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 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
27.8KNew |
$862K - $933K
|
27.8K
$804K
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27.8K+ 984.6% |
$862K - $933K
|
30.6K
$885K
|
|
Aug 11, 2021
Q2 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
27.4K+ 59.42% |
$850K - $919K
|
73.4K
$2.12M
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
26.9K+ 18.02% |
$835K - $904K
|
176K
$5.1M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 14.15% |
$830K - $898K
|
216K
$6.24M
|
|
Aug 03, 2021
Q2 2021
|
Adams Wealth Management
|
BUY
|
- |
25.6K+ 7.71% |
$794K - $859K
|
357K
$10.3M
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25K+ 34.77% |
$776K - $840K
|
96.8K
$2.8M
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.3K+ 11.98% |
$754K - $816K
|
227K
$6.57M
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.7K+ 19.62% |
$735K - $795K
|
144K
$4.18M
|
|
Jul 26, 2021
Q2 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
23.4K+ 2.55% |
$727K - $786K
|
940K
$27.2M
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22.8K+ 3.53% |
$709K - $767K
|
669K
$19.4M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.4KNew |
$696K - $753K
|
22.4K
$649K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
22.2KNew |
$691K - $748K
|
22.2K
$644K
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
22.1K+ 50.74% |
$686K - $742K
|
65.6K
$1.9M
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
22K+ 32.27% |
$684K - $740K
|
90.2K
$2.61M
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 9.27% |
$666K - $721K
|
253K
$7.32M
|
|
Jul 14, 2021
Q2 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
21.1K+ 3.53% |
$655K - $708K
|
619K
$17.9M
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.9K+ 15.72% |
$649K - $702K
|
154K
$4.45M
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
20.7K+ 12.2% |
$644K - $697K
|
191K
$5.52M
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
20.3K+ 7.59% |
$632K - $684K
|
288K
$8.34M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 22.21% |
$630K - $682K
|
112K
$3.23M
|
|
Aug 11, 2023
Q2 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
19.5KNew |
$605K - $655K
|
19.5K
$564K
|
|
Jul 28, 2021
Q2 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
19.3K+ 15.53% |
$599K - $649K
|
144K
$4.16M
|
|
Jul 29, 2021
Q2 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
19.1K+ 2.73% |
$593K - $641K
|
719K
$20.8M
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
19KNew |
$590K - $638K
|
19K
$549K
|
|
Aug 10, 2021
Q2 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
18.8K+ 3.67% |
$583K - $630K
|
530K
$15.3M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
18.4K+ 69.94% |
$570K - $617K
|
44.6K
$1.29M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18KNew |
$559K - $605K
|
18K
$521K
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
17.9K+ 11.55% |
$557K - $603K
|
173K
$5.01M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.1K+ 7.73% |
$531K - $574K
|
238K
$6.89M
|
|
Aug 16, 2021
Q2 2021
|
Motive Wealth Advisors
|
BUY
|
- |
16.7KNew |
$519K - $562K
|
16.7K
$484K
|
|
Aug 02, 2021
Q2 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
16.3K+ 2.99% |
$506K - $548K
|
561K
$16.2M
|
|
Aug 02, 2021
Q2 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16K+ 6.67% |
$498K - $539K
|
257K
$7.42M
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16K+ 11.69% |
$497K - $538K
|
153K
$4.43M
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15.8K+ 11.24% |
$491K - $532K
|
157K
$4.53M
|
|
Jul 30, 2021
Q2 2021
|
North Star Asset Management Inc
|
BUY
|
- |
15.5K+ 3.29% |
$483K - $523K
|
488K
$14.1M
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 15.83% |
$481K - $521K
|
113K
$3.28M
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.3K+ 4.82% |
$474K - $513K
|
332K
$9.61M
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15K+ 10.56% |
$465K - $503K
|
157K
$4.54M
|
|
Aug 06, 2021
Q2 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$465K - $503K
|
15K
$433K
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 52.32% |
$452K - $489K
|
42.4K
$1.23M
|
|
Aug 04, 2021
Q2 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
14.2K+ 1.83% |
$441K - $477K
|
790K
$22.9M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
14.1K+ 2.58% |
$438K - $474K
|
560K
$16.2M
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13K+ 9.51% |
$405K - $438K
|
150K
$4.34M
|
|
Jul 27, 2021
Q2 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13K+ 11.79% |
$402K - $436K
|
123K
$3.56M
|
|
Aug 16, 2021
Q2 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
12.6K+ 26.45% |
$390K - $422K
|
60K
$1.74M
|
|
Aug 13, 2021
Q2 2021
|
Holistic Financial Partners
|
BUY
|
- |
12.5K+ 1.99% |
$387K - $419K
|
638K
$18.5M
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
11.8K+ 17.22% |
$368K - $398K
|
80.5K
$2.33M
|
|
Aug 10, 2021
Q2 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11.7K+ 53.17% |
$364K - $394K
|
33.7K
$977K
|
|
Aug 16, 2021
Q2 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
11.4K+ 30.68% |
$355K - $384K
|
48.7K
$1.41M
|