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 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53- 1.36% |
$1.52K - $1.69K
|
3.85K
$109K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-62- 0.62% |
$1.78K - $1.98K
|
9.93K
$283K
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-65- 0.42% |
$1.86K - $2.08K
|
15.3K
$436K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65Closed |
$1.86K - $2.08K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-66- 0.55% |
$1.89K - $2.11K
|
11.9K
$339K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-67Closed |
$1.92K - $2.14K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-85- 4.84% |
$2.44K - $2.72K
|
1.67K
$47.6K
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-85- 0.05% |
$2.44K - $2.72K
|
175K
$4.98M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-86Closed |
$2.47K - $2.75K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-110- 0.66% |
$3.15K - $3.52K
|
16.6K
$472K
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-121- 0.14% |
$3.47K - $3.87K
|
85.1K
$2.42M
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-124- 1.48% |
$3.56K - $3.96K
|
8.24K
$234K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-127Closed |
$3.64K - $4.06K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-137- 0.68% |
$3.93K - $4.38K
|
20.1K
$572K
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-137- 0.63% |
$3.93K - $4.38K
|
21.7K
$616K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-143- 0.78% |
$4.1K - $4.57K
|
18.2K
$516K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-145- 1.63% |
$4.16K - $4.63K
|
8.76K
$249K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-145- 1.63% |
$4.16K - $4.63K
|
8.76K
$249K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-151- 1.04% |
$4.33K - $4.83K
|
14.4K
$409K
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-153- 1.19% |
$4.39K - $4.89K
|
12.7K
$362K
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-161- 2.19% |
$4.62K - $5.15K
|
7.2K
$205K
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-171- 2.35% |
$4.9K - $5.47K
|
7.11K
$202K
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-172- 1.12% |
$4.93K - $5.5K
|
15.2K
$432K
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-173- 66.8% |
$4.96K - $5.53K
|
86
$2.45K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-179Closed |
$5.13K - $5.72K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-184- 2.12% |
$5.28K - $5.88K
|
8.49K
$241K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-185Closed |
$5.31K - $5.91K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-188- 0.36% |
$5.39K - $6.01K
|
52.4K
$1.49M
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-195- 2.29% |
$5.59K - $6.23K
|
8.33K
$237K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-197Closed |
$5.65K - $6.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-210- 0.92% |
$6.02K - $6.71K
|
22.7K
$646K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-213- 0.49% |
$6.11K - $6.81K
|
43.5K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-218- 7.73% |
$6.25K - $6.97K
|
2.6K
$74K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-219Closed |
$6.28K - $7K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-232- 8.69% |
$6.65K - $7.41K
|
2.44K
$69.4K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-248- 1.13% |
$7.11K - $7.93K
|
21.7K
$618K
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-270- 0.2% |
$7.74K - $8.63K
|
132K
$3.76M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-279- 2.92% |
$8K - $8.92K
|
9.28K
$264K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-286- 0.84% |
$8.2K - $9.14K
|
33.6K
$955K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-292- 9.22% |
$8.37K - $9.33K
|
2.88K
$81.8K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-300Closed |
$8.6K - $9.59K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-300- 1.76% |
$8.6K - $9.59K
|
16.8K
$476K
|
|
Feb 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-331- 1.98% |
$9.49K - $10.6K
|
16.4K
$466K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-335- 1.57% |
$9.61K - $10.7K
|
21K
$597K
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-349- 4.01% |
$10K - $11.2K
|
8.35K
$237K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-353- 3.82% |
$10.1K - $11.3K
|
8.88K
$253K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-353- 3.82% |
$10.1K - $11.3K
|
8.88K
$253K
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-371- 3.4% |
$10.6K - $11.9K
|
10.5K
$300K
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-390- 2.68% |
$11.2K - $12.5K
|
14.2K
$403K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-391- 2.93% |
$11.2K - $12.5K
|
13K
$369K
|