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 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
474+ 45.89% |
$14.1K - $15.5K
|
1.51K
$40.5K
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
472+ 5.27% |
$14.1K - $15.4K
|
9.42K
$253K
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
455+ 1.64% |
$13.6K - $14.9K
|
28.2K
$759K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
454+ 33.28% |
$13.5K - $14.8K
|
1.82K
$48.9K
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
392+ 0.26% |
$11.7K - $12.8K
|
150K
$4.03M
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
373+ 4.03% |
$11.1K - $12.2K
|
9.62K
$259K
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
368+ 1.03% |
$11K - $12K
|
36.1K
$970K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
351+ 1.85% |
$10.5K - $11.5K
|
19.3K
$520K
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
330+ 1.76% |
$9.84K - $10.8K
|
19.1K
$514K
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
327+ 2.92% |
$9.75K - $10.7K
|
11.5K
$310K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
320+ 1.34% |
$9.54K - $10.5K
|
24.2K
$652K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
312+ 8.37% |
$9.3K - $10.2K
|
4.04K
$109K
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
308+ 2.67% |
$9.18K - $10.1K
|
11.9K
$319K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
306+ 0.86% |
$9.12K - $10K
|
35.8K
$963K
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
300+ 2.42% |
$8.94K - $9.81K
|
12.7K
$342K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
296+ 0.93% |
$8.82K - $9.68K
|
32.3K
$868K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
290+ 3.21% |
$8.64K - $9.48K
|
9.32K
$251K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
288+ 1.6% |
$8.59K - $9.42K
|
18.3K
$492K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
275+ 1.04% |
$8.2K - $8.99K
|
26.7K
$719K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
259New |
$7.72K - $8.47K
|
259
$6.97K
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
257+ 2.69% |
$7.66K - $8.4K
|
9.81K
$264K
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
253+ 1.33% |
$7.54K - $8.27K
|
19.3K
$519K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
248+ 0.52% |
$7.39K - $8.11K
|
47.5K
$1.28M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
247+ 1.44% |
$7.36K - $8.08K
|
17.4K
$469K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
247+ 1.06% |
$7.36K - $8.08K
|
23.6K
$635K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
244+ 0.24% |
$7.27K - $7.98K
|
100K
$2.7M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
219+ 0.55% |
$6.53K - $7.16K
|
40K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
217+ 10850.0% |
$6.47K - $7.1K
|
219
$5.89K
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
214+ 0.98% |
$6.38K - $7K
|
22.1K
$595K
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
207+ 1.59% |
$6.17K - $6.77K
|
13.2K
$356K
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
197+ 0.39% |
$5.87K - $6.44K
|
51.2K
$1.38M
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
186+ 0.77% |
$5.54K - $6.08K
|
24.2K
$651K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
174+ 3480.0% |
$5.19K - $5.69K
|
179
$4.82K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
172+ 1.91% |
$5.13K - $5.62K
|
9.2K
$247K
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
169+ 1.57% |
$5.04K - $5.53K
|
10.9K
$294K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
163New |
$4.86K - $5.33K
|
163
$4.38K
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
161+ 2.64% |
$4.8K - $5.26K
|
6.26K
$168K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
151+ 0.78% |
$4.5K - $4.94K
|
19.4K
$523K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
151+ 39.22% |
$4.5K - $4.94K
|
536
$14.4K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
149+ 10.8% |
$4.44K - $4.87K
|
1.53K
$41.1K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
134+ 1.42% |
$3.99K - $4.38K
|
9.56K
$257K
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
130+ 0.2% |
$3.88K - $4.25K
|
66.6K
$1.79M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
118+ 0.57% |
$3.52K - $3.86K
|
20.7K
$556K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
118New |
$3.52K - $3.86K
|
118
$3.17K
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
118+ 0.69% |
$3.52K - $3.86K
|
17.2K
$463K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
108+ 1.12% |
$3.22K - $3.53K
|
9.79K
$263K
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
104+ 1.4% |
$3.1K - $3.4K
|
7.53K
$203K
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
BUY
|
- |
98+ 0.74% |
$2.92K - $3.2K
|
13.3K
$357K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
97+ 5.84% |
$2.89K - $3.17K
|
1.76K
$47.3K
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
93+ 1.65% |
$2.77K - $3.04K
|
5.71K
$154K
|