Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.81K- 72.11% |
$54K - $59.2K
|
700
$18.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-1.84K- 5.8% |
$54.8K - $60.1K
|
29.8K
$807K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.87K- 2.2% |
$55.8K - $61.2K
|
83.4K
$2.26M
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1.93KClosed |
$57.5K - $63.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.05K- 3.9% |
$61.2K - $67.1K
|
50.5K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.05K- 2.12% |
$61.2K - $67.2K
|
94.6K
$2.56M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.07K- 12.45% |
$61.8K - $67.8K
|
14.6K
$394K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-2.11KClosed |
$62.8K - $68.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 7.49% |
$65K - $71.3K
|
26.9K
$728K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.2K- 23.04% |
$65.7K - $72K
|
7.36K
$199K
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-2.23K- 9.69% |
$66.4K - $72.9K
|
20.8K
$562K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.26K- 19.59% |
$67.3K - $73.8K
|
9.27K
$251K
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.3K- 0.8% |
$68.6K - $75.3K
|
286K
$7.73M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.42K- 1.4% |
$72.1K - $79.1K
|
171K
$4.62M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 8.28% |
$72.4K - $79.4K
|
26.9K
$728K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.46K- 26.99% |
$73.2K - $80.3K
|
6.65K
$180K
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.47K- 2.97% |
$73.6K - $80.8K
|
80.8K
$2.18M
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 1.35% |
$75.2K - $82.5K
|
185K
$4.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.61K- 21.4% |
$77.7K - $85.2K
|
9.57K
$259K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.62K- 17.77% |
$78.2K - $85.8K
|
12.1K
$328K
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.65K- 5.81% |
$79.1K - $86.8K
|
43K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.71K- 19.97% |
$80.7K - $88.6K
|
10.9K
$294K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.76K- 1.26% |
$82.3K - $90.3K
|
216K
$5.85M
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-2.77K- 3.61% |
$82.6K - $90.6K
|
74.1K
$2M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.79K- 23.18% |
$83.1K - $91.1K
|
9.24K
$250K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.79K- 23.18% |
$83.1K - $91.1K
|
9.24K
$250K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.8K- 5.44% |
$83.3K - $91.4K
|
48.6K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-2.84K- 2.91% |
$84.5K - $92.7K
|
94.6K
$2.56M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.95K- 28.71% |
$87.9K - $96.4K
|
7.32K
$198K
|
|
|
Nov 09, 2021
Q3 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.95K- 30.09% |
$88K - $96.6K
|
6.86K
$186K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3.12K- 9.78% |
$92.9K - $102K
|
28.8K
$778K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.46K- 5.37% |
$103K - $113K
|
60.9K
$1.65M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.46K- 1.94% |
$103K - $113K
|
175K
$4.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.49K- 5.58% |
$104K - $114K
|
59K
$1.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.65KClosed |
$109K - $119K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.71KClosed |
$111K - $121K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.89K- 5.58% |
$116K - $127K
|
65.9K
$1.78M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-3.95K- 10.53% |
$118K - $129K
|
33.5K
$907K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.02K- 34.08% |
$120K - $131K
|
7.77K
$210K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.12K- 15.08% |
$123K - $135K
|
23.2K
$627K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.27K- 10.35% |
$127K - $140K
|
37K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.29K- 6.57% |
$128K - $140K
|
60.9K
$1.65M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.41K- 0.53% |
$131K - $144K
|
832K
$22.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.47K- 12.87% |
$133K - $146K
|
30.3K
$819K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.5K- 17.85% |
$134K - $147K
|
20.7K
$561K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.74K- 14.04% |
$141K - $155K
|
29K
$785K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.78K- 11.87% |
$142K - $156K
|
35.5K
$959K
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-5K- 33.42% |
$149K - $163K
|
9.96K
$269K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-5.38K- 6.55% |
$160K - $176K
|
76.7K
$2.08M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.58K- 22.13% |
$166K - $183K
|
19.6K
$531K
|