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 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-128- 1.14% |
$6.23K - $7.05K
|
11.1K
$241K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-130- 0.78% |
$6.32K - $7.16K
|
16.6K
$362K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-131- 27.35% |
$6.37K - $7.21K
|
348
$7.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-135- 3.03% |
$6.57K - $7.43K
|
4.31K
$94.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-140- 0.35% |
$6.81K - $7.71K
|
40.4K
$881K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-141- 6.02% |
$6.86K - $7.76K
|
2.2K
$48K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-144- 4.06% |
$7K - $7.93K
|
3.4K
$74.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-144- 0.67% |
$7K - $7.93K
|
21.5K
$469K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-148- 4.39% |
$7.2K - $8.15K
|
3.22K
$70.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-154- 3.39% |
$7.49K - $8.48K
|
4.39K
$95.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-161- 4.53% |
$7.83K - $8.87K
|
3.39K
$74K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-161- 2.82% |
$7.83K - $8.87K
|
5.56K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-173- 26.82% |
$8.41K - $9.53K
|
472
$10.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-175- 4.59% |
$8.51K - $9.64K
|
3.64K
$79.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-175Closed |
$8.51K - $9.64K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-176- 1.06% |
$8.56K - $9.69K
|
16.4K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-177Closed |
$8.61K - $9.75K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-182- 1.49% |
$8.85K - $10K
|
12.1K
$263K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-182Closed |
$8.85K - $10K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-186- 0.58% |
$9.05K - $10.2K
|
31.7K
$693K
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-188- 0.95% |
$9.14K - $10.4K
|
19.6K
$427K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-199- 70.32% |
$9.68K - $11K
|
84
$1.83K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-200- 0.43% |
$9.73K - $11K
|
46.1K
$1.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-212- 4.51% |
$10.3K - $11.7K
|
4.49K
$98K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-214- 2.32% |
$10.4K - $11.8K
|
8.99K
$196K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-220- 26.83% |
$10.7K - $12.1K
|
600
$13.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-224- 65.69% |
$10.9K - $12.3K
|
117
$2.55K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-225- 2.03% |
$10.9K - $12.4K
|
10.9K
$237K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-226- 0.62% |
$11K - $12.4K
|
36.5K
$797K
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-230- 0.9% |
$11.2K - $12.7K
|
25.3K
$552K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-232- 88.89% |
$11.3K - $12.8K
|
29
$633
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-239- 0.58% |
$11.6K - $13.2K
|
41K
$896K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-251- 3.31% |
$12.2K - $13.8K
|
7.34K
$160K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-251- 0.63% |
$12.2K - $13.8K
|
39.4K
$860K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-257- 6.53% |
$12.5K - $14.2K
|
3.68K
$80.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-258- 0.09% |
$12.5K - $14.2K
|
275K
$5.99M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-262- 3.2% |
$12.7K - $14.4K
|
7.92K
$173K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-274- 88.67% |
$13.3K - $15.1K
|
35
$764
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-280- 5.1% |
$13.6K - $15.4K
|
5.21K
$114K
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
SELL
|
- |
-286Closed |
$13.9K - $15.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-291- 7.85% |
$14.2K - $16K
|
3.42K
$74.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-296- 2.57% |
$14.4K - $16.3K
|
11.2K
$245K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-300- 1.22% |
$14.6K - $16.5K
|
24.3K
$531K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 1.22% |
$14.6K - $16.5K
|
24.3K
$531K
|
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
SELL
|
- |
-311- 0.33% |
$15.1K - $17.1K
|
94.9K
$2.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-317- 38.42% |
$15.4K - $17.5K
|
508
$11.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-335- 6.24% |
$16.3K - $18.4K
|
5.03K
$110K
|
|
|
Jan 18, 2022
Q4 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-350- 2.07% |
$17K - $19.3K
|
16.6K
$361K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-350- 2.99% |
$17K - $19.3K
|
11.3K
$248K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-354- 1.18% |
$17.2K - $19.5K
|
29.6K
$647K
|