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 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.44K+ 11.45% |
$75.8K - $82K
|
23.7K
$687K
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.4K+ 5.41% |
$74.6K - $80.7K
|
46.8K
$1.35M
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
2.38K+ 63.97% |
$74K - $80.1K
|
6.11K
$177K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.24K+ 688.92% |
$69.5K - $75.3K
|
2.56K
$74.2K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.22K+ 32.63% |
$69K - $74.7K
|
9.03K
$261K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.2K+ 11.97% |
$68.3K - $73.9K
|
20.6K
$595K
|
|
Jul 20, 2021
Q2 2021
|
Blossom Wealth Management
|
BUY
|
- |
2.15K+ 22.08% |
$66.8K - $72.3K
|
11.9K
$344K
|
|
Jul 13, 2021
Q2 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.14K+ 12.49% |
$66.4K - $71.8K
|
19.3K
$557K
|
|
Jul 12, 2021
Q2 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.11KNew |
$65.4K - $70.8K
|
2.11K
$60.9K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.06K+ 19.47% |
$64K - $69.2K
|
12.6K
$366K
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.04K+ 0.73% |
$63.3K - $68.5K
|
280K
$8.1M
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.03K+ 1.35% |
$63.1K - $68.3K
|
152K
$4.41M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.97K+ 3.95% |
$61.3K - $66.3K
|
51.9K
$1.5M
|
|
Aug 10, 2021
Q2 2021
|
Bck Partners, Inc.
|
BUY
|
- |
1.96K+ 2.14% |
$61K - $66K
|
93.9K
$2.72M
|
|
Jul 26, 2021
Q2 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 1.95% |
$60.1K - $65.1K
|
101K
$2.93M
|
|
Aug 11, 2021
Q2 2021
|
Arjuna Capital
|
BUY
|
- |
1.93KNew |
$59.9K - $64.8K
|
1.93K
$55.8K
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 8.2% |
$58.5K - $63.3K
|
24.9K
$719K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.88K+ 22.57% |
$58.4K - $63.2K
|
10.2K
$295K
|
|
Jul 22, 2021
Q2 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 0.99% |
$56.8K - $61.5K
|
187K
$5.41M
|
|
Aug 13, 2021
Q2 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1.83K+ 22.89% |
$56.8K - $61.4K
|
9.81K
$284K
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1.83K+ 1.06% |
$56.7K - $61.4K
|
174K
$5.05M
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.81K+ 3226.79% |
$56.1K - $60.7K
|
1.86K
$53.9K
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.8K+ 10.07% |
$56K - $60.6K
|
19.7K
$571K
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.77K+ 5.58% |
$55K - $59.5K
|
33.5K
$969K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.77K+ 1.61% |
$55K - $59.5K
|
112K
$3.24M
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 6.96% |
$53.5K - $57.8K
|
26.5K
$766K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.71K+ 212.19% |
$53K - $57.3K
|
2.51K
$72.6K
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
1.65K+ 5.28% |
$51.1K - $55.3K
|
32.8K
$950K
|
|
Jul 15, 2021
Q2 2021
|
Fc Advisory LLC
|
BUY
|
- |
1.63K+ 15.6% |
$50.6K - $54.8K
|
12.1K
$350K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
1.6K+ 19.74% |
$49.6K - $53.6K
|
9.68K
$280K
|
|
Aug 11, 2021
Q2 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.58KNew |
$49K - $53K
|
1.58K
$45.6K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.57K+ 17.6% |
$48.9K - $52.9K
|
10.5K
$304K
|
|
Jul 28, 2021
Q2 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.57K+ 0.91% |
$48.7K - $52.7K
|
173K
$5.02M
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.56K+ 40.91% |
$48.6K - $52.6K
|
5.39K
$156K
|
|
Aug 11, 2021
Q2 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.53K+ 19.1% |
$47.6K - $51.5K
|
9.55K
$276K
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.49K+ 3.78% |
$46.3K - $50.1K
|
40.9K
$1.18M
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.46K+ 13.33% |
$45.4K - $49.1K
|
12.4K
$359K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.41K+ 34.15% |
$43.9K - $47.5K
|
5.55K
$161K
|
|
Jul 15, 2021
Q2 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.37K+ 1.98% |
$42.4K - $45.9K
|
70.2K
$2.03M
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.36K+ 1.43% |
$42.3K - $45.8K
|
96.7K
$2.8M
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.33K+ 12.75% |
$41.2K - $44.6K
|
11.7K
$340K
|
|
Aug 10, 2021
Q2 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.32K+ 3.03% |
$41.1K - $44.5K
|
45K
$1.3M
|
|
Aug 04, 2021
Q2 2021
|
Ddd Partners, LLC
|
BUY
|
- |
1.32K+ 11.13% |
$41K - $44.3K
|
13.2K
$381K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.31K+ 84.63% |
$40.5K - $43.9K
|
2.85K
$82.4K
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.29K+ 5.69% |
$40K - $43.3K
|
23.9K
$692K
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.28K+ 5.99% |
$39.8K - $43.1K
|
22.7K
$657K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.27K+ 10.37% |
$39.6K - $42.8K
|
13.6K
$392K
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.25K+ 46.72% |
$38.7K - $41.9K
|
3.91K
$113K
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.24K+ 5.34% |
$38.5K - $41.7K
|
24.5K
$709K
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.2K+ 1.04% |
$37.3K - $40.3K
|
116K
$3.36M
|