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 |
---|---|---|---|---|---|---|---|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
554+ 35.93% |
$14.8K - $17K
|
2.1K
$60.7K
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
BUY
|
- |
549+ 4.17% |
$14.7K - $16.8K
|
13.7K
$397K
|
|
Jan 21, 2021
Q4 2020
|
Altfest L J & CO Inc
|
BUY
|
- |
493+ 1.51% |
$13.2K - $15.1K
|
33.2K
$960K
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
475+ 3.38% |
$12.7K - $14.6K
|
14.5K
$420K
|
|
Feb 17, 2021
Q4 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
415+ 1.53% |
$11.1K - $12.7K
|
27.6K
$798K
|
|
Feb 17, 2021
Q4 2020
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
414New |
$11.1K - $12.7K
|
414
$12K
|
|
Feb 03, 2021
Q4 2020
|
Baldrige Asset Management LLC
|
BUY
|
- |
412+ 0.85% |
$11K - $12.6K
|
48.8K
$1.41M
|
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
407+ 140.83% |
$10.9K - $12.5K
|
696
$20.1K
|
|
Feb 09, 2021
Q4 2020
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
398+ 2.65% |
$10.6K - $12.2K
|
15.4K
$446K
|
|
Jan 26, 2021
Q4 2020
|
Eidelman Virant Capital
|
BUY
|
- |
393+ 3.11% |
$10.5K - $12.1K
|
13K
$378K
|
|
Feb 02, 2021
Q4 2020
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
375+ 1.7% |
$10K - $11.5K
|
22.4K
$648K
|
|
Jan 21, 2021
Q4 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
374+ 1.08% |
$9.99K - $11.5K
|
35.1K
$1.02M
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
- |
363+ 4.35% |
$9.7K - $11.1K
|
8.7K
$252K
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
360+ 6.26% |
$9.62K - $11K
|
6.11K
$177K
|
|
Feb 09, 2021
Q4 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
358+ 2.54% |
$9.57K - $11K
|
14.4K
$418K
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
355+ 1.56% |
$9.49K - $10.9K
|
23.1K
$668K
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
353+ 1.0% |
$9.43K - $10.8K
|
35.6K
$1.03M
|
|
Feb 12, 2021
Q4 2020
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
350+ 2.92% |
$9.35K - $10.7K
|
12.3K
$357K
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
328+ 0.3% |
$8.76K - $10.1K
|
111K
$3.22M
|
|
May 14, 2021
Q4 2020
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
316New |
$8.44K - $9.69K
|
316
$9.15K
|
|
Feb 04, 2021
Q4 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
300+ 1.79% |
$8.02K - $9.2K
|
17.1K
$494K
|
|
Jan 15, 2021
Q4 2020
|
Gofen & Glossberg LLC
|
BUY
|
- |
294+ 2.71% |
$7.86K - $9.02K
|
11.1K
$323K
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
286New |
$7.64K - $8.77K
|
286
$8.28K
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
285New |
$7.62K - $8.74K
|
285
$8.25K
|
|
Feb 05, 2021
Q4 2020
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
283+ 0.62% |
$7.56K - $8.68K
|
45.6K
$1.32M
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
269+ 1.03% |
$7.19K - $8.25K
|
26.3K
$761K
|
|
Feb 16, 2021
Q4 2020
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
250+ 2.69% |
$6.68K - $7.67K
|
9.55K
$276K
|
|
Jan 29, 2021
Q4 2020
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
243+ 2.68% |
$6.49K - $7.46K
|
9.31K
$270K
|
|
Jan 26, 2021
Q4 2020
|
Sym Financial Corp
|
BUY
|
- |
232New |
$6.2K - $7.12K
|
232
$6.71K
|
|
Jan 21, 2021
Q4 2020
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
224+ 55.04% |
$5.99K - $6.87K
|
631
$18.3K
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
217+ 5.4% |
$5.8K - $6.66K
|
4.24K
$123K
|
|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
217+ 11.03% |
$5.8K - $6.66K
|
2.19K
$63.2K
|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
211+ 0.68% |
$5.64K - $6.47K
|
31.2K
$902K
|
|
Jan 29, 2021
Q4 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
205New |
$5.48K - $6.29K
|
205
$5.93K
|
|
Feb 11, 2021
Q4 2020
|
Armor Investment Advisors, LLC
|
BUY
|
- |
202+ 1.32% |
$5.4K - $6.2K
|
15.5K
$447K
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
181+ 0.33% |
$4.84K - $5.55K
|
55.2K
$1.6M
|
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
171+ 1.19% |
$4.57K - $5.25K
|
14.6K
$422K
|
|
Feb 10, 2021
Q4 2020
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
165+ 0.2% |
$4.41K - $5.06K
|
82.1K
$2.38M
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
145New |
$3.87K - $4.45K
|
145
$4.2K
|
|
Jan 29, 2021
Q4 2020
|
Planned Solutions, Inc.
|
BUY
|
- |
136+ 3.78% |
$3.63K - $4.17K
|
3.74K
$108K
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
136+ 0.55% |
$3.63K - $4.17K
|
24.9K
$720K
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
111+ 2.86% |
$2.97K - $3.41K
|
3.99K
$115K
|
|
Feb 04, 2021
Q4 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 2.82% |
$2.67K - $3.07K
|
3.65K
$106K
|
|
Jan 28, 2021
Q4 2020
|
Madden Advisory Services, Inc.
|
BUY
|
- |
98+ 0.37% |
$2.62K - $3.01K
|
26.5K
$766K
|
|
Feb 09, 2021
Q4 2020
|
Ddd Partners, LLC
|
BUY
|
- |
96+ 0.86% |
$2.57K - $2.95K
|
11.3K
$326K
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
75+ 0.05% |
$2K - $2.3K
|
139K
$4.03M
|
|
Jan 21, 2021
Q4 2020
|
Abbrea Capital, LLC
|
BUY
|
- |
70+ 0.15% |
$1.87K - $2.15K
|
48K
$1.39M
|
|
Jan 29, 2021
Q4 2020
|
Private Ocean, LLC
|
BUY
|
- |
66+ 1.8% |
$1.76K - $2.02K
|
3.73K
$108K
|
|
Feb 16, 2021
Q4 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
65+ 1.76% |
$1.74K - $1.99K
|
3.76K
$109K
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
BUY
|
- |
63+ 1.62% |
$1.68K - $1.93K
|
3.96K
$115K
|