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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.23K- 9.27% |
$38.1K - $41.3K
|
12K
$348K
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.29K- 2.69% |
$40K - $43.3K
|
46.7K
$1.35M
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.31K- 8.13% |
$40.6K - $43.9K
|
14.8K
$427K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.31K- 5.97% |
$40.6K - $44K
|
20.6K
$596K
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
SELL
|
- |
-1.41K- 1.39% |
$43.8K - $47.4K
|
100K
$2.9M
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.44K- 2.02% |
$44.7K - $48.4K
|
69.8K
$2.02M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.54K- 2.91% |
$47.9K - $51.8K
|
51.4K
$1.49M
|
|
Aug 09, 2021
Q2 2021
|
Financial Life Advisors
|
SELL
|
- |
-1.57K- 8.03% |
$48.6K - $52.6K
|
17.9K
$519K
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.58K- 8.43% |
$49.1K - $53.2K
|
17.2K
$497K
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.6K- 9.6% |
$49.7K - $53.8K
|
15.1K
$436K
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.61KClosed |
$50.1K - $54.2K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.63K- 1.92% |
$50.6K - $54.8K
|
83.2K
$2.41M
|
|
Aug 06, 2021
Q2 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.66K- 3.51% |
$51.6K - $55.8K
|
45.7K
$1.32M
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.8K- 21.06% |
$56K - $60.6K
|
6.76K
$196K
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.8K- 21.06% |
$56K - $60.6K
|
6.76K
$196K
|
|
Aug 12, 2021
Q2 2021
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.9K- 9.88% |
$58.9K - $63.7K
|
17.3K
$501K
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.91K- 6.52% |
$59.2K - $64K
|
27.3K
$790K
|
|
Aug 13, 2021
Q2 2021
|
Resource Planning Group
|
SELL
|
- |
-1.92K- 2.43% |
$59.5K - $64.4K
|
76.8K
$2.22M
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 3.43% |
$59.7K - $64.6K
|
54.1K
$1.57M
|
|
Aug 12, 2021
Q2 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 4.77% |
$60.4K - $65.3K
|
38.8K
$1.12M
|
|
Aug 13, 2021
Q2 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.95K- 1.38% |
$60.5K - $65.5K
|
139K
$4.03M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.99K- 7.7% |
$61.9K - $67K
|
23.9K
$692K
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2K- 23.22% |
$62.2K - $67.3K
|
6.62K
$192K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 0.82% |
$62.4K - $67.5K
|
244K
$7.05M
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-2.13K- 20.91% |
$66K - $71.4K
|
8.04K
$233K
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 4.18% |
$68.7K - $74.4K
|
50.7K
$1.47M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.39K- 46.93% |
$74.1K - $80.2K
|
2.7K
$78.1K
|
|
Aug 16, 2021
Q2 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.43K- 2.11% |
$75.4K - $81.6K
|
113K
$3.27M
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.47K- 4.46% |
$76.8K - $83.2K
|
53K
$1.53M
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
SELL
|
- |
-2.48K- 9.54% |
$77.1K - $83.4K
|
23.5K
$681K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.58K- 15.64% |
$80.2K - $86.8K
|
13.9K
$403K
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.77K- 0.54% |
$86.1K - $93.1K
|
513K
$14.8M
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.8K- 10.7% |
$86.9K - $94.1K
|
23.3K
$676K
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.83K- 6.63% |
$87.8K - $95K
|
39.8K
$1.15M
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.95K- 1.57% |
$91.8K - $99.3K
|
185K
$5.34M
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.98K- 3.44% |
$92.6K - $100K
|
83.5K
$2.42M
|
|
Jul 30, 2021
Q2 2021
|
Redw Wealth LLC
|
SELL
|
- |
-3.15K- 11.6% |
$97.9K - $106K
|
24K
$695K
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-3.18K- 6.62% |
$98.6K - $107K
|
44.8K
$1.3M
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.52K- 6.14% |
$109K - $118K
|
53.9K
$1.56M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.59K- 49.22% |
$112K - $121K
|
3.71K
$107K
|
|
Jul 27, 2021
Q2 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.12K- 2.15% |
$128K - $138K
|
187K
$5.41M
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
SELL
|
- |
-4.15K- 9.97% |
$129K - $139K
|
37.5K
$1.08M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.18KClosed |
$130K - $141K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4.21K- 4.64% |
$131K - $142K
|
86.6K
$2.5M
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.35K- 21.23% |
$135K - $146K
|
16.2K
$468K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.54K- 8.34% |
$141K - $153K
|
49.9K
$1.44M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.58K- 22.67% |
$142K - $154K
|
15.6K
$452K
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.71K- 5.24% |
$146K - $158K
|
85.2K
$2.47M
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.72K- 31.63% |
$147K - $159K
|
10.2K
$295K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.09K- 19.13% |
$158K - $171K
|
21.5K
$622K
|