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 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-423- 2.83% |
$12.1K - $13.5K
|
14.6K
$397K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-454- 24.97% |
$13K - $14.5K
|
1.36K
$37.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-457- 1.09% |
$13.1K - $14.6K
|
41.4K
$1.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-474- 4.78% |
$13.6K - $15.1K
|
9.44K
$257K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-484- 1.94% |
$13.9K - $15.5K
|
24.5K
$667K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-490- 2.86% |
$14.1K - $15.7K
|
16.6K
$454K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-499- 5.61% |
$14.3K - $15.9K
|
8.39K
$229K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-501Closed |
$14.4K - $16K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-512- 2.44% |
$14.7K - $16.4K
|
20.4K
$558K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-543- 1.73% |
$15.6K - $17.4K
|
30.8K
$840K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-550- 3.92% |
$15.8K - $17.6K
|
13.5K
$367K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-555- 0.34% |
$15.9K - $17.7K
|
164K
$4.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-602- 0.33% |
$17.3K - $19.2K
|
182K
$4.97M
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-611- 2.94% |
$17.5K - $19.5K
|
20.1K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-620- 4.29% |
$17.8K - $19.8K
|
13.8K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-630- 77.78% |
$18.1K - $20.1K
|
180
$4.91K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-636- 0.83% |
$18.2K - $20.3K
|
76.2K
$2.08M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-656- 3.4% |
$18.8K - $21K
|
18.7K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-660- 1.06% |
$18.9K - $21.1K
|
61.3K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-663- 3.33% |
$19K - $21.2K
|
19.3K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-700Closed |
$20.1K - $22.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-790- 2.72% |
$22.7K - $25.2K
|
28.2K
$770K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-817- 4.78% |
$23.4K - $26.1K
|
16.3K
$444K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-834- 18.65% |
$23.9K - $26.7K
|
3.64K
$99.2K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-835- 7.39% |
$23.9K - $26.7K
|
10.5K
$285K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-852Closed |
$24.4K - $27.2K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-865- 1.3% |
$24.8K - $27.6K
|
65.7K
$1.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-871- 2.54% |
$25K - $27.8K
|
33.4K
$911K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-883- 9.17% |
$25.3K - $28.2K
|
8.75K
$239K
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-885- 2.65% |
$25.4K - $28.3K
|
32.5K
$887K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-905Closed |
$26K - $28.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-916- 1.51% |
$26.3K - $29.3K
|
59.7K
$1.63M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-956Closed |
$27.4K - $30.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-973- 0.69% |
$27.9K - $31.1K
|
141K
$3.84M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-973- 2.79% |
$27.9K - $31.1K
|
33.9K
$925K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-998- 6.32% |
$28.6K - $31.9K
|
14.8K
$404K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-999- 2.69% |
$28.7K - $31.9K
|
36.1K
$984K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.01K- 1.88% |
$29.1K - $32.4K
|
53K
$1.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.02K- 12.51% |
$29.2K - $32.6K
|
7.13K
$194K
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-1.04K- 12.23% |
$29.7K - $33.1K
|
7.44K
$203K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.04K- 4.4% |
$29.8K - $33.2K
|
22.6K
$616K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.26K- 6.05% |
$36K - $40.1K
|
19.5K
$531K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-1.28K- 3.55% |
$36.7K - $40.8K
|
34.7K
$947K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 1.69% |
$39.5K - $44K
|
80K
$2.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.41K- 1.15% |
$40.3K - $44.9K
|
120K
$3.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.46KClosed |
$41.7K - $46.5K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.54KClosed |
$44.2K - $49.2K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-1.56K- 4.9% |
$44.8K - $50K
|
30.4K
$828K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.58K- 4.7% |
$45.2K - $50.3K
|
32K
$872K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.61K- 3.46% |
$46.2K - $51.5K
|
44.9K
$1.22M
|