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 |
|---|---|---|---|---|---|---|---|
|
Sep 23, 2021
Q2 2021
|
Blooom, Inc.
|
BUY
|
- |
4.46K+ 68.81% |
$216K - $236K
|
10.9K
$302K
|
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
BUY
|
- |
4.24K+ 5.33% |
$205K - $224K
|
83.8K
$2.31M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.23K+ 859.35% |
$205K - $224K
|
4.72K
$130K
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.22K+ 23.68% |
$204K - $223K
|
22K
$608K
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.12K+ 9.11% |
$199K - $218K
|
49.4K
$1.36M
|
|
|
Jul 14, 2021
Q2 2021
|
Friedenthal Financial
|
BUY
|
- |
4.06K+ 8.89% |
$197K - $215K
|
49.7K
$1.37M
|
|
|
Jul 29, 2021
Q2 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
4.01KNew |
$194K - $212K
|
4.01K
$111K
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.89K+ 40.29% |
$188K - $206K
|
13.5K
$374K
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.89K+ 3.32% |
$188K - $206K
|
121K
$3.34M
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.86K+ 4.55% |
$187K - $204K
|
88.7K
$2.45M
|
|
|
Jul 29, 2021
Q2 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
3.86K+ 7.1% |
$187K - $204K
|
58.2K
$1.61M
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.8K+ 8.39% |
$184K - $201K
|
49K
$1.35M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
3.79K+ 2.99% |
$183K - $200K
|
130K
$3.6M
|
|
|
Jul 26, 2021
Q2 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.78K+ 1.1% |
$183K - $200K
|
347K
$9.57M
|
|
|
Jul 23, 2021
Q2 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.76K+ 3.53% |
$182K - $199K
|
110K
$3.04M
|
|
|
Jul 30, 2021
Q2 2021
|
North Star Asset Management Inc
|
BUY
|
- |
3.71K+ 2.82% |
$179K - $196K
|
135K
$3.74M
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.49KNew |
$169K - $185K
|
3.49K
$96.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$163K - $178K
|
3.36K
$92.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.32K+ 165.16% |
$161K - $176K
|
5.34K
$147K
|
|
|
Jul 12, 2021
Q2 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.31KNew |
$160K - $175K
|
3.31K
$91.5K
|
|
|
Aug 26, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.22KNew |
$156K - $170K
|
3.22K
$89K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.22K+ 6.98% |
$156K - $170K
|
49.4K
$1.36M
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
3.19K+ 490.62% |
$154K - $169K
|
3.84K
$106K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.16K+ 55.02% |
$153K - $167K
|
8.9K
$246K
|
|
|
Aug 02, 2021
Q2 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.16K+ 6.16% |
$153K - $167K
|
54.4K
$1.5M
|
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
BUY
|
- |
3.15KNew |
$153K - $167K
|
3.15K
$87.1K
|
|
|
Jul 27, 2021
Q2 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.15K+ 16.88% |
$152K - $167K
|
21.8K
$602K
|
|
|
Aug 12, 2021
Q2 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.15K+ 2.9% |
$152K - $167K
|
112K
$3.09M
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.14K+ 6.65% |
$152K - $166K
|
50.4K
$1.39M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.11KNew |
$150K - $164K
|
3.11K
$85.8K
|
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.09K+ 7.03% |
$149K - $163K
|
47K
$1.3M
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.08K+ 6.87% |
$149K - $163K
|
47.9K
$1.32M
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.05K+ 14.07% |
$148K - $162K
|
24.8K
$684K
|
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.05KNew |
$148K - $161K
|
3.05K
$84.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.03KNew |
$147K - $160K
|
3.03K
$83.7K
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3KNew |
$145K - $159K
|
3K
$83K
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.9K+ 32.22% |
$140K - $153K
|
11.9K
$329K
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 24.11% |
$137K - $149K
|
14.5K
$401K
|
|
|
Jul 29, 2021
Q2 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.81K+ 7.93% |
$136K - $149K
|
38.2K
$1.06M
|
|
|
Aug 06, 2021
Q2 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.8K+ 48.22% |
$136K - $148K
|
8.61K
$238K
|
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.79K+ 37.16% |
$135K - $147K
|
10.3K
$284K
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.76K+ 7.61% |
$134K - $146K
|
39.1K
$1.08M
|
|
|
Jul 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.74K+ 14.48% |
$132K - $145K
|
21.6K
$598K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.72KNew |
$131K - $144K
|
2.72K
$75K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.65K+ 24.75% |
$128K - $140K
|
13.4K
$369K
|
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.63K+ 85.0% |
$127K - $139K
|
5.73K
$158K
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.59K+ 12.95% |
$125K - $137K
|
22.6K
$624K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.58K+ 2.43% |
$125K - $137K
|
109K
$3.01M
|
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.53KNew |
$122K - $134K
|
2.53K
$69.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
2.5K+ 7.01% |
$121K - $132K
|
38.1K
$1.05M
|