K
$271K
|
|
May 13, 2021
Q1 2021
|
Souders Financial Advisors
|
BUY
|
- |
2.17K+ 4.87% |
$66.7K - $75.1K
|
46.7K
$1.35M
|
|
May 14, 2021
Q1 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.16K+ 1.81% |
$66.6K - $74.9K
|
122K
$3.52M
|
|
May 14, 2021
Q1 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
2.08K+ 0.82% |
$63.9K - $71.9K
|
256K
$7.41M
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.07K+ 1.83% |
$63.7K - $71.6K
|
115K
$3.33M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2K+ 5.9% |
$61.7K - $69.4K
|
36K
$1.04M
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.94K+ 1.21% |
$59.8K - $67.3K
|
163K
$4.72M
|
|
Apr 30, 2021
Q1 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.92K+ 1.66% |
$59K - $66.4K
|
117K
$3.4M
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79K+ 3.14% |
$55.1K - $62K
|
58.9K
$1.7M
|
|
May 10, 2021
Q1 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
1.78K+ 0.76% |
$54.8K - $61.7K
|
235K
$6.8M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.73K+ 10.91% |
$53.2K - $59.9K
|
17.6K
$509K
|
|
May 14, 2021
Q1 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.72K+ 4.39% |
$52.8K - $59.4K
|
40.8K
$1.18M
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.71K+ 6.22% |
$52.7K - $59.3K
|
29.2K
$846K
|
|
Apr 26, 2021
Q1 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.7K+ 7.6% |
$52.4K - $59K
|
24.1K
$698K
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
1.64K+ 5.56% |
$50.5K - $56.9K
|
31.2K
$902K
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
BUY
|
- |
1.64K+ 6.37% |
$50.3K - $56.6K
|
27.3K
$790K
|
|
Apr 06, 2021
Q1 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.62K+ 3.44% |
$49.8K - $56K
|
48.7K
$1.41M
|
|
May 05, 2021
Q1 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.57K+ 16.82% |
$48.2K - $54.3K
|
10.9K
$315K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.56K+ 23.28% |
$48K - $54K
|
8.25K
$239K
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.54K+ 20.2% |
$47.5K - $53.5K
|
9.19K
$266K
|
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 1.56% |
$47.1K - $53K
|
99.3K
$2.87M
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.48K+ 4.88% |
$45.4K - $51.1K
|
31.7K
$917K
|
|
Apr 20, 2021
Q1 2021
|
Foster Group, Inc.
|
BUY
|
- |
1.47K+ 10.79% |
$45.1K - $50.8K
|
15.1K
$436K
|
|
May 12, 2021
Q1 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.46K+ 11.83% |
$44.9K - $50.6K
|
13.8K
$399K
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.43K+ 8.41% |
$43.9K - $49.3K
|
18.4K
$532K
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 15.68% |
$43.5K - $48.9K
|
10.4K
$301K
|
|
May 04, 2021
Q1 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.34K+ 9.13% |
$41.4K - $46.5K
|
16.1K
$465K
|
|
May 04, 2021
Q1 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 8.66% |
$41.2K - $46.3K
|
16.8K
$486K
|
|
Apr 21, 2021
Q1 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.3K+ 9.3% |
$40K - $45K
|
15.3K
$442K
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.27K+ 4.28% |
$39K - $43.9K
|
30.9K
$894K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.27K+ 4.23% |
$38.9K - $43.8K
|
31.2K
$902K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 25.29% |
$34K - $38.3K
|
5.48K
$158K
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.1K+ 248.87% |
$33.9K - $38.1K
|
1.54K
$44.6K
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1.06KNew |
$32.7K - $36.8K
|
1.06K
$30.8K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 4.22% |
$32.3K - $36.3K
|
25.9K
$751K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1K+ 65.11% |
$30.9K - $34.8K
|
2.55K
$73.7K
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
996+ 1.22% |
$30.7K - $34.5K
|
82.8K
$2.4M
|
|
May 14, 2021
Q1 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
962New |
$29.6K - $33.3K
|
962
$27.8K
|
|
May 12, 2021
Q1 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
941+ 0.43% |
$29K - $32.6K
|
218K
$6.3M
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
940+ 10.8% |
$28.9K - $32.6K
|
9.64K
$279K
|
|
Apr 14, 2021
Q1 2021
|
Blossom Wealth Management
|
BUY
|
- |
926+ 10.5% |
$28.5K - $32.1K
|
9.75K
$282K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
908+ 0.42% |
$27.9K - $31.4K
|
219K
$6.34M
|