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 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.22K+ 4.14% |
$150K - $167K
|
131K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.78KNew |
$137K - $153K
|
4.78K
$127K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.69K+ 22.66% |
$135K - $150K
|
25.4K
$677K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.56K+ 17.77% |
$131K - $146K
|
30.2K
$804K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
4.47K+ 100.59% |
$128K - $143K
|
8.91K
$237K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.44K+ 6.34% |
$127K - $142K
|
74.5K
$1.99M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.3KNew |
$123K - $137K
|
4.3K
$114K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.25K+ 2.55% |
$122K - $136K
|
171K
$4.55M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.22K+ 2.17% |
$121K - $135K
|
199K
$5.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.09K+ 11.75% |
$117K - $131K
|
38.9K
$1.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.03K+ 2.35% |
$116K - $129K
|
175K
$4.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
4.01K+ 55.32% |
$115K - $128K
|
11.3K
$300K
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3.88K+ 16.56% |
$111K - $124K
|
27.3K
$728K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.87K+ 2.27% |
$111K - $124K
|
175K
$4.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.85K+ 3.63% |
$110K - $123K
|
110K
$2.92M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.7K+ 24.84% |
$106K - $118K
|
18.6K
$495K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.64K+ 4.83% |
$104K - $116K
|
78.9K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.6K+ 5.91% |
$103K - $115K
|
64.5K
$1.72M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.59K+ 12.18% |
$103K - $115K
|
33K
$880K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.59KNew |
$103K - $115K
|
3.59K
$95.5K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.49K+ 2.92% |
$100K - $112K
|
123K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.47K+ 2.8% |
$99.5K - $111K
|
127K
$3.39M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.39KNew |
$97.1K - $108K
|
3.39K
$90.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.37K+ 33.24% |
$96.7K - $108K
|
13.5K
$360K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.11KNew |
$89.1K - $99.2K
|
3.11K
$82.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.04K+ 7.27% |
$87.3K - $97.3K
|
44.9K
$1.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.92K+ 8.11% |
$83.9K - $93.5K
|
39K
$1.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.92K+ 3.15% |
$83.7K - $93.3K
|
95.6K
$2.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.83K+ 3.48% |
$81.3K - $90.6K
|
84.2K
$2.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.74K+ 7.08% |
$78.6K - $87.6K
|
41.5K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.56K+ 1.14% |
$73.5K - $81.9K
|
228K
$6.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 1.15% |
$73.4K - $81.8K
|
224K
$5.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.45K+ 4.31% |
$70.4K - $78.4K
|
59.4K
$1.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$69.5K - $77.4K
|
2.42K
$64.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.41KNew |
$69.1K - $77.1K
|
2.41K
$64.2K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.37K+ 13.21% |
$68.1K - $75.8K
|
20.3K
$542K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
2.37K+ 3.89% |
$68K - $75.8K
|
63.3K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
2.33KNew |
$66.7K - $74.4K
|
2.33K
$62K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 1.03% |
$65.4K - $72.9K
|
224K
$5.95M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.23K+ 16.23% |
$63.8K - $71.1K
|
15.9K
$425K
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.14K+ 0.96% |
$61.4K - $68.5K
|
226K
$6.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 2.06% |
$61.1K - $68.1K
|
105K
$2.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.12K+ 23.44% |
$60.9K - $67.9K
|
11.2K
$298K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.11K+ 21.12% |
$60.4K - $67.3K
|
12.1K
$322K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.1K+ 19.63% |
$60.2K - $67.1K
|
12.8K
$341K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
2.1K+ 2.68% |
$60.2K - $67.1K
|
80.3K
$2.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.04K+ 1.58% |
$58.6K - $65.3K
|
132K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.04K+ 8.78% |
$58.4K - $65.1K
|
25.2K
$672K
|
|
|
Feb 14, 2022
Q4 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
2K+ 10.3% |
$57.4K - $63.9K
|
21.4K
$570K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.98K+ 14128.57% |
$56.7K - $63.2K
|
1.99K
$53K
|