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 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.8K- 36.06% |
$571K - $624K
|
20.9K
$1.08M
|
|
Jul 23, 2021
Q2 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-12.3K- 8.41% |
$596K - $652K
|
134K
$6.9M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.9K- 2.21% |
$622K - $680K
|
568K
$29.2M
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 9.74% |
$696K - $761K
|
133K
$6.85M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.6K- 1.46% |
$707K - $773K
|
987K
$50.7M
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-16.2KClosed |
$782K - $855K
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-16.5K- 54.06% |
$797K - $872K
|
14K
$720K
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 85.74% |
$811K - $887K
|
2.79K
$143K
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-16.8K- 15.99% |
$814K - $890K
|
88.4K
$4.55M
|
|
Aug 05, 2021
Q2 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-18.3K- 68.83% |
$883K - $966K
|
8.27K
$425K
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-19.6K- 53.47% |
$947K - $1.04M
|
17K
$876K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 51.36% |
$971K - $1.06M
|
19K
$977K
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-20.7K- 41.09% |
$1M - $1.09M
|
29.6K
$1.52M
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
SELL
|
- |
-24.4K- 11.74% |
$1.18M - $1.29M
|
183K
$9.42M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.1K- 4.39% |
$1.26M - $1.38M
|
568K
$29.2M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.2K- 5.16% |
$1.32M - $1.44M
|
500K
$25.7M
|
|
Aug 16, 2021
Q2 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-35.4KClosed |
$1.71M - $1.87M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-39.4KClosed |
$1.91M - $2.09M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40.4K- 53.57% |
$1.95M - $2.14M
|
35K
$1.8M
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41.7K- 92.27% |
$2.02M - $2.21M
|
3.49K
$180K
|
|
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-46.1KClosed |
$2.23M - $2.44M
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54KClosed |
$2.61M - $2.86M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Appleton Group, LLC
|
SELL
|
- |
-68K- 50.19% |
$3.29M - $3.6M
|
67.4K
$3.47M
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-71.5K- 98.95% |
$3.46M - $3.78M
|
759
$39K
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-97.6K- 99.02% |
$4.72M - $5.16M
|
966
$49.7K
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-149KClosed |
$7.2M - $7.87M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-178K- 20.98% |
$8.61M - $9.41M
|
670K
$34.5M
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-231K- 77.9% |
$11.2M - $12.2M
|
65.4K
$3.36M
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-302K- 98.85% |
$14.6M - $16M
|
3.52K
$181K
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-306K- 8.66% |
$14.8M - $16.2M
|
3.23M
$166M
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-618K- 68.14% |
$29.9M - $32.7M
|
289K
$14.9M
|