Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 2021. 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, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-18.2K- 3.33% |
$523K - $582K
|
529K
$14.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-18.5K- 9.48% |
$532K - $593K
|
177K
$4.71M
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-19.4KClosed |
$558K - $622K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.7K- 49.76% |
$564K - $628K
|
19.8K
$528K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-20.4K- 22.74% |
$586K - $653K
|
69.4K
$1.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-22.1K- 22.02% |
$633K - $706K
|
78.2K
$2.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22.3KClosed |
$640K - $713K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.3K- 13.83% |
$641K - $714K
|
139K
$3.71M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-23.7K- 90.35% |
$680K - $758K
|
2.53K
$67.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-27.6KClosed |
$791K - $881K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-32K- 14.8% |
$918K - $1.02M
|
184K
$4.91M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-34.2K- 34.43% |
$980K - $1.09M
|
65.1K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-35.7K- 87.45% |
$1.02M - $1.14M
|
5.13K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-38.3K- 51.52% |
$1.1M - $1.22M
|
36.1K
$960K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-38.7K- 79.25% |
$1.11M - $1.24M
|
10.1K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45.3K- 33.92% |
$1.3M - $1.45M
|
88.3K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-53.7KClosed |
$1.54M - $1.72M
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-57.1K- 87.03% |
$1.64M - $1.82M
|
8.51K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.3K- 33.76% |
$1.7M - $1.9M
|
116K
$3.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-60.2K- 47.53% |
$1.73M - $1.92M
|
66.5K
$1.77M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-74.6KClosed |
$2.14M - $2.38M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85.3K- 87.17% |
$2.45M - $2.73M
|
12.6K
$334K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-98K- 75.47% |
$2.81M - $3.13M
|
31.9K
$848K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-102K- 10.38% |
$2.92M - $3.25M
|
879K
$23.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-108KClosed |
$3.1M - $3.46M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-110K- 61.42% |
$3.17M - $3.53M
|
69.4K
$1.85M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-113K- 96.15% |
$3.25M - $3.62M
|
4.53K
$121K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-117K- 35.71% |
$3.36M - $3.75M
|
211K
$5.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-120K- 16.92% |
$3.43M - $3.82M
|
587K
$15.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-127K- 94.3% |
$3.63M - $4.05M
|
7.65K
$204K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-140KClosed |
$4.03M - $4.49M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-161K- 23.98% |
$4.62M - $5.15M
|
511K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-163K- 18.26% |
$4.68M - $5.22M
|
731K
$19.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-179KClosed |
$5.14M - $5.72M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-310K- 96.41% |
$8.9M - $9.91M
|
11.6K
$308K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-521KClosed |
$14.9M - $16.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-785K- 98.4% |
$22.5M - $25.1M
|
12.7K
$339K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-1.3MClosed |
$37.4M - $41.7M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.68M- 31.4% |
$77M - $85.8M
|
5.86M
$156M
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.66M- 83.33% |
$105M - $117M
|
733K
$19.5M
|