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 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.69M+ 3.95% |
$82.4M - $93.3M
|
44.6M
$1.23B
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
897K+ 391.35% |
$43.6M - $49.4M
|
1.13M
$31.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
574K+ 1468.11% |
$27.9M - $31.6M
|
614K
$17M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
371K+ 161.65% |
$18M - $20.4M
|
600K
$16.6M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
359KNew |
$17.5M - $19.8M
|
359K
$9.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
356K+ 404.57% |
$17.3M - $19.6M
|
444K
$12.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 27.1% |
$11.4M - $12.9M
|
1.1M
$30.3M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
211KNew |
$10.2M - $11.6M
|
211K
$5.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
199K+ 28.47% |
$9.69M - $11M
|
899K
$24.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
182K+ 5.97% |
$8.84M - $10M
|
3.22M
$89.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
171K+ 4.32% |
$8.3M - $9.4M
|
4.13M
$114M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
157K+ 10.63% |
$7.64M - $8.65M
|
1.63M
$45.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
117KNew |
$5.68M - $6.43M
|
117K
$3.22M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
98.7KNew |
$4.8M - $5.43M
|
98.7K
$2.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
98.4KNew |
$4.79M - $5.42M
|
98.4K
$2.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88.6K+ 180.07% |
$4.31M - $4.88M
|
138K
$3.81M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
87.4KNew |
$4.25M - $4.81M
|
87.4K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.2K+ 562.28% |
$3.95M - $4.47M
|
95.7K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
77.3K+ 2.27% |
$3.76M - $4.26M
|
3.48M
$96.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
77K+ 10139.92% |
$3.74M - $4.24M
|
77.7K
$2.15M
|
|
|
Feb 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
76.2KNew |
$3.71M - $4.2M
|
76.2K
$2.11M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74.3K+ 12.16% |
$3.61M - $4.09M
|
686K
$18.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
71.5KNew |
$3.48M - $3.94M
|
71.5K
$1.97M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
69.6KNew |
$3.38M - $3.83M
|
69.6K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.7K+ 2707.6% |
$3.05M - $3.45M
|
65K
$1.8M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
59.9KNew |
$2.91M - $3.3M
|
59.9K
$1.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
59.3K+ 79.87% |
$2.89M - $3.27M
|
134K
$3.69M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
56.9KNew |
$2.77M - $3.13M
|
56.9K
$1.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.7K+ 4.58% |
$2.66M - $3.01M
|
1.25M
$34.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
53.2KNew |
$2.59M - $2.93M
|
53.2K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
53.2K+ 7.9% |
$2.59M - $2.93M
|
726K
$20.1M
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
52.2K+ 27.58% |
$2.54M - $2.87M
|
241K
$6.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
47.2K+ 617.23% |
$2.3M - $2.6M
|
54.9K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
46.4KNew |
$2.26M - $2.55M
|
46.4K
$1.28M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
44.8KNew |
$2.18M - $2.47M
|
44.8K
$1.24M
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
42.2KNew |
$2.05M - $2.32M
|
42.2K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
38.7KNew |
$1.88M - $2.13M
|
38.7K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37.2K+ 6.95% |
$1.81M - $2.05M
|
573K
$15.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
36.1K+ 8.88% |
$1.75M - $1.99M
|
442K
$12.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
35.9KNew |
$1.74M - $1.97M
|
35.9K
$991K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34.2K+ 434.38% |
$1.66M - $1.88M
|
42.1K
$1.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.9K+ 8.57% |
$1.6M - $1.81M
|
417K
$11.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
32.9K+ 7.15% |
$1.6M - $1.81M
|
493K
$13.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32.9K+ 104.84% |
$1.6M - $1.81M
|
64.3K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
32.3KNew |
$1.57M - $1.78M
|
32.3K
$893K
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
32.3KNew |
$1.57M - $1.78M
|
32.3K
$892K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
32.3K+ 277.0% |
$1.57M - $1.78M
|
44K
$1.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
30.1K+ 282.37% |
$1.47M - $1.66M
|
40.8K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29K+ 1004.47% |
$1.41M - $1.6M
|
31.9K
$880K
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
28.3KNew |
$1.38M - $1.56M
|
28.3K
$781K
|