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
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.78K- 19.81% |
$51.2K - $57K
|
7.22K
$197K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.79K- 1.38% |
$51.3K - $57.1K
|
128K
$3.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.84K- 10.69% |
$52.7K - $58.8K
|
15.4K
$419K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.87K- 2.45% |
$53.5K - $59.7K
|
74.2K
$2.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.89K- 9.65% |
$54.1K - $60.2K
|
17.6K
$481K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.07K- 0.45% |
$59.5K - $66.3K
|
459K
$12.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.11K- 4.13% |
$60.5K - $67.5K
|
49K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.16K- 15.4% |
$61.9K - $69K
|
11.9K
$323K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.26K- 1.0% |
$64.7K - $72.1K
|
223K
$6.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-2.3K- 34.26% |
$65.8K - $73.4K
|
4.41K
$120K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.3K- 2.43% |
$66K - $73.5K
|
92.3K
$2.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-2.32K- 6.27% |
$66.5K - $74.1K
|
34.7K
$946K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-2.34K- 3.58% |
$67.1K - $74.8K
|
62.9K
$1.72M
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.34K- 2.55% |
$67.1K - $74.8K
|
89.4K
$2.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.37K- 3.03% |
$67.9K - $75.7K
|
75.7K
$2.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.4K- 3.03% |
$68.7K - $76.6K
|
76.8K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.42K- 2.9% |
$69.4K - $77.4K
|
81K
$2.21M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 59.74% |
$69.5K - $77.4K
|
1.63K
$44.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.44K- 7.93% |
$69.9K - $77.9K
|
28.3K
$771K
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-2.48K- 2.83% |
$71K - $79.1K
|
85K
$2.32M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.53K- 17.75% |
$72.6K - $81K
|
11.7K
$320K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.59K- 14.98% |
$74.4K - $82.9K
|
14.7K
$401K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.64K- 11.22% |
$75.6K - $84.3K
|
20.9K
$569K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.66K- 20.45% |
$76.3K - $85K
|
10.3K
$282K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 6.54% |
$76.5K - $85.2K
|
38.1K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.68K- 7.54% |
$76.7K - $85.5K
|
32.8K
$894K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-2.77K- 24.01% |
$79.3K - $88.4K
|
8.75K
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.86K- 14.29% |
$82.1K - $91.5K
|
17.2K
$468K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.95K- 10.61% |
$84.6K - $94.3K
|
24.8K
$678K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.97K- 10.57% |
$85K - $94.8K
|
25.1K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.97K- 10.52% |
$85.1K - $94.9K
|
25.3K
$689K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-2.97K- 13.25% |
$85.2K - $94.9K
|
19.4K
$530K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.99K- 6.14% |
$85.7K - $95.5K
|
45.7K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.16KClosed |
$90.6K - $101K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-3.2K- 1.61% |
$91.7K - $102K
|
196K
$5.34M
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-3.21K- 4.34% |
$92.1K - $103K
|
70.9K
$1.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.24K- 27.58% |
$93K - $104K
|
8.52K
$232K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.3K- 93.48% |
$94.6K - $105K
|
230
$6.27K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.34K- 1.77% |
$95.9K - $107K
|
186K
$5.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-3.37K- 4.4% |
$96.7K - $108K
|
73.4K
$2M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-3.4K- 22.06% |
$97.5K - $109K
|
12K
$327K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.47K- 14.33% |
$99.5K - $111K
|
20.8K
$566K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.58K- 28.33% |
$103K - $114K
|
9.06K
$247K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.63KClosed |
$104K - $116K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3.81K- 11.28% |
$109K - $122K
|
29.9K
$816K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.89K- 25.16% |
$112K - $124K
|
11.6K
$316K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.96K- 3.88% |
$114K - $126K
|
98.2K
$2.68M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.14K- 34.62% |
$119K - $132K
|
7.82K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.66K- 7.9% |
$134K - $149K
|
54.4K
$1.48M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-4.69K- 1.2% |
$134K - $150K
|
384K
$10.5M
|