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 22, 2021 Q3 2021
Allen Capital Group, LLC

BUY
 -
1.05K
+ 11.44%
$50.5K - $54.9K
10.2K $269K
Nov 10, 2021 Q3 2021
Blue Bell Private Wealth Management, LLC

BUY
 -
1.05K
+ 1.8%
$50.5K - $54.9K
59.2K $1.56M
Nov 12, 2021 Q3 2021
Journey Advisory Group, LLC

BUY
 -
1.03K
+ 13.44%
$49.7K - $54K
8.68K $229K
Oct 13, 2021 Q3 2021
Veery Capital, LLC

BUY
 -
1.03K
+ 2.6%
$49.6K - $53.9K
40.4K $1.07M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
1.01K
+ 15.68%
$48.5K - $52.8K
7.41K $196K
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
998
+ 8.24%
$48.2K - $52.4K
13.1K $346K
Oct 04, 2021 Q3 2021
Smithbridge Asset Management Inc

BUY
 -
980
+ 3.7%
$47.3K - $51.4K
27.5K $726K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
966
+ 14.78%
$46.7K - $50.7K
7.5K $198K
Oct 25, 2021 Q3 2021
Gill Capital Partners, LLC

Denver, CO
BUY
 -
958
+ 2.05%
$46.3K - $50.3K
47.7K $1.26M
Oct 26, 2021 Q3 2021
Financial Counselors Inc

BUY
 -
946
+ 1.58%
$45.7K - $49.7K
60.8K $1.61M
Oct 09, 2024 Q3 2021
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
942
+ 2.1%
$45.5K - $49.4K
45.7K $1.21M
Nov 15, 2021 Q3 2021
Rkl Wealth Management LLC

BUY
 -
896
+ 0.33%
$43.3K - $47K
275K $7.26M
Nov 12, 2021 Q3 2021
Arbor Trust Wealth Advisors, LLC

BUY
 -
879
+ 1.94%
$42.5K - $46.1K
46.2K $1.22M
Oct 28, 2021 Q3 2021
Community Bank, N.A.

BUY
 -
843
+ 2.08%
$40.7K - $44.2K
41.3K $1.09M
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
835
New
$40.3K - $43.8K
835 $22.1K
Oct 22, 2021 Q3 2021
York Bridge Wealth Partners, LLC

BUY
 -
795
+ 3.0%
$38.4K - $41.7K
27.3K $722K
Oct 26, 2021 Q3 2021
Klingenstein Fields & CO LP

BUY
 -
775
+ 0.22%
$37.4K - $40.7K
347K $9.18M
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
762
+ 5.7%
$36.8K - $40K
14.1K $373K
Oct 19, 2021 Q3 2021
Blossom Wealth Management

BUY
 -
760
+ 13.61%
$36.7K - $39.9K
6.34K $168K
Nov 16, 2021 Q3 2021
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
759
+ 4.29%
$36.7K - $39.8K
18.4K $487K
Oct 20, 2021 Q3 2021
Guidance Point Advisors, LLC

BUY
 -
759
New
$36.7K - $39.8K
759 $20.1K
Nov 15, 2021 Q3 2021
Foster Group, Inc.

BUY
 -
750
+ 6.59%
$36.2K - $39.4K
12.1K $320K
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

BUY
 -
724
+ 2.32%
$35K - $38K
31.9K $844K
Oct 26, 2021 Q3 2021
Outfitter Financial LLC

BUY
 -
720
+ 2.51%
$34.8K - $37.8K
29.4K $778K
Nov 05, 2021 Q3 2021
Courage Miller Partners, LLC

BUY
 -
679
+ 1.03%
$32.8K - $35.6K
66.4K $1.76M
Oct 28, 2021 Q3 2021
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
628
+ 9.92%
$30.3K - $33K
6.96K $184K
Oct 08, 2021 Q3 2021
F Dx Advisors, Inc.

BUY
 -
626
+ 8.37%
$30.2K - $32.9K
8.1K $214K
Nov 12, 2021 Q3 2021
Carmichael Hill & Associates, Inc.

BUY
 -
607
+ 2.07%
$29.3K - $31.9K
30K $792K
Oct 08, 2021 Q3 2021
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
600
+ 7.15%
$29K - $31.5K
8.99K $238K
Oct 13, 2021 Q3 2021
Friedenthal Financial

BUY
 -
580
+ 1.17%
$28K - $30.4K
50.3K $1.33M
Oct 14, 2021 Q3 2021
Triangle Securities Wealth Management

BUY
 -
576
+ 2.74%
$27.8K - $30.2K
21.6K $571K
Nov 12, 2021 Q3 2021
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
574
+ 19.58%
$27.7K - $30.1K
3.51K $92.6K
Nov 08, 2021 Q3 2021
Sage Financial Group Inc

BUY
 -
556
+ 0.52%
$26.9K - $29.2K
108K $2.84M
Oct 25, 2021 Q3 2021
Destination Wealth Management

BUY
 -
509
+ 1.56%
$24.6K - $26.7K
33.1K $874K
Oct 22, 2021 Q3 2021
Carolina Wealth Advisors, LLC

BUY
 -
507
+ 1.03%
$24.5K - $26.6K
50K $1.32M
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
485
+ 4.79%
$23.4K - $25.5K
10.6K $280K
Nov 12, 2021 Q3 2021
Landmark Financial Advisors, LLC

BUY
 -
484
+ 5.64%
$23.4K - $25.4K
9.07K $240K
Nov 10, 2021 Q3 2021
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
483
New
$23.3K - $25.4K
483 $12.8K
Nov 05, 2021 Q3 2021
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
471
+ 1.5%
$22.7K - $24.7K
31.9K $843K
Oct 28, 2021 Q3 2021
Facet Wealth, Inc.

BUY
 -
467
+ 16.31%
$22.6K - $24.5K
3.33K $88K
Nov 17, 2021 Q3 2021
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
454
New
$21.9K - $23.8K
454 $12K
Sep 21, 2023 Q3 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
431
+ 897.92%
$20.8K - $22.6K
479 $12.7K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
428
+ 6.19%
$20.7K - $22.5K
7.34K $194K
Nov 01, 2021 Q3 2021
Whittier Trust CO Of Nevada Inc

BUY
 -
425
+ 0.84%
$20.5K - $22.3K
50.9K $1.34M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
422
+ 0.98%
$20.4K - $22.2K
43.3K $1.14M
Nov 15, 2021 Q3 2021
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
421
+ 1.2%
$20.3K - $22.1K
35.6K $940K
Nov 15, 2021 Q3 2021
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
416
+ 0.78%
$20.1K - $21.8K
54K $1.43M
Oct 13, 2021 Q3 2021
Flc Capital Advisors

BUY
 -
403
+ 2.99%
$19.5K - $21.2K
13.9K $366K
Nov 08, 2021 Q3 2021
Grimes & Company, Inc.

BUY
 -
393
+ 0.54%
$19K - $20.6K
72.8K $1.92M

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