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 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-147K- 93.99% |
$7.14M - $8.08M
|
9.39K
$251K
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-171KClosed |
$8.32M - $9.42M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-193K- 95.4% |
$9.41M - $10.7M
|
9.33K
$249K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-521KClosed |
$25.3M - $28.7M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-938K- 83.33% |
$45.6M - $51.7M
|
188K
$5.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.79M- 19.1% |
$87.3M - $98.8M
|
7.6M
$203M
|