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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
10.9KNew |
$532K - $602K
|
10.9K
$264K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
10.8K+ 21.09% |
$524K - $593K
|
61.8K
$1.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.7K+ 18.02% |
$519K - $588K
|
69.9K
$1.69M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 138.57% |
$500K - $566K
|
17.7K
$427K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.3K+ 9.23% |
$499K - $565K
|
121K
$2.93M
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$498K - $563K
|
10.2K
$247K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
10.2K+ 25.13% |
$494K - $560K
|
50.6K
$1.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
10.2KNew |
$494K - $560K
|
10.2K
$245K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.1KNew |
$493K - $558K
|
10.1K
$244K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.1KNew |
$489K - $554K
|
10.1K
$243K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
10K+ 15.38% |
$488K - $553K
|
75.3K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9.95KNew |
$484K - $548K
|
9.95K
$240K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.94KNew |
$483K - $547K
|
9.94K
$240K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.85K+ 6.09% |
$479K - $542K
|
172K
$4.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
9.81KNew |
$477K - $540K
|
9.81K
$237K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.59K+ 14.89% |
$466K - $528K
|
74K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.07K+ 15.8% |
$441K - $499K
|
66.4K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.81KNew |
$429K - $485K
|
8.81K
$213K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
8.62K+ 4.74% |
$419K - $475K
|
191K
$4.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8.6K+ 18.14% |
$418K - $473K
|
56K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.5K+ 12.73% |
$414K - $468K
|
75.3K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.39KNew |
$408K - $462K
|
8.39K
$202K
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
8.13K+ 118.22% |
$395K - $448K
|
15K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.13K+ 21.63% |
$395K - $448K
|
45.7K
$1.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.12KNew |
$395K - $447K
|
8.12K
$196K
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.07KNew |
$392K - $444K
|
8.07K
$195K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.04KNew |
$391K - $443K
|
8.04K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.04K+ 19.97% |
$391K - $443K
|
48.3K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.92K+ 3.63% |
$385K - $436K
|
226K
$5.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
7.9K+ 210.22% |
$384K - $435K
|
11.7K
$281K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.9K+ 3.3% |
$384K - $435K
|
247K
$5.97M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.87K+ 2.95% |
$383K - $433K
|
274K
$6.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
7.57KNew |
$368K - $417K
|
7.57K
$183K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.49K+ 8.4% |
$364K - $412K
|
96.7K
$2.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
7.43K+ 15.79% |
$362K - $409K
|
54.5K
$1.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7.33K+ 4.33% |
$357K - $404K
|
177K
$4.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
7.31K+ 100.9% |
$356K - $403K
|
14.6K
$351K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.07K+ 202.55% |
$344K - $390K
|
10.6K
$255K
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
7.06KNew |
$343K - $389K
|
7.06K
$170K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.04K+ 2.79% |
$342K - $388K
|
259K
$6.25M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.96K+ 44.57% |
$338K - $383K
|
22.6K
$545K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.89K+ 221.97% |
$335K - $379K
|
9.99K
$241K
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6.75KNew |
$328K - $372K
|
6.75K
$163K
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6.69K+ 6.8% |
$325K - $368K
|
105K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.62K+ 61.34% |
$322K - $365K
|
17.4K
$420K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.49KNew |
$315K - $357K
|
6.49K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.47KNew |
$314K - $356K
|
6.47K
$156K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.41K+ 51.65% |
$312K - $353K
|
18.8K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.38KNew |
$310K - $351K
|
6.38K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.27K+ 1.9% |
$305K - $345K
|
336K
$8.11M
|