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
|
Facet Wealth, Inc.
|
BUY
|
- |
298+ 0.89% |
$8.55K - $9.52K
|
33.6K
$895K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
277+ 3.47% |
$7.94K - $8.85K
|
8.27K
$220K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
267+ 102.69% |
$7.66K - $8.53K
|
527
$14K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
266+ 2.36% |
$7.63K - $8.5K
|
11.5K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
266+ 2.01% |
$7.63K - $8.5K
|
13.5K
$359K
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
260+ 1.49% |
$7.46K - $8.31K
|
17.7K
$471K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
254New |
$7.28K - $8.12K
|
254
$6.76K
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
249+ 2.71% |
$7.14K - $7.96K
|
9.43K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
215+ 0.2% |
$6.17K - $6.87K
|
107K
$2.84M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
215New |
$6.17K - $6.87K
|
215
$5.73K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
214+ 0.88% |
$6.14K - $6.84K
|
24.4K
$650K
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
212+ 0.46% |
$6.08K - $6.78K
|
46.1K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
207+ 333.87% |
$5.94K - $6.62K
|
269
$7.16K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
204New |
$5.85K - $6.52K
|
204
$5.43K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200+ 9.46% |
$5.74K - $6.39K
|
2.31K
$61.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
188New |
$5.39K - $6.01K
|
188
$5.01K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
184New |
$5.28K - $5.88K
|
184
$4.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
181+ 1.88% |
$5.19K - $5.78K
|
9.8K
$261K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
180+ 1.48% |
$5.16K - $5.75K
|
12.3K
$328K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
170+ 38.03% |
$4.88K - $5.43K
|
617
$16.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
166+ 0.49% |
$4.76K - $5.31K
|
34K
$905K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
166+ 1.97% |
$4.76K - $5.31K
|
8.58K
$228K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
157+ 2.34% |
$4.5K - $5.02K
|
6.88K
$183K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
157+ 32.64% |
$4.5K - $5.02K
|
638
$17K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
152+ 2.16% |
$4.36K - $4.86K
|
7.19K
$191K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
152+ 0.57% |
$4.36K - $4.86K
|
26.9K
$716K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
149New |
$4.27K - $4.76K
|
149
$3.97K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
148+ 1.17% |
$4.24K - $4.73K
|
12.8K
$341K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
140+ 1.43% |
$4.02K - $4.47K
|
9.95K
$265K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
135New |
$3.87K - $4.31K
|
135
$3.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
115+ 1.01% |
$3.3K - $3.68K
|
11.5K
$306K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
111+ 0.44% |
$3.18K - $3.55K
|
25.4K
$677K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
108+ 6.77% |
$3.1K - $3.45K
|
1.7K
$45.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
106New |
$3.04K - $3.39K
|
106
$2.82K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
100+ 0.56% |
$2.87K - $3.2K
|
18K
$480K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
96+ 1.68% |
$2.75K - $3.07K
|
5.81K
$155K
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
94+ 0.21% |
$2.7K - $3K
|
44.4K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
86+ 0.4% |
$2.47K - $2.75K
|
21.4K
$569K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
76+ 0.64% |
$2.18K - $2.43K
|
11.9K
$318K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
73+ 0.17% |
$2.09K - $2.33K
|
43.1K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
73+ 0.67% |
$2.09K - $2.33K
|
11K
$292K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
72+ 1.06% |
$2.06K - $2.3K
|
6.87K
$183K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
72New |
$2.06K - $2.3K
|
72
$1.92K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
72+ 2.14% |
$2.06K - $2.3K
|
3.43K
$91.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67New |
$1.92K - $2.14K
|
67
$1.78K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
65+ 1.22% |
$1.86K - $2.08K
|
5.38K
$143K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
64New |
$1.84K - $2.05K
|
64
$1.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
59+ 1.15% |
$1.69K - $1.89K
|
5.17K
$138K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
54New |
$1.55K - $1.73K
|
54
$1.44K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.03% |
$1.43K - $1.6K
|
148K
$3.94M
|