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 |
---|---|---|---|---|---|---|---|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-326- 90.06% |
$10.1K - $11K
|
36
$1.04K
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-335- 1.97% |
$10.4K - $11.3K
|
16.7K
$482K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-337- 12.42% |
$10.5K - $11.3K
|
2.38K
$68.8K
|
|
Aug 10, 2021
Q2 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-339- 1.55% |
$10.5K - $11.4K
|
21.5K
$622K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-349- 96.14% |
$10.8K - $11.7K
|
14
$405
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-355- 83.53% |
$11K - $11.9K
|
70
$2.03K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-358Closed |
$11.1K - $12K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-440- 2.22% |
$13.7K - $14.8K
|
19.4K
$562K
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-510- 2.89% |
$15.8K - $17.1K
|
17.2K
$496K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-529- 97.24% |
$16.4K - $17.8K
|
15
$434
|
|
Jul 29, 2021
Q2 2021
|
Bfsg, LLC
|
SELL
|
- |
-533- 2.65% |
$16.6K - $17.9K
|
19.6K
$567K
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-540- 0.44% |
$16.8K - $18.1K
|
122K
$3.53M
|
|
Jul 22, 2021
Q2 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-545- 7.85% |
$16.9K - $18.3K
|
6.4K
$185K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-546- 81.13% |
$17K - $18.4K
|
127
$3.68K
|
|
Jul 22, 2021
Q2 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-575- 0.33% |
$17.9K - $19.3K
|
174K
$5.04M
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-599- 1.47% |
$18.6K - $20.1K
|
40.2K
$1.16M
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-600- 2.75% |
$18.6K - $20.2K
|
21.2K
$614K
|
|
Jul 19, 2021
Q2 2021
|
Zeit Capital LLC
|
SELL
|
- |
-609- 67.07% |
$18.9K - $20.5K
|
299
$8.65K
|
|
Jul 16, 2021
Q2 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-637- 1.46% |
$19.8K - $21.4K
|
42.9K
$1.24M
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-648- 3.25% |
$20.1K - $21.8K
|
19.3K
$558K
|
|
Aug 02, 2021
Q2 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-653- 1.21% |
$20.3K - $21.9K
|
53.2K
$1.54M
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-680- 4.05% |
$21.1K - $22.9K
|
16.1K
$467K
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-696- 2.34% |
$21.6K - $23.4K
|
29.1K
$842K
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-703- 0.14% |
$21.8K - $23.6K
|
504K
$14.6M
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-708- 3.64% |
$22K - $23.8K
|
18.8K
$543K
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-714- 1.97% |
$22.2K - $24K
|
35.5K
$1.03M
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-741Closed |
$23K - $24.9K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-757- 1.06% |
$23.5K - $25.4K
|
71K
$2.05M
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-764- 2.47% |
$23.7K - $25.7K
|
30.1K
$872K
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-766- 4.99% |
$23.8K - $25.7K
|
14.6K
$422K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-768Closed |
$23.9K - $25.8K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
SELL
|
- |
-780- 3.44% |
$24.2K - $26.2K
|
21.9K
$634K
|
|
Jul 21, 2021
Q2 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-799- 6.47% |
$24.8K - $26.9K
|
11.5K
$334K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-812- 21.64% |
$25.2K - $27.3K
|
2.94K
$85.1K
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-848- 2.67% |
$26.3K - $28.5K
|
30.9K
$893K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-859- 0.65% |
$26.7K - $28.9K
|
130K
$3.77M
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-868- 29.87% |
$27K - $29.2K
|
2.04K
$59K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-895- 2.73% |
$27.8K - $30.1K
|
31.9K
$923K
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-1.02K- 1.41% |
$31.6K - $34.1K
|
71.2K
$2.06M
|
|
Jul 21, 2021
Q2 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.02K- 10.66% |
$31.6K - $34.2K
|
8.54K
$247K
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.06KClosed |
$33K - $35.7K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.1K- 14.23% |
$34.2K - $37K
|
6.63K
$192K
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.11K- 0.75% |
$34.5K - $37.3K
|
147K
$4.24M
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.13K- 8.91% |
$35K - $37.9K
|
11.5K
$333K
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-1.13K- 4.31% |
$35K - $37.9K
|
25K
$724K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.19K- 3.33% |
$37K - $40K
|
34.5K
$998K
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.2K- 0.95% |
$37.1K - $40.2K
|
125K
$3.62M
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.2K- 3.12% |
$37.3K - $40.3K
|
37.3K
$1.08M
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.2K- 0.99% |
$37.4K - $40.5K
|
120K
$3.48M
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.23K- 9.27% |
$38.1K - $41.3K
|
12K
$348K
|