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 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
11.9KNew |
$342K - $382K
|
11.9K
$318K
|
|
Feb 07, 2022
Q4 2021
|
Schaeffer Financial LLC
|
BUY
|
- |
11.8KNew |
$337K - $376K
|
11.8K
$313K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.6KNew |
$332K - $370K
|
11.6K
$309K
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.6K+ 51.21% |
$332K - $370K
|
34.2K
$910K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 2054.18% |
$324K - $361K
|
11.8K
$316K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 5.86% |
$322K - $358K
|
203K
$5.4M
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
11.1K+ 2.5% |
$320K - $356K
|
457K
$12.2M
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11K+ 0.71% |
$316K - $352K
|
1.55M
$41.4M
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
11KNew |
$315K - $351K
|
11K
$293K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 21.09% |
$310K - $345K
|
62K
$1.65M
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10.8K+ 40.11% |
$310K - $345K
|
37.7K
$1M
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
10.7KNew |
$307K - $342K
|
10.7K
$285K
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
10.4KNew |
$299K - $333K
|
10.4K
$278K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.4KNew |
$298K - $332K
|
10.4K
$276K
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
BUY
|
- |
10.4KNew |
$297K - $331K
|
10.4K
$276K
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.2K+ 14.48% |
$293K - $327K
|
80.8K
$2.15M
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
9.94K+ 5.42% |
$285K - $318K
|
193K
$5.15M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.85K+ 36.59% |
$282K - $315K
|
36.8K
$979K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
9.53K+ 12.17% |
$273K - $305K
|
87.8K
$2.34M
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.13KNew |
$262K - $292K
|
9.13K
$243K
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.88K+ 2.02% |
$255K - $284K
|
449K
$11.9M
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.52K+ 3.35% |
$244K - $272K
|
263K
$7M
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8.31KNew |
$238K - $265K
|
8.31K
$221K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.17K+ 44.89% |
$234K - $261K
|
26.4K
$702K
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
8.1K+ 10.2% |
$232K - $259K
|
87.5K
$2.33M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.84K+ 29.55% |
$225K - $251K
|
34.4K
$916K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.79K+ 5.48% |
$223K - $249K
|
150K
$3.99M
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
7.5KNew |
$215K - $240K
|
7.5K
$200K
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
7.5K+ 15.63% |
$215K - $240K
|
55.5K
$1.48M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.45KNew |
$214K - $238K
|
7.45K
$198K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
7.41K+ 15.31% |
$212K - $237K
|
55.8K
$1.48M
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
7.35KNew |
$211K - $235K
|
7.35K
$196K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.28K+ 6.65% |
$209K - $233K
|
117K
$3.11M
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
7.15K+ 11.35% |
$205K - $229K
|
70.2K
$1.87M
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
7.12K+ 2.74% |
$204K - $227K
|
267K
$7.1M
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.1KNew |
$203K - $227K
|
7.1K
$189K
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
7.08K+ 80.93% |
$203K - $226K
|
15.8K
$421K
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
7.06KNew |
$202K - $226K
|
7.06K
$188K
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
7.05KNew |
$202K - $225K
|
7.05K
$188K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
6.92KNew |
$198K - $221K
|
6.92K
$184K
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.89K+ 40.36% |
$197K - $220K
|
23.9K
$638K
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.76KNew |
$194K - $216K
|
6.76K
$180K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.7K+ 32.86% |
$192K - $214K
|
27.1K
$721K
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.68K+ 15.92% |
$191K - $213K
|
48.6K
$1.29M
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
6.49K+ 12.0% |
$186K - $207K
|
60.6K
$1.61M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.47KNew |
$185K - $207K
|
6.47K
$172K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
5.9K+ 76.59% |
$169K - $189K
|
13.6K
$362K
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.88K+ 27.49% |
$169K - $188K
|
27.3K
$726K
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
5.76K+ 4.1% |
$165K - $184K
|
146K
$3.89M
|
|
Mar 02, 2022
Q4 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
5.35K+ 5.85% |
$153K - $171K
|
96.8K
$2.58M
|