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 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
53+ 1.17% |
$2.56K - $2.78K
|
4.57K
$120K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
50+ 0.44% |
$2.42K - $2.62K
|
11.5K
$301K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
49+ 2.03% |
$2.37K - $2.57K
|
2.46K
$64.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
BUY
|
- |
48+ 0.69% |
$2.32K - $2.52K
|
7.05K
$185K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 1.23% |
$2.22K - $2.41K
|
3.78K
$99K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
44+ 0.96% |
$2.13K - $2.31K
|
4.62K
$121K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
44+ 4.12% |
$2.13K - $2.31K
|
1.11K
$29.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
44+ 1.73% |
$2.13K - $2.31K
|
2.59K
$67.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
39+ 1.8% |
$1.88K - $2.05K
|
2.2K
$57.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
37New |
$1.79K - $1.94K
|
37
$970
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
36+ 1.14% |
$1.74K - $1.89K
|
3.19K
$83.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
36+ 0.27% |
$1.74K - $1.89K
|
13.3K
$348K
|
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
BUY
|
- |
36+ 0.69% |
$1.74K - $1.89K
|
5.22K
$137K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
35+ 1.96% |
$1.69K - $1.84K
|
1.82K
$47.8K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
35+ 0.17% |
$1.69K - $1.84K
|
20.1K
$527K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35+ 1.69% |
$1.69K - $1.84K
|
2.11K
$55.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
35+ 0.32% |
$1.69K - $1.84K
|
10.9K
$287K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
31+ 0.45% |
$1.5K - $1.63K
|
6.85K
$179K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25New |
$1.21K - $1.31K
|
25
$655
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
23+ 0.56% |
$1.11K - $1.21K
|
4.13K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
22+ 0.2% |
$1.06K - $1.15K
|
10.9K
$285K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
20+ 0.4% |
$966 - $1.05K
|
5.06K
$133K
|
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
20+ 0.59% |
$966 - $1.05K
|
3.44K
$90K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
20+ 2.74% |
$966 - $1.05K
|
751
$19.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
19+ 0.88% |
$918 - $997
|
2.19K
$57.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
19+ 0.47% |
$918 - $997
|
4.09K
$107K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
18+ 0.09% |
$869 - $945
|
19.7K
$517K
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
18+ 0.26% |
$869 - $945
|
6.88K
$180K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
17+ 2.71% |
$821 - $892
|
645
$16.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
16+ 0.13% |
$773 - $840
|
12.1K
$317K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
15+ 27.27% |
$725 - $787
|
70
$1.83K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15+ 0.54% |
$725 - $787
|
2.77K
$72.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
15+ 1.54% |
$725 - $787
|
992
$26K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14+ 0.35% |
$676 - $735
|
4.07K
$107K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
13+ 0.03% |
$628 - $682
|
38.9K
$1.02M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13+ 0.22% |
$628 - $682
|
5.87K
$154K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11+ 0.23% |
$531 - $577
|
4.73K
$124K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
10New |
$483 - $525
|
10
$262
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10+ 0.67% |
$483 - $525
|
1.51K
$39.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10+ 0.16% |
$483 - $525
|
6.38K
$167K
|
|
|
Nov 10, 2021
Q3 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
10+ 0.27% |
$483 - $525
|
3.66K
$96K
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
8+ 0.3% |
$386 - $420
|
2.67K
$70K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8+ 0.24% |
$386 - $420
|
3.3K
$86.5K
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8+ 0.4% |
$386 - $420
|
2.02K
$53K
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
7+ 0.2% |
$338 - $367
|
3.58K
$93.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7+ 0.29% |
$338 - $367
|
2.45K
$64.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7+ 2.41% |
$338 - $367
|
298
$7.81K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
6New |
$290 - $315
|
6
$157
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
6+ 0.27% |
$290 - $315
|
2.19K
$57.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.04% |
$242 - $262
|
13.9K
$364K
|