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 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-2.72K
Closed
$131K - $143K
0 $0
Oct 25, 2021 Q3 2021
Atlas Private Wealth Management

SELL
 -
-2.73K
Closed
$132K - $143K
0 $0
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-2.77K
- 3.1%
$134K - $145K
86.6K $2.27M
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
SELL
 -
-2.8K
- 10.78%
$135K - $147K
23.2K $607K
Oct 25, 2021 Q3 2021
Sightline Wealth Advisors, LLC

SELL
 -
-2.96K
- 4.83%
$143K - $155K
58.3K $1.53M
Oct 19, 2021 Q3 2021
Northwest Investment Counselors, LLC

SELL
 -
-2.97K
- 2.15%
$144K - $156K
135K $3.55M
Nov 12, 2021 Q3 2021
Mai Capital Management

SELL
 -
-2.99K
- 4.52%
$144K - $157K
63.1K $1.65M
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-3.11K
Closed
$150K - $163K
0 $0
Nov 09, 2021 Q3 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-3.14K
- 3.86%
$152K - $165K
78.2K $2.05M
Nov 12, 2021 Q3 2021
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-3.15K
- 4.9%
$152K - $165K
61.1K $1.6M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-3.22K
- 3.53%
$155K - $169K
88K $2.31M
Nov 15, 2021 Q3 2021
Y Intercept (Hong Kong) LTD

SELL
 -
-3.22K
Closed
$156K - $169K
0 $0
Nov 04, 2021 Q3 2021
Sawgrass Asset Management LLC

SELL
 -
-3.28K
Closed
$158K - $172K
0 $0
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-3.3K
- 31.76%
$159K - $173K
7.09K $186K
Nov 05, 2021 Q3 2021
Brr Op Co, LLC

SELL
 -
-3.32K
- 36.98%
$160K - $174K
5.66K $148K
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-3.34K
- 1.72%
$161K - $175K
191K $5M
Oct 26, 2021 Q3 2021
Orgel Wealth Management, LLC

SELL
 -
-3.59K
- 3.26%
$173K - $188K
106K $2.79M
Oct 21, 2021 Q3 2021
Cooper/Haims Advisors, LLC

SELL
 -
-3.67K
- 10.78%
$177K - $193K
30.4K $796K
Dec 19, 2024 Q3 2021
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-3.73K
- 15.89%
$180K - $196K
19.8K $518K
Nov 05, 2021 Q3 2021
Fort Pitt Capital Group, LLC

SELL
 -
-4.01K
Closed
$194K - $210K
0 $0
Nov 12, 2021 Q3 2021
Jones Financial Companies Lllp

SELL
 -
-4.1K
- 4.76%
$198K - $215K
82K $2.15M
Oct 26, 2021 Q3 2021
Chesapeake Wealth Management

SELL
 -
-4.13K
- 9.65%
$200K - $217K
38.7K $1.01M
Oct 18, 2021 Q3 2021
Retirement Planning Group

SELL
 -
-4.78K
- 61.67%
$231K - $251K
2.97K $77.9K
Nov 09, 2021 Q3 2021
First National Corp

SELL
 -
-5.02K
- 4.01%
$242K - $263K
120K $3.15M
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-5.1K
- 8.61%
$246K - $268K
54.1K $1.42M
Nov 15, 2021 Q3 2021
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-5.12K
- 53.61%
$247K - $269K
4.43K $116K
Nov 12, 2021 Q3 2021
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-5.25K
- 5.61%
$254K - $276K
88.4K $2.32M
Oct 25, 2021 Q3 2021
Krilogy Financial LLC

SELL
 -
-5.26K
- 8.43%
$254K - $276K
57.2K $1.5M
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-5.31K
- 95.19%
$256K - $279K
268 $7.02K
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-5.4K
- 20.69%
$261K - $283K
20.7K $543K
Oct 25, 2021 Q3 2021
Campbell Wealth Management

SELL
 -
-5.69K
Closed
$275K - $299K
0 $0
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-5.83K
- 11.55%
$282K - $306K
44.7K $1.17M
Nov 12, 2021 Q3 2021
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-5.84K
- 49.94%
$282K - $307K
5.86K $153K
Nov 16, 2021 Q3 2021
Advisor Resource Council

SELL
 -
-6.42K
Closed
$310K - $337K
0 $0
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-7.1K
- 39.15%
$343K - $373K
11K $289K
Nov 10, 2021 Q3 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-7.28K
- 61.19%
$351K - $382K
4.62K $121K
Nov 15, 2021 Q3 2021
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-7.38K
- 10.51%
$356K - $387K
62.8K $1.65M
Nov 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

SELL
 -
-7.97K
- 14.4%
$385K - $418K
47.4K $1.24M
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-8.59K
Closed
$415K - $451K
0 $0
Oct 07, 2021 Q3 2021
Global Trust Asset Management, LLC

SELL
 -
-9.14K
- 97.32%
$441K - $480K
252 $6.6K
Oct 15, 2021 Q3 2021
Cohen Klingenstein LLC

SELL
 -
-9.48K
- 30.27%
$458K - $498K
21.8K $572K
Oct 29, 2021 Q3 2021
Sharkey, Howes & Javer

SELL
 -
-10K
- 20.44%
$484K - $526K
39K $1.02M
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

SELL
 -
-10K
- 33.88%
$485K - $527K
19.6K $514K
Nov 01, 2021 Q3 2021
Danda Trouve Investment Management, Inc.

SELL
 -
-10.5K
Closed
$508K - $552K
0 $0
Oct 13, 2021 Q3 2021
Omega Financial Group, LLC

SELL
 -
-11.1K
- 28.59%
$538K - $585K
27.8K $729K
Nov 02, 2021 Q3 2021
Lvw Advisors, LLC

SELL
 -
-11.3K
- 14.9%
$545K - $592K
64.5K $1.69M
Nov 09, 2021 Q3 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-11.4K
- 83.95%
$549K - $597K
2.17K $57K
Oct 14, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-11.6K
Closed
$558K - $606K
0 $0
Oct 13, 2021 Q3 2021
Kiley Juergens Wealth Management, LLC

SELL
 -
-11.9K
Closed
$573K - $623K
0 $0

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