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 02, 2021
Q2 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.77K- 16.49% |
$134K - $147K
|
14K
$722K
|
|
Jul 14, 2021
Q2 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.82K- 7.76% |
$137K - $149K
|
33.5K
$1.72M
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.82KClosed |
$137K - $149K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.85K- 6.48% |
$138K - $151K
|
41.1K
$2.11M
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.91K- 8.53% |
$141K - $154K
|
31.2K
$1.6M
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 5.57% |
$141K - $154K
|
49.5K
$2.54M
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.04K- 4.97% |
$147K - $161K
|
58.2K
$2.99M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.05K- 1.55% |
$148K - $161K
|
194K
$9.98M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.17K- 17.05% |
$153K - $168K
|
15.4K
$793K
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.32K- 1.2% |
$161K - $176K
|
274K
$14.1M
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.48K- 3.12% |
$168K - $184K
|
108K
$5.56M
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 11.89% |
$179K - $195K
|
27.3K
$1.41M
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-3.72K- 4.45% |
$180K - $197K
|
79.8K
$4.1M
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.72K- 88.32% |
$180K - $197K
|
492
$25.3K
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3.97K- 4.62% |
$192K - $210K
|
81.9K
$4.21M
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-3.99K- 5.38% |
$193K - $211K
|
70.2K
$3.61M
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-4.06KClosed |
$197K - $215K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.08K- 23.6% |
$198K - $216K
|
13.2K
$680K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.09K- 0.98% |
$198K - $217K
|
415K
$21.4M
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.11K- 34.86% |
$199K - $218K
|
7.69K
$395K
|
|
Jul 28, 2021
Q2 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-4.22K- 20.94% |
$204K - $223K
|
15.9K
$819K
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.34K- 12.03% |
$210K - $230K
|
31.7K
$1.63M
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.45K- 32.58% |
$215K - $235K
|
9.21K
$474K
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.46K- 10.49% |
$216K - $236K
|
38.1K
$1.96M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.65K- 0.82% |
$225K - $246K
|
561K
$28.9M
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4.84K- 99.0% |
$234K - $256K
|
49
$2.52K
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-4.86KClosed |
$235K - $257K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.02K- 5.51% |
$243K - $265K
|
86.1K
$4.43M
|
|
Aug 03, 2021
Q2 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-5.03K- 29.37% |
$243K - $266K
|
12.1K
$622K
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.08K- 3.35% |
$246K - $269K
|
146K
$7.53M
|
|
Jul 14, 2021
Q2 2021
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5.38K- 1.87% |
$260K - $284K
|
282K
$14.5M
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.53K- 12.16% |
$268K - $293K
|
40K
$2.06M
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.53K- 12.16% |
$268K - $293K
|
40K
$2.06M
|
|
Jul 15, 2021
Q2 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-6.29KClosed |
$305K - $333K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-6.48K- 5.71% |
$314K - $343K
|
107K
$5.5M
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-6.68KClosed |
$323K - $354K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-6.71K- 9.87% |
$325K - $355K
|
61.3K
$3.15M
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.76K- 0.57% |
$327K - $358K
|
1.18M
$60.7M
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.8K- 20.67% |
$329K - $360K
|
26.1K
$1.34M
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-7.11K- 86.88% |
$344K - $376K
|
1.07K
$55.2K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.87K- 26.34% |
$381K - $416K
|
22K
$1.13M
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.01K- 65.96% |
$387K - $424K
|
4.13K
$213K
|
|
Aug 16, 2021
Q2 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-8.4K- 17.73% |
$406K - $444K
|
39K
$2M
|
|
Aug 06, 2021
Q2 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-9.97K- 5.72% |
$483K - $528K
|
164K
$8.45M
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9.99KClosed |
$484K - $529K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Capital Planning LLC
|
SELL
|
- |
-10.9K- 16.56% |
$528K - $577K
|
54.9K
$2.82M
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-11K- 89.29% |
$532K - $582K
|
1.32K
$67.8K
|
|
Aug 09, 2021
Q2 2021
|
Souders Financial Advisors
|
SELL
|
- |
-11K- 15.07% |
$535K - $584K
|
62.3K
$3.2M
|
|
Jul 29, 2021
Q2 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-11.1K- 26.15% |
$539K - $589K
|
31.4K
$1.62M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.3K- 19.19% |
$545K - $596K
|
47.4K
$2.44M
|