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 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-11Closed |
$339 - $381
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-18Closed |
$554 - $623
|
0
$0
|
|
May 26, 2021
Q1 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-19- 0.05% |
$585 - $658
|
35.1K
$1.01M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-22- 0.13% |
$677 - $762
|
17.1K
$496K
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25- 0.17% |
$770 - $866
|
14.5K
$419K
|
|
May 17, 2021
Q1 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-29- 0.07% |
$893 - $1K
|
44.4K
$1.28M
|
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-30- 0.53% |
$923 - $1.04K
|
5.62K
$163K
|
|
May 03, 2021
Q1 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-34- 0.05% |
$1.05K - $1.18K
|
66.5K
$1.92M
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-35Closed |
$1.08K - $1.21K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-36Closed |
$1.11K - $1.25K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-45- 0.29% |
$1.39K - $1.56K
|
15.5K
$449K
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-48- 0.03% |
$1.48K - $1.66K
|
148K
$4.27M
|
|
May 12, 2021
Q1 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-50- 0.06% |
$1.54K - $1.73K
|
90.8K
$2.63M
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-52- 0.44% |
$1.6K - $1.8K
|
11.8K
$342K
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55- 2.52% |
$1.69K - $1.9K
|
2.13K
$61.6K
|
|
May 04, 2021
Q1 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-58- 0.22% |
$1.79K - $2.01K
|
26.8K
$775K
|
|
Apr 12, 2021
Q1 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-76- 2.18% |
$2.34K - $2.63K
|
3.41K
$98.5K
|
|
May 07, 2021
Q1 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-78- 0.24% |
$2.4K - $2.7K
|
33.1K
$958K
|
|
May 04, 2021
Q1 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-89- 0.94% |
$2.74K - $3.08K
|
9.37K
$271K
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-105- 0.23% |
$3.23K - $3.64K
|
45.3K
$1.31M
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-105- 0.23% |
$3.23K - $3.64K
|
45.3K
$1.31M
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-106- 7.43% |
$3.26K - $3.67K
|
1.32K
$38.2K
|
|
May 14, 2021
Q1 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-125- 1.37% |
$3.85K - $4.33K
|
8.98K
$260K
|
|
Apr 28, 2021
Q1 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-126- 0.39% |
$3.88K - $4.36K
|
31.9K
$924K
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-131- 1.91% |
$4.03K - $4.54K
|
6.72K
$194K
|
|
May 14, 2021
Q1 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-146- 1.28% |
$4.49K - $5.06K
|
11.2K
$325K
|
|
May 11, 2021
Q1 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-148- 26.48% |
$4.56K - $5.13K
|
411
$11.9K
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-149- 1.75% |
$4.59K - $5.16K
|
8.36K
$242K
|
|
Apr 12, 2021
Q1 2021
|
Carlson Capital Management
|
SELL
|
- |
-150- 1.32% |
$4.62K - $5.19K
|
11.2K
$324K
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-167- 5.19% |
$5.14K - $5.78K
|
3.05K
$88.4K
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-175- 1.64% |
$5.39K - $6.06K
|
10.5K
$304K
|
|
Apr 13, 2021
Q1 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-192- 1.72% |
$5.91K - $6.65K
|
11K
$317K
|
|
May 05, 2021
Q1 2021
|
Human Investing LLC
|
SELL
|
- |
-193- 1.41% |
$5.94K - $6.68K
|
13.5K
$392K
|
|
May 11, 2021
Q1 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-196- 0.21% |
$6.03K - $6.79K
|
95.3K
$2.76M
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-196- 0.71% |
$6.03K - $6.79K
|
27.4K
$793K
|
|
Jun 10, 2021
Q1 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-200- 0.69% |
$6.16K - $6.93K
|
29K
$838K
|
|
May 03, 2021
Q1 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-206- 1.94% |
$6.34K - $7.13K
|
10.4K
$301K
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-206Closed |
$6.34K - $7.13K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-208Closed |
$6.4K - $7.2K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-221- 1.24% |
$6.8K - $7.65K
|
17.6K
$508K
|
|
Apr 19, 2021
Q1 2021
|
Sym Financial Corp
|
SELL
|
- |
-232Closed |
$7.14K - $8.03K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-237- 37.56% |
$7.29K - $8.21K
|
394
$11.4K
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-252- 7.97% |
$7.76K - $8.73K
|
2.91K
$84.2K
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-261- 1.67% |
$8.03K - $9.04K
|
15.3K
$444K
|
|
May 10, 2021
Q1 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-281- 62.86% |
$8.65K - $9.73K
|
166
$4.8K
|
|
May 10, 2021
Q1 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-306- 3.07% |
$9.42K - $10.6K
|
9.67K
$280K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-309- 0.74% |
$9.51K - $10.7K
|
41.4K
$1.2M
|
|
May 03, 2021
Q1 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-310- 1.54% |
$9.54K - $10.7K
|
19.8K
$574K
|
|
Apr 27, 2021
Q1 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-314- 53.68% |
$9.66K - $10.9K
|
271
$7.84K
|
|
Apr 13, 2021
Q1 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-327- 1.87% |
$10.1K - $11.3K
|
17.1K
$495K
|