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 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
244+ 1.32% |
$11.8K - $12.9K
|
18.7K
$517K
|
|
|
Jul 21, 2021
Q2 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
242+ 0.82% |
$11.7K - $12.8K
|
29.8K
$824K
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
227+ 3.13% |
$11K - $12K
|
7.48K
$207K
|
|
|
Aug 13, 2021
Q2 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
224+ 1.1% |
$10.8K - $11.9K
|
20.5K
$568K
|
|
|
Jul 14, 2021
Q2 2021
|
Madden Securities Corp
|
BUY
|
- |
219+ 1.4% |
$10.6K - $11.6K
|
15.9K
$440K
|
|
|
Aug 04, 2021
Q2 2021
|
Rice Partnership, LLC
|
BUY
|
- |
210New |
$10.2K - $11.1K
|
210
$5.8K
|
|
|
Jul 30, 2021
Q2 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
206+ 2.92% |
$9.97K - $10.9K
|
7.26K
$201K
|
|
|
Jul 20, 2021
Q2 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
205New |
$9.92K - $10.8K
|
205
$5.66K
|
|
|
Jul 20, 2021
Q2 2021
|
Iam Advisory, LLC
|
BUY
|
- |
205New |
$9.92K - $10.8K
|
205
$5.66K
|
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
201+ 0.57% |
$9.73K - $10.6K
|
35.2K
$972K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200+ 1.74% |
$9.68K - $10.6K
|
11.7K
$323K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
199+ 1.04% |
$9.63K - $10.5K
|
19.3K
$532K
|
|
|
Jul 07, 2021
Q2 2021
|
S.A. Mason LLC
|
BUY
|
- |
199+ 2.33% |
$9.63K - $10.5K
|
8.72K
$241K
|
|
|
Aug 11, 2021
Q2 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
193+ 2.69% |
$9.34K - $10.2K
|
7.36K
$203K
|
|
|
Aug 03, 2021
Q2 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
190+ 1.9% |
$9.19K - $10.1K
|
10.2K
$282K
|
|
|
Aug 09, 2021
Q2 2021
|
Hc Advisors, LLC
|
BUY
|
- |
187+ 1.01% |
$9.05K - $9.89K
|
18.8K
$518K
|
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
BUY
|
- |
178+ 2.14% |
$8.61K - $9.42K
|
8.5K
$235K
|
|
|
Jul 21, 2021
Q2 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
170+ 0.09% |
$8.23K - $8.99K
|
193K
$5.32M
|
|
|
Jul 16, 2021
Q2 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
167+ 2.0% |
$8.08K - $8.84K
|
8.51K
$235K
|
|
|
Jul 29, 2021
Q2 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
161+ 7.88% |
$7.79K - $8.52K
|
2.2K
$60.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
150+ 5.45% |
$7.26K - $7.94K
|
2.9K
$80.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
148+ 4.71% |
$7.16K - $7.83K
|
3.29K
$91K
|
|
|
Aug 13, 2021
Q2 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
146+ 7.72% |
$7.06K - $7.72K
|
2.04K
$56.3K
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
140+ 1400.0% |
$6.77K - $7.41K
|
150
$4.14K
|
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
138+ 0.24% |
$6.68K - $7.3K
|
58.5K
$1.62M
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
134+ 3.58% |
$6.48K - $7.09K
|
3.88K
$107K
|
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
128+ 0.28% |
$6.19K - $6.77K
|
45.9K
$1.27M
|
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
125New |
$6.05K - $6.61K
|
125
$3.45K
|
|
|
Jul 14, 2021
Q2 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
122+ 338.89% |
$5.9K - $6.46K
|
158
$4.37K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
121+ 12.89% |
$5.86K - $6.4K
|
1.06K
$29.3K
|
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
112+ 1.28% |
$5.42K - $5.93K
|
8.84K
$244K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
112+ 49.12% |
$5.42K - $5.93K
|
340
$9.39K
|
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
106New |
$5.13K - $5.61K
|
106
$2.93K
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
106+ 0.86% |
$5.13K - $5.61K
|
12.4K
$342K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
99+ 5.86% |
$4.79K - $5.24K
|
1.79K
$49.4K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
99New |
$4.79K - $5.24K
|
99
$2.74K
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
96+ 4.64% |
$4.65K - $5.08K
|
2.17K
$59.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
95+ 0.53% |
$4.6K - $5.03K
|
18.1K
$501K
|
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
93+ 1.68% |
$4.5K - $4.92K
|
5.64K
$156K
|
|
|
Aug 16, 2021
Q2 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
89+ 3.62% |
$4.31K - $4.71K
|
2.55K
$70.3K
|
|
|
Aug 05, 2021
Q2 2021
|
Ckw Financial Group
|
BUY
|
- |
88New |
$4.26K - $4.66K
|
88
$2.43K
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
86+ 11.83% |
$4.16K - $4.55K
|
813
$22.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
83+ 1.13% |
$4.02K - $4.39K
|
7.44K
$206K
|
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
82+ 3.43% |
$3.97K - $4.34K
|
2.48K
$68.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
81New |
$3.92K - $4.29K
|
81
$2.24K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
79+ 8.32% |
$3.82K - $4.18K
|
1.03K
$28.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
78+ 0.09% |
$3.77K - $4.13K
|
91K
$2.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75+ 1.88% |
$3.63K - $3.97K
|
4.06K
$112K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
71+ 107.58% |
$3.44K - $3.76K
|
137
$3.79K
|
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
BUY
|
- |
70+ 2.78% |
$3.39K - $3.7K
|
2.59K
$71.5K
|