Purchases and Sales Made in Q2 2021 in Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA) during Q2 2021. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US SMALL-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.05MNew |
$438M - $479M
|
9.05M
$250M
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.9M+ 4.81% |
$92.2M - $101M
|
41.5M
$1.15B
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
450KNew |
$21.8M - $23.8M
|
450K
$12.4M
|
|
|
Jul 15, 2021
Q2 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
292KNew |
$14.1M - $15.5M
|
292K
$8.07M
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
252K+ 7.3% |
$12.2M - $13.3M
|
3.7M
$102M
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
155K+ 5.74% |
$7.49M - $8.19M
|
2.85M
$78.8M
|
|
|
Aug 24, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
153KNew |
$7.38M - $8.07M
|
153K
$4.21M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
124K+ 8.57% |
$6.01M - $6.57M
|
1.57M
$43.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
117K+ 15.88% |
$5.67M - $6.2M
|
854K
$23.6M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
97.6K+ 10103.42% |
$4.72M - $5.16M
|
98.6K
$2.72M
|
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
88K+ 55.0% |
$4.26M - $4.66M
|
248K
$6.85M
|
|
|
Aug 16, 2021
Q2 2021
|
Meridian Management CO
|
BUY
|
- |
67.4K+ 45.5% |
$3.26M - $3.57M
|
215K
$5.95M
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
66.4K+ 38.19% |
$3.21M - $3.52M
|
240K
$6.64M
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
64.8K+ 13.93% |
$3.13M - $3.43M
|
530K
$14.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
63.9K+ 251.08% |
$3.09M - $3.38M
|
89.4K
$2.47M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
54.7K+ 68.21% |
$2.65M - $2.89M
|
135K
$3.73M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.8K+ 16.25% |
$2.41M - $2.63M
|
356K
$9.84M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
48.6K+ 125.33% |
$2.35M - $2.57M
|
87.4K
$2.42M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.9K+ 5.41% |
$2.32M - $2.53M
|
933K
$25.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
46K+ 8.16% |
$2.23M - $2.43M
|
610K
$16.9M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
45K+ 213.56% |
$2.18M - $2.38M
|
66.1K
$1.83M
|
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
37.2K+ 10.49% |
$1.8M - $1.97M
|
392K
$10.8M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.2KNew |
$1.75M - $1.91M
|
36.2K
$999K
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
34.7KNew |
$1.68M - $1.83M
|
34.7K
$958K
|
|
|
Jul 29, 2021
Q2 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
34.5K+ 77.88% |
$1.67M - $1.83M
|
78.8K
$2.18M
|
|
|
Aug 12, 2021
Q2 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
33.5K+ 15.76% |
$1.62M - $1.77M
|
246K
$6.79M
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
31.6KNew |
$1.53M - $1.67M
|
31.6K
$872K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
30.5K+ 7.43% |
$1.48M - $1.61M
|
441K
$12.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
29K+ 10.05% |
$1.4M - $1.53M
|
317K
$8.77M
|
|
|
Aug 11, 2021
Q2 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
28.3K+ 19.83% |
$1.37M - $1.5M
|
171K
$4.73M
|
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
27.5K+ 160.2% |
$1.33M - $1.46M
|
44.7K
$1.24M
|
|
|
Jul 22, 2021
Q2 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
26.5KNew |
$1.28M - $1.4M
|
26.5K
$733K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.2K+ 12.18% |
$1.22M - $1.33M
|
232K
$6.41M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23KNew |
$1.11M - $1.22M
|
23K
$636K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.4K+ 17.68% |
$989K - $1.08M
|
136K
$3.76M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.9K+ 21.44% |
$963K - $1.05M
|
113K
$3.11M
|
|
|
Jul 27, 2021
Q2 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 9.11% |
$901K - $985K
|
223K
$6.16M
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
18.2K+ 4.37% |
$879K - $961K
|
434K
$12M
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18K+ 29.55% |
$871K - $952K
|
78.9K
$2.18M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.7K+ 13.46% |
$808K - $883K
|
141K
$3.89M
|
|
|
Jul 30, 2021
Q2 2021
|
First National Corp
|
BUY
|
- |
16.5K+ 15.21% |
$799K - $874K
|
125K
$3.46M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 10.15% |
$788K - $862K
|
177K
$4.88M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
16.1K+ 2.67% |
$780K - $853K
|
619K
$17.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
15.7K+ 49.45% |
$759K - $829K
|
47.4K
$1.31M
|
|
|
Aug 03, 2021
Q2 2021
|
Adams Wealth Management
|
BUY
|
- |
15.6K+ 11.61% |
$757K - $827K
|
150K
$4.15M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
14.2KNew |
$685K - $749K
|
14.2K
$391K
|
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
14KNew |
$679K - $743K
|
14K
$388K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.8K+ 42.58% |
$618K - $676K
|
42.8K
$1.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12.3K+ 26.11% |
$598K - $653K
|
59.6K
$1.65M
|
|
|
Aug 06, 2021
Q2 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
11.9KNew |
$575K - $629K
|
11.9K
$329K
|