Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 09, 2021 Q3 2021
Condor Capital Management

Martinsville, NJ
SELL
 -
-66
- 0.99%
$3.19K - $3.46K
6.61K $175K
Oct 27, 2021 Q3 2021
Carret Asset Management, LLC

SELL
 -
-70
- 1.74%
$3.38K - $3.67K
3.96K $105K
Oct 27, 2021 Q3 2021
Fiduciary Group LLC

Savannah, GA
SELL
 -
-71
- 2.02%
$3.43K - $3.73K
3.45K $91.1K
Oct 22, 2021 Q3 2021
Baldrige Asset Management LLC

SELL
 -
-73
- 0.42%
$3.53K - $3.83K
17.5K $462K
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
SELL
 -
-75
- 1.58%
$3.62K - $3.94K
4.67K $123K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-76
- 1.5%
$3.67K - $3.99K
4.99K $132K
Nov 12, 2021 Q3 2021
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-76
- 2.1%
$3.67K - $3.99K
3.55K $93.7K
Nov 02, 2021 Q3 2021
Allworth Financial LP

SELL
 -
-80
- 2.08%
$3.86K - $4.2K
3.76K $99.3K
Nov 15, 2021 Q3 2021
Resolute Advisors LLC

SELL
 -
-85
- 80.19%
$4.11K - $4.46K
21 $555
Nov 15, 2021 Q3 2021
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-86
- 0.25%
$4.15K - $4.51K
34.3K $905K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-86
- 13.56%
$4.15K - $4.51K
548 $14.5K
Oct 15, 2021 Q3 2021
Meridian Wealth Management, LLC

SELL
 -
-87
- 0.52%
$4.2K - $4.57K
16.6K $438K
Nov 12, 2021 Q3 2021
Ckw Financial Group

SELL
 -
-88
Closed
$4.25K - $4.62K
0 $0
Oct 25, 2021 Q3 2021
Fulton Breakefield Broenniman LLC

SELL
 -
-95
- 0.62%
$4.59K - $4.99K
15.1K $400K
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

SELL
 -
-97
- 2.77%
$4.69K - $5.09K
3.41K $90.1K
Nov 15, 2021 Q3 2021
Bsw Wealth Partners

Boulder, CO
SELL
 -
-98
- 3.21%
$4.73K - $5.14K
2.95K $78K
Nov 12, 2021 Q3 2021
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-99
- 0.91%
$4.78K - $5.2K
10.8K $284K
Oct 26, 2021 Q3 2021
Legacy Bridge, LLC

SELL
 -
-100
- 1.9%
$4.83K - $5.25K
5.17K $136K
Nov 12, 2021 Q3 2021
Van Hulzen Asset Management, LLC

SELL
 -
-102
- 1.64%
$4.93K - $5.35K
6.1K $161K
Oct 08, 2021 Q3 2021
Hurlow Wealth Management Group, Inc.

SELL
 -
-102
- 0.6%
$4.93K - $5.35K
16.8K $443K
Oct 20, 2021 Q3 2021
Venture Visionary Partners LLC

SELL
 -
-110
- 2.18%
$5.31K - $5.77K
4.93K $130K
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

SELL
 -
-111
- 1.19%
$5.36K - $5.83K
9.19K $243K
Oct 28, 2021 Q3 2021
Huntington National Bank

Columbus, OH
SELL
 -
-115
- 77.18%
$5.55K - $6.04K
34 $898
Nov 15, 2021 Q3 2021
Baldwin Investment Management, LLC

SELL
 -
-115
- 4.67%
$5.55K - $6.04K
2.35K $62K
Oct 14, 2021 Q3 2021
Rhs Financial, LLC

SELL
 -
-118
- 3.74%
$5.7K - $6.19K
3.03K $80.2K
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-124
- 32.21%
$5.99K - $6.51K
261 $6.9K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-125
- 0.62%
$6.04K - $6.56K
19.9K $525K
Nov 12, 2021 Q3 2021
Mv Capital Management, Inc.

SELL
 -
-125
Closed
$6.04K - $6.56K
0 $0
Nov 12, 2021 Q3 2021
Providence First Trust CO

SELL
 -
-125
- 0.4%
$6.04K - $6.56K
31K $819K
Nov 15, 2021 Q3 2021
First Manhattan CO

New York, NY
SELL
 -
-130
Closed
$6.28K - $6.82K
0 $0
Oct 13, 2021 Q3 2021
Everhart Financial Group, Inc.

SELL
 -
-130
- 0.4%
$6.28K - $6.82K
32.2K $850K
Oct 07, 2021 Q3 2021
West Oak Capital, LLC

SELL
 -
-139
- 3.16%
$6.71K - $7.3K
4.25K $112K
Nov 12, 2021 Q3 2021
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-143
Closed
$6.91K - $7.51K
0 $0
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

SELL
 -
-143
- 6.62%
$6.91K - $7.51K
2.02K $53.3K
Nov 15, 2021 Q3 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-143
- 6.46%
$6.91K - $7.51K
2.07K $54.7K
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-148
Closed
$7.15K - $7.77K
0 $0
Jan 03, 2023 Q3 2021
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-152
- 2.94%
$7.34K - $7.98K
5.03K $133K
Oct 22, 2021 Q3 2021
Family Firm, Inc.

SELL
 -
-159
- 0.43%
$7.68K - $8.35K
36.7K $970K
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-166
- 26.43%
$8.02K - $8.71K
462 $12.2K
Apr 05, 2024 Q3 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-168
- 1.52%
$8.11K - $8.82K
10.9K $287K
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-171
- 4.19%
$8.26K - $8.98K
3.91K $103K
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-175
- 0.71%
$8.45K - $9.19K
24.6K $650K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-175
- 0.71%
$8.45K - $9.19K
24.6K $650K
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-188
- 2.63%
$9.08K - $9.87K
6.97K $184K
Oct 12, 2021 Q3 2021
Ifg Advisory, LLC

SELL
 -
-192
- 3.26%
$9.27K - $10.1K
5.69K $150K
Nov 05, 2021 Q3 2021
Nikulski Financial, Inc.

SELL
 -
-194
- 0.52%
$9.37K - $10.2K
37K $979K
Oct 26, 2021 Q3 2021
Hendershot Investments Inc.

SELL
 -
-196
- 4.44%
$9.47K - $10.3K
4.22K $112K
Nov 15, 2021 Q3 2021
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-197
- 4.07%
$9.52K - $10.3K
4.65K $123K
Dec 06, 2021 Q3 2021
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-198
- 1.2%
$9.56K - $10.4K
16.4K $432K

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