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 09, 2021
Q4 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.26K- 8.72% |
$141K - $161K
|
55.1K
$1.6M
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.69K- 19.23% |
$152K - $175K
|
23.9K
$692K
|
|
Jan 19, 2021
Q4 2020
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-5.81K- 11.77% |
$155K - $178K
|
43.5K
$1.26M
|
|
Feb 11, 2021
Q4 2020
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.85K- 1.18% |
$156K - $180K
|
492K
$14.2M
|
|
Feb 16, 2021
Q4 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-5.87K- 1.1% |
$157K - $180K
|
528K
$15.3M
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.96KClosed |
$159K - $183K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-6.23K- 67.08% |
$167K - $191K
|
3.06K
$88.5K
|
|
Jan 28, 2021
Q4 2020
|
Courage Miller Partners, LLC
|
SELL
|
- |
-6.3K- 3.51% |
$168K - $193K
|
173K
$5.01M
|
|
Feb 08, 2021
Q4 2020
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-6.45K- 9.69% |
$172K - $198K
|
60.1K
$1.74M
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
SELL
|
- |
-6.5K- 16.21% |
$174K - $199K
|
33.6K
$972K
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.56K- 17.69% |
$175K - $201K
|
30.5K
$883K
|
|
Feb 12, 2021
Q4 2020
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.6K- 11.86% |
$176K - $202K
|
49K
$1.42M
|
|
Feb 04, 2021
Q4 2020
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-6.87K- 3.43% |
$183K - $211K
|
193K
$5.6M
|
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.01K- 4.53% |
$187K - $215K
|
148K
$4.28M
|
|
Feb 09, 2021
Q4 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.11K- 45.54% |
$190K - $218K
|
8.5K
$246K
|
|
Feb 02, 2021
Q4 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.5KClosed |
$200K - $230K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-7.78K- 10.47% |
$208K - $239K
|
66.5K
$1.92M
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7.99K- 5.94% |
$213K - $245K
|
126K
$3.66M
|
|
Feb 01, 2021
Q4 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8.16K- 3.53% |
$218K - $250K
|
223K
$6.45M
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8.78K- 2.78% |
$235K - $269K
|
307K
$8.87M
|
|
Feb 11, 2021
Q4 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.93K- 4.62% |
$239K - $274K
|
184K
$5.33M
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.36K- 6.34% |
$250K - $287K
|
138K
$4M
|
|
Jan 19, 2021
Q4 2020
|
Mission Wealth Management, LP
|
SELL
|
- |
-10K- 9.09% |
$268K - $308K
|
100K
$2.9M
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.1K- 20.79% |
$270K - $310K
|
38.5K
$1.11M
|
|
Feb 02, 2021
Q4 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-10.4K- 34.1% |
$279K - $320K
|
20.1K
$583K
|
|
Feb 08, 2021
Q4 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-10.5K- 8.37% |
$280K - $322K
|
115K
$3.32M
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.5K- 9.88% |
$280K - $322K
|
95.6K
$2.77M
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.8KClosed |
$288K - $330K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 20.35% |
$307K - $353K
|
45K
$1.3M
|
|
Jan 13, 2021
Q4 2020
|
Mcia Inc
|
SELL
|
- |
-11.9K- 63.85% |
$317K - $364K
|
6.72K
$194K
|
|
Jan 19, 2021
Q4 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.9K- 1.5% |
$317K - $364K
|
778K
$22.5M
|
|
Feb 02, 2021
Q4 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-12K- 3.85% |
$321K - $368K
|
300K
$8.68M
|
|
Feb 08, 2021
Q4 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12.9K- 1.96% |
$344K - $395K
|
645K
$18.7M
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.2K- 91.33% |
$380K - $436K
|
1.35K
$39.1K
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.5K- 33.48% |
$386K - $444K
|
28.7K
$832K
|
|
Feb 02, 2021
Q4 2020
|
Garrison Asset Management, LLC
|
SELL
|
- |
-15.4K- 52.41% |
$411K - $472K
|
14K
$404K
|
|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.5K- 29.67% |
$414K - $475K
|
36.7K
$1.06M
|
|
Feb 10, 2021
Q4 2020
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-16.6K- 2.12% |
$442K - $508K
|
765K
$22.1M
|
|
Feb 17, 2021
Q4 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-17.9KClosed |
$479K - $549K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-19.2KClosed |
$512K - $588K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-19.6K- 2.22% |
$524K - $601K
|
864K
$25M
|
|
Jan 29, 2021
Q4 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19.6K- 23.27% |
$525K - $602K
|
64.7K
$1.87M
|
|
Feb 10, 2021
Q4 2020
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-19.9K- 22.29% |
$532K - $611K
|
69.4K
$2.01M
|
|
Jan 07, 2021
Q4 2020
|
Marotta Asset Management
|
SELL
|
- |
-20.9K- 4.61% |
$559K - $642K
|
433K
$12.5M
|
|
Jan 08, 2021
Q4 2020
|
Modus Advisors, LLC
|
SELL
|
- |
-21.8K- 36.98% |
$583K - $669K
|
37.2K
$1.08M
|
|
Jan 26, 2021
Q4 2020
|
Prairie View Partners, LLC
|
SELL
|
- |
-22.2K- 9.32% |
$592K - $680K
|
216K
$6.24M
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-24.1K- 62.04% |
$643K - $738K
|
14.7K
$426K
|
|
Jan 29, 2021
Q4 2020
|
Planning Alternatives LTD
|
SELL
|
- |
-32.1K- 38.29% |
$857K - $984K
|
51.7K
$1.5M
|
|
Feb 10, 2021
Q4 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32.3K- 47.15% |
$863K - $991K
|
36.2K
$1.05M
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-35.8KClosed |
$958K - $1.1M
|
0
$0
|