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 |
---|---|---|---|---|---|---|---|
Jan 26, 2021
Q4 2020
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.51K- 6.04% |
$40.2K - $46.2K
|
23.4K
$677K
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-1.59K- 2.85% |
$42.5K - $48.8K
|
54.3K
$1.57M
|
|
Feb 04, 2021
Q4 2020
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.61K- 19.51% |
$43.1K - $49.5K
|
6.66K
$193K
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.77K- 0.46% |
$47.3K - $54.3K
|
384K
$11.1M
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.8KClosed |
$48.2K - $55.3K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Carlson Capital Management
|
SELL
|
- |
-1.81K- 13.74% |
$48.3K - $55.5K
|
11.4K
$329K
|
|
Feb 11, 2021
Q4 2020
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.95K- 0.87% |
$52.2K - $59.9K
|
222K
$6.42M
|
|
Jan 20, 2021
Q4 2020
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2K- 7.93% |
$53.5K - $61.4K
|
23.2K
$673K
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.09K- 0.52% |
$55.7K - $64K
|
396K
$11.5M
|
|
Jan 19, 2021
Q4 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.17K- 1.6% |
$58K - $66.6K
|
133K
$3.86M
|
|
Feb 10, 2021
Q4 2020
|
Flc Capital Advisors
|
SELL
|
- |
-2.2K- 4.07% |
$58.7K - $67.3K
|
51.7K
$1.5M
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.21K- 2.07% |
$58.9K - $67.6K
|
104K
$3.02M
|
|
Jan 08, 2021
Q4 2020
|
Old Port Advisors
|
SELL
|
- |
-2.23K- 15.86% |
$59.5K - $68.3K
|
11.8K
$342K
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.25K- 4.18% |
$60.1K - $69K
|
51.5K
$1.49M
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.29K- 6.77% |
$61.2K - $70.3K
|
31.5K
$913K
|
|
Jan 21, 2021
Q4 2020
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.47K- 0.68% |
$65.9K - $75.7K
|
361K
$10.4M
|
|
Jan 19, 2021
Q4 2020
|
Elm Partners Management LLC
|
SELL
|
- |
-2.5KClosed |
$66.8K - $76.7K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.51K- 15.22% |
$67K - $76.9K
|
14K
$404K
|
|
Feb 09, 2021
Q4 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.51K- 2.14% |
$67.1K - $77.1K
|
115K
$3.32M
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.52K- 7.48% |
$67.3K - $77.3K
|
31.2K
$902K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.67K- 4.55% |
$71.4K - $82K
|
56.1K
$1.62M
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.68KClosed |
$71.7K - $82.3K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.7K- 8.34% |
$72K - $82.7K
|
29.6K
$858K
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 1.06% |
$73.1K - $83.9K
|
255K
$7.37M
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.75KClosed |
$73.5K - $84.4K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.77K- 1.86% |
$74.1K - $85K
|
146K
$4.23M
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.88K- 7.9% |
$77K - $88.4K
|
33.6K
$972K
|
|
Feb 16, 2021
Q4 2020
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.92K- 13.14% |
$78K - $89.6K
|
19.3K
$558K
|
|
Feb 16, 2021
Q4 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.04K- 6.4% |
$81.2K - $93.2K
|
44.4K
$1.29M
|
|
Feb 09, 2021
Q4 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-3.17K- 1.52% |
$84.8K - $97.3K
|
206K
$5.96M
|
|
Feb 08, 2021
Q4 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.19K- 12.1% |
$85.3K - $97.9K
|
23.2K
$671K
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-3.24K- 42.56% |
$86.5K - $99.3K
|
4.37K
$126K
|
|
Feb 01, 2021
Q4 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.37K- 22.81% |
$90K - $103K
|
11.4K
$330K
|
|
Feb 05, 2021
Q4 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.37K- 1.94% |
$90K - $103K
|
171K
$4.94M
|
|
Jan 29, 2021
Q4 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.39K- 9.78% |
$90.6K - $104K
|
31.3K
$906K
|
|
Feb 25, 2021
Q4 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.41K- 11.86% |
$91.2K - $105K
|
25.4K
$735K
|
|
Feb 01, 2021
Q4 2020
|
Wt Wealth Management
|
SELL
|
- |
-3.51K- 3.66% |
$93.8K - $108K
|
92.5K
$2.68M
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.86KClosed |
$103K - $118K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.88K- 16.42% |
$104K - $119K
|
19.7K
$571K
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.18K- 19.96% |
$112K - $128K
|
16.7K
$485K
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.2K- 2.76% |
$112K - $129K
|
148K
$4.29M
|
|
Feb 08, 2021
Q4 2020
|
Burleson & Company, LLC
|
SELL
|
- |
-4.22K- 9.96% |
$113K - $129K
|
38.1K
$1.1M
|
|
Jan 27, 2021
Q4 2020
|
Regent Investment Management LLC
|
SELL
|
- |
-4.3K- 5.25% |
$115K - $132K
|
77.7K
$2.25M
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.37K- 10.81% |
$117K - $134K
|
36K
$1.04M
|
|
Feb 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-4.54K- 5.62% |
$121K - $139K
|
76.3K
$2.21M
|
|
Feb 16, 2021
Q4 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-4.88K- 96.46% |
$130K - $150K
|
179
$5.18K
|
|
Feb 12, 2021
Q4 2020
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.92K- 3.43% |
$132K - $151K
|
138K
$4.01M
|
|
Dec 19, 2023
Q4 2020
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.94K- 34.79% |
$132K - $152K
|
9.27K
$268K
|
|
Feb 11, 2021
Q4 2020
|
Krilogy Financial LLC
|
SELL
|
- |
-5.02K- 0.66% |
$134K - $154K
|
754K
$21.8M
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.22K- 97.63% |
$140K - $160K
|
127
$3.68K
|