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 |
---|---|---|---|---|---|---|---|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-334- 47.99% |
$10.3K - $11.6K
|
362
$10.5K
|
|
Apr 14, 2021
Q1 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-347- 3.51% |
$10.7K - $12K
|
9.55K
$276K
|
|
Apr 26, 2021
Q1 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-355- 0.21% |
$10.9K - $12.3K
|
173K
$4.99M
|
|
May 17, 2021
Q1 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-357- 0.88% |
$11K - $12.4K
|
40.3K
$1.17M
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-379- 3.97% |
$11.7K - $13.1K
|
9.18K
$266K
|
|
May 12, 2021
Q1 2021
|
Financial Life Advisors
|
SELL
|
- |
-380- 1.91% |
$11.7K - $13.2K
|
19.5K
$565K
|
|
May 17, 2021
Q1 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-386- 5.39% |
$11.9K - $13.4K
|
6.77K
$196K
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-393- 1.5% |
$12.1K - $13.6K
|
25.9K
$749K
|
|
Oct 18, 2023
Q1 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-418- 2.29% |
$12.9K - $14.5K
|
17.9K
$517K
|
|
Apr 13, 2021
Q1 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-422- 0.96% |
$13K - $14.6K
|
43.5K
$1.26M
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-437- 61.29% |
$13.5K - $15.1K
|
276
$7.99K
|
|
May 11, 2021
Q1 2021
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-437- 0.69% |
$13.5K - $15.1K
|
62.7K
$1.81M
|
|
Apr 23, 2021
Q1 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-451- 5.24% |
$13.9K - $15.6K
|
8.16K
$236K
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-463Closed |
$14.3K - $16K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-463- 5.28% |
$14.3K - $16K
|
8.3K
$240K
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-507- 2.25% |
$15.6K - $17.6K
|
22.1K
$638K
|
|
Apr 20, 2021
Q1 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-512- 6.87% |
$15.8K - $17.7K
|
6.94K
$201K
|
|
Apr 08, 2021
Q1 2021
|
Act Wealth Management, LLC
|
SELL
|
- |
-519- 6.18% |
$16K - $18K
|
7.88K
$228K
|
|
Apr 20, 2021
Q1 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-522- 1.27% |
$16.1K - $18.1K
|
40.5K
$1.17M
|
|
May 11, 2021
Q1 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-537- 4.44% |
$16.5K - $18.6K
|
11.6K
$335K
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-539- 16.57% |
$16.6K - $18.7K
|
2.71K
$78.5K
|
|
May 03, 2021
Q1 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-545- 2.63% |
$16.8K - $18.9K
|
20.2K
$584K
|
|
Apr 22, 2021
Q1 2021
|
Sol Capital Management CO
|
SELL
|
- |
-550- 2.07% |
$16.9K - $19K
|
26K
$753K
|
|
May 10, 2021
Q1 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-554- 2.47% |
$17.1K - $19.2K
|
21.8K
$632K
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-554- 5.93% |
$17.1K - $19.2K
|
8.8K
$255K
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-566- 1.41% |
$17.4K - $19.6K
|
39.5K
$1.14M
|
|
May 10, 2021
Q1 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-583- 6.24% |
$17.9K - $20.2K
|
8.76K
$253K
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-584- 6.85% |
$18K - $20.2K
|
7.94K
$230K
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-593- 1.22% |
$18.3K - $20.5K
|
48.2K
$1.39M
|
|
May 17, 2021
Q1 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-600- 2.93% |
$18.5K - $20.8K
|
19.9K
$575K
|
|
May 17, 2021
Q1 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-611- 7.81% |
$18.8K - $21.2K
|
7.21K
$209K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-621- 6.26% |
$19.1K - $21.5K
|
9.3K
$269K
|
|
May 12, 2021
Q1 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-631- 3.66% |
$19.4K - $21.9K
|
16.6K
$481K
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-663- 4.97% |
$20.4K - $23K
|
12.7K
$367K
|
|
Apr 05, 2021
Q1 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-665- 1.79% |
$20.5K - $23K
|
36.5K
$1.06M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-668- 37.34% |
$20.6K - $23.1K
|
1.12K
$32.4K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-693- 2.57% |
$21.3K - $24K
|
26.2K
$759K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-733- 0.53% |
$22.6K - $25.4K
|
139K
$4.01M
|
|
Apr 20, 2021
Q1 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-754- 2.88% |
$23.2K - $26.1K
|
25.4K
$736K
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-754Closed |
$23.2K - $26.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-769- 7.18% |
$23.7K - $26.6K
|
9.93K
$287K
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-773- 22.47% |
$23.8K - $26.8K
|
2.67K
$77.2K
|
|
Apr 20, 2021
Q1 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-784- 7.12% |
$24.1K - $27.1K
|
10.2K
$296K
|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-802- 6.38% |
$24.7K - $27.8K
|
11.8K
$340K
|
|
Apr 15, 2021
Q1 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-853- 4.19% |
$26.3K - $29.5K
|
19.5K
$564K
|
|
May 11, 2021
Q1 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-855- 11.55% |
$26.3K - $29.6K
|
6.55K
$189K
|
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-880- 0.6% |
$27.1K - $30.5K
|
145K
$4.21M
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-894- 9.51% |
$27.5K - $31K
|
8.51K
$246K
|
|
May 04, 2021
Q1 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-965- 0.43% |
$29.7K - $33.4K
|
221K
$6.4M
|
|
Apr 14, 2021
Q1 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.03K- 4.7% |
$31.7K - $35.6K
|
20.9K
$604K
|