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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-385- 16.14% |
$18.7K - $21.2K
|
2K
$53.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-400- 14.12% |
$19.5K - $22K
|
2.43K
$65K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-405- 1.15% |
$19.7K - $22.3K
|
34.8K
$928K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-412- 7.02% |
$20K - $22.7K
|
5.46K
$146K
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-421- 0.39% |
$20.5K - $23.2K
|
107K
$2.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-428- 6.32% |
$20.8K - $23.6K
|
6.34K
$169K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-442- 1.02% |
$21.5K - $24.3K
|
42.8K
$1.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-443- 3.94% |
$21.5K - $24.4K
|
10.8K
$288K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-456- 1.18% |
$22.2K - $25.1K
|
38.3K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-470- 3.55% |
$22.9K - $25.9K
|
12.8K
$341K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-483Closed |
$23.5K - $26.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-500- 61.43% |
$24.3K - $27.5K
|
314
$8.39K
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-505- 1.66% |
$24.6K - $27.8K
|
29.9K
$798K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-519- 83.44% |
$25.2K - $28.6K
|
103
$2.75K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-520- 7.73% |
$25.3K - $28.6K
|
6.2K
$166K
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
SELL
|
- |
-525- 4.77% |
$25.5K - $28.9K
|
10.5K
$280K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-530- 1.65% |
$25.8K - $29.2K
|
31.7K
$845K
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-531- 7.17% |
$25.8K - $29.2K
|
6.87K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-545- 11.73% |
$26.5K - $30K
|
4.1K
$110K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-585- 1.15% |
$28.5K - $32.2K
|
50.3K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-590- 5.38% |
$28.7K - $32.5K
|
10.4K
$277K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-610- 2.87% |
$29.7K - $33.6K
|
20.6K
$550K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-612- 3.01% |
$29.8K - $33.7K
|
19.7K
$527K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-657- 3.6% |
$32K - $36.2K
|
17.6K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-669- 0.91% |
$32.5K - $36.8K
|
72.5K
$1.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-707- 8.03% |
$34.4K - $38.9K
|
8.1K
$216K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-716- 7.56% |
$34.8K - $39.4K
|
8.76K
$234K
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-723- 5.31% |
$35.2K - $39.8K
|
12.9K
$344K
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-725- 11.13% |
$35.3K - $39.9K
|
5.79K
$155K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-751- 8.28% |
$36.5K - $41.4K
|
8.32K
$222K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-759Closed |
$36.9K - $41.8K
|
0
$0
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-762- 7.02% |
$37.1K - $42K
|
10.1K
$269K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-772- 3.06% |
$37.6K - $42.5K
|
24.5K
$653K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-785- 2.7% |
$38.2K - $43.2K
|
28.2K
$754K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-800- 6.1% |
$38.9K - $44.1K
|
12.3K
$329K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-920- 2.68% |
$44.7K - $50.7K
|
33.3K
$891K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-937- 13.23% |
$45.6K - $51.6K
|
6.15K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-976- 0.86% |
$47.5K - $53.7K
|
112K
$3M
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-980- 2.13% |
$47.7K - $54K
|
45K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-990- 7.78% |
$48.2K - $54.5K
|
11.7K
$313K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.02K- 1.78% |
$49.7K - $56.2K
|
56.5K
$1.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.03K- 7.78% |
$50.2K - $56.9K
|
12.2K
$327K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.04K- 6.88% |
$50.4K - $57.1K
|
14K
$375K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.04K- 29.76% |
$50.7K - $57.4K
|
2.46K
$65.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-1.15K- 3.83% |
$55.8K - $63.2K
|
28.8K
$770K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-1.17K- 7.21% |
$56.7K - $64.2K
|
15K
$400K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.19KClosed |
$57.7K - $65.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.19K- 1.9% |
$58K - $65.7K
|
61.6K
$1.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 16.64% |
$60K - $68K
|
6.18K
$165K
|
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 0.77% |
$60.1K - $68K
|
159K
$4.25M
|