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 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
571+ 1.08% |
$27.6K - $30.2K
|
53.6K
$2.76M
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
570+ 14.3% |
$27.6K - $30.2K
|
4.56K
$234K
|
|
Jul 29, 2021
Q2 2021
|
Brightworth
|
BUY
|
- |
568+ 2.6% |
$27.5K - $30.1K
|
22.4K
$1.15M
|
|
Aug 06, 2021
Q2 2021
|
Leisure Capital Management
|
BUY
|
- |
558+ 2.04% |
$27K - $29.5K
|
27.9K
$1.44M
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
BUY
|
- |
553New |
$26.8K - $29.3K
|
553
$28.4K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
551+ 0.49% |
$26.7K - $29.2K
|
114K
$5.85M
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
541+ 0.85% |
$26.2K - $28.6K
|
64.2K
$3.3M
|
|
Jul 29, 2021
Q2 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
521+ 6.62% |
$25.2K - $27.6K
|
8.39K
$431K
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
515+ 1.79% |
$24.9K - $27.2K
|
29.3K
$1.51M
|
|
Aug 04, 2021
Q2 2021
|
Ddd Partners, LLC
|
BUY
|
- |
513+ 10.98% |
$24.8K - $27.1K
|
5.19K
$267K
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
513+ 9.36% |
$24.8K - $27.1K
|
5.99K
$308K
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
501+ 1.46% |
$24.2K - $26.5K
|
34.9K
$1.79M
|
|
Jul 27, 2021
Q2 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
489+ 8.87% |
$23.7K - $25.9K
|
6K
$309K
|
|
Jul 29, 2021
Q2 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
481+ 1.04% |
$23.3K - $25.4K
|
46.7K
$2.4M
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
471+ 45.73% |
$22.8K - $24.9K
|
1.5K
$77.2K
|
|
Aug 02, 2021
Q2 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
455+ 6.2% |
$22K - $24.1K
|
7.8K
$401K
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
453+ 3.59% |
$21.9K - $24K
|
13.1K
$673K
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
417+ 2.9% |
$20.2K - $22.1K
|
14.8K
$760K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
410+ 188.07% |
$19.8K - $21.7K
|
628
$32.3K
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
409+ 63.12% |
$19.8K - $21.6K
|
1.06K
$54.4K
|
|
Jul 28, 2021
Q2 2021
|
Forte Capital LLC
|
BUY
|
- |
405+ 8.27% |
$19.6K - $21.4K
|
5.3K
$273K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
403+ 8.66% |
$19.5K - $21.3K
|
5.06K
$260K
|
|
Jul 26, 2021
Q2 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
400+ 1.25% |
$19.4K - $21.2K
|
32.5K
$1.67M
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
399+ 2.31% |
$19.3K - $21.1K
|
17.7K
$909K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
394+ 2.1% |
$19.1K - $20.8K
|
19.2K
$987K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
384+ 2258.82% |
$18.6K - $20.3K
|
401
$20.6K
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
377+ 0.48% |
$18.2K - $19.9K
|
78.3K
$4.03M
|
|
Aug 16, 2021
Q2 2021
|
Jentner Corp
|
BUY
|
- |
368+ 5.55% |
$17.8K - $19.5K
|
7K
$360K
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
362+ 0.69% |
$17.5K - $19.2K
|
52.7K
$2.71M
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
360+ 4.79% |
$17.4K - $19K
|
7.87K
$405K
|
|
Aug 13, 2021
Q2 2021
|
Holistic Financial Partners
|
BUY
|
- |
356+ 0.48% |
$17.2K - $18.8K
|
75.2K
$3.87M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
354+ 11.0% |
$17.1K - $18.7K
|
3.57K
$184K
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
354+ 0.56% |
$17.1K - $18.7K
|
63.2K
$3.25M
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
354+ 9.5% |
$17.1K - $18.7K
|
4.08K
$210K
|
|
Aug 06, 2021
Q2 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
343+ 13.25% |
$16.6K - $18.1K
|
2.93K
$151K
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
340+ 548.39% |
$16.5K - $18K
|
402
$20.7K
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
318+ 10600.0% |
$15.4K - $16.8K
|
321
$16.5K
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
315New |
$15.2K - $16.7K
|
315
$16.2K
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
313+ 8.58% |
$15.1K - $16.6K
|
3.96K
$204K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
309+ 237.69% |
$15K - $16.3K
|
439
$22.6K
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
308+ 96.25% |
$14.9K - $16.3K
|
628
$32.3K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
291+ 1.35% |
$14.1K - $15.4K
|
21.9K
$1.12M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
269+ 10.8% |
$13K - $14.2K
|
2.76K
$142K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
267+ 72.75% |
$12.9K - $14.1K
|
634
$32.6K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
265+ 2.59% |
$12.8K - $14K
|
10.5K
$539K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
263+ 6.37% |
$12.7K - $13.9K
|
4.39K
$226K
|
|
Aug 04, 2021
Q2 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
260+ 0.29% |
$12.6K - $13.8K
|
89K
$4.58M
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
252+ 3.44% |
$12.2K - $13.3K
|
7.59K
$390K
|
|
Jul 27, 2021
Q2 2021
|
Outfitter Financial LLC
|
BUY
|
- |
250+ 0.88% |
$12.1K - $13.2K
|
28.7K
$1.48M
|
|
Jul 21, 2021
Q2 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
248+ 9.48% |
$12K - $13.1K
|
2.86K
$147K
|