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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.94K+ 11.37% |
$55.6K - $62K
|
19K
$512K
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.92K+ 8.95% |
$55.2K - $61.5K
|
23.4K
$632K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.81K+ 1.0% |
$52K - $58K
|
184K
$4.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.8K+ 115.21% |
$51.5K - $57.4K
|
3.35K
$90.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.79K+ 0.3% |
$51.4K - $57.2K
|
603K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.77K+ 2.6% |
$50.8K - $56.7K
|
69.9K
$1.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.75K+ 0.94% |
$50.3K - $56K
|
188K
$5.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.71K+ 1.14% |
$49K - $54.6K
|
151K
$4.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
1.71K+ 8.23% |
$48.9K - $54.5K
|
22.4K
$605K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
1.69K+ 4.11% |
$48.4K - $54K
|
42.8K
$1.15M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 3.71% |
$48.4K - $54K
|
47.2K
$1.27M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.69K+ 3.71% |
$48.4K - $54K
|
47.2K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.67K+ 1.8% |
$47.9K - $53.4K
|
94.7K
$2.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.67K+ 1.69% |
$47.9K - $53.4K
|
100K
$2.71M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.66K+ 1.62% |
$47.6K - $53.1K
|
104K
$2.8M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.64K+ 0.7% |
$47K - $52.4K
|
237K
$6.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.62K+ 3.47% |
$46.5K - $51.8K
|
48.3K
$1.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.6K+ 3.36% |
$45.8K - $51.1K
|
49.1K
$1.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.59K+ 45.93% |
$45.6K - $50.8K
|
5.05K
$136K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
1.53K+ 11.9% |
$43.7K - $48.7K
|
14.3K
$387K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.52K+ 50.03% |
$43.5K - $48.4K
|
4.54K
$122K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.49K+ 2.66% |
$42.6K - $47.5K
|
57.5K
$1.55M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.45K+ 9.0% |
$41.6K - $46.4K
|
17.6K
$474K
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.45K+ 0.77% |
$41.5K - $46.2K
|
188K
$5.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.42K+ 3.83% |
$40.7K - $45.3K
|
38.4K
$1.04M
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 5.19% |
$40.3K - $44.9K
|
28.4K
$767K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.36K+ 1.93% |
$38.9K - $43.3K
|
71.7K
$1.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 13.47% |
$38.5K - $42.9K
|
11.3K
$305K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.3K+ 231.21% |
$37.4K - $41.7K
|
1.87K
$50.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.3KNew |
$37.3K - $41.5K
|
1.3K
$35K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.27K+ 1072.03% |
$36.3K - $40.4K
|
1.38K
$37.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.25K+ 2.34% |
$35.7K - $39.8K
|
54.3K
$1.47M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18K+ 76.72% |
$33.9K - $37.8K
|
2.73K
$73.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.18K+ 9.32% |
$33.9K - $37.7K
|
13.9K
$374K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.18K+ 6.01% |
$33.8K - $37.6K
|
20.8K
$561K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$33.6K - $37.5K
|
1.17K
$31.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
1.14K+ 13.45% |
$32.6K - $36.3K
|
9.58K
$258K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.06K+ 5.29% |
$30.3K - $33.7K
|
21K
$566K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.05KNew |
$30.1K - $33.6K
|
1.05K
$28.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04KNew |
$29.8K - $33.2K
|
1.04K
$28K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.01K+ 1.49% |
$28.8K - $32.1K
|
68.4K
$1.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
964+ 5.05% |
$27.6K - $30.8K
|
20.1K
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
944+ 4.17% |
$27.1K - $30.2K
|
23.6K
$636K
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
944+ 12.53% |
$27.1K - $30.2K
|
8.48K
$229K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
934+ 2.35% |
$26.8K - $29.9K
|
40.6K
$1.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
913+ 1.81% |
$26.2K - $29.2K
|
51.4K
$1.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
900New |
$25.8K - $28.8K
|
900
$24.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
895New |
$25.7K - $28.6K
|
895
$24.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
893+ 6.65% |
$25.6K - $28.5K
|
14.3K
$386K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
854+ 0.27% |
$24.5K - $27.3K
|
312K
$8.42M
|