Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 2.99% |
$618K - $677K
|
673K
$18.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-21.1K- 75.86% |
$628K - $689K
|
6.7K
$185K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-21.5K- 17.86% |
$641K - $703K
|
98.8K
$2.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21.7K- 8.89% |
$646K - $708K
|
222K
$6.13M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-22.1K- 2.74% |
$659K - $723K
|
784K
$21.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.2K- 99.12% |
$662K - $726K
|
197
$5.44K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.2KClosed |
$663K - $728K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-22.8K- 57.17% |
$680K - $746K
|
17.1K
$472K
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-24.4KClosed |
$726K - $796K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-24.7K- 76.54% |
$736K - $807K
|
7.56K
$209K
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-26.2KClosed |
$782K - $858K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.3K- 15.04% |
$812K - $891K
|
154K
$4.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-28.3KClosed |
$845K - $927K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-28.5KClosed |
$849K - $931K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-32K- 28.25% |
$955K - $1.05M
|
81.4K
$2.25M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-32.6KClosed |
$973K - $1.07M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-33.3K- 24.73% |
$992K - $1.09M
|
101K
$2.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-33.4K- 23.61% |
$997K - $1.09M
|
108K
$2.99M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-33.8K- 9.72% |
$1.01M - $1.11M
|
314K
$8.68M
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-34.5K- 14.79% |
$1.03M - $1.13M
|
199K
$5.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-35.8KClosed |
$1.07M - $1.17M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36.3K- 22.64% |
$1.08M - $1.19M
|
124K
$3.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-36.4K- 13.98% |
$1.08M - $1.19M
|
224K
$6.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-37.2K- 6.64% |
$1.11M - $1.22M
|
523K
$14.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-40.1K- 74.17% |
$1.2M - $1.31M
|
14K
$386K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-40.1KClosed |
$1.2M - $1.31M
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-41.2KClosed |
$1.23M - $1.35M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.9K- 31.63% |
$1.28M - $1.4M
|
92.7K
$2.56M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47.6KClosed |
$1.42M - $1.56M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-48.6K- 21.26% |
$1.45M - $1.59M
|
180K
$4.96M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-50.7KClosed |
$1.51M - $1.66M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57.3K- 25.82% |
$1.71M - $1.87M
|
165K
$4.55M
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-62.5K- 44.86% |
$1.86M - $2.04M
|
76.8K
$2.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-66.1K- 33.73% |
$1.97M - $2.16M
|
130K
$3.59M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-86.4K- 3.35% |
$2.58M - $2.82M
|
2.49M
$68.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-92.7K- 13.05% |
$2.76M - $3.03M
|
617K
$17M
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-94.1K- 41.22% |
$2.81M - $3.08M
|
134K
$3.71M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-97.9K- 87.47% |
$2.92M - $3.2M
|
14K
$387K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-102K- 21.74% |
$3.05M - $3.35M
|
368K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-105K- 58.61% |
$3.14M - $3.44M
|
74.4K
$2.05M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-111K- 11.04% |
$3.31M - $3.63M
|
894K
$24.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
SELL
|
- |
-134K- 42.82% |
$4M - $4.38M
|
179K
$4.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-147K- 34.49% |
$4.4M - $4.82M
|
280K
$7.73M
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-173K- 27.94% |
$5.15M - $5.65M
|
446K
$12.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-174KClosed |
$5.2M - $5.7M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-183K- 99.06% |
$5.45M - $5.98M
|
1.73K
$47.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-185K- 62.84% |
$5.52M - $6.05M
|
109K
$3.02M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-216K- 77.13% |
$6.45M - $7.07M
|
64.1K
$1.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-248K- 38.05% |
$7.4M - $8.12M
|
404K
$11.2M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-265K- 72.75% |
$7.9M - $8.67M
|
99.3K
$2.74M
|