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 14, 2021
Q2 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
11.8K+ 16.98% |
$571K - $624K
|
81.3K
$2.25M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.7KNew |
$567K - $620K
|
11.7K
$324K
|
|
|
Aug 06, 2021
Q2 2021
|
St. Louis Trust CO
|
BUY
|
- |
11.4K+ 83.14% |
$551K - $603K
|
25.1K
$694K
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.3KNew |
$547K - $598K
|
11.3K
$312K
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 57.85% |
$527K - $576K
|
29.7K
$821K
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.6K+ 12.74% |
$512K - $560K
|
93.7K
$2.59M
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.4KNew |
$503K - $550K
|
10.4K
$287K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.79KNew |
$474K - $518K
|
9.79K
$271K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.72KNew |
$470K - $514K
|
9.72K
$269K
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9.56K+ 6.12% |
$463K - $506K
|
166K
$4.58M
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9.16K+ 12.19% |
$443K - $485K
|
84.3K
$2.33M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.81K+ 16.47% |
$426K - $466K
|
62.3K
$1.72M
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.56K+ 37230.43% |
$414K - $453K
|
8.59K
$237K
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
8.04K+ 9.56% |
$389K - $425K
|
92.1K
$2.55M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.85K+ 1.65% |
$380K - $415K
|
483K
$13.3M
|
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
BUY
|
- |
7.75KNew |
$375K - $410K
|
7.75K
$214K
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
7.66K+ 5.99% |
$371K - $406K
|
136K
$3.75M
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
7.66K+ 5.99% |
$371K - $406K
|
136K
$3.75M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
7.52K+ 19.64% |
$364K - $398K
|
45.8K
$1.27M
|
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
7.51K+ 15.11% |
$364K - $398K
|
57.2K
$1.58M
|
|
|
Jul 21, 2021
Q2 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
7.51KNew |
$363K - $397K
|
7.51K
$207K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
7.46K+ 40.9% |
$361K - $394K
|
25.7K
$710K
|
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
7.27K+ 3.7% |
$352K - $384K
|
204K
$5.62M
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.24K+ 3.23% |
$350K - $383K
|
232K
$6.4M
|
|
|
Jul 16, 2021
Q2 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
7.19K+ 24.24% |
$348K - $381K
|
36.9K
$1.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.02K+ 8.77% |
$340K - $372K
|
87.1K
$2.41M
|
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
BUY
|
- |
6.97K+ 345.71% |
$337K - $369K
|
8.98K
$248K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.71K+ 8.48% |
$325K - $355K
|
85.8K
$2.37M
|
|
|
Jul 29, 2021
Q2 2021
|
Seneca House Advisors
|
BUY
|
- |
6.1K+ 16.12% |
$295K - $323K
|
44K
$1.21M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.96K+ 16.17% |
$289K - $316K
|
42.8K
$1.18M
|
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.96K+ 9.19% |
$288K - $315K
|
70.8K
$1.96M
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.92K+ 97.87% |
$287K - $313K
|
12K
$331K
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5.75K+ 860.48% |
$278K - $304K
|
6.42K
$177K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 24.92% |
$277K - $303K
|
28.7K
$792K
|
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
5.67K+ 18.68% |
$275K - $300K
|
36K
$996K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
5.58KNew |
$270K - $295K
|
5.58K
$154K
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.4K+ 8.65% |
$261K - $286K
|
67.9K
$1.88M
|
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
5.36K+ 204.5% |
$259K - $283K
|
7.98K
$220K
|
|
|
Jul 14, 2021
Q2 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
5.23K+ 2.79% |
$253K - $276K
|
193K
$5.33M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.17K+ 17.43% |
$250K - $274K
|
34.9K
$963K
|
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.17K+ 12.99% |
$250K - $273K
|
44.9K
$1.24M
|
|
|
Jul 23, 2021
Q2 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5.15K+ 34.28% |
$249K - $273K
|
20.2K
$558K
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.01KNew |
$242K - $265K
|
5.01K
$138K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.75KNew |
$230K - $251K
|
4.75K
$131K
|
|
|
Aug 13, 2021
Q2 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.69K+ 4.87% |
$227K - $248K
|
101K
$2.79M
|
|
|
Aug 13, 2021
Q2 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.69K+ 4.87% |
$227K - $248K
|
101K
$2.79M
|
|
|
Aug 13, 2021
Q2 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.62K+ 73.62% |
$224K - $244K
|
10.9K
$301K
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.6K+ 2.69% |
$223K - $243K
|
176K
$4.85M
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
4.56K+ 32.23% |
$221K - $241K
|
18.7K
$517K
|
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
4.5K+ 30000.0% |
$218K - $238K
|
4.52K
$125K
|