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 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
825+ 2.3% |
$23.7K - $26.4K
|
36.6K
$975K
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
819+ 2.3% |
$23.5K - $26.2K
|
36.4K
$968K
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
799+ 6.2% |
$22.9K - $25.5K
|
13.7K
$364K
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
795+ 5.42% |
$22.8K - $25.4K
|
15.5K
$411K
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
771+ 10.04% |
$22.1K - $24.6K
|
8.45K
$225K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
771+ 8.38% |
$22.1K - $24.6K
|
9.97K
$265K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
755+ 7.77% |
$21.7K - $24.1K
|
10.5K
$279K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
753+ 13.66% |
$21.6K - $24.1K
|
6.27K
$167K
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
BUY
|
- |
749+ 2.51% |
$21.5K - $23.9K
|
30.6K
$814K
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
743+ 1.15% |
$21.3K - $23.7K
|
65.4K
$1.74M
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
702+ 1.98% |
$20.1K - $22.4K
|
36.2K
$962K
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
701+ 1.43% |
$20.1K - $22.4K
|
49.8K
$1.32M
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
689+ 2.61% |
$19.8K - $22K
|
27.1K
$721K
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
687+ 2.11% |
$19.7K - $22K
|
33.2K
$883K
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
682+ 6.68% |
$19.6K - $21.8K
|
10.9K
$290K
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
681+ 3.08% |
$19.5K - $21.8K
|
22.8K
$606K
|
|
Jan 18, 2022
Q4 2021
|
Bck Partners, Inc.
|
BUY
|
- |
675+ 0.69% |
$19.4K - $21.6K
|
98K
$2.61M
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
650New |
$18.6K - $20.8K
|
650
$17.3K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
649+ 5.98% |
$18.6K - $20.7K
|
11.5K
$306K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
606+ 3.49% |
$17.4K - $19.4K
|
18K
$478K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
603+ 8.86% |
$17.3K - $19.3K
|
7.41K
$197K
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
590+ 4.05% |
$16.9K - $18.9K
|
15.2K
$404K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
590New |
$16.9K - $18.9K
|
590
$15.7K
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
575+ 0.93% |
$16.5K - $18.4K
|
62.5K
$1.66M
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
570+ 0.74% |
$16.3K - $18.2K
|
77.4K
$2.06M
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
570+ 0.41% |
$16.3K - $18.2K
|
141K
$3.76M
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
564+ 2.92% |
$16.2K - $18K
|
19.9K
$528K
|
|
Jan 31, 2022
Q4 2021
|
Act Wealth Management, LLC
|
BUY
|
- |
557+ 7.03% |
$16K - $17.8K
|
8.48K
$225K
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
528+ 17.19% |
$15.1K - $16.9K
|
3.6K
$95.8K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
525+ 97.4% |
$15.1K - $16.8K
|
1.06K
$28.3K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
524+ 2.15% |
$15K - $16.7K
|
24.9K
$661K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
520+ 0.26% |
$14.9K - $16.6K
|
204K
$5.43M
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$14.3K - $16K
|
500
$13.3K
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
497+ 0.21% |
$14.3K - $15.9K
|
238K
$6.34M
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
491+ 2.0% |
$14.1K - $15.7K
|
25.1K
$668K
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
490New |
$14.1K - $15.7K
|
490
$13K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
476+ 1.74% |
$13.7K - $15.2K
|
27.8K
$739K
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
463+ 3.49% |
$13.3K - $14.8K
|
13.7K
$365K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
424+ 2.19% |
$12.2K - $13.6K
|
19.8K
$526K
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
423+ 2.44% |
$12.1K - $13.5K
|
17.8K
$473K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
422+ 4.31% |
$12.1K - $13.5K
|
10.2K
$272K
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
421+ 0.28% |
$12.1K - $13.5K
|
153K
$4.08M
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
400New |
$11.5K - $12.8K
|
400
$10.6K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
399New |
$11.4K - $12.8K
|
399
$10.6K
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
384+ 0.48% |
$11K - $12.3K
|
81.1K
$2.16M
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
383+ 2.23% |
$11K - $12.2K
|
17.6K
$467K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
383+ 110.06% |
$11K - $12.2K
|
731
$19.4K
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
332+ 5.43% |
$9.52K - $10.6K
|
6.44K
$171K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
320+ 0.99% |
$9.18K - $10.2K
|
32.6K
$867K
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
310+ 0.04% |
$8.89K - $9.91K
|
725K
$19.3M
|