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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
8.92K+ 5.12% |
$266K - $292K
|
183K
$5.06M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.9K+ 3.63% |
$265K - $291K
|
254K
$7.02M
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
8.85K+ 5.09% |
$264K - $289K
|
183K
$5.05M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.47KNew |
$253K - $277K
|
8.47K
$234K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.45K+ 5.85% |
$252K - $276K
|
153K
$4.22M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.41K+ 1.96% |
$251K - $275K
|
437K
$12.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.4K+ 7.52% |
$250K - $275K
|
120K
$3.31M
|
|
|
Oct 15, 2021
Q3 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
8.31KNew |
$248K - $272K
|
8.31K
$229K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
8.26K+ 25.15% |
$246K - $270K
|
41.1K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.13K+ 88.47% |
$242K - $266K
|
17.3K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.08K+ 1.36% |
$241K - $264K
|
601K
$16.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.93K+ 2.75% |
$236K - $259K
|
296K
$8.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.9K+ 5.14% |
$236K - $258K
|
162K
$4.46M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
7.76K+ 80.96% |
$231K - $254K
|
17.3K
$479K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.68KNew |
$229K - $251K
|
7.68K
$212K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
7.63K+ 4.21% |
$227K - $249K
|
189K
$5.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
7.23K+ 5.77% |
$216K - $237K
|
133K
$3.66M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.93K+ 106.62% |
$207K - $227K
|
13.4K
$371K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
6.81K+ 6.97% |
$203K - $223K
|
105K
$2.89M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.8KNew |
$203K - $222K
|
6.8K
$188K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6.74K+ 101.81% |
$201K - $220K
|
13.4K
$369K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.63K+ 6.58% |
$198K - $217K
|
107K
$2.96M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.5K+ 2.53% |
$194K - $212K
|
263K
$7.26M
|
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
6.48K+ 29.78% |
$193K - $212K
|
28.2K
$780K
|
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
6.47K+ 1.47% |
$193K - $212K
|
445K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
6.25K+ 7.49% |
$186K - $204K
|
89.8K
$2.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
5.94K+ 3.84% |
$177K - $194K
|
161K
$4.44M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.66K+ 4.98% |
$169K - $185K
|
119K
$3.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.62K+ 8.07% |
$168K - $184K
|
75.3K
$2.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.59K+ 15.41% |
$167K - $183K
|
41.9K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.53K+ 3.25% |
$165K - $181K
|
176K
$4.85M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.52K+ 5.7% |
$164K - $180K
|
102K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.47K+ 2.54% |
$163K - $179K
|
221K
$6.11M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.2K+ 136.45% |
$155K - $170K
|
9K
$249K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
5.18K+ 79.55% |
$154K - $169K
|
11.7K
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
5.16K+ 3.81% |
$154K - $169K
|
140K
$3.88M
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.1K+ 0.71% |
$152K - $167K
|
724K
$20M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5KNew |
$149K - $164K
|
5K
$138K
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.98K+ 1.97% |
$149K - $163K
|
258K
$7.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
4.82K+ 2.52% |
$144K - $157K
|
196K
$5.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.74K+ 16.34% |
$141K - $155K
|
33.7K
$932K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.69K+ 1.41% |
$140K - $153K
|
337K
$9.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.54K+ 3.74% |
$135K - $148K
|
126K
$3.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.47K+ 18.94% |
$133K - $146K
|
28.1K
$775K
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
4.32K+ 8.66% |
$129K - $141K
|
54.1K
$1.49M
|
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.26K+ 22.23% |
$127K - $139K
|
23.4K
$647K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.19K+ 17.39% |
$125K - $137K
|
28.3K
$781K
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.09K+ 9.54% |
$122K - $134K
|
47K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.05K+ 0.8% |
$121K - $132K
|
509K
$14M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
4.04K+ 5.35% |
$120K - $132K
|
79.4K
$2.19M
|