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 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 22.32% |
$2.98K - $3.27K
|
348
$9.41K
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-101- 0.25% |
$3.01K - $3.3K
|
40.8K
$1.1M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-102- 0.52% |
$3.04K - $3.34K
|
19.6K
$531K
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-120- 0.34% |
$3.58K - $3.92K
|
35.5K
$959K
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-123- 1.42% |
$3.67K - $4.02K
|
8.52K
$231K
|
|
Nov 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-123- 1.09% |
$3.67K - $4.02K
|
11.1K
$301K
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-126- 1.04% |
$3.76K - $4.12K
|
12K
$324K
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-129- 0.28% |
$3.85K - $4.22K
|
46.5K
$1.26M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-135- 1.58% |
$4.02K - $4.41K
|
8.41K
$228K
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-145- 1.2% |
$4.32K - $4.74K
|
12K
$324K
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-155- 1.34% |
$4.62K - $5.07K
|
11.4K
$308K
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-163- 8.25% |
$4.86K - $5.33K
|
1.81K
$49K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-174- 97.21% |
$5.19K - $5.69K
|
5
$135
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-176- 1.76% |
$5.25K - $5.76K
|
9.82K
$266K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-178- 1.49% |
$5.31K - $5.82K
|
11.8K
$319K
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-183- 0.73% |
$5.46K - $5.98K
|
25K
$675K
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-190- 1.59% |
$5.66K - $6.21K
|
11.8K
$318K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-194- 0.75% |
$5.78K - $6.34K
|
25.6K
$693K
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-195- 0.89% |
$5.81K - $6.38K
|
21.8K
$590K
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-197- 1.93% |
$5.87K - $6.44K
|
10K
$270K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-201- 0.5% |
$5.99K - $6.57K
|
39.7K
$1.07M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-204- 1.31% |
$6.08K - $6.67K
|
15.4K
$417K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-221- 0.6% |
$6.59K - $7.23K
|
36.8K
$996K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-243- 4.37% |
$7.24K - $7.95K
|
5.31K
$144K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-249Closed |
$7.42K - $8.14K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-259- 0.67% |
$7.72K - $8.47K
|
38.6K
$1.04M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-268- 0.72% |
$7.99K - $8.76K
|
37K
$1M
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-279- 1.61% |
$8.32K - $9.12K
|
17.1K
$461K
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-286- 2.8% |
$8.53K - $9.35K
|
9.91K
$268K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-312- 7.73% |
$9.3K - $10.2K
|
3.73K
$101K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-315- 69.08% |
$9.39K - $10.3K
|
141
$3.81K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-336- 2.99% |
$10K - $11K
|
10.9K
$295K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-346Closed |
$10.3K - $11.3K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-350- 1.24% |
$10.4K - $11.4K
|
27.8K
$752K
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-407- 0.77% |
$12.1K - $13.3K
|
52.6K
$1.42M
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-407- 1.12% |
$12.1K - $13.3K
|
36K
$973K
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-410- 1.17% |
$12.2K - $13.4K
|
34.8K
$940K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-417Closed |
$12.4K - $13.6K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-437- 2.69% |
$13K - $14.3K
|
15.8K
$427K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-441- 2.03% |
$13.1K - $14.4K
|
21.3K
$577K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-441- 0.43% |
$13.1K - $14.4K
|
102K
$2.76M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-476- 5.2% |
$14.2K - $15.6K
|
8.67K
$235K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-480- 0.21% |
$14.3K - $15.7K
|
225K
$6.09M
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-485- 4.03% |
$14.5K - $15.9K
|
11.6K
$313K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-487- 5.5% |
$14.5K - $15.9K
|
8.36K
$226K
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-527- 6.56% |
$15.7K - $17.2K
|
7.51K
$203K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-539- 1.91% |
$16.1K - $17.6K
|
27.7K
$750K
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-559- 3.83% |
$16.7K - $18.3K
|
14K
$379K
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-565- 1.95% |
$16.8K - $18.5K
|
28.4K
$769K
|
|
Nov 04, 2021
Q3 2021
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-584- 3.38% |
$17.4K - $19.1K
|
16.7K
$452K
|