Purchases and Sales Made in Q4 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 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
Feb 10, 2022 Q4 2021
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-32
- 39.51%
$1.56K - $1.76K
49 $1.07K
Feb 14, 2022 Q4 2021
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-33
- 0.3%
$1.61K - $1.82K
10.8K $237K
Feb 10, 2022 Q4 2021
Bailard, Inc.

SELL
 -
-33
- 0.15%
$1.61K - $1.82K
22.1K $482K
Feb 10, 2022 Q4 2021
Stordahl Capital Management, Inc.

SELL
 -
-34
- 1.42%
$1.65K - $1.87K
2.35K $51.4K
Feb 15, 2022 Q4 2021
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-35
- 0.79%
$1.7K - $1.93K
4.4K $96K
Jan 14, 2022 Q4 2021
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-38
- 0.6%
$1.85K - $2.09K
6.34K $138K
Jan 27, 2022 Q4 2021
Hexagon Capital Partners LLC

SELL
 -
-39
Closed
$1.9K - $2.15K
0 $0
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-40
- 1.67%
$1.95K - $2.2K
2.36K $51.4K
Jan 27, 2022 Q4 2021
Baldrige Asset Management LLC

SELL
 -
-42
- 0.24%
$2.04K - $2.31K
17.5K $381K
Jan 31, 2022 Q4 2021
Opus Capital Group, LLC

SELL
 -
-43
- 0.41%
$2.09K - $2.37K
10.4K $226K
Jan 31, 2022 Q4 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-47
- 0.51%
$2.29K - $2.59K
9.21K $201K
Feb 14, 2022 Q4 2021
Parkside Financial Bank & Trust

SELL
 -
-47
- 1.18%
$2.29K - $2.59K
3.94K $86K
Feb 10, 2022 Q4 2021
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-48
- 0.34%
$2.33K - $2.64K
14.2K $309K
Jan 20, 2022 Q4 2021
Transcend Capital Advisors, LLC

SELL
 -
-50
- 2.38%
$2.43K - $2.75K
2.05K $44.8K
Jan 28, 2022 Q4 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-52
- 11.26%
$2.53K - $2.86K
410 $8.95K
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

SELL
 -
-61
- 11.13%
$2.97K - $3.36K
487 $10.6K
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-65
Closed
$3.16K - $3.58K
0 $0
Jan 27, 2022 Q4 2021
Investors Research Corp

SELL
 -
-66
- 0.24%
$3.21K - $3.63K
27.7K $605K
Feb 04, 2022 Q4 2021
Destination Wealth Management

SELL
 -
-71
- 0.21%
$3.45K - $3.91K
33K $720K
Feb 04, 2022 Q4 2021
Modera Wealth Management, LLC

SELL
 -
-72
- 2.98%
$3.5K - $3.97K
2.34K $51.1K
Jan 13, 2022 Q4 2021
Northern Capital Management, Inc.

SELL
 -
-74
- 2.45%
$3.6K - $4.08K
2.94K $64.2K
Feb 15, 2022 Q4 2021
Vectors Research Management, LLC

New York, NY
SELL
 -
-75
- 30.0%
$3.65K - $4.13K
175 $3.82K
Feb 09, 2022 Q4 2021
Wade G W & Inc

Wellesley, MA
SELL
 -
-79
- 0.48%
$3.84K - $4.35K
16.4K $358K
Feb 14, 2022 Q4 2021
Blue Barn Wealth, LLC

SELL
 -
-83
- 3.05%
$4.04K - $4.57K
2.63K $57.5K
Feb 02, 2022 Q4 2021
Foster Group, Inc.

SELL
 -
-86
- 0.71%
$4.18K - $4.74K
12K $263K
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-90
Closed
$4.38K - $4.96K
0 $0
Jan 31, 2022 Q4 2021
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-93
- 4.27%
$4.52K - $5.12K
2.08K $45.5K
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-93
- 0.47%
$4.52K - $5.12K
19.5K $426K
Jan 19, 2022 Q4 2021
Key F Inancial Inc

SELL
 -
-99
Closed
$4.82K - $5.45K
0 $0
Feb 14, 2022 Q4 2021
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
SELL
 -
-100
- 0.51%
$4.86K - $5.51K
19.4K $424K
Feb 01, 2022 Q4 2021
Ifrah Financial Services, Inc.

SELL
 -
-100
- 1.02%
$4.86K - $5.51K
9.67K $211K
Feb 11, 2022 Q4 2021
Annapolis Financial Services, LLC

SELL
 -
-100
- 1.78%
$4.86K - $5.51K
5.53K $121K
Feb 04, 2022 Q4 2021
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-101
- 0.88%
$4.91K - $5.56K
11.4K $248K
Feb 09, 2022 Q4 2021
Delta Asset Management LLC

Memphis, TN
SELL
 -
-101
- 45.29%
$4.91K - $5.56K
122 $2.66K
Feb 14, 2022 Q4 2021
Wealthsource Partners, LLC

SELL
 -
-102
- 1.84%
$4.96K - $5.62K
5.44K $119K
Feb 09, 2022 Q4 2021
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-103
- 0.44%
$5.01K - $5.67K
23.1K $503K
Nov 07, 2023 Q4 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-106
- 0.18%
$5.16K - $5.84K
57.6K $1.26M
Feb 04, 2022 Q4 2021
Mengis Capital Management, Inc.

SELL
 -
-106
- 0.66%
$5.16K - $5.84K
16K $349K
Feb 15, 2022 Q4 2021
Flputnam Investment Management CO

Portland, ME
SELL
 -
-107
- 2.6%
$5.2K - $5.89K
4.02K $87.7K
Feb 11, 2022 Q4 2021
Plancorp, LLC

SELL
 -
-108
- 3.02%
$5.25K - $5.95K
3.46K $75.6K
Jan 21, 2022 Q4 2021
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-109
- 0.34%
$5.3K - $6K
31.8K $694K
Feb 11, 2022 Q4 2021
Bigelow Investment Advisors, LLC

SELL
 -
-113
- 1.85%
$5.5K - $6.22K
6.01K $131K
Feb 14, 2022 Q4 2021
Jentner Corp

SELL
 -
-117
- 1.66%
$5.69K - $6.44K
6.93K $151K
Feb 08, 2022 Q4 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-117
- 2.09%
$5.69K - $6.44K
5.49K $120K
Feb 14, 2022 Q4 2021
Family Management Corp

New York, NY
SELL
 -
-121
- 3.09%
$5.89K - $6.66K
3.8K $83K
Jan 25, 2022 Q4 2021
Garrison Asset Management, LLC

SELL
 -
-122
- 0.41%
$5.93K - $6.72K
29.4K $641K
Feb 10, 2022 Q4 2021
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-124
- 8.21%
$6.03K - $6.83K
1.39K $30.3K
Feb 09, 2022 Q4 2021
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-125
- 2.81%
$6.08K - $6.88K
4.32K $94.4K
Feb 08, 2022 Q4 2021
Capital Advisors, Ltd. LLC

SELL
 -
-125
- 11.87%
$6.08K - $6.88K
928 $20.3K

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