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 16, 2021
Q4 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.95K+ 13.12% |
$186K - $213K
|
59.9K
$1.73M
|
|
Feb 10, 2021
Q4 2020
|
Firestone Capital Management
|
BUY
|
- |
6.86K+ 4.41% |
$183K - $210K
|
162K
$4.7M
|
|
Feb 04, 2021
Q4 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.85KNew |
$183K - $210K
|
6.85K
$198K
|
|
Jan 29, 2021
Q4 2020
|
Opus Capital Group, LLC
|
BUY
|
- |
6.83K+ 27.05% |
$182K - $210K
|
32.1K
$928K
|
|
Jan 19, 2021
Q4 2020
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6.7KNew |
$179K - $206K
|
6.7K
$194K
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.69KNew |
$179K - $205K
|
6.69K
$194K
|
|
Feb 16, 2021
Q4 2020
|
Baldwin Investment Management, LLC
|
BUY
|
- |
6.6KNew |
$176K - $202K
|
6.6K
$191K
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.45K+ 8.55% |
$172K - $198K
|
81.8K
$2.37M
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.64K+ 5814.43% |
$151K - $173K
|
5.74K
$166K
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.56K+ 25.34% |
$149K - $171K
|
27.5K
$796K
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.51K+ 4.28% |
$147K - $169K
|
134K
$3.88M
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
5.09KNew |
$136K - $156K
|
5.09K
$147K
|
|
Feb 09, 2021
Q4 2020
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.01K+ 2.41% |
$134K - $154K
|
212K
$6.15M
|
|
Feb 03, 2021
Q4 2020
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.95K+ 0.8% |
$132K - $152K
|
624K
$18.1M
|
|
Jan 29, 2021
Q4 2020
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.79K+ 30.75% |
$128K - $147K
|
20.4K
$589K
|
|
Jan 22, 2021
Q4 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.76K+ 25.65% |
$127K - $146K
|
23.3K
$675K
|
|
Feb 12, 2021
Q4 2020
|
Barnett & Company, Inc.
|
BUY
|
- |
4.68K+ 5.04% |
$125K - $144K
|
97.6K
$2.82M
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.55K+ 6.76% |
$122K - $140K
|
71.8K
$2.08M
|
|
Jan 21, 2021
Q4 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.32K+ 8.17% |
$116K - $133K
|
57.2K
$1.66M
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.16K+ 16.34% |
$111K - $128K
|
29.6K
$857K
|
|
Jan 20, 2021
Q4 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.05K+ 3.61% |
$108K - $124K
|
116K
$3.36M
|
|
Feb 08, 2021
Q4 2020
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$105K - $120K
|
3.91K
$113K
|
|
Feb 03, 2021
Q4 2020
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.77K+ 0.53% |
$101K - $116K
|
710K
$20.5M
|
|
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
BUY
|
- |
3.64K+ 7270.0% |
$97.1K - $112K
|
3.69K
$107K
|
|
Feb 05, 2021
Q4 2020
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.63KNew |
$96.9K - $111K
|
3.63K
$105K
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.56K+ 24.41% |
$95K - $109K
|
18.1K
$525K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
3.51K+ 28.44% |
$93.7K - $108K
|
15.8K
$459K
|
|
Jan 13, 2021
Q4 2020
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.48KNew |
$93K - $107K
|
3.48K
$101K
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.46KNew |
$92.4K - $106K
|
3.46K
$100K
|
|
Feb 10, 2021
Q4 2020
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.43KNew |
$91.5K - $105K
|
3.43K
$99.1K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.31KNew |
$88.5K - $102K
|
3.31K
$95.8K
|
|
Feb 11, 2021
Q4 2020
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
3.29K+ 2.29% |
$87.9K - $101K
|
147K
$4.25M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.26K+ 2.52% |
$87.1K - $100K
|
133K
$3.84M
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.26K+ 8.49% |
$87K - $99.9K
|
41.6K
$1.2M
|
|
Jan 26, 2021
Q4 2020
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.1K+ 8.79% |
$82.9K - $95.1K
|
38.4K
$1.11M
|
|
Feb 05, 2021
Q4 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.07K+ 19.83% |
$82.1K - $94.3K
|
18.6K
$537K
|
|
Feb 16, 2021
Q4 2020
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.92K+ 15.13% |
$78K - $89.6K
|
22.2K
$643K
|
|
Feb 08, 2021
Q4 2020
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.9K+ 2.44% |
$77.5K - $88.9K
|
122K
$3.53M
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 7.89% |
$75.9K - $87.2K
|
38.8K
$1.12M
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.83K+ 16.95% |
$75.5K - $86.7K
|
19.5K
$565K
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.83K+ 12.44% |
$75.5K - $86.7K
|
25.5K
$739K
|
|
Jan 29, 2021
Q4 2020
|
Rhs Financial, LLC
|
BUY
|
- |
2.74K+ 7.81% |
$73.2K - $84.1K
|
37.8K
$1.09M
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.68K+ 25.15% |
$71.7K - $82.3K
|
13.4K
$386K
|
|
Feb 10, 2021
Q4 2020
|
Holistic Financial Partners
|
BUY
|
- |
2.61K+ 0.4% |
$69.8K - $80.1K
|
662K
$19.1M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.54K+ 3.94% |
$67.9K - $78K
|
67.1K
$1.94M
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.53K+ 1.15% |
$67.7K - $77.7K
|
223K
$6.45M
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.5KNew |
$66.8K - $76.7K
|
2.5K
$72.4K
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.41K+ 16.13% |
$64.3K - $73.8K
|
17.3K
$501K
|
|
Feb 12, 2021
Q4 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.18K+ 1.97% |
$58.4K - $67K
|
113K
$3.27M
|
|
Feb 24, 2021
Q4 2020
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.16K+ 107750.0% |
$57.6K - $66.1K
|
2.16K
$62.4K
|