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 15, 2021
Q2 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.46KNew |
$119K - $130K
|
2.46K
$126K
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.4K+ 1.48% |
$116K - $127K
|
164K
$8.45M
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.38KNew |
$115K - $126K
|
2.38K
$123K
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$113K - $124K
|
2.34K
$120K
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
2.34KNew |
$113K - $124K
|
2.34K
$120K
|
|
Aug 04, 2021
Q2 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2.33K+ 3.32% |
$113K - $123K
|
72.5K
$3.73M
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.33K+ 11.59% |
$113K - $123K
|
22.4K
$1.15M
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.27KNew |
$110K - $120K
|
2.27K
$117K
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
2.25K+ 20.1% |
$109K - $119K
|
13.5K
$692K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.24K+ 3.04% |
$109K - $119K
|
75.9K
$3.9M
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.21KNew |
$107K - $117K
|
2.21K
$114K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.17K+ 96.27% |
$105K - $115K
|
4.42K
$227K
|
|
Jul 30, 2021
Q2 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
2.17K+ 7.55% |
$105K - $115K
|
30.8K
$1.59M
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.11KNew |
$102K - $112K
|
2.11K
$109K
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.04KNew |
$98.9K - $108K
|
2.04K
$105K
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.03KNew |
$98.3K - $108K
|
2.03K
$104K
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.02KNew |
$97.7K - $107K
|
2.02K
$104K
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.01KNew |
$97.5K - $107K
|
2.01K
$104K
|
|
Jul 28, 2021
Q2 2021
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.99KNew |
$96.2K - $105K
|
1.99K
$102K
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.98KNew |
$95.6K - $104K
|
1.98K
$102K
|
|
Jul 02, 2021
Q2 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.96KNew |
$94.7K - $103K
|
1.96K
$101K
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$94.3K - $103K
|
1.95K
$100K
|
|
Jul 26, 2021
Q2 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.93KNew |
$93.4K - $102K
|
1.93K
$99.3K
|
|
Jul 26, 2021
Q2 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
1.93KNew |
$93.4K - $102K
|
1.93K
$99.3K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.91K+ 3.09% |
$92.4K - $101K
|
63.6K
$3.27M
|
|
Jul 27, 2021
Q2 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.89K+ 16.62% |
$91.3K - $99.8K
|
13.2K
$681K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.87K+ 144.19% |
$90.6K - $99.1K
|
3.17K
$163K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.85K+ 39.61% |
$89.7K - $98.1K
|
6.54K
$336K
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.85K+ 8.03% |
$89.5K - $97.9K
|
24.9K
$1.28M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.81K+ 42.24% |
$87.3K - $95.5K
|
6.08K
$313K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.76K+ 3.56% |
$85.2K - $93.2K
|
51.3K
$2.64M
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.75K+ 6.78% |
$84.9K - $92.8K
|
27.6K
$1.42M
|
|
Jun 02, 2022
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 51.05% |
$82.3K - $89.9K
|
5.03K
$259K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.68K+ 9.18% |
$81.4K - $89K
|
20K
$1.03M
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.6K+ 5.78% |
$77.3K - $84.6K
|
29.2K
$1.5M
|
|
Jul 29, 2021
Q2 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.59K+ 0.99% |
$76.8K - $84K
|
162K
$8.35M
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.58K+ 20.28% |
$76.6K - $83.8K
|
9.39K
$483K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.57K+ 17.06% |
$75.7K - $82.8K
|
10.7K
$552K
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.51K+ 9.71% |
$73.3K - $80.1K
|
17.1K
$880K
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.49K+ 16.06% |
$71.9K - $78.6K
|
10.7K
$552K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 8.68% |
$71.9K - $78.6K
|
18.6K
$956K
|
|
Jul 14, 2021
Q2 2021
|
Veery Capital, LLC
|
BUY
|
- |
1.44K+ 3.79% |
$69.7K - $76.2K
|
39.4K
$2.03M
|
|
Jul 21, 2021
Q2 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.44K+ 8.1% |
$69.7K - $76.2K
|
19.2K
$988K
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.4K+ 7.74% |
$67.9K - $74.2K
|
19.5K
$1M
|
|
Jul 26, 2021
Q2 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 3.11% |
$66.1K - $72.3K
|
45.3K
$2.33M
|
|
Jul 22, 2021
Q2 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.36K+ 5.39% |
$65.6K - $71.7K
|
26.5K
$1.36M
|
|
Aug 12, 2021
Q2 2021
|
Diligent Investors, LLC
|
BUY
|
- |
1.35K+ 5.05% |
$65.1K - $71.2K
|
28K
$1.44M
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.34K+ 7.14% |
$64.9K - $71K
|
20.1K
$1.03M
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 127.11% |
$64.9K - $71K
|
2.4K
$123K
|
|
Jul 21, 2021
Q2 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
1.34K+ 3.75% |
$64.8K - $70.8K
|
37.1K
$1.91M
|