Purchases and Sales Made in Q2 2021 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.33M+ 7.49% |
$134M - $145M
|
62.1M
$1.8B
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 74.63% |
$35.4M - $38.3M
|
2.67M
$77.2M
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.13M+ 16.92% |
$35.1M - $38M
|
7.81M
$226M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
734KNew |
$22.8M - $24.7M
|
734K
$21.2M
|
|
Aug 09, 2021
Q2 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
446KNew |
$13.9M - $15M
|
446K
$12.9M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
387K+ 9.03% |
$12M - $13M
|
4.68M
$135M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
362KNew |
$11.2M - $12.2M
|
362K
$10.5M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
350K+ 17.95% |
$10.9M - $11.8M
|
2.3M
$66.6M
|
|
Aug 05, 2021
Q2 2021
|
Appleton Group, LLC
|
BUY
|
- |
295K+ 1649.94% |
$9.17M - $9.92M
|
313K
$9.06M
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
267KNew |
$8.28M - $8.96M
|
267K
$7.72M
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
256K+ 407.43% |
$7.95M - $8.6M
|
319K
$9.22M
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
- |
208K+ 996.75% |
$6.45M - $6.98M
|
228K
$6.61M
|
|
Aug 13, 2021
Q2 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
187K+ 8.06% |
$5.81M - $6.28M
|
2.51M
$72.6M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
181KNew |
$5.63M - $6.09M
|
181K
$5.25M
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
157K+ 0.68% |
$4.87M - $5.27M
|
23.2M
$670M
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
148K+ 111.51% |
$4.59M - $4.97M
|
280K
$8.12M
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
143K+ 5.86% |
$4.44M - $4.8M
|
2.58M
$74.6M
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
134K+ 31.44% |
$4.16M - $4.5M
|
560K
$16.2M
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
123K+ 104.95% |
$3.84M - $4.15M
|
241K
$6.98M
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
110K+ 353.06% |
$3.42M - $3.7M
|
141K
$4.09M
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
100K+ 30.55% |
$3.11M - $3.37M
|
428K
$12.4M
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
87.8K+ 9.88% |
$2.73M - $2.95M
|
977K
$28.3M
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
85.3K+ 495.5% |
$2.65M - $2.87M
|
103K
$2.97M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
82.6KNew |
$2.57M - $2.78M
|
82.6K
$2.39M
|
|
Jul 27, 2021
Q2 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
74.6K+ 12.05% |
$2.32M - $2.51M
|
693K
$20.1M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.4K+ 19.72% |
$2.19M - $2.37M
|
428K
$12.4M
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
70.2K+ 257.19% |
$2.18M - $2.36M
|
97.5K
$2.82M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
67.8KNew |
$2.1M - $2.28M
|
67.8K
$1.96M
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
65.1K+ 7.74% |
$2.02M - $2.19M
|
906K
$26.2M
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
64K+ 27.79% |
$1.99M - $2.15M
|
294K
$8.52M
|
|
Aug 22, 2023
Q2 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
59.7KNew |
$1.85M - $2.01M
|
59.7K
$1.73M
|
|
Aug 12, 2021
Q2 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
59.2K+ 2.51% |
$1.84M - $1.99M
|
2.42M
$70.1M
|
|
Jul 23, 2021
Q2 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
59.1K+ 29.17% |
$1.83M - $1.98M
|
262K
$7.57M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.2K+ 8.1% |
$1.65M - $1.79M
|
710K
$20.5M
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
49.8K+ 7.79% |
$1.55M - $1.67M
|
689K
$19.9M
|
|
Jul 23, 2021
Q2 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46.9K+ 16.26% |
$1.46M - $1.58M
|
336K
$9.71M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.5K+ 9.71% |
$1.35M - $1.46M
|
492K
$14.2M
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
43.4K+ 5.51% |
$1.35M - $1.46M
|
832K
$24.1M
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
40.7K+ 15.84% |
$1.26M - $1.37M
|
297K
$8.61M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.8K+ 27.38% |
$1.21M - $1.31M
|
181K
$5.23M
|
|
Aug 16, 2021
Q2 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
38.4KNew |
$1.19M - $1.29M
|
38.4K
$1.11M
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
BUY
|
- |
37.3K+ 16.93% |
$1.16M - $1.25M
|
258K
$7.45M
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
37.1K+ 5.55% |
$1.15M - $1.25M
|
705K
$20.4M
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
36.5K+ 13.36% |
$1.13M - $1.23M
|
309K
$8.95M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
34.7K+ 2941.6% |
$1.08M - $1.16M
|
35.8K
$1.04M
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34.5K+ 8.72% |
$1.07M - $1.16M
|
430K
$12.4M
|
|
Aug 12, 2021
Q2 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
32.2KNew |
$1M - $1.08M
|
32.2K
$931K
|
|
Aug 05, 2021
Q2 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
31.9K+ 73.31% |
$990K - $1.07M
|
75.4K
$2.18M
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.5KNew |
$884K - $957K
|
28.5K
$824K
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
28.3KNew |
$880K - $952K
|
28.3K
$820K
|