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 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.4M
+ 3.36%
$67.4M - $73.3M
42.9M $1.13B
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
337K
+ 3.72%
$16.3M - $17.7M
9.39M $246M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
330K
New
$15.9M - $17.3M
330K $8.65M
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

BUY
 -
252K
+ 6.82%
$12.2M - $13.3M
3.96M $104M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
190K
+ 6.67%
$9.18M - $9.98M
3.04M $79.7M
Nov 12, 2021 Q3 2021
Sei Investments CO

Oaks, PA
BUY
 -
181K
+ 5.61%
$8.74M - $9.49M
3.41M $89.3M
Dec 09, 2021 Q3 2021
Fidelis I M, LLC

Medford, OR
BUY
 -
161K
New
$7.8M - $8.48M
161K $4.23M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
146K
+ 1389.4%
$7.04M - $7.65M
156K $4.09M
Nov 12, 2021 Q3 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
111K
+ 52867.14%
$5.36M - $5.83M
111K $2.92M
Nov 05, 2021 Q3 2021
New York Life Investment Management LLC

New York, NY
BUY
 -
110K
+ 139.89%
$5.33M - $5.79M
189K $4.96M
Nov 15, 2021 Q3 2021
Appleton Group, LLC

BUY
 -
69.3K
+ 102.79%
$3.35M - $3.64M
137K $3.59M
Nov 12, 2021 Q3 2021
Savant Capital, LLC

BUY
 -
65K
+ 39.53%
$3.14M - $3.41M
229K $6.01M
Oct 20, 2021 Q3 2021
Aj Wealth Strategies, LLC

BUY
 -
63.4K
+ 10.39%
$3.06M - $3.33M
673K $17.6M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
62.6K
+ 11.15%
$3.02M - $3.29M
624K $16.3M
Nov 09, 2021 Q3 2021
Advisory Alpha, LLC

BUY
 -
60.9K
+ 13.8%
$2.94M - $3.2M
502K $13.2M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
59.7K
+ 10.51%
$2.88M - $3.13M
628K $16.5M
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
54.8K
New
$2.65M - $2.88M
54.8K $1.44M
Oct 15, 2021 Q3 2021
Youngs Advisory Group, Inc.

BUY
 -
48.4K
+ 644.82%
$2.34M - $2.54M
55.9K $1.47M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
43.5K
+ 7.66%
$2.1M - $2.28M
611K $16M
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
42.7K
+ 24.3%
$2.06M - $2.24M
218K $5.72M
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
37.9K
New
$1.83M - $1.99M
37.9K $994K
Nov 02, 2021 Q3 2021
Adams Wealth Management

BUY
 -
37.7K
+ 25.1%
$1.82M - $1.98M
188K $4.93M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
35.5K
+ 41.4%
$1.72M - $1.86M
121K $3.18M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
34.7K
+ 7.72%
$1.68M - $1.82M
484K $12.7M
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
33.9K
+ 530.06%
$1.64M - $1.78M
40.2K $1.05M
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
32.7K
+ 94.31%
$1.58M - $1.72M
67.4K $1.77M
Oct 12, 2021 Q3 2021
Moneywise, Inc.

BUY
 -
31.8K
+ 17.38%
$1.54M - $1.67M
215K $5.64M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
28.1K
+ 7.89%
$1.36M - $1.48M
384K $10.1M
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

BUY
 -
26.5K
+ 6.1%
$1.28M - $1.39M
460K $12.1M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
26K
+ 6.26%
$1.26M - $1.37M
441K $11.6M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
26K
+ 10.8%
$1.25M - $1.36M
266K $6.98M
Nov 04, 2021 Q3 2021
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
25.8K
New
$1.25M - $1.35M
25.8K $676K
Nov 10, 2021 Q3 2021
Hoyle Cohen, LLC

BUY
 -
23K
+ 9.35%
$1.11M - $1.21M
269K $7.05M
Oct 14, 2021 Q3 2021
Northstar Advisory Group, LLC

BUY
 -
21.9K
New
$1.06M - $1.15M
21.9K $575K
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
21.1K
+ 15.0%
$1.02M - $1.11M
162K $4.24M
Dec 13, 2023 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
20.6K
+ 589.06%
$994K - $1.08M
24.1K $631K
Nov 08, 2021 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
20.6K
+ 589.06%
$994K - $1.08M
24.1K $631K
Dec 13, 2021 Q3 2021
Tnf LLC

BUY
 -
20.4K
New
$987K - $1.07M
20.4K $535K
Nov 12, 2021 Q3 2021
Financial Advisors, LLC

Andover, MA
BUY
 -
20.1K
+ 6.34%
$973K - $1.06M
337K $8.85M
Nov 15, 2021 Q3 2021
Lowe Brockenbrough & CO Inc

BUY
 -
19.9K
New
$963K - $1.05M
19.9K $523K
Oct 22, 2021 Q3 2021
Horizon Financial Services, LLC

BUY
 -
19.5K
+ 61.71%
$941K - $1.02M
51K $1.34M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
19.5K
New
$940K - $1.02M
19.5K $510K
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
18.2K
New
$880K - $956K
18.2K $478K
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
16.5K
New
$795K - $864K
16.5K $432K
Nov 12, 2021 Q3 2021
Mainstay Capital Management LLC

BUY
 -
16.1K
+ 80.13%
$779K - $846K
36.2K $950K
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
15.4K
+ 1.31%
$744K - $809K
1.2M $31.3M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
15K
+ 31.58%
$723K - $786K
62.4K $1.64M
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
14.6K
+ 34.16%
$706K - $767K
57.4K $1.5M
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

BUY
 -
14K
+ 3.58%
$678K - $737K
406K $10.6M

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