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
|
Patten Group, Inc.
|
SELL
|
- |
-141- 6.02% |
$6.86K - $7.76K
|
2.2K
$61.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-144- 4.06% |
$7K - $7.93K
|
3.4K
$94.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-144- 0.67% |
$7K - $7.93K
|
21.5K
$598K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-148- 4.39% |
$7.2K - $8.15K
|
3.22K
$89.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-154- 3.39% |
$7.49K - $8.48K
|
4.39K
$122K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-161- 4.53% |
$7.83K - $8.87K
|
3.39K
$94.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-161- 2.82% |
$7.83K - $8.87K
|
5.56K
$155K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-173- 26.82% |
$8.41K - $9.53K
|
472
$13.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-175- 4.59% |
$8.51K - $9.64K
|
3.64K
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-175Closed |
$8.51K - $9.64K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-176- 1.06% |
$8.56K - $9.69K
|
16.4K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-177Closed |
$8.61K - $9.75K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-182Closed |
$8.85K - $10K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-182- 1.49% |
$8.85K - $10K
|
12.1K
$336K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-186- 0.58% |
$9.05K - $10.2K
|
31.7K
$884K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-199- 70.32% |
$9.68K - $11K
|
84
$2.34K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-200- 0.43% |
$9.73K - $11K
|
46.1K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-212- 4.51% |
$10.3K - $11.7K
|
4.49K
$125K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-214- 2.32% |
$10.4K - $11.8K
|
8.99K
$251K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-220- 26.83% |
$10.7K - $12.1K
|
600
$16.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-224- 65.69% |
$10.9K - $12.3K
|
117
$3.26K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-225- 2.03% |
$10.9K - $12.4K
|
10.9K
$303K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-226- 0.62% |
$11K - $12.4K
|
36.5K
$1.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-230- 0.9% |
$11.2K - $12.7K
|
25.3K
$705K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-232- 88.89% |
$11.3K - $12.8K
|
29
$808
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-239- 0.58% |
$11.6K - $13.2K
|
41K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-251- 0.63% |
$12.2K - $13.8K
|
39.4K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-251- 3.31% |
$12.2K - $13.8K
|
7.34K
$205K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-257- 6.53% |
$12.5K - $14.2K
|
3.68K
$102K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-258- 0.09% |
$12.5K - $14.2K
|
275K
$7.65M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-262- 3.2% |
$12.7K - $14.4K
|
7.92K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-274- 88.67% |
$13.3K - $15.1K
|
35
$975
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-280- 5.1% |
$13.6K - $15.4K
|
5.21K
$145K
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
SELL
|
- |
-286Closed |
$13.9K - $15.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-291- 7.85% |
$14.2K - $16K
|
3.42K
$95.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-296- 2.57% |
$14.4K - $16.3K
|
11.2K
$313K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-300- 1.22% |
$14.6K - $16.5K
|
24.3K
$677K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 1.22% |
$14.6K - $16.5K
|
24.3K
$677K
|
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
SELL
|
- |
-311- 0.33% |
$15.1K - $17.1K
|
94.9K
$2.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-317- 38.42% |
$15.4K - $17.5K
|
508
$14.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-335- 6.24% |
$16.3K - $18.4K
|
5.03K
$140K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-350- 2.99% |
$17K - $19.3K
|
11.3K
$316K
|
|
|
Jan 18, 2022
Q4 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-350- 2.07% |
$17K - $19.3K
|
16.6K
$461K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-354- 1.18% |
$17.2K - $19.5K
|
29.6K
$825K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-362- 0.79% |
$17.6K - $19.9K
|
45.4K
$1.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-364Closed |
$17.7K - $20K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-384- 4.01% |
$18.7K - $21.1K
|
9.18K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-385- 16.14% |
$18.7K - $21.2K
|
2K
$55.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-400- 14.12% |
$19.5K - $22K
|
2.43K
$67.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-405- 1.15% |
$19.7K - $22.3K
|
34.8K
$968K
|