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 20, 2021
Q2 2021
|
Financial Management Network Inc
|
SELL
|
- |
-145- 6.22% |
$7.02K - $7.67K
|
2.19K
$112K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-146- 40.22% |
$7.06K - $7.72K
|
217
$11.2K
|
|
Jul 21, 2021
Q2 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-146- 5.95% |
$7.06K - $7.72K
|
2.31K
$119K
|
|
Aug 06, 2021
Q2 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-148- 4.71% |
$7.16K - $7.83K
|
2.99K
$154K
|
|
Aug 10, 2021
Q2 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-151- 4.05% |
$7.31K - $7.99K
|
3.58K
$184K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-152- 5.81% |
$7.36K - $8.04K
|
2.46K
$127K
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-161- 1.15% |
$7.79K - $8.52K
|
13.9K
$713K
|
|
Aug 10, 2021
Q2 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-163- 5.59% |
$7.89K - $8.62K
|
2.75K
$142K
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-166- 1.71% |
$8.03K - $8.78K
|
9.55K
$491K
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-167- 2.28% |
$8.08K - $8.84K
|
7.16K
$368K
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-168- 7.56% |
$8.13K - $8.89K
|
2.06K
$106K
|
|
Aug 13, 2021
Q2 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-169- 4.25% |
$8.18K - $8.94K
|
3.81K
$196K
|
|
Aug 10, 2021
Q2 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-170- 6.19% |
$8.23K - $8.99K
|
2.58K
$133K
|
|
Aug 03, 2021
Q2 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-174- 0.61% |
$8.42K - $9.21K
|
28.2K
$1.45M
|
|
Aug 05, 2021
Q2 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-179- 3.56% |
$8.66K - $9.47K
|
4.85K
$249K
|
|
Jul 26, 2021
Q2 2021
|
Pds Planning, Inc
|
SELL
|
- |
-181- 19.85% |
$8.76K - $9.58K
|
731
$37.6K
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-181- 0.62% |
$8.76K - $9.58K
|
29K
$1.49M
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-183Closed |
$8.86K - $9.68K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-187- 2.37% |
$9.05K - $9.89K
|
7.7K
$396K
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-191- 0.24% |
$9.24K - $10.1K
|
80.9K
$4.16M
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-194- 96.52% |
$9.39K - $10.3K
|
7
$360
|
|
Jul 29, 2021
Q2 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-199- 0.46% |
$9.63K - $10.5K
|
42.8K
$2.2M
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-200Closed |
$9.68K - $10.6K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-202- 2.09% |
$9.77K - $10.7K
|
9.44K
$486K
|
|
Jul 28, 2021
Q2 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-205- 8.98% |
$9.92K - $10.8K
|
2.08K
$107K
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-205- 5.24% |
$9.92K - $10.8K
|
3.71K
$191K
|
|
Jul 29, 2021
Q2 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-211- 1.88% |
$10.2K - $11.2K
|
11K
$567K
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-212- 0.36% |
$10.3K - $11.2K
|
58.7K
$3.02M
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-214- 5.58% |
$10.4K - $11.3K
|
3.62K
$186K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-215- 27.46% |
$10.4K - $11.4K
|
568
$29.2K
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-215- 0.55% |
$10.4K - $11.4K
|
38.9K
$2M
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
SELL
|
- |
-219- 96.48% |
$10.6K - $11.6K
|
8
$411
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-224- 30.15% |
$10.8K - $11.9K
|
519
$26.7K
|
|
Jul 28, 2021
Q2 2021
|
Planning Directions Inc
|
SELL
|
- |
-231- 3.99% |
$11.2K - $12.2K
|
5.55K
$286K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-233- 1.31% |
$11.3K - $12.3K
|
17.6K
$903K
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
SELL
|
- |
-235- 1.4% |
$11.4K - $12.4K
|
16.5K
$848K
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-253- 66.06% |
$12.2K - $13.4K
|
130
$6.68K
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-260- 1.38% |
$12.6K - $13.8K
|
18.6K
$957K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-265Closed |
$12.8K - $14K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-276Closed |
$13.4K - $14.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-277- 1.63% |
$13.4K - $14.7K
|
16.7K
$857K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-285- 6.67% |
$13.8K - $15.1K
|
3.99K
$205K
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-291- 1.46% |
$14.1K - $15.4K
|
19.7K
$1.01M
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-292- 11.14% |
$14.1K - $15.4K
|
2.33K
$120K
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-293Closed |
$14.2K - $15.5K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-304- 1.02% |
$14.7K - $16.1K
|
29.4K
$1.51M
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
SELL
|
- |
-311- 1.52% |
$15K - $16.5K
|
20.1K
$1.04M
|
|
Jul 15, 2021
Q2 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-317- 4.74% |
$15.3K - $16.8K
|
6.37K
$327K
|
|
Jul 20, 2021
Q2 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-320- 1.47% |
$15.5K - $16.9K
|
21.4K
$1.1M
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-334- 7.58% |
$16.2K - $17.7K
|
4.07K
$209K
|