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 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13.6K+ 22.74% |
$655K - $712K
|
73.2K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
12.9K+ 28.22% |
$625K - $679K
|
58.8K
$1.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
12.4K+ 84.02% |
$600K - $652K
|
27.2K
$718K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.4K+ 14.71% |
$599K - $651K
|
96.7K
$2.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 83.22% |
$584K - $634K
|
26.6K
$703K
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$563K - $612K
|
11.7K
$308K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.5K+ 416.59% |
$555K - $604K
|
14.3K
$377K
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.4K+ 864.14% |
$551K - $598K
|
12.7K
$336K
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$550K - $598K
|
11.4K
$301K
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 295.07% |
$544K - $591K
|
15.1K
$398K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
11.1K+ 70.0% |
$534K - $580K
|
26.8K
$709K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 2.25% |
$525K - $570K
|
493K
$13M
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10.7K+ 6.23% |
$516K - $560K
|
182K
$4.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
10.3K+ 1.67% |
$499K - $542K
|
630K
$16.6M
|
|
|
Nov 29, 2021
Q3 2021
|
Whelan Financial
|
BUY
|
- |
10.2KNew |
$491K - $533K
|
10.2K
$268K
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9.47K+ 4.91% |
$458K - $497K
|
202K
$5.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.71K+ 10.82% |
$421K - $457K
|
89.2K
$2.36M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
8.6K+ 80.08% |
$415K - $451K
|
19.3K
$511K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.13K+ 15.42% |
$392K - $426K
|
60.8K
$1.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.97K+ 16.82% |
$385K - $418K
|
55.4K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.86K+ 26.46% |
$380K - $413K
|
37.6K
$993K
|
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
7.85K+ 4.08% |
$379K - $412K
|
200K
$5.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.82K+ 3.37% |
$378K - $410K
|
239K
$6.33M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.77K+ 10.23% |
$375K - $408K
|
83.7K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.7K+ 9.13% |
$372K - $404K
|
92K
$2.43M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
7.14K+ 12.48% |
$345K - $375K
|
64.4K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.05K+ 60.1% |
$340K - $370K
|
18.8K
$496K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.9K+ 10.17% |
$333K - $362K
|
74.8K
$1.98M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.59K+ 59.72% |
$318K - $346K
|
17.6K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.34K+ 142.41% |
$306K - $333K
|
10.8K
$285K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
6.3K+ 8.45% |
$304K - $330K
|
80.8K
$2.14M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.21K+ 7.87% |
$300K - $326K
|
85.1K
$2.25M
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.17K+ 2.77% |
$298K - $324K
|
229K
$6.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.13K+ 19.32% |
$296K - $322K
|
37.8K
$1M
|
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
6.13K+ 66.13% |
$296K - $322K
|
15.4K
$407K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6.1K+ 8.61% |
$294K - $320K
|
76.9K
$2.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.05K+ 1.14% |
$292K - $317K
|
536K
$14.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.73KNew |
$277K - $301K
|
5.73K
$151K
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
5.4K+ 9.28% |
$261K - $283K
|
63.6K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.39K+ 15.46% |
$260K - $283K
|
40.2K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.39K+ 5.92% |
$260K - $283K
|
96.3K
$2.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
BUY
|
- |
5.36K+ 2.49% |
$259K - $281K
|
221K
$5.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
5.29K+ 13.89% |
$255K - $278K
|
43.4K
$1.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Matrix Trust CO
|
BUY
|
- |
5.25K+ 5.84% |
$254K - $276K
|
95.2K
$2.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.17K+ 3.39% |
$250K - $271K
|
158K
$4.17M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
5.14K+ 14.27% |
$248K - $270K
|
41.2K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.14K+ 57.46% |
$248K - $270K
|
14.1K
$372K
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.08K+ 113.59% |
$245K - $267K
|
9.55K
$252K
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.06K+ 5.65% |
$245K - $266K
|
94.6K
$2.5M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
5.03K+ 3.72% |
$243K - $264K
|
140K
$3.71M
|