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 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
SELL
 -
-1.16K
- 4.76%
$55.9K - $60.8K
23.2K $613K
Oct 20, 2021 Q3 2021
Patriot Investment Management Inc.

SELL
 -
-1.17K
- 1.11%
$56.4K - $61.3K
104K $2.74M
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

SELL
 -
-1.2K
- 6.4%
$57.9K - $62.9K
17.5K $463K
Oct 27, 2021 Q3 2021
Market Street Wealth Management Advisors LLC

SELL
 -
-1.2K
- 3.16%
$58.2K - $63.2K
36.9K $974K
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-1.33K
- 7.02%
$64.4K - $70K
17.7K $467K
Oct 19, 2021 Q3 2021
Planning Alternatives LTD

SELL
 -
-1.37K
- 10.84%
$66K - $71.7K
11.2K $297K
Oct 22, 2021 Q3 2021
D.B. Root & Company, LLC

SELL
 -
-1.38K
- 15.59%
$66.5K - $72.3K
7.46K $197K
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-1.44K
- 1.63%
$69.7K - $75.8K
86.9K $2.3M
Nov 04, 2021 Q3 2021
Tradewinds Capital Management, LLC

SELL
 -
-1.46K
- 2.23%
$70.4K - $76.5K
64K $1.69M
Nov 03, 2021 Q3 2021
Sheaff Brock Investment Advisors, LLC

SELL
 -
-1.5K
- 29.82%
$72.5K - $78.7K
3.53K $93.3K
Nov 01, 2021 Q3 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-1.55K
- 2.45%
$74.7K - $81.2K
61.7K $1.63M
Oct 19, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-1.59K
- 73.59%
$76.8K - $83.5K
571 $15.1K
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

SELL
 -
-1.63K
- 10.07%
$78.8K - $85.7K
14.6K $385K
Oct 12, 2021 Q3 2021
Private Capital Management LLC

SELL
 -
-1.64K
- 6.33%
$79.2K - $86K
24.3K $641K
Oct 22, 2021 Q3 2021
Relaxing Retirement Coach

SELL
 -
-1.65K
- 3.67%
$79.7K - $86.7K
43.3K $1.14M
Oct 21, 2021 Q3 2021
Slow Capital, Inc.

SELL
 -
-1.73K
- 13.82%
$83.4K - $90.6K
10.8K $284K
Oct 19, 2021 Q3 2021
Blb&B Advisors, LLC

SELL
 -
-1.8K
- 21.08%
$86.7K - $94.3K
6.72K $178K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.81K
- 4.24%
$87.6K - $95.2K
41K $1.08M
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

SELL
 -
-1.84K
- 9.84%
$88.8K - $96.5K
16.9K $445K
Oct 14, 2021 Q3 2021
Seven Bridge Financial Group, LLC

SELL
 -
-1.93K
Closed
$93.3K - $101K
0 $0
Nov 15, 2021 Q3 2021
Claybrook Capital, LLC

SELL
 -
-1.93K
Closed
$93.3K - $101K
0 $0
Oct 28, 2021 Q3 2021
Signal Point Asset Management, LLC

SELL
 -
-1.95K
Closed
$94.1K - $102K
0 $0
Nov 12, 2021 Q3 2021
Main Street Research LLC

Sausalito, CA
SELL
 -
-1.95K
Closed
$94.2K - $102K
0 $0
Oct 05, 2021 Q3 2021
Beacon Wealthcare LLC

Raleigh, NC
SELL
 -
-1.96K
Closed
$94.5K - $103K
0 $0
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

SELL
 -
-1.97K
- 25.6%
$95.1K - $103K
5.72K $151K
Oct 15, 2021 Q3 2021
Legacy Wealth Management, Inc

SELL
 -
-1.97K
- 0.7%
$95.2K - $104K
280K $7.4M
Nov 03, 2021 Q3 2021
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-1.98K
Closed
$95.4K - $104K
0 $0
Oct 21, 2021 Q3 2021
Palouse Capital Management, Inc.

SELL
 -
-1.99K
Closed
$96K - $104K
0 $0
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-2.02K
- 9.18%
$97.6K - $106K
20K $528K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-2.05K
Closed
$98.8K - $107K
0 $0
Nov 15, 2021 Q3 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-2.11K
- 87.23%
$102K - $111K
309 $8.16K
Nov 12, 2021 Q3 2021
Maryland Capital Management

Towson, MD
SELL
 -
-2.11K
Closed
$102K - $111K
0 $0
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

SELL
 -
-2.11K
- 7.73%
$102K - $111K
25.2K $666K
Oct 13, 2021 Q3 2021
Soundmark Wealth Management, LLC

SELL
 -
-2.14K
Closed
$103K - $112K
0 $0
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

SELL
 -
-2.17K
- 45.5%
$105K - $114K
2.59K $68.5K
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-2.27K
Closed
$109K - $119K
0 $0
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-2.27K
- 45.86%
$110K - $119K
2.68K $70.8K
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-2.33K
Closed
$112K - $122K
0 $0
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-2.34K
Closed
$113K - $123K
0 $0
Oct 06, 2021 Q3 2021
Cooper Financial Group

SELL
 -
-2.37K
- 2.57%
$114K - $124K
89.8K $2.37M
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-2.41K
- 6.31%
$116K - $126K
35.8K $945K
Oct 21, 2021 Q3 2021
Trinity Financial Advisors LLC

SELL
 -
-2.42K
- 8.36%
$117K - $127K
26.5K $700K
Oct 28, 2021 Q3 2021
Manchester Financial Inc

SELL
 -
-2.46K
Closed
$119K - $129K
0 $0
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-2.48K
Closed
$120K - $130K
0 $0
Nov 10, 2021 Q3 2021
Parsec Financial Management, Inc.

SELL
 -
-2.51K
- 5.96%
$121K - $132K
39.6K $1.05M
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-2.56K
- 1.75%
$124K - $135K
144K $3.8M
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-2.6K
- 27.05%
$126K - $137K
7.02K $186K
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

SELL
 -
-2.68K
- 1.98%
$129K - $141K
133K $3.51M
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

SELL
 -
-2.68K
- 1.98%
$129K - $141K
133K $3.51M

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