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 |
---|---|---|---|---|---|---|---|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.09K- 19.66% |
$158K - $171K
|
20.8K
$601K
|
|
Aug 10, 2021
Q2 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-5.52K- 5.55% |
$172K - $186K
|
94K
$2.72M
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-5.57K- 11.26% |
$173K - $187K
|
43.9K
$1.27M
|
|
Jul 21, 2021
Q2 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-5.7K- 0.37% |
$177K - $192K
|
1.52M
$44M
|
|
Jul 29, 2021
Q2 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-5.95K- 7.21% |
$185K - $200K
|
76.6K
$2.22M
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.34KClosed |
$197K - $213K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.35KClosed |
$197K - $213K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-6.51KClosed |
$202K - $219K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-6.6K- 23.28% |
$205K - $222K
|
21.8K
$630K
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.62K- 3.42% |
$206K - $223K
|
187K
$5.41M
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-6.63K- 20.26% |
$206K - $223K
|
26.1K
$756K
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.68KClosed |
$207K - $224K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-7.02K- 4.72% |
$218K - $236K
|
142K
$4.1M
|
|
Jul 21, 2021
Q2 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.14K- 17.63% |
$222K - $240K
|
33.3K
$965K
|
|
Aug 06, 2021
Q2 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-7.22K- 3.18% |
$224K - $243K
|
220K
$6.37M
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.33K- 18.74% |
$228K - $246K
|
31.8K
$920K
|
|
Nov 24, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-7.48K- 53.47% |
$232K - $251K
|
6.51K
$188K
|
|
Jul 09, 2021
Q2 2021
|
Marotta Asset Management
|
SELL
|
- |
-7.7K- 1.93% |
$239K - $259K
|
390K
$11.3M
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.88KClosed |
$245K - $265K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-7.89K- 10.32% |
$245K - $265K
|
68.5K
$1.98M
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-8.71K- 21.67% |
$271K - $293K
|
31.5K
$911K
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.96K- 35.22% |
$278K - $301K
|
16.5K
$477K
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.79K- 11.83% |
$304K - $329K
|
73K
$2.11M
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-10.1K- 3.93% |
$312K - $338K
|
246K
$7.12M
|
|
Jul 13, 2021
Q2 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-10.4KClosed |
$323K - $350K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.9K- 7.52% |
$338K - $365K
|
134K
$3.87M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12.1K- 25.04% |
$375K - $406K
|
36.1K
$1.05M
|
|
Jul 15, 2021
Q2 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-12.2K- 50.89% |
$379K - $410K
|
11.8K
$341K
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-13.5KClosed |
$420K - $455K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-13.7K- 2.87% |
$425K - $459K
|
463K
$13.4M
|
|
Aug 16, 2021
Q2 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-14.9K- 9.4% |
$463K - $501K
|
144K
$4.16M
|
|
Aug 23, 2021
Q2 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-15.5K- 8.01% |
$483K - $523K
|
179K
$5.17M
|
|
Aug 02, 2021
Q2 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-15.8K- 6.74% |
$492K - $532K
|
219K
$6.34M
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-15.9K- 1.87% |
$495K - $535K
|
836K
$24.2M
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-16.7KClosed |
$519K - $562K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.3KClosed |
$536K - $580K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-19K- 68.65% |
$591K - $640K
|
8.7K
$252K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.5K- 24.16% |
$637K - $690K
|
64.4K
$1.86M
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-21.6KClosed |
$669K - $724K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-22.4KClosed |
$696K - $754K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-31.7K- 5.67% |
$985K - $1.07M
|
527K
$15.3M
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-40.5K- 18.4% |
$1.26M - $1.36M
|
180K
$5.2M
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40.6K- 90.04% |
$1.26M - $1.37M
|
4.5K
$130K
|
|
Jul 20, 2021
Q2 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-47.3K- 29.84% |
$1.47M - $1.59M
|
111K
$3.22M
|
|
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-47.4KClosed |
$1.47M - $1.59M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.9K- 11.29% |
$1.58M - $1.71M
|
400K
$11.6M
|
|
Jul 29, 2021
Q2 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-54.2K- 21.66% |
$1.68M - $1.82M
|
196K
$5.67M
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-63KClosed |
$1.96M - $2.12M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Capital Planning LLC
|
SELL
|
- |
-63KClosed |
$1.96M - $2.12M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-74.2K- 1.11% |
$2.3M - $2.49M
|
6.58M
$191M
|