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
Oct 13, 2021 Q3 2021
Bond & Devick Financial Network, Inc.

SELL
 -
-200
- 2.81%
$9.66K - $10.5K
6.91K $182K
Oct 18, 2021 Q3 2021
Annex Advisory Services, LLC

SELL
 -
-201
- 9.12%
$9.71K - $10.6K
2K $52.9K
Oct 13, 2021 Q3 2021
Alpha Omega Wealth Management LLC

SELL
 -
-201
- 0.69%
$9.71K - $10.6K
29K $767K
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

SELL
 -
-202
- 2.9%
$9.76K - $10.6K
6.77K $179K
Oct 14, 2021 Q3 2021
Schneider Downs Wealth Management Advisors, LP

SELL
 -
-204
- 0.95%
$9.85K - $10.7K
21.2K $561K
Oct 14, 2021 Q3 2021
Iam Advisory, LLC

SELL
 -
-205
Closed
$9.9K - $10.8K
0 $0
Oct 14, 2021 Q3 2021
Genesee Capital Advisors, LLC

SELL
 -
-205
Closed
$9.9K - $10.8K
0 $0
Oct 14, 2021 Q3 2021
Elm Partners Management LLC

SELL
 -
-205
Closed
$9.9K - $10.8K
0 $0
Oct 20, 2021 Q3 2021
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-207
- 1.82%
$10K - $10.9K
11.2K $295K
Oct 18, 2021 Q3 2021
Crew Capital Management, Ltd.

SELL
 -
-209
- 4.32%
$10.1K - $11K
4.63K $122K
Nov 03, 2021 Q3 2021
Brookstone Capital Management

SELL
 -
-211
- 1.49%
$10.2K - $11.1K
13.9K $368K
Nov 09, 2021 Q3 2021
Hudock, Inc.

SELL
 -
-212
- 1.63%
$10.2K - $11.1K
12.8K $338K
Nov 12, 2021 Q3 2021
Holderness Investments CO

Greensboro, NC
SELL
 -
-212
- 1.8%
$10.2K - $11.1K
11.6K $306K
Nov 05, 2021 Q3 2021
American Financial Advisors, LLC

SELL
 -
-228
- 4.61%
$11K - $12K
4.71K $125K
Nov 12, 2021 Q3 2021
Madison Wealth Management

Cincinnati, OH
SELL
 -
-232
- 4.25%
$11.2K - $12.2K
5.23K $138K
Nov 15, 2021 Q3 2021
Family Management Corp

New York, NY
SELL
 -
-234
- 5.63%
$11.3K - $12.3K
3.92K $104K
Nov 03, 2021 Q3 2021
Bison Wealth, LLC

SELL
 -
-234
- 2.99%
$11.3K - $12.3K
7.59K $201K
Oct 27, 2021 Q3 2021
Aspiriant, LLC

SELL
 -
-234
- 7.89%
$11.3K - $12.3K
2.73K $72.1K
Oct 12, 2021 Q3 2021
Marquette Asset Management, LLC

SELL
 -
-240
- 0.22%
$11.6K - $12.6K
108K $2.85M
Nov 12, 2021 Q3 2021
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-240
- 1.8%
$11.6K - $12.6K
13.1K $347K
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-245
- 2.52%
$11.8K - $12.9K
9.48K $250K
Nov 12, 2021 Q3 2021
Fca Corp

Houston, TX
SELL
 -
-251
- 1.22%
$12.1K - $13.2K
20.3K $536K
Nov 15, 2021 Q3 2021
Bailard, Inc.

SELL
 -
-257
- 1.15%
$12.4K - $13.5K
22.1K $585K
Nov 12, 2021 Q3 2021
Lee Financial CO

Dallas, TX
SELL
 -
-264
- 32.43%
$12.8K - $13.9K
550 $14.5K
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-267
- 1.21%
$12.9K - $14K
21.7K $574K
Nov 30, 2021 Q3 2021
Pacific Capital Wealth Advisors, Inc

SELL
 -
-291
- 2.67%
$14.1K - $15.3K
10.6K $280K
Nov 12, 2021 Q3 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-300
- 3.14%
$14.5K - $15.7K
9.25K $244K
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-315
Closed
$15.2K - $16.5K
0 $0
Jul 17, 2024 Q3 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-318
- 99.07%
$15.4K - $16.7K
3 $79.3
Oct 20, 2021 Q3 2021
Garrison Asset Management, LLC

SELL
 -
-320
- 1.07%
$15.5K - $16.8K
29.5K $779K
Nov 12, 2021 Q3 2021
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-335
- 1.97%
$16.2K - $17.6K
16.7K $441K
Nov 12, 2021 Q3 2021
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-338
- 0.3%
$16.3K - $17.7K
111K $2.94M
Oct 29, 2021 Q3 2021
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-339
- 9.14%
$16.4K - $17.8K
3.37K $89K
Oct 18, 2021 Q3 2021
Nbt Bank N A

SELL
 -
-345
- 2.09%
$16.7K - $18.1K
16.2K $427K
Oct 08, 2021 Q3 2021
Vigilant Capital Management, LLC

SELL
 -
-350
- 33.11%
$16.9K - $18.4K
707 $18.7K
Oct 27, 2021 Q3 2021
Patton Albertson Miller Group, LLC

SELL
 -
-367
- 3.08%
$17.7K - $19.3K
11.5K $305K
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

SELL
 -
-374
- 8.46%
$18.1K - $19.6K
4.05K $107K
Oct 21, 2021 Q3 2021
Cabot Wealth Management Inc

SELL
 -
-375
- 1.15%
$18.1K - $19.7K
32.1K $849K
Oct 22, 2021 Q3 2021
Trust CO Of Vermont

SELL
 -
-386
Closed
$18.6K - $20.3K
0 $0
Nov 09, 2021 Q3 2021
Annapolis Financial Services, LLC

SELL
 -
-388
- 6.45%
$18.7K - $20.4K
5.63K $149K
Nov 04, 2021 Q3 2021
Novare Capital Management LLC

SELL
 -
-397
- 12.86%
$19.2K - $20.8K
2.69K $71.1K
Nov 10, 2021 Q3 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-397
- 1.16%
$19.2K - $20.8K
33.9K $895K
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

SELL
 -
-400
- 0.35%
$19.3K - $21K
113K $2.99M
Nov 05, 2021 Q3 2021
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-400
- 8.25%
$19.3K - $21K
4.45K $118K
Nov 02, 2021 Q3 2021
Sculati Wealth Management, LLC

Bloomfield Hills, MI
SELL
 -
-400
- 0.74%
$19.3K - $21K
54K $1.43M
Nov 12, 2021 Q3 2021
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-405
- 32.93%
$19.6K - $21.3K
825 $21.8K
Nov 02, 2021 Q3 2021
Ironwood Financial, LLC

SELL
 -
-410
- 3.32%
$19.8K - $21.5K
12K $316K
Oct 22, 2021 Q3 2021
Wooster Corthell Wealth Management, Inc.

SELL
 -
-419
- 2.98%
$20.2K - $22K
13.6K $360K
Nov 15, 2021 Q3 2021
Cornerstone Wealth Advisors, Inc.

SELL
 -
-431
- 4.67%
$20.8K - $22.6K
8.81K $233K

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