Purchases and Sales Made in Q4 2020 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.59M+ 69.66% |
$42.5M - $48.8M
|
3.87M
$112M
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.48M+ 2.76% |
$39.5M - $45.4M
|
55.1M
$1.59B
|
|
Feb 10, 2021
Q4 2020
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
638K+ 2552176.0% |
$17M - $19.6M
|
638K
$18.5M
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
370K+ 6.61% |
$9.88M - $11.3M
|
5.96M
$173M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
295K+ 36.04% |
$7.87M - $9.04M
|
1.11M
$32.2M
|
|
Feb 16, 2021
Q4 2020
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
279KNew |
$7.44M - $8.55M
|
279K
$8.06M
|
|
Feb 05, 2021
Q4 2020
|
Appleton Group, LLC
|
BUY
|
- |
256KNew |
$6.85M - $7.87M
|
256K
$7.42M
|
|
Feb 08, 2021
Q4 2020
|
First National Corp
|
BUY
|
- |
242K+ 382.5% |
$6.48M - $7.44M
|
306K
$8.85M
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
225K+ 39.64% |
$6.01M - $6.9M
|
793K
$22.9M
|
|
Feb 11, 2021
Q4 2020
|
Northern Capital Management, Inc.
|
BUY
|
- |
222KNew |
$5.93M - $6.81M
|
222K
$6.43M
|
|
Feb 05, 2021
Q4 2020
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
216KNew |
$5.78M - $6.63M
|
216K
$6.26M
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
215K+ 56.56% |
$5.74M - $6.59M
|
594K
$17.2M
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
214K+ 2.83% |
$5.72M - $6.57M
|
7.78M
$225M
|
|
Feb 10, 2021
Q4 2020
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
214KNew |
$5.71M - $6.55M
|
214K
$6.18M
|
|
Feb 02, 2021
Q4 2020
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
209KNew |
$5.59M - $6.42M
|
209K
$6.05M
|
|
Jan 27, 2021
Q4 2020
|
James Investment Research Inc
|
BUY
|
- |
193K+ 782.03% |
$5.17M - $5.93M
|
218K
$6.31M
|
|
Feb 08, 2021
Q4 2020
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
166KNew |
$4.43M - $5.08M
|
166K
$4.79M
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
154K+ 832.32% |
$4.12M - $4.74M
|
173K
$5M
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
147K+ 1024.17% |
$3.92M - $4.51M
|
161K
$4.67M
|
|
Mar 19, 2021
Q4 2020
|
Curi Wealth Management, LLC
|
BUY
|
- |
133KNew |
$3.56M - $4.09M
|
133K
$3.86M
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
133K+ 32227.85% |
$3.56M - $4.08M
|
134K
$3.86M
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
131KNew |
$3.51M - $4.03M
|
131K
$3.81M
|
|
Feb 16, 2021
Q4 2020
|
Capital Planning LLC
|
BUY
|
- |
124KNew |
$3.31M - $3.8M
|
124K
$3.58M
|
|
Feb 12, 2021
Q4 2020
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
123K+ 5.9% |
$3.28M - $3.77M
|
2.2M
$63.7M
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
118KNew |
$3.15M - $3.62M
|
118K
$3.41M
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
116KNew |
$3.09M - $3.54M
|
116K
$3.34M
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
114K+ 1388.29% |
$3.05M - $3.51M
|
123K
$3.55M
|
|
Feb 16, 2021
Q4 2020
|
Bck Partners, Inc.
|
BUY
|
- |
86.2KNew |
$2.3M - $2.64M
|
86.2K
$2.49M
|
|
Feb 11, 2021
Q4 2020
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81K+ 17.15% |
$2.16M - $2.48M
|
553K
$16M
|
|
Feb 18, 2021
Q4 2020
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
79.1KNew |
$2.11M - $2.43M
|
79.1K
$2.29M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.8K+ 20.15% |
$2M - $2.29M
|
446K
$12.9M
|
|
Jan 25, 2021
Q4 2020
|
True Wealth Advisors, LLC
|
BUY
|
- |
72.3KNew |
$1.93M - $2.22M
|
72.3K
$2.09M
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
68.9K+ 73.02% |
$1.84M - $2.11M
|
163K
$4.72M
|
|
Jan 12, 2021
Q4 2020
|
Mc Adam, LLC
|
BUY
|
- |
64KNew |
$1.71M - $1.96M
|
64K
$1.85M
|
|
Feb 17, 2021
Q4 2020
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
64K+ 156.16% |
$1.71M - $1.96M
|
105K
$3.04M
|
|
Feb 10, 2021
Q4 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.9K+ 4.13% |
$1.63M - $1.87M
|
1.54M
$44.5M
|
|
Mar 01, 2021
Q4 2020
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60.1KNew |
$1.61M - $1.84M
|
60.1K
$1.74M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.9K+ 18.23% |
$1.44M - $1.65M
|
349K
$10.1M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.6K+ 34.66% |
$1.43M - $1.65M
|
208K
$6.03M
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
53.1K+ 22.69% |
$1.42M - $1.63M
|
287K
$8.31M
|
|
Feb 11, 2021
Q4 2020
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
51.9K+ 2.26% |
$1.39M - $1.59M
|
2.35M
$67.9M
|
|
Feb 09, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
51.8K+ 25.85% |
$1.38M - $1.59M
|
252K
$7.3M
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
BUY
|
- |
47.5K+ 23.86% |
$1.27M - $1.46M
|
246K
$7.13M
|
|
Feb 02, 2021
Q4 2020
|
Empowered Funds, LLC
|
BUY
|
- |
47.4KNew |
$1.27M - $1.46M
|
47.4K
$1.37M
|
|
Mar 26, 2021
Q4 2020
|
Everhart Financial Group, Inc.
|
BUY
|
- |
44KNew |
$1.17M - $1.35M
|
44K
$1.27M
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
42.2K+ 11027.94% |
$1.13M - $1.3M
|
42.6K
$1.23M
|
|
Apr 20, 2021
Q4 2020
|
Facet Wealth, Inc.
|
BUY
|
- |
41KNew |
$1.1M - $1.26M
|
41K
$1.19M
|
|
Feb 10, 2021
Q4 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
39.9KNew |
$1.07M - $1.22M
|
39.9K
$1.15M
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
38.6KNew |
$1.03M - $1.18M
|
38.6K
$1.12M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.8K+ 47.17% |
$1.01M - $1.16M
|
118K
$3.41M
|