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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-341- 4.76% |
$16.5K - $18K
|
6.82K
$351K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-351Closed |
$17K - $18.6K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-373- 3.09% |
$18K - $19.7K
|
11.7K
$602K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-378- 5.22% |
$18.3K - $20K
|
6.87K
$353K
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-383- 9.12% |
$18.5K - $20.3K
|
3.82K
$196K
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
SELL
|
- |
-405- 1.78% |
$19.6K - $21.4K
|
22.4K
$1.15M
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-421- 1.56% |
$20.4K - $22.3K
|
26.5K
$1.36M
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-423- 1.68% |
$20.5K - $22.4K
|
24.8K
$1.27M
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-423- 1.68% |
$20.5K - $22.4K
|
24.8K
$1.27M
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-425- 76.99% |
$20.6K - $22.5K
|
127
$6.53K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-425- 4.61% |
$20.6K - $22.5K
|
8.8K
$452K
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-427- 1.86% |
$20.7K - $22.6K
|
22.5K
$1.16M
|
|
Jul 15, 2021
Q2 2021
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-428- 1.84% |
$20.7K - $22.6K
|
22.9K
$1.17M
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-433- 6.37% |
$21K - $22.9K
|
6.37K
$327K
|
|
Jul 27, 2021
Q2 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-438- 2.8% |
$21.2K - $23.2K
|
15.2K
$783K
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-444- 8.09% |
$21.5K - $23.5K
|
5.04K
$259K
|
|
Aug 18, 2023
Q2 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-444- 6.66% |
$21.5K - $23.5K
|
6.22K
$320K
|
|
Jul 22, 2021
Q2 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-462- 2.67% |
$22.4K - $24.4K
|
16.9K
$868K
|
|
Jul 22, 2021
Q2 2021
|
Moller Financial Services
|
SELL
|
- |
-464- 1.78% |
$22.5K - $24.6K
|
25.6K
$1.31M
|
|
Aug 09, 2021
Q2 2021
|
Financial Life Advisors
|
SELL
|
- |
-474- 18.34% |
$22.9K - $25.1K
|
2.11K
$109K
|
|
Aug 12, 2021
Q2 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-484- 5.34% |
$23.4K - $25.6K
|
8.59K
$441K
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-494Closed |
$23.9K - $26.1K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-496- 1.06% |
$24K - $26.2K
|
46.4K
$2.38M
|
|
Jul 12, 2021
Q2 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-496- 2.3% |
$24K - $26.2K
|
21K
$1.08M
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-505- 3.77% |
$24.4K - $26.7K
|
12.9K
$662K
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-511- 3.49% |
$24.7K - $27K
|
14.1K
$726K
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-519Closed |
$25.1K - $27.5K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-531- 21.4% |
$25.7K - $28.1K
|
1.95K
$100K
|
|
Jul 20, 2021
Q2 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-540- 5.23% |
$26.1K - $28.6K
|
9.79K
$504K
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
SELL
|
- |
-559- 1.41% |
$27.1K - $29.6K
|
39.1K
$2.01M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-569Closed |
$27.5K - $30.1K
|
0
$0
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-584- 3.84% |
$28.3K - $30.9K
|
14.6K
$752K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-591- 35.07% |
$28.6K - $31.3K
|
1.09K
$56.3K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-592- 67.27% |
$28.6K - $31.3K
|
288
$14.8K
|
|
Aug 13, 2021
Q2 2021
|
Resource Planning Group
|
SELL
|
- |
-621- 5.8% |
$30.1K - $32.9K
|
10.1K
$518K
|
|
Aug 16, 2021
Q2 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-625- 3.1% |
$30.2K - $33.1K
|
19.5K
$1M
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-637- 5.01% |
$30.8K - $33.7K
|
12.1K
$621K
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-658- 0.88% |
$31.8K - $34.8K
|
73.7K
$3.79M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-700Closed |
$33.9K - $37K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-745- 1.81% |
$36.1K - $39.4K
|
40.4K
$2.08M
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-751- 1.19% |
$36.3K - $39.7K
|
62.4K
$3.21M
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-753- 16.57% |
$36.4K - $39.8K
|
3.79K
$195K
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-753- 34.76% |
$36.4K - $39.8K
|
1.41K
$72.7K
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-777- 5.81% |
$37.6K - $41.1K
|
12.6K
$648K
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-781- 5.42% |
$37.8K - $41.3K
|
13.6K
$700K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-886- 8.43% |
$42.9K - $46.9K
|
9.63K
$495K
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-901- 6.94% |
$43.6K - $47.7K
|
12.1K
$621K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-904- 7.28% |
$43.7K - $47.8K
|
11.5K
$592K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-923- 12.59% |
$44.7K - $48.8K
|
6.41K
$329K
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.03KClosed |
$49.8K - $54.5K
|
0
$0
|