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 03, 2021 Q3 2021
Delta Asset Management LLC

Memphis, TN
BUY
 -
176
+ 374.47%
$8.5K - $9.24K
223 $5.84K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
175
New
$8.45K - $9.19K
175 $4.59K
Nov 12, 2021 Q3 2021
Pegasus Asset Management, Inc.

BUY
 -
175
+ 2.1%
$8.45K - $9.19K
8.49K $223K
Nov 12, 2021 Q3 2021
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
175
+ 437.5%
$8.45K - $9.19K
215 $5.64K
Oct 21, 2021 Q3 2021
Bowling Portfolio Management LLC

BUY
 -
171
+ 2.36%
$8.26K - $8.98K
7.43K $195K
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
166
+ 3.32%
$8.02K - $8.71K
5.17K $136K
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
147
New
$7.1K - $7.72K
147 $3.85K
Nov 09, 2021 Q3 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
146
+ 7.46%
$7.05K - $7.66K
2.1K $55.1K
Oct 06, 2021 Q3 2021
Burt Wealth Advisors

BUY
 -
143
+ 0.1%
$6.91K - $7.51K
145K $3.79M
Nov 12, 2021 Q3 2021
Gs Investments, Inc.

BUY
 -
142
New
$6.86K - $7.45K
142 $3.72K
Oct 29, 2021 Q3 2021
Jacobsen Capital Management

BUY
 -
134
+ 4.77%
$6.47K - $7.03K
2.95K $77.2K
Nov 04, 2021 Q3 2021
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
133
+ 6.51%
$6.42K - $6.98K
2.18K $57K
Nov 12, 2021 Q3 2021
Peak6 Investments LLC

Chicago, IL
BUY
 -
131
+ 4.32%
$6.33K - $6.88K
3.16K $82.9K
Nov 16, 2021 Q3 2021
Phocas Financial Corp.

Alameda, CA
BUY
 -
129
+ 0.83%
$6.23K - $6.77K
15.7K $413K
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
124
+ 2.83%
$5.99K - $6.51K
4.51K $118K
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
123
+ 0.22%
$5.94K - $6.46K
56.1K $1.47M
Nov 01, 2021 Q3 2021
Sfmg, LLC

BUY
 -
109
+ 3.56%
$5.26K - $5.72K
3.17K $83.2K
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

BUY
 -
103
+ 21.68%
$4.97K - $5.41K
578 $15.1K
Oct 12, 2021 Q3 2021
Carlson Capital Management

BUY
 -
103
+ 2.32%
$4.97K - $5.41K
4.55K $119K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
103
+ 19.85%
$4.97K - $5.41K
622 $16.3K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
100
+ 24.88%
$4.83K - $5.25K
502 $13.2K
Oct 12, 2021 Q3 2021
Kohmann Bosshard Financial Services, LLC

BUY
 -
100
+ 0.12%
$4.83K - $5.25K
81K $2.12M
Nov 12, 2021 Q3 2021
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
100
+ 0.71%
$4.83K - $5.25K
14.2K $372K
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
99
+ 0.12%
$4.78K - $5.2K
79.9K $2.09M
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
99
+ 1.55%
$4.78K - $5.2K
6.47K $170K
Nov 15, 2021 Q3 2021
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
98
+ 19.84%
$4.73K - $5.14K
592 $15.5K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

BUY
 -
90
New
$4.35K - $4.72K
90 $2.36K
Oct 27, 2021 Q3 2021
Investors Research Corp

BUY
 -
87
+ 0.31%
$4.2K - $4.57K
27.8K $728K
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

BUY
 -
86
+ 15.14%
$4.15K - $4.51K
654 $17.1K
Nov 15, 2021 Q3 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
78
New
$3.77K - $4.09K
78 $2.04K
Oct 19, 2021 Q3 2021
South Shore Capital Advisors

BUY
 -
77
+ 2.96%
$3.72K - $4.04K
2.68K $70.1K
Nov 01, 2021 Q3 2021
Element Wealth, LLC

BUY
 -
74
+ 0.19%
$3.57K - $3.88K
39.2K $1.03M
Oct 21, 2021 Q3 2021
Twele Capital Management, Inc.

BUY
 -
74
+ 0.76%
$3.57K - $3.88K
9.87K $259K
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
74
+ 0.91%
$3.57K - $3.88K
8.18K $214K
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
73
New
$3.53K - $3.83K
73 $1.91K
Oct 27, 2021 Q3 2021
Aptus Capital Advisors, LLC

BUY
 -
71
+ 6.2%
$3.43K - $3.73K
1.22K $31.9K
Nov 02, 2021 Q3 2021
Jackson Creek Investment Advisors LLC

BUY
 -
71
+ 0.59%
$3.43K - $3.73K
12.2K $319K
Nov 04, 2021 Q3 2021
Chilton Capital Management LLC

Houston, TX
BUY
 -
67
+ 0.15%
$3.24K - $3.52K
44.2K $1.16M
Apr 19, 2024 Q3 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
66
+ 3.27%
$3.19K - $3.46K
2.09K $54.7K
Nov 08, 2021 Q3 2021
Sja Financial Advisory, LLC

BUY
 -
65
+ 2.82%
$3.14K - $3.41K
2.37K $62.2K
Nov 10, 2021 Q3 2021
Roundview Capital LLC

Princeton, NJ
BUY
 -
65
+ 0.61%
$3.14K - $3.41K
10.8K $283K
Oct 13, 2021 Q3 2021
Gofen & Glossberg LLC

BUY
 -
64
+ 3.15%
$3.09K - $3.36K
2.1K $54.9K
Oct 19, 2021 Q3 2021
Blooom, Inc.

BUY
 -
62
+ 0.57%
$2.99K - $3.25K
11K $288K
Nov 09, 2021 Q3 2021
Parsons Capital Management Inc

BUY
 -
62
+ 1.39%
$2.99K - $3.25K
4.52K $118K
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
57
+ 0.64%
$2.75K - $2.99K
8.95K $235K
Nov 02, 2021 Q3 2021
Valeo Financial Advisors, LLC

BUY
 -
56
+ 0.74%
$2.7K - $2.94K
7.64K $200K
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

BUY
 -
54
New
$2.61K - $2.83K
54 $1.42K
Nov 03, 2021 Q3 2021
Leisure Capital Management

BUY
 -
53
+ 0.19%
$2.56K - $2.78K
28K $733K
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
53
+ 0.36%
$2.56K - $2.78K
14.8K $389K

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