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 30, 2021
Q1 2021
|
Zeit Capital LLC
|
BUY
|
- |
908New |
$27.9K - $31.4K
|
908
$26.3K
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
879+ 1.59% |
$27.1K - $30.4K
|
56K
$1.62M
|
|
Apr 23, 2021
Q1 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
858+ 2.59% |
$26.4K - $29.7K
|
34K
$984K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
804New |
$24.7K - $27.8K
|
804
$23.3K
|
|
Apr 05, 2021
Q1 2021
|
Fc Advisory LLC
|
BUY
|
- |
801+ 8.3% |
$24.7K - $27.7K
|
10.5K
$302K
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
BUY
|
- |
676+ 734.78% |
$20.8K - $23.4K
|
768
$22.2K
|
|
Aug 18, 2023
Q1 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
647+ 3.65% |
$19.9K - $22.4K
|
18.4K
$532K
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
641+ 3.32% |
$19.7K - $22.2K
|
19.9K
$577K
|
|
Apr 30, 2021
Q1 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
600+ 2.83% |
$18.5K - $20.8K
|
21.8K
$631K
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
590+ 26.47% |
$18.2K - $20.4K
|
2.82K
$81.6K
|
|
May 03, 2021
Q1 2021
|
Ddd Partners, LLC
|
BUY
|
- |
580+ 5.15% |
$17.9K - $20.1K
|
11.9K
$343K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
568+ 131.18% |
$17.5K - $19.7K
|
1K
$29K
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
564New |
$17.4K - $19.5K
|
564
$16.3K
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
560New |
$17.2K - $19.4K
|
560
$16.2K
|
|
May 10, 2021
Q1 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
558+ 1.3% |
$17.2K - $19.3K
|
43.5K
$1.26M
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
557+ 7.4% |
$17.1K - $19.3K
|
8.09K
$234K
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
550+ 9.0% |
$16.9K - $19K
|
6.66K
$193K
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
549+ 1.76% |
$16.9K - $19K
|
31.7K
$918K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
546+ 429.92% |
$16.8K - $18.9K
|
673
$19.5K
|
|
Apr 21, 2021
Q1 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
484+ 1.91% |
$14.9K - $16.8K
|
25.9K
$749K
|
|
Apr 29, 2021
Q1 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
469+ 1.22% |
$14.4K - $16.2K
|
38.8K
$1.12M
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
469+ 1.81% |
$14.4K - $16.2K
|
26.3K
$762K
|
|
Apr 29, 2021
Q1 2021
|
Sawgrass Asset Management LLC
|
BUY
|
- |
450+ 5.21% |
$13.9K - $15.6K
|
9.08K
$263K
|
|
Apr 30, 2021
Q1 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
450+ 1.45% |
$13.9K - $15.6K
|
31.5K
$912K
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
390+ 5.61% |
$12K - $13.5K
|
7.35K
$213K
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
363New |
$11.2K - $12.6K
|
363
$10.5K
|
|
May 04, 2021
Q1 2021
|
Redw Wealth LLC
|
BUY
|
- |
361+ 1.35% |
$11.1K - $12.5K
|
27.2K
$786K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
358New |
$11K - $12.4K
|
358
$10.4K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
355+ 507.14% |
$10.9K - $12.3K
|
425
$12.3K
|
|
May 14, 2021
Q1 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
341+ 4.46% |
$10.5K - $11.8K
|
7.99K
$231K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
339+ 165.37% |
$10.4K - $11.7K
|
544
$15.7K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
336+ 111.26% |
$10.3K - $11.6K
|
638
$18.5K
|
|
May 07, 2021
Q1 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
325+ 1.87% |
$10K - $11.3K
|
17.7K
$511K
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
312+ 7.87% |
$9.6K - $10.8K
|
4.27K
$124K
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
310+ 6.21% |
$9.54K - $10.7K
|
5.3K
$153K
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
294+ 8.5% |
$9.05K - $10.2K
|
3.75K
$109K
|
|
May 11, 2021
Q1 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
294+ 3.08% |
$9.05K - $10.2K
|
9.85K
$285K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
286+ 0.85% |
$8.8K - $9.9K
|
33.9K
$981K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
282New |
$8.68K - $9.77K
|
282
$8.16K
|
|
May 11, 2021
Q1 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
278+ 1.14% |
$8.56K - $9.63K
|
24.6K
$711K
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
274+ 1.35% |
$8.43K - $9.49K
|
20.6K
$597K
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
265+ 1.5% |
$8.16K - $9.18K
|
17.9K
$518K
|
|
May 10, 2021
Q1 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
260+ 0.47% |
$8K - $9K
|
55.4K
$1.6M
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
BUY
|
- |
222+ 0.17% |
$6.83K - $7.69K
|
134K
$3.87M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
205+ 33.88% |
$6.31K - $7.1K
|
810
$23.4K
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
205+ 0.14% |
$6.31K - $7.1K
|
150K
$4.35M
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
BUY
|
- |
200+ 202.02% |
$6.16K - $6.93K
|
299
$8.65K
|
|
Apr 23, 2021
Q1 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
195+ 30.9% |
$6K - $6.75K
|
826
$23.9K
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
191+ 2.27% |
$5.88K - $6.61K
|
8.6K
$249K
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
178+ 1.51% |
$5.48K - $6.16K
|
12K
$346K
|