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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.32KNew |
$112K - $122K
|
2.32K
$61.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.32KNew |
$112K - $122K
|
2.32K
$61.2K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.28K+ 1.7% |
$110K - $119K
|
136K
$3.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.22K+ 2.04% |
$107K - $117K
|
111K
$2.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.17K+ 105.35% |
$105K - $114K
|
4.22K
$111K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.12KNew |
$102K - $111K
|
2.12K
$55.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.06K+ 5.12% |
$99.5K - $108K
|
42.3K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.01K+ 9.13% |
$97.1K - $106K
|
24K
$635K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.01K+ 5.02% |
$96.8K - $105K
|
42K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.01K+ 5.02% |
$96.8K - $105K
|
42K
$1.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.97K+ 31.17% |
$95.2K - $103K
|
8.3K
$219K
|
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.93K+ 2.0% |
$93K - $101K
|
98.4K
$2.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.9K+ 9.74% |
$91.9K - $99.8K
|
21.4K
$566K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.83K+ 13.84% |
$88.5K - $96.2K
|
15.1K
$398K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.83K+ 1.11% |
$88.3K - $96K
|
166K
$4.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.82K+ 6.06% |
$87.8K - $95.4K
|
31.8K
$841K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 50.42% |
$86K - $93.4K
|
5.31K
$140K
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.78K+ 7.94% |
$85.8K - $93.2K
|
24.2K
$638K
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.76K+ 1.3% |
$84.8K - $92.1K
|
137K
$3.61M
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.75K+ 1.96% |
$84.3K - $91.6K
|
90.8K
$2.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.73K+ 9.3% |
$83.6K - $90.8K
|
20.3K
$537K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.73K+ 6.95% |
$83.5K - $90.8K
|
26.6K
$703K
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.66K+ 10.55% |
$80K - $87K
|
17.4K
$459K
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.64K+ 2.63% |
$79.1K - $86K
|
63.9K
$1.69M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
1.55K+ 24.61% |
$74.8K - $81.3K
|
7.84K
$207K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.53K+ 6.77% |
$73.8K - $80.2K
|
24.1K
$637K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
1.52K+ 6.79% |
$73.5K - $79.9K
|
23.9K
$633K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.48K+ 10.46% |
$71.4K - $77.6K
|
15.6K
$412K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.42K+ 3.57% |
$68.4K - $74.4K
|
41.2K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.42K+ 23.6% |
$68.4K - $74.3K
|
7.42K
$196K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 10.43% |
$65.9K - $71.6K
|
14.4K
$382K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.36K+ 12.05% |
$65.8K - $71.5K
|
12.7K
$335K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
1.35K+ 2.73% |
$65K - $70.7K
|
50.6K
$1.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.27K+ 10.58% |
$61.2K - $66.5K
|
13.2K
$350K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1.26K+ 2.75% |
$60.9K - $66.1K
|
47.1K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.26K+ 8.94% |
$60.6K - $65.9K
|
15.3K
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.25K+ 2.8% |
$60.4K - $65.6K
|
46K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
1.24K+ 0.78% |
$59.8K - $65K
|
160K
$4.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.24K+ 14.52% |
$59.7K - $64.8K
|
9.74K
$257K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.22KNew |
$58.7K - $63.8K
|
1.22K
$32.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.21K+ 3.48% |
$58.6K - $63.7K
|
36.1K
$954K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
1.19KNew |
$57.5K - $62.5K
|
1.19K
$31.5K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.16K+ 1.2% |
$55.9K - $60.8K
|
97.3K
$2.57M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.14K+ 6.66% |
$55K - $59.8K
|
18.3K
$482K
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
1.13K+ 3.66% |
$54.6K - $59.3K
|
32K
$845K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.1K+ 10.79% |
$53.1K - $57.7K
|
11.3K
$298K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.07K+ 10.41% |
$51.7K - $56.2K
|
11.4K
$300K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 97.17% |
$51.3K - $55.8K
|
2.16K
$57K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
1.06K+ 21.65% |
$51.2K - $55.6K
|
5.96K
$157K
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
1.06K+ 5.65% |
$51.2K - $55.6K
|
19.8K
$524K
|