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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
26.9K+ 2.82% |
$772K - $860K
|
981K
$26.1M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26.3K+ 540.67% |
$755K - $841K
|
31.2K
$830K
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
26.2KNew |
$751K - $837K
|
26.2K
$697K
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
25.9K+ 4.33% |
$742K - $827K
|
623K
$16.6M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
25.2K+ 15.8% |
$722K - $804K
|
184K
$4.91M
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
24.2KNew |
$695K - $775K
|
24.2K
$645K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
23.9K+ 63.96% |
$685K - $763K
|
61.2K
$1.63M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 9.64% |
$671K - $748K
|
266K
$7.09M
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
23.1KNew |
$662K - $738K
|
23.1K
$615K
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
22.9KNew |
$656K - $730K
|
22.9K
$609K
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
22.5KNew |
$644K - $718K
|
22.5K
$598K
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
21.7KNew |
$624K - $695K
|
21.7K
$579K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20.8K+ 29.43% |
$597K - $666K
|
91.6K
$2.44M
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
20.6KNew |
$590K - $658K
|
20.6K
$548K
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
20.6K+ 43.75% |
$590K - $657K
|
67.6K
$1.8M
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20K+ 6.54% |
$575K - $641K
|
327K
$8.7M
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
19.7KNew |
$564K - $629K
|
19.7K
$524K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.3K+ 5.74% |
$554K - $617K
|
356K
$9.49M
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
19.1KNew |
$547K - $609K
|
19.1K
$508K
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19KNew |
$544K - $606K
|
19K
$505K
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
18.7K+ 11.03% |
$537K - $598K
|
188K
$5.02M
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
18.5K+ 5.9% |
$532K - $593K
|
333K
$8.87M
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
17.6K+ 2.19% |
$505K - $563K
|
823K
$21.9M
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
17.5K+ 69.92% |
$501K - $558K
|
42.4K
$1.13M
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
16.8KNew |
$483K - $538K
|
16.8K
$448K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.2K+ 138.44% |
$466K - $519K
|
28K
$745K
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.2K+ 3.19% |
$466K - $519K
|
525K
$14M
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
15.6K+ 9.61% |
$447K - $498K
|
178K
$4.73M
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
15.4K+ 24.26% |
$443K - $493K
|
79K
$2.1M
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
15.2KNew |
$437K - $487K
|
15.2K
$405K
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.2K+ 5.3% |
$435K - $484K
|
301K
$8.02M
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.1K+ 0.93% |
$433K - $483K
|
1.65M
$43.9M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
15KNew |
$429K - $478K
|
15K
$398K
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14.9KNew |
$428K - $477K
|
14.9K
$398K
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
14.9KNew |
$428K - $477K
|
14.9K
$397K
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
14.6KNew |
$418K - $466K
|
14.6K
$388K
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14.3KNew |
$411K - $458K
|
14.3K
$381K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
13.8K+ 26.73% |
$394K - $440K
|
65.2K
$1.74M
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 57.62% |
$393K - $438K
|
37.5K
$998K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13.5K+ 4.48% |
$387K - $431K
|
315K
$8.38M
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
13.4K+ 49.17% |
$385K - $429K
|
40.8K
$1.09M
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
13.4K+ 12.84% |
$385K - $429K
|
118K
$3.14M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.2KNew |
$377K - $421K
|
13.2K
$350K
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.1K+ 7.84% |
$374K - $417K
|
180K
$4.78M
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13KNew |
$374K - $417K
|
13K
$347K
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
12.9K+ 85.63% |
$369K - $411K
|
27.9K
$743K
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
12.9K+ 93.08% |
$369K - $411K
|
26.7K
$711K
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
12.7KNew |
$363K - $405K
|
12.7K
$337K
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
12.5K+ 62.75% |
$359K - $400K
|
32.4K
$864K
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
12KNew |
$344K - $383K
|
12K
$319K
|