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 |
---|---|---|---|---|---|---|---|
Jul 16, 2021
Q2 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-29- 1.02% |
$1.4K - $1.53K
|
2.82K
$145K
|
|
Aug 06, 2021
Q2 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-30- 0.54% |
$1.45K - $1.59K
|
5.52K
$284K
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-31- 0.34% |
$1.5K - $1.64K
|
9.01K
$463K
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-34- 0.37% |
$1.65K - $1.8K
|
9.15K
$470K
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-35Closed |
$1.69K - $1.85K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-36- 0.9% |
$1.74K - $1.9K
|
3.95K
$203K
|
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-36- 3.55% |
$1.74K - $1.9K
|
977
$50.2K
|
|
Aug 05, 2021
Q2 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-40- 1.2% |
$1.94K - $2.12K
|
3.28K
$169K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-45- 0.76% |
$2.18K - $2.38K
|
5.89K
$303K
|
|
Aug 09, 2021
Q2 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-46- 0.12% |
$2.23K - $2.43K
|
37.5K
$1.93M
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-50- 1.77% |
$2.42K - $2.65K
|
2.77K
$143K
|
|
Jul 12, 2021
Q2 2021
|
Carlson Capital Management
|
SELL
|
- |
-51- 1.14% |
$2.47K - $2.7K
|
4.44K
$228K
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-55- 0.86% |
$2.66K - $2.91K
|
6.32K
$325K
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-59- 0.24% |
$2.86K - $3.12K
|
24.6K
$1.26M
|
|
Aug 10, 2021
Q2 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-64- 0.26% |
$3.1K - $3.39K
|
24.3K
$1.25M
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-66- 1.21% |
$3.19K - $3.49K
|
5.37K
$276K
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-68- 1.5% |
$3.29K - $3.6K
|
4.47K
$230K
|
|
Jul 29, 2021
Q2 2021
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-69- 0.82% |
$3.34K - $3.65K
|
8.32K
$428K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-70- 9.37% |
$3.39K - $3.7K
|
677
$34.8K
|
|
Aug 12, 2021
Q2 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-70- 1.38% |
$3.39K - $3.7K
|
5K
$257K
|
|
Jul 20, 2021
Q2 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-74- 0.65% |
$3.58K - $3.92K
|
11.4K
$586K
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-83- 14.38% |
$4.02K - $4.39K
|
494
$25.4K
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-85- 1.39% |
$4.11K - $4.5K
|
6.02K
$309K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-86- 7.45% |
$4.16K - $4.55K
|
1.07K
$55K
|
|
Aug 09, 2021
Q2 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-87- 1.75% |
$4.21K - $4.6K
|
4.89K
$252K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
SELL
|
- |
-91- 0.33% |
$4.4K - $4.81K
|
27.7K
$1.42M
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-95- 1.51% |
$4.6K - $5.03K
|
6.2K
$319K
|
|
Aug 13, 2021
Q2 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-96- 2.26% |
$4.65K - $5.08K
|
4.16K
$214K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-99- 17.25% |
$4.79K - $5.24K
|
475
$24.4K
|
|
Jul 19, 2021
Q2 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-100- 4.2% |
$4.84K - $5.29K
|
2.28K
$117K
|
|
Aug 13, 2021
Q2 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 1.91% |
$4.84K - $5.29K
|
5.13K
$264K
|
|
Jul 23, 2021
Q2 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100Closed |
$4.84K - $5.29K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 1.43% |
$4.84K - $5.29K
|
6.91K
$355K
|
|
Jul 13, 2021
Q2 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-100- 1.27% |
$4.84K - $5.29K
|
7.8K
$401K
|
|
Aug 04, 2021
Q2 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-101- 3.31% |
$4.89K - $5.34K
|
2.95K
$152K
|
|
Jul 28, 2021
Q2 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-102- 0.21% |
$4.94K - $5.4K
|
47.5K
$2.44M
|
|
Aug 11, 2021
Q2 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-107- 0.69% |
$5.18K - $5.66K
|
15.3K
$787K
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-107- 5.79% |
$5.18K - $5.66K
|
1.74K
$89.5K
|
|
Aug 16, 2021
Q2 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-109- 5.12% |
$5.27K - $5.77K
|
2.02K
$104K
|
|
Jul 23, 2021
Q2 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-111- 1.59% |
$5.37K - $5.87K
|
6.86K
$353K
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-113- 3.12% |
$5.47K - $5.98K
|
3.51K
$180K
|
|
Jul 20, 2021
Q2 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-115- 2.55% |
$5.56K - $6.08K
|
4.39K
$226K
|
|
Jul 22, 2021
Q2 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-122- 1.02% |
$5.9K - $6.46K
|
11.9K
$610K
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-123- 1.81% |
$5.95K - $6.51K
|
6.67K
$343K
|
|
Aug 13, 2021
Q2 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-129- 0.24% |
$6.24K - $6.83K
|
54.4K
$2.8M
|
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-132- 1.18% |
$6.39K - $6.98K
|
11K
$567K
|
|
Aug 13, 2021
Q2 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-136- 1.75% |
$6.58K - $7.2K
|
7.65K
$393K
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 2.75% |
$6.77K - $7.41K
|
4.95K
$255K
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-142- 2.56% |
$6.87K - $7.51K
|
5.41K
$278K
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-145- 0.18% |
$7.02K - $7.67K
|
80.5K
$4.14M
|