Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
4.63KNew |
$224K - $243K
|
4.63K
$124K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.54K+ 7.3% |
$219K - $238K
|
66.8K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.51K+ 7.09% |
$218K - $237K
|
68.1K
$1.82M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.41K+ 9.52% |
$213K - $232K
|
50.8K
$1.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.36K+ 12.44% |
$210K - $229K
|
39.4K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
4.29K+ 5.71% |
$207K - $225K
|
79.5K
$2.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.26K+ 8.3% |
$206K - $223K
|
55.5K
$1.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
BUY
|
- |
4.25KNew |
$205K - $223K
|
4.25K
$113K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.14K+ 2.55% |
$200K - $217K
|
166K
$4.45M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4KNew |
$193K - $210K
|
4K
$107K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.95K+ 10.93% |
$191K - $207K
|
40.1K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.92K+ 1.58% |
$189K - $206K
|
252K
$6.73M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
3.85K+ 14.98% |
$186K - $202K
|
29.5K
$789K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.77K+ 18.69% |
$182K - $198K
|
24K
$640K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
3.74K+ 4.46% |
$180K - $196K
|
87.5K
$2.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
3.73KNew |
$180K - $196K
|
3.73K
$99.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
3.67KNew |
$177K - $192K
|
3.67K
$97.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.65KNew |
$176K - $192K
|
3.65K
$97.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.62K+ 15.73% |
$175K - $190K
|
26.7K
$712K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
3.57KNew |
$172K - $187K
|
3.57K
$95.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.57KNew |
$172K - $187K
|
3.57K
$95.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.56K+ 1.48% |
$172K - $187K
|
244K
$6.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.51KNew |
$170K - $184K
|
3.51K
$93.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.5K+ 7.31% |
$169K - $184K
|
51.4K
$1.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.49KNew |
$169K - $183K
|
3.49K
$93.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.37K+ 8.62% |
$163K - $177K
|
42.5K
$1.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
3.34K+ 41.8% |
$161K - $175K
|
11.3K
$302K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.32K+ 2.0% |
$161K - $174K
|
169K
$4.52M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
3.26K+ 54.05% |
$157K - $171K
|
9.28K
$248K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.25K+ 4.77% |
$157K - $171K
|
71.5K
$1.91M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.21K+ 20.82% |
$155K - $168K
|
18.6K
$498K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.12K+ 33.56% |
$151K - $164K
|
12.4K
$331K
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
BUY
|
- |
3.11K+ 7.06% |
$150K - $163K
|
47.1K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.04KNew |
$147K - $160K
|
3.04K
$81.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.99KNew |
$144K - $157K
|
2.99K
$79.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.98K+ 6.33% |
$144K - $156K
|
50K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.88KNew |
$139K - $151K
|
2.88K
$77K
|
|
|
Nov 12, 2021
Q3 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.85KNew |
$138K - $150K
|
2.85K
$76.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
2.81KNew |
$136K - $148K
|
2.81K
$75.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.77K+ 6.17% |
$134K - $146K
|
47.7K
$1.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.74K+ 11.74% |
$132K - $144K
|
26.1K
$697K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 9.45% |
$131K - $142K
|
31.4K
$838K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.63KNew |
$127K - $138K
|
2.63K
$70.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.61K+ 5.29% |
$126K - $137K
|
52K
$1.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
2.61K+ 10.69% |
$126K - $137K
|
27K
$721K
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.55K+ 2.11% |
$123K - $134K
|
124K
$3.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.52K+ 4.63% |
$122K - $132K
|
56.9K
$1.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.49K+ 2.47% |
$120K - $131K
|
104K
$2.76M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.49K+ 2.47% |
$120K - $131K
|
104K
$2.76M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$117K - $127K
|
2.41K
$64.5K
|