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 12, 2021
Q2 2021
|
Carlson Capital Management
|
SELL
|
- |
-17- 0.15% |
$528 - $571
|
11.2K
$324K
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 1.1% |
$777 - $840
|
2.26K
$65.3K
|
|
Aug 04, 2021
Q2 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-42Closed |
$1.3K - $1.41K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-47- 0.46% |
$1.46K - $1.58K
|
10.2K
$295K
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-48- 0.33% |
$1.49K - $1.61K
|
14.4K
$418K
|
|
Aug 16, 2021
Q2 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-50- 0.79% |
$1.55K - $1.68K
|
6.32K
$183K
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-50- 16.72% |
$1.55K - $1.68K
|
249
$7.21K
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-60- 0.57% |
$1.86K - $2.02K
|
10.5K
$303K
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-61- 57.01% |
$1.89K - $2.05K
|
46
$1.33K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-64- 96.97% |
$1.99K - $2.15K
|
2
$57.9
|
|
Aug 09, 2021
Q2 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-65- 0.19% |
$2.02K - $2.18K
|
34.7K
$1.01M
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-67- 24.28% |
$2.08K - $2.25K
|
209
$6.05K
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-70- 0.88% |
$2.17K - $2.35K
|
7.87K
$228K
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-70- 0.26% |
$2.17K - $2.35K
|
27.3K
$791K
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-74Closed |
$2.3K - $2.49K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-80- 0.87% |
$2.48K - $2.69K
|
9.11K
$264K
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-86- 0.75% |
$2.67K - $2.89K
|
11.3K
$328K
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-88- 0.73% |
$2.73K - $2.96K
|
11.9K
$346K
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
SELL
|
- |
-95- 1.53% |
$2.95K - $3.19K
|
6.13K
$177K
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-102- 0.28% |
$3.17K - $3.43K
|
36.4K
$1.05M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-103- 0.4% |
$3.2K - $3.46K
|
25.8K
$748K
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-111- 1.27% |
$3.45K - $3.73K
|
8.65K
$250K
|
|
Aug 04, 2021
Q2 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-134- 0.22% |
$4.16K - $4.5K
|
62.1K
$1.8M
|
|
Aug 11, 2021
Q2 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-141- 0.35% |
$4.38K - $4.74K
|
40.1K
$1.16M
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-144- 1.76% |
$4.47K - $4.84K
|
8.05K
$233K
|
|
Jul 29, 2021
Q2 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-147- 1.8% |
$4.57K - $4.94K
|
8.01K
$232K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-151- 1.62% |
$4.69K - $5.08K
|
9.15K
$265K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-166- 1.59% |
$5.16K - $5.58K
|
10.3K
$297K
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-167- 0.49% |
$5.19K - $5.61K
|
33.8K
$979K
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-170Closed |
$5.28K - $5.71K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-179- 1.91% |
$5.56K - $6.02K
|
9.19K
$266K
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-181- 2.67% |
$5.62K - $6.08K
|
6.59K
$191K
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-185- 0.92% |
$5.75K - $6.22K
|
20K
$578K
|
|
Aug 10, 2021
Q2 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-195- 0.8% |
$6.06K - $6.55K
|
24.1K
$698K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-203- 0.49% |
$6.31K - $6.82K
|
41.2K
$1.19M
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-209- 0.52% |
$6.49K - $7.02K
|
40.2K
$1.16M
|
|
Aug 05, 2021
Q2 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-219- 2.1% |
$6.8K - $7.36K
|
10.2K
$295K
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-220- 2.28% |
$6.83K - $7.39K
|
9.42K
$273K
|
|
Aug 03, 2021
Q2 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-254- 0.71% |
$7.89K - $8.54K
|
35.6K
$1.03M
|
|
Jul 29, 2021
Q2 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-255- 0.9% |
$7.92K - $8.57K
|
28.1K
$815K
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-255- 1.71% |
$7.92K - $8.57K
|
14.7K
$424K
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-259- 2.08% |
$8.04K - $8.7K
|
12.2K
$353K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-260- 0.96% |
$8.08K - $8.74K
|
26.8K
$777K
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-262- 12.1% |
$8.14K - $8.81K
|
1.9K
$55.1K
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-264- 1.2% |
$8.2K - $8.87K
|
21.8K
$631K
|
|
Jul 27, 2021
Q2 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-280- 1.1% |
$8.7K - $9.41K
|
25.2K
$728K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-285- 0.6% |
$8.85K - $9.58K
|
47.3K
$1.37M
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-314- 53.68% |
$9.75K - $10.6K
|
271
$7.84K
|
|
Aug 09, 2021
Q2 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-316- 3.27% |
$9.81K - $10.6K
|
9.35K
$271K
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-320- 1.2% |
$9.94K - $10.8K
|
26.4K
$765K
|