Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Asset Planning Services Inc
|
BUY
|
- |
175+ 2.04% |
$8.51K - $9.64K
|
8.75K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
171New |
$8.32K - $9.42K
|
171
$4.57K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
171+ 3.27% |
$8.32K - $9.42K
|
5.39K
$144K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
171+ 5.18% |
$8.32K - $9.42K
|
3.47K
$92.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
170New |
$8.27K - $9.36K
|
170
$4.54K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
167+ 41.96% |
$8.12K - $9.2K
|
565
$15.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
163New |
$7.93K - $8.98K
|
163
$4.35K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
160New |
$7.78K - $8.81K
|
160
$4.27K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
159New |
$7.73K - $8.76K
|
159
$4.25K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
151+ 1.69% |
$7.34K - $8.32K
|
9.07K
$242K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
150+ 0.29% |
$7.3K - $8.26K
|
51.6K
$1.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
150+ 0.99% |
$7.3K - $8.26K
|
15.3K
$408K
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
142+ 1.67% |
$6.91K - $7.82K
|
8.63K
$231K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
142+ 7.17% |
$6.91K - $7.82K
|
2.12K
$56.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
138New |
$6.71K - $7.6K
|
138
$3.69K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
137+ 27.29% |
$6.66K - $7.54K
|
639
$17.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
137+ 11.26% |
$6.66K - $7.54K
|
1.35K
$36.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
132New |
$6.42K - $7.27K
|
132
$3.53K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
131+ 0.83% |
$6.37K - $7.21K
|
15.9K
$424K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
127+ 1.81% |
$6.18K - $6.99K
|
7.15K
$191K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
125+ 3.75% |
$6.08K - $6.88K
|
3.46K
$92.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
122New |
$5.93K - $6.72K
|
122
$3.26K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
122+ 6.69% |
$5.93K - $6.72K
|
1.95K
$52K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
120+ 1.52% |
$5.84K - $6.61K
|
8K
$214K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
120+ 1.0% |
$5.84K - $6.61K
|
12.1K
$322K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
119+ 5.01% |
$5.79K - $6.55K
|
2.49K
$66.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
112+ 0.3% |
$5.45K - $6.17K
|
37.2K
$992K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
111+ 1.41% |
$5.4K - $6.11K
|
7.99K
$213K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
110New |
$5.35K - $6.06K
|
110
$2.94K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
105New |
$5.11K - $5.78K
|
105
$2.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
105+ 4.87% |
$5.11K - $5.78K
|
2.26K
$60.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
103New |
$5.01K - $5.67K
|
103
$2.75K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
100New |
$4.86K - $5.51K
|
100
$2.67K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 3.73% |
$4.86K - $5.51K
|
2.78K
$74.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100New |
$4.86K - $5.51K
|
100
$2.67K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
93+ 2.83% |
$4.52K - $5.12K
|
3.38K
$90.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
89New |
$4.33K - $4.9K
|
89
$2.38K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
86+ 3.21% |
$4.18K - $4.74K
|
2.76K
$73.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
84+ 23.4% |
$4.09K - $4.63K
|
443
$11.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
78+ 1.33% |
$3.79K - $4.3K
|
5.95K
$159K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
78+ 0.5% |
$3.79K - $4.3K
|
15.8K
$423K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
76New |
$3.7K - $4.19K
|
76
$2.03K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
74+ 0.85% |
$3.6K - $4.08K
|
8.75K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
73+ 1825.0% |
$3.55K - $4.02K
|
77
$2.06K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
70+ 0.58% |
$3.4K - $3.85K
|
12.1K
$324K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
66+ 0.06% |
$3.21K - $3.63K
|
108K
$2.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
60New |
$2.92K - $3.3K
|
60
$1.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
60+ 6.05% |
$2.92K - $3.3K
|
1.05K
$28.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
58+ 0.45% |
$2.82K - $3.19K
|
12.9K
$344K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
53+ 4.76% |
$2.58K - $2.92K
|
1.17K
$31.1K
|