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 |
---|---|---|---|---|---|---|---|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-431- 3.74% |
$20.8K - $22.6K
|
11.1K
$293K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-432- 1.49% |
$20.9K - $22.7K
|
28.6K
$755K
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-445- 9.09% |
$21.5K - $23.4K
|
4.45K
$118K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-451- 5.42% |
$21.8K - $23.7K
|
7.87K
$208K
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-457- 1.22% |
$22.1K - $24K
|
37.2K
$982K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-465- 57.2% |
$22.5K - $24.4K
|
348
$9.19K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-469- 13.13% |
$22.7K - $24.6K
|
3.1K
$82K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-470- 1.7% |
$22.7K - $24.7K
|
27.1K
$717K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-487Closed |
$23.5K - $25.6K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-492- 7.65% |
$23.8K - $25.8K
|
5.94K
$157K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-495- 1.06% |
$23.9K - $26K
|
46.3K
$1.22M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-509- 0.57% |
$24.6K - $26.7K
|
88.2K
$2.33M
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-516- 5.12% |
$24.9K - $27.1K
|
9.57K
$253K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-535- 8.8% |
$25.8K - $28.1K
|
5.54K
$146K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-540- 0.31% |
$26.1K - $28.3K
|
176K
$4.66M
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-554- 7.1% |
$26.8K - $29.1K
|
7.24K
$191K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-562- 65.42% |
$27.1K - $29.5K
|
297
$7.85K
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-576- 0.74% |
$27.8K - $30.2K
|
77.7K
$2.05M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-581- 14.06% |
$28.1K - $30.5K
|
3.55K
$93.8K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-589- 1.43% |
$28.4K - $30.9K
|
40.5K
$1.07M
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-605- 2.44% |
$29.2K - $31.8K
|
24.2K
$638K
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-619- 1.3% |
$29.9K - $32.5K
|
46.8K
$1.24M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-630- 61.28% |
$30.4K - $33.1K
|
398
$10.5K
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-635- 11.9% |
$30.7K - $33.3K
|
4.7K
$124K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-639- 0.49% |
$30.9K - $33.5K
|
130K
$3.43M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-655- 14.37% |
$31.6K - $34.4K
|
3.9K
$103K
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-667- 9.83% |
$32.2K - $35K
|
6.12K
$162K
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-760- 2.03% |
$36.7K - $39.9K
|
36.8K
$971K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-807- 6.28% |
$39K - $42.4K
|
12K
$318K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-813- 57.54% |
$39.3K - $42.7K
|
600
$15.9K
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-818- 0.4% |
$39.5K - $42.9K
|
203K
$5.36M
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-841- 3.86% |
$40.6K - $44.1K
|
21K
$554K
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-843- 5.97% |
$40.7K - $44.2K
|
13.3K
$351K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-848- 4.56% |
$41K - $44.5K
|
17.8K
$469K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-853- 11.46% |
$41.2K - $44.8K
|
6.59K
$174K
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-857- 2.78% |
$41.4K - $45K
|
30K
$792K
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-862- 10.43% |
$41.6K - $45.2K
|
7.4K
$196K
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-863- 4.29% |
$41.7K - $45.3K
|
19.3K
$509K
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-908- 2.55% |
$43.9K - $47.7K
|
34.7K
$916K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-936- 7.75% |
$45.2K - $49.1K
|
11.1K
$294K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-951- 4.96% |
$45.9K - $49.9K
|
18.2K
$482K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-966- 0.86% |
$46.7K - $50.7K
|
112K
$2.95M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-966Closed |
$46.7K - $50.7K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-979- 1.67% |
$47.3K - $51.4K
|
57.5K
$1.52M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-980Closed |
$47.3K - $51.4K
|
0
$0
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-981- 1.67% |
$47.4K - $51.5K
|
57.7K
$1.53M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.05K- 7.71% |
$50.7K - $55.1K
|
12.6K
$332K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.07KClosed |
$51.9K - $56.4K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.08K- 20.68% |
$51.9K - $56.4K
|
4.12K
$109K
|
|
Oct 13, 2021
Q3 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-1.11K- 6.14% |
$53.4K - $58.1K
|
16.9K
$447K
|