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 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
403+ 2.99% |
$19.5K - $21.2K
|
13.9K
$304K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
393+ 0.54% |
$19K - $20.6K
|
72.8K
$1.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
390+ 5.21% |
$18.8K - $20.5K
|
7.88K
$173K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
379+ 0.51% |
$18.3K - $19.9K
|
74.1K
$1.62M
|
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
BUY
|
- |
367+ 2.31% |
$17.7K - $19.3K
|
16.3K
$357K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
364New |
$17.6K - $19.1K
|
364
$7.98K
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
352+ 3.91% |
$17K - $18.5K
|
9.36K
$205K
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
349+ 1.04% |
$16.9K - $18.3K
|
33.9K
$742K
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
349+ 5.61% |
$16.9K - $18.3K
|
6.57K
$144K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
347+ 6.05% |
$16.8K - $18.2K
|
6.08K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
347+ 4.79% |
$16.8K - $18.2K
|
7.59K
$166K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
337+ 30.36% |
$16.3K - $17.7K
|
1.45K
$31.7K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
336New |
$16.2K - $17.6K
|
336
$7.37K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
324+ 3.43% |
$15.6K - $17K
|
9.77K
$214K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
320+ 10.09% |
$15.5K - $16.8K
|
3.49K
$76.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
317+ 5.71% |
$15.3K - $16.6K
|
5.87K
$129K
|
|
|
Nov 09, 2021
Q3 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
308+ 1.35% |
$14.9K - $16.2K
|
23.2K
$508K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
291+ 0.99% |
$14.1K - $15.3K
|
29.6K
$649K
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
288+ 1.33% |
$13.9K - $15.1K
|
21.9K
$481K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
279+ 9.29% |
$13.5K - $14.6K
|
3.28K
$71.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
266+ 2.23% |
$12.8K - $14K
|
12.2K
$267K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
264+ 3.59% |
$12.8K - $13.9K
|
7.61K
$167K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
264+ 5.69% |
$12.8K - $13.9K
|
4.91K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
255+ 9.9% |
$12.3K - $13.4K
|
2.83K
$62.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
249+ 1.29% |
$12K - $13.1K
|
19.6K
$429K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
248+ 43.36% |
$12K - $13K
|
820
$18K
|
|
|
Nov 09, 2021
Q3 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
245+ 1.58% |
$11.8K - $12.9K
|
15.8K
$345K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
243New |
$11.7K - $12.8K
|
243
$5.33K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
235+ 53.53% |
$11.4K - $12.3K
|
674
$14.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
230+ 1.45% |
$11.1K - $12.1K
|
16.1K
$353K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
229+ 1.63% |
$11.1K - $12K
|
14.3K
$313K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
225+ 21.29% |
$10.9K - $11.8K
|
1.28K
$28.1K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
225+ 4.53% |
$10.9K - $11.8K
|
5.19K
$114K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
223+ 7.65% |
$10.8K - $11.7K
|
3.14K
$68.8K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
220+ 74.07% |
$10.6K - $11.5K
|
517
$11.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
218+ 177.24% |
$10.5K - $11.4K
|
341
$7.47K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
216+ 3.15% |
$10.4K - $11.3K
|
7.08K
$155K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
212+ 5.59% |
$10.2K - $11.1K
|
4K
$87.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
205+ 4.05% |
$9.9K - $10.8K
|
5.26K
$115K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
203+ 2.54% |
$9.8K - $10.7K
|
8.19K
$180K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
201+ 2.73% |
$9.71K - $10.6K
|
7.56K
$166K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
198+ 232.94% |
$9.56K - $10.4K
|
283
$6.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
197+ 6.99% |
$9.52K - $10.3K
|
3.02K
$66.1K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
194+ 2.22% |
$9.37K - $10.2K
|
8.92K
$195K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
192+ 3.62% |
$9.27K - $10.1K
|
5.49K
$120K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
192+ 5.46% |
$9.27K - $10.1K
|
3.71K
$81.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
192+ 111.63% |
$9.27K - $10.1K
|
364
$7.98K
|
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
191+ 1.61% |
$9.23K - $10K
|
12.1K
$264K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
189+ 7.48% |
$9.13K - $9.92K
|
2.72K
$59.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
189+ 3.15% |
$9.13K - $9.92K
|
6.18K
$136K
|