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 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.48% |
$340 - $385
|
1.45K
$40.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
7+ 0.22% |
$340 - $385
|
3.18K
$87.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6+ 0.11% |
$292 - $330
|
5.24K
$145K
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
5+ 0.17% |
$243 - $275
|
2.95K
$81.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.23% |
$243 - $275
|
2.19K
$60.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5+ 0.17% |
$243 - $275
|
2.96K
$81.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4+ 0.01% |
$195 - $220
|
28.6K
$790K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 0.59% |
$195 - $220
|
685
$18.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
4+ 2.82% |
$195 - $220
|
146
$4.03K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.58% |
$195 - $220
|
699
$19.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$146 - $165
|
799
$22.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.06% |
$146 - $165
|
5.42K
$150K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.52% |
$146 - $165
|
576
$15.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.15% |
$97.3 - $110
|
1.34K
$37.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.51% |
$97.3 - $110
|
398
$11K
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2+ 0.09% |
$97.3 - $110
|
2.17K
$60K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
1+ 0.03% |
$48.6 - $55.1
|
3.18K
$87.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1+ 0.39% |
$48.6 - $55.1
|
259
$7.16K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$48.6 - $55.1
|
202
$5.58K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$48.6 - $55.1
|
216
$5.97K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.4% |
$48.6 - $55.1
|
253
$6.99K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1- 1.02% |
$48.6 - $55.1
|
97
$2.68K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
SELL
|
- |
-1- 0.02% |
$48.6 - $55.1
|
6.57K
$182K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3- 0.04% |
$146 - $165
|
7.4K
$204K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 6.98% |
$292 - $330
|
80
$2.21K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6Closed |
$292 - $330
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-6Closed |
$292 - $330
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-8- 0.23% |
$389 - $441
|
3.4K
$94K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-9- 0.41% |
$438 - $496
|
2.18K
$60.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10- 0.09% |
$486 - $551
|
10.8K
$297K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-11- 3.16% |
$535 - $606
|
337
$9.31K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-13- 0.2% |
$632 - $716
|
6.6K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15- 0.08% |
$730 - $826
|
20K
$552K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-15- 0.33% |
$730 - $826
|
4.55K
$126K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-17- 0.45% |
$827 - $936
|
3.76K
$104K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-17- 2.26% |
$827 - $936
|
734
$20.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-24- 7.06% |
$1.17K - $1.32K
|
316
$8.73K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-25Closed |
$1.22K - $1.38K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-25- 21.93% |
$1.22K - $1.38K
|
89
$2.46K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-29- 0.16% |
$1.41K - $1.6K
|
17.7K
$490K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.66% |
$1.46K - $1.65K
|
4.49K
$124K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-31- 0.97% |
$1.51K - $1.71K
|
3.16K
$87.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-32- 39.51% |
$1.56K - $1.76K
|
49
$1.35K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-32- 0.42% |
$1.56K - $1.76K
|
7.58K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-33- 0.3% |
$1.61K - $1.82K
|
10.8K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-33- 0.15% |
$1.61K - $1.82K
|
22.1K
$610K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-34- 1.42% |
$1.65K - $1.87K
|
2.35K
$65K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-35- 0.79% |
$1.7K - $1.93K
|
4.4K
$121K
|