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 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.7K+ 21.33% |
$954K - $1.1M
|
203K
$5.88M
|
|
Feb 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
35.6KNew |
$952K - $1.09M
|
35.6K
$1.03M
|
|
Jan 21, 2021
Q4 2020
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
35K+ 167.04% |
$936K - $1.07M
|
56K
$1.62M
|
|
Feb 17, 2021
Q4 2020
|
Jacobsen Capital Management
|
BUY
|
- |
34.7K+ 14.55% |
$928K - $1.07M
|
273K
$7.91M
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
32.3K+ 24.83% |
$863K - $991K
|
162K
$4.7M
|
|
Jan 25, 2021
Q4 2020
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
31.8K+ 5.94% |
$850K - $976K
|
567K
$16.4M
|
|
Feb 04, 2021
Q4 2020
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
31.1KNew |
$830K - $953K
|
31.1K
$899K
|
|
Apr 05, 2024
Q4 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
30.6K+ 43.84% |
$816K - $937K
|
100K
$2.9M
|
|
Jan 28, 2021
Q4 2020
|
Annex Advisory Services, LLC
|
BUY
|
- |
30.3KNew |
$810K - $930K
|
30.3K
$877K
|
|
Feb 01, 2021
Q4 2020
|
Falcon Wealth Planning
|
BUY
|
- |
29.5KNew |
$789K - $906K
|
29.5K
$855K
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29.5K+ 6.22% |
$788K - $905K
|
504K
$14.6M
|
|
Jan 28, 2021
Q4 2020
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
29.1K+ 5.76% |
$778K - $894K
|
535K
$15.5M
|
|
Feb 08, 2021
Q4 2020
|
Hc Advisors, LLC
|
BUY
|
- |
27.5K+ 13.82% |
$736K - $845K
|
227K
$6.57M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.2K+ 20450.38% |
$727K - $834K
|
27.3K
$791K
|
|
Jan 26, 2021
Q4 2020
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
26.8K+ 1.66% |
$717K - $823K
|
1.64M
$47.5M
|
|
Feb 08, 2021
Q4 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.8K+ 13.31% |
$688K - $790K
|
219K
$6.35M
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
25.7K+ 4.52% |
$686K - $788K
|
594K
$17.2M
|
|
Feb 16, 2021
Q4 2020
|
Mai Capital Management
|
BUY
|
- |
25.7KNew |
$686K - $787K
|
25.7K
$743K
|
|
Feb 09, 2021
Q4 2020
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$651K - $748K
|
24.4K
$705K
|
|
Jan 19, 2021
Q4 2020
|
Journey Advisory Group, LLC
|
BUY
|
- |
24.3KNew |
$649K - $745K
|
24.3K
$703K
|
|
Jul 08, 2021
Q4 2020
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24KNew |
$642K - $737K
|
24K
$695K
|
|
Feb 04, 2021
Q4 2020
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
22.3KNew |
$596K - $685K
|
22.3K
$646K
|
|
Jan 29, 2021
Q4 2020
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
21.9K+ 6.04% |
$585K - $671K
|
384K
$11.1M
|
|
Feb 12, 2021
Q4 2020
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
21.9K+ 6.04% |
$585K - $671K
|
384K
$11.1M
|
|
Feb 08, 2021
Q4 2020
|
Orgel Wealth Management, LLC
|
BUY
|
- |
21.4K+ 19.53% |
$573K - $658K
|
131K
$3.8M
|
|
Feb 12, 2021
Q4 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21.4K+ 6.88% |
$572K - $656K
|
333K
$9.62M
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.3K+ 150.22% |
$568K - $653K
|
35.4K
$1.03M
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
21.1K+ 4.49% |
$564K - $647K
|
491K
$14.2M
|
|
Feb 12, 2021
Q4 2020
|
Collective Family Office LLC
|
BUY
|
- |
20.4KNew |
$546K - $627K
|
20.4K
$592K
|
|
Feb 04, 2021
Q4 2020
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
19KNew |
$507K - $583K
|
19K
$550K
|
|
Feb 11, 2021
Q4 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
18.9K+ 822.18% |
$505K - $580K
|
21.2K
$614K
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
18.6KNew |
$496K - $570K
|
18.6K
$538K
|
|
Feb 08, 2021
Q4 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
18.5K+ 17.47% |
$495K - $569K
|
125K
$3.61M
|
|
Feb 10, 2021
Q4 2020
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$487K - $559K
|
18.2K
$528K
|
|
Jan 26, 2021
Q4 2020
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
18.2K+ 69.02% |
$486K - $558K
|
44.6K
$1.29M
|
|
Jan 26, 2021
Q4 2020
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
18KNew |
$480K - $551K
|
18K
$520K
|
|
Feb 16, 2021
Q4 2020
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
17.9K+ 46.58% |
$479K - $549K
|
56.4K
$1.63M
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
17.9K+ 11.0% |
$477K - $548K
|
180K
$5.22M
|
|
Feb 09, 2021
Q4 2020
|
Nikulski Financial, Inc.
|
BUY
|
- |
17.8KNew |
$475K - $545K
|
17.8K
$514K
|
|
Aug 18, 2023
Q4 2020
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
17.7KNew |
$474K - $545K
|
17.7K
$514K
|
|
Jan 15, 2021
Q4 2020
|
Cva Family Office, LLC
|
BUY
|
- |
17.6K+ 27.39% |
$469K - $539K
|
81.7K
$2.36M
|
|
Feb 16, 2021
Q4 2020
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
17.2KNew |
$461K - $529K
|
17.2K
$499K
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.7K+ 9.21% |
$445K - $511K
|
198K
$5.72M
|
|
Jan 27, 2021
Q4 2020
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.3KNew |
$436K - $500K
|
16.3K
$472K
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
15.9K+ 3.21% |
$424K - $487K
|
511K
$14.8M
|
|
Feb 08, 2021
Q4 2020
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
15.6KNew |
$415K - $477K
|
15.6K
$450K
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
15.5K+ 17.85% |
$413K - $475K
|
102K
$2.96M
|
|
Feb 04, 2021
Q4 2020
|
Lvw Advisors, LLC
|
BUY
|
- |
13.9K+ 2.0% |
$371K - $426K
|
709K
$20.5M
|
|
Jan 20, 2021
Q4 2020
|
Callahan Advisors, LLC
|
BUY
|
- |
13.8K+ 70.1% |
$368K - $423K
|
33.4K
$967K
|
|
Jan 21, 2021
Q4 2020
|
Foster Group, Inc.
|
BUY
|
- |
13.6KNew |
$363K - $417K
|
13.6K
$393K
|