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 |
---|---|---|---|---|---|---|---|
Sep 20, 2021
Q4 2020
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-65- 0.55% |
$1.74K - $1.99K
|
11.8K
$342K
|
|
Jan 21, 2021
Q4 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-71- 2.2% |
$1.9K - $2.18K
|
3.16K
$91.5K
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-73- 0.41% |
$1.95K - $2.24K
|
17.8K
$515K
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-85- 0.05% |
$2.27K - $2.61K
|
158K
$4.57M
|
|
Feb 03, 2021
Q4 2020
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-94Closed |
$2.51K - $2.88K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-105- 0.51% |
$2.81K - $3.22K
|
20.4K
$589K
|
|
Jan 25, 2021
Q4 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-105- 0.36% |
$2.81K - $3.22K
|
29.2K
$844K
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-113- 0.57% |
$3.02K - $3.47K
|
19.7K
$569K
|
|
Feb 16, 2021
Q4 2020
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-116- 2.01% |
$3.1K - $3.56K
|
5.65K
$164K
|
|
Feb 09, 2021
Q4 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-117- 20.74% |
$3.13K - $3.59K
|
447
$12.9K
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-121- 11.91% |
$3.23K - $3.71K
|
895
$25.9K
|
|
Feb 05, 2021
Q4 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-121- 0.13% |
$3.23K - $3.71K
|
90.8K
$2.63M
|
|
Jan 13, 2021
Q4 2020
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-125- 1.56% |
$3.34K - $3.84K
|
7.89K
$228K
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-135Closed |
$3.61K - $4.14K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-149- 0.45% |
$3.98K - $4.57K
|
33.1K
$959K
|
|
Feb 02, 2021
Q4 2020
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-150- 0.72% |
$4.01K - $4.6K
|
20.7K
$599K
|
|
Jan 12, 2021
Q4 2020
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-163- 0.92% |
$4.36K - $5K
|
17.6K
$511K
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-173- 0.33% |
$4.62K - $5.31K
|
52.3K
$1.51M
|
|
Feb 22, 2021
Q4 2020
|
West Financial Advisors, LLC
|
SELL
|
- |
-178- 62.46% |
$4.76K - $5.46K
|
107
$3.1K
|
|
Feb 04, 2021
Q4 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-190- 0.13% |
$5.08K - $5.83K
|
150K
$4.35M
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 2.28% |
$5.34K - $6.14K
|
8.56K
$248K
|
|
Feb 03, 2021
Q4 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 2.28% |
$5.34K - $6.14K
|
8.56K
$248K
|
|
Feb 12, 2021
Q4 2020
|
Fca Corp
Houston, TX |
SELL
|
- |
-208- 1.72% |
$5.56K - $6.38K
|
11.9K
$343K
|
|
Feb 11, 2021
Q4 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-223- 2.55% |
$5.96K - $6.84K
|
8.52K
$247K
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-233Closed |
$6.23K - $7.15K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Resource Planning Group
|
SELL
|
- |
-255- 0.31% |
$6.81K - $7.82K
|
80.9K
$2.34M
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-288- 2.7% |
$7.7K - $8.84K
|
10.4K
$300K
|
|
Feb 02, 2021
Q4 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-290- 1.1% |
$7.75K - $8.9K
|
26.1K
$757K
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-295- 2.31% |
$7.88K - $9.05K
|
12.5K
$361K
|
|
Mar 10, 2021
Q4 2020
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-298- 1.34% |
$7.96K - $9.14K
|
21.9K
$634K
|
|
Jan 27, 2021
Q4 2020
|
Retirement Planning Group
|
SELL
|
- |
-306- 1.09% |
$8.18K - $9.39K
|
27.7K
$800K
|
|
Feb 03, 2021
Q4 2020
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-339- 0.39% |
$9.06K - $10.4K
|
86K
$2.49M
|
|
Feb 04, 2021
Q4 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-355- 1.35% |
$9.49K - $10.9K
|
26K
$752K
|
|
Feb 12, 2021
Q4 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-370- 3.35% |
$9.89K - $11.4K
|
10.7K
$309K
|
|
Feb 09, 2021
Q4 2020
|
Financial Life Advisors
|
SELL
|
- |
-375- 1.85% |
$10K - $11.5K
|
19.9K
$576K
|
|
Jan 19, 2021
Q4 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-385- 1.36% |
$10.3K - $11.8K
|
28K
$811K
|
|
Feb 11, 2021
Q4 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-416- 5.32% |
$11.1K - $12.8K
|
7.4K
$214K
|
|
Feb 09, 2021
Q4 2020
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-431- 0.45% |
$11.5K - $13.2K
|
95.5K
$2.76M
|
|
Feb 08, 2021
Q4 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-433- 1.07% |
$11.6K - $13.3K
|
40K
$1.16M
|
|
Jan 25, 2021
Q4 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-461- 1.75% |
$12.3K - $14.1K
|
25.9K
$749K
|
|
Feb 03, 2021
Q4 2020
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-462- 4.71% |
$12.3K - $14.2K
|
9.35K
$271K
|
|
Feb 12, 2021
Q4 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-495- 30.94% |
$13.2K - $15.2K
|
1.11K
$32K
|
|
Feb 10, 2021
Q4 2020
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-497- 4.44% |
$13.3K - $15.2K
|
10.7K
$310K
|
|
Jan 12, 2021
Q4 2020
|
Baldwin Brothers LLC
|
SELL
|
- |
-500- 9.11% |
$13.4K - $15.3K
|
4.99K
$144K
|
|
Feb 12, 2021
Q4 2020
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-512- 3.91% |
$13.7K - $15.7K
|
12.6K
$364K
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-514- 22.32% |
$13.7K - $15.8K
|
1.79K
$51.8K
|
|
Feb 12, 2021
Q4 2020
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-533- 4.78% |
$14.2K - $16.4K
|
10.6K
$307K
|
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-554- 0.22% |
$14.8K - $17K
|
254K
$7.35M
|
|
Feb 08, 2021
Q4 2020
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-562- 3.15% |
$15K - $17.2K
|
17.3K
$500K
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-564Closed |
$15.1K - $17.3K
|
0
$0
|