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 |
---|---|---|---|---|---|---|---|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-584- 1.71% |
$17.4K - $19.1K
|
33.5K
$907K
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-598- 0.27% |
$17.8K - $19.6K
|
224K
$6.05M
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-633- 1.41% |
$18.9K - $20.7K
|
44.3K
$1.2M
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-703Closed |
$21K - $23K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-745- 1.44% |
$22.2K - $24.4K
|
51.1K
$1.38M
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-753Closed |
$22.4K - $24.6K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-792- 5.17% |
$23.6K - $25.9K
|
14.5K
$393K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-810- 5.58% |
$24.1K - $26.5K
|
13.7K
$371K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-838- 0.5% |
$25K - $27.4K
|
167K
$4.51M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-850- 8.4% |
$25.3K - $27.8K
|
9.27K
$251K
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-890Closed |
$26.5K - $29.1K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-896- 1.13% |
$26.7K - $29.3K
|
78.1K
$2.11M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-903Closed |
$26.9K - $29.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-904- 8.5% |
$26.9K - $29.6K
|
9.73K
$263K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-943- 4.45% |
$28.1K - $30.8K
|
20.3K
$548K
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
SELL
|
- |
-945- 25.64% |
$28.2K - $30.9K
|
2.74K
$74.1K
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-949- 10.93% |
$28.3K - $31K
|
7.74K
$209K
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-956- 1.46% |
$28.5K - $31.3K
|
64.6K
$1.75M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-997- 42.99% |
$29.7K - $32.6K
|
1.32K
$35.8K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.02K- 11.09% |
$30.3K - $33.2K
|
8.15K
$220K
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.02K- 3.87% |
$30.4K - $33.4K
|
25.3K
$684K
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.02K- 1.09% |
$30.5K - $33.5K
|
93K
$2.52M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.04K- 18.74% |
$31K - $34K
|
4.51K
$122K
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.06KClosed |
$31.5K - $34.6K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.08K- 16.29% |
$32.3K - $35.4K
|
5.57K
$151K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.09K- 27.96% |
$32.6K - $35.8K
|
2.82K
$76.3K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.11K- 43.25% |
$33.1K - $36.3K
|
1.46K
$39.4K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.12K- 4.74% |
$33.3K - $36.5K
|
22.4K
$606K
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-1.17K- 30.44% |
$34.8K - $38.2K
|
2.67K
$72.3K
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.19K- 12.7% |
$35.4K - $38.8K
|
8.17K
$221K
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.21KClosed |
$35.9K - $39.4K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.25K- 3.56% |
$37.3K - $40.9K
|
33.8K
$915K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1.27K- 29.52% |
$37.8K - $41.5K
|
3.03K
$81.9K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.29K- 3.63% |
$38.5K - $42.2K
|
34.3K
$927K
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.29K- 8.31% |
$38.6K - $42.3K
|
14.3K
$386K
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.33K- 1.54% |
$39.6K - $43.5K
|
85.2K
$2.31M
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
SELL
|
- |
-1.33K- 0.34% |
$39.7K - $43.6K
|
389K
$10.5M
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.39K- 1.99% |
$41.3K - $45.3K
|
68.2K
$1.84M
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.4K- 0.3% |
$41.6K - $45.6K
|
461K
$12.5M
|
|
Nov 10, 2021
Q3 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.48K- 13.08% |
$44.2K - $48.5K
|
9.85K
$266K
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.51K- 16.57% |
$44.9K - $49.2K
|
7.58K
$205K
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.52K- 28.27% |
$45.4K - $49.8K
|
3.86K
$105K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.58K- 9.8% |
$47.2K - $51.8K
|
14.6K
$394K
|
|
Oct 27, 2021
Q3 2021
|
Sunesis Advisors, LLC
|
SELL
|
- |
-1.58K- 2.43% |
$47.2K - $51.8K
|
63.6K
$1.72M
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.6K- 9.71% |
$47.7K - $52.3K
|
14.9K
$402K
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.65K- 5.92% |
$49.2K - $54K
|
26.2K
$709K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.69K- 0.9% |
$50.3K - $55.2K
|
185K
$5.01M
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.71K- 11.33% |
$50.9K - $55.9K
|
13.4K
$361K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.73K- 7.61% |
$51.5K - $56.4K
|
21K
$567K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.81K- 96.94% |
$53.8K - $59.1K
|
57
$1.54K
|