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 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.03KClosed |
$49.8K - $54.5K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
SELL
|
- |
-1.06K- 3.94% |
$51.4K - $56.2K
|
25.9K
$716K
|
|
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-1.09K- 7.84% |
$52.9K - $57.8K
|
12.8K
$355K
|
|
Jul 28, 2021
Q2 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-1.11K- 28.21% |
$53.5K - $58.5K
|
2.81K
$77.7K
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.12K- 8.89% |
$54K - $59K
|
11.4K
$316K
|
|
Jul 14, 2021
Q2 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.18K- 3.94% |
$57.2K - $62.5K
|
28.8K
$797K
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 17.55% |
$57.3K - $62.7K
|
5.57K
$154K
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.19K- 3.34% |
$57.4K - $62.8K
|
34.4K
$949K
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.2KClosed |
$58.2K - $63.6K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
SELL
|
- |
-1.22K- 2.42% |
$59.1K - $64.7K
|
49.2K
$1.36M
|
|
Aug 10, 2021
Q2 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-1.23K- 6.37% |
$59.3K - $64.8K
|
18K
$498K
|
|
Jul 15, 2021
Q2 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.23K- 2.67% |
$59.7K - $65.3K
|
44.9K
$1.24M
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.25KClosed |
$60.5K - $66.1K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.29K- 3.64% |
$62.3K - $68.1K
|
34.1K
$941K
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
SELL
|
- |
-1.29K- 3.81% |
$62.5K - $68.3K
|
32.6K
$900K
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.33K- 62.03% |
$64.4K - $70.4K
|
814
$22.5K
|
|
Jul 16, 2021
Q2 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.34K- 12.67% |
$64.8K - $70.9K
|
9.24K
$255K
|
|
Jul 26, 2021
Q2 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-1.4K- 4.33% |
$67.6K - $73.9K
|
30.8K
$852K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.42K- 4.33% |
$68.5K - $74.9K
|
31.3K
$865K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.42K- 1.33% |
$68.6K - $75K
|
105K
$2.89M
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-1.45K- 5.08% |
$70.1K - $76.7K
|
27K
$747K
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.49K- 4.16% |
$72.1K - $78.8K
|
34.3K
$947K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.54K- 3.89% |
$74.7K - $81.6K
|
38.2K
$1.05M
|
|
Jul 26, 2021
Q2 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.55K- 2.03% |
$74.9K - $81.9K
|
74.5K
$2.06M
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.6K- 3.3% |
$77.3K - $84.5K
|
46.8K
$1.29M
|
|
Jul 28, 2021
Q2 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.61K- 39.38% |
$78.1K - $85.3K
|
2.48K
$68.6K
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 32.73% |
$78.4K - $85.7K
|
3.33K
$92K
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.63K- 0.67% |
$78.6K - $86K
|
241K
$6.66M
|
|
Jul 27, 2021
Q2 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.65K- 1.68% |
$79.8K - $87.2K
|
96.5K
$2.67M
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.7K- 4.36% |
$82.1K - $89.7K
|
37.2K
$1.03M
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.71K- 17.66% |
$82.9K - $90.7K
|
7.99K
$221K
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.79K- 9.96% |
$86.8K - $94.9K
|
16.2K
$448K
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.8K- 25.68% |
$86.9K - $95K
|
5.2K
$144K
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.81K- 27.21% |
$87.6K - $95.8K
|
4.84K
$134K
|
|
Jul 14, 2021
Q2 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.84K- 1.26% |
$89K - $97.4K
|
144K
$3.99M
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.04K- 14.65% |
$98.9K - $108K
|
11.9K
$329K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.11KClosed |
$102K - $112K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.14K- 2.29% |
$104K - $113K
|
91.2K
$2.52M
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.2KClosed |
$106K - $116K
|
0
$0
|
|
Oct 20, 2021
Q2 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.27K- 7.27% |
$110K - $120K
|
28.9K
$799K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.28K- 4.33% |
$111K - $121K
|
50.5K
$1.4M
|
|
Aug 12, 2021
Q2 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.31KClosed |
$112K - $122K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.34KClosed |
$113K - $124K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.37KClosed |
$115K - $125K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$116K - $127K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 75.33% |
$117K - $128K
|
794
$21.9K
|
|
Aug 06, 2021
Q2 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.46KClosed |
$119K - $130K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.52K- 15.19% |
$122K - $133K
|
14K
$388K
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.53K- 3.58% |
$123K - $134K
|
68.3K
$1.89M
|
|
Aug 10, 2021
Q2 2021
|
Matrix Trust CO
|
SELL
|
- |
-2.67K- 2.89% |
$129K - $141K
|
90K
$2.49M
|