Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 26, 2022 Q4 2021
Sightline Wealth Advisors, LLC

SELL
 -
-1.42K
- 2.43%
$69K - $78.1K
56.9K $1.59M
Jan 24, 2022 Q4 2021
Lex Aurum Advisors, LLC

SELL
 -
-1.5K
- 28.56%
$73.1K - $82.8K
3.76K $105K
Jan 20, 2022 Q4 2021
Sheets Smith Wealth Management

SELL
 -
-1.52K
- 12.48%
$73.9K - $83.7K
10.7K $297K
Feb 14, 2022 Q4 2021
Sns Financial Group, LLC

SELL
 -
-1.53K
- 10.49%
$74.4K - $84.3K
13.1K $364K
Jan 18, 2022 Q4 2021
Collective Family Office LLC

SELL
 -
-1.55K
- 3.77%
$75.6K - $85.6K
39.6K $1.1M
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-1.6K
- 11.77%
$77.9K - $88.2K
12K $334K
Feb 11, 2022 Q4 2021
Financial Advisory Service, Inc.

SELL
 -
-1.62K
- 14.82%
$78.8K - $89.2K
9.31K $259K
Jan 28, 2022 Q4 2021
Meritage Portfolio Management

SELL
 -
-1.76K
- 22.46%
$85.7K - $97K
6.08K $169K
Feb 03, 2022 Q4 2021
Sheaff Brock Investment Advisors, LLC

SELL
 -
-1.78K
- 33.52%
$86.6K - $98K
3.53K $98.3K
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-1.79K
Closed
$87.1K - $98.6K
0 $0
Feb 10, 2022 Q4 2021
Financial Counselors Inc

SELL
 -
-1.82K
- 3.0%
$88.6K - $100K
59K $1.64M
Feb 15, 2022 Q4 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-1.88K
- 40.74%
$91.4K - $104K
2.74K $76.2K
Jan 18, 2022 Q4 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-1.97K
- 1.37%
$95.8K - $108K
142K $3.95M
Jan 13, 2022 Q4 2021
Centennial Wealth Advisory LLC

SELL
 -
-2.02K
Closed
$98.4K - $111K
0 $0
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.05K
- 4.99%
$99.6K - $113K
39K $1.09M
Feb 10, 2022 Q4 2021
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-2.08K
Closed
$101K - $114K
0 $0
Jan 19, 2022 Q4 2021
Jeppson Wealth Management, LLC

SELL
 -
-2.19K
Closed
$107K - $121K
0 $0
Feb 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.2K
- 4.92%
$107K - $121K
42.5K $1.18M
Feb 09, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-2.35K
- 1.77%
$114K - $129K
131K $3.64M
Dec 01, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-2.35K
- 1.77%
$114K - $129K
131K $3.64M
Jan 27, 2022 Q4 2021
Krilogy Financial LLC

SELL
 -
-2.35K
- 4.11%
$114K - $129K
54.8K $1.53M
Jan 14, 2022 Q4 2021
Praetorian Wealth Management, Inc.

SELL
 -
-2.46K
Closed
$120K - $135K
0 $0
Jan 18, 2022 Q4 2021
Domani Wealth, LLC

SELL
 -
-2.57K
- 9.49%
$125K - $141K
24.5K $682K
Feb 11, 2022 Q4 2021
Capstone Financial Advisors, Inc.

Downers Grove, IL
SELL
 -
-2.59K
Closed
$126K - $143K
0 $0
Feb 14, 2022 Q4 2021
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-2.79K
- 5.09%
$136K - $154K
52K $1.45M
Feb 09, 2022 Q4 2021
Ground Swell Capital, LLC

Folly Beach, SC
SELL
 -
-2.85K
Closed
$139K - $157K
0 $0
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-2.86K
- 13.15%
$139K - $157K
18.9K $526K
Feb 07, 2022 Q4 2021
M&T Bank Corp

SELL
 -
-2.87K
Closed
$139K - $158K
0 $0
Feb 07, 2022 Q4 2021
Strategic Financial Planning, Inc.

SELL
 -
-2.87K
- 1.73%
$140K - $158K
163K $4.55M
Feb 11, 2022 Q4 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-3.1K
- 8.68%
$151K - $171K
32.7K $910K
Feb 11, 2022 Q4 2021
Peak6 Investments LLC

Chicago, IL
SELL
 -
-3.16K
Closed
$154K - $174K
0 $0
Jan 31, 2022 Q4 2021
Ledyard National Bank

SELL
 -
-3.2K
Closed
$156K - $176K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-3.28K
- 6.07%
$160K - $181K
50.8K $1.42M
Mar 10, 2022 Q4 2021
Friedenthal Financial

SELL
 -
-3.58K
- 7.11%
$174K - $197K
46.7K $1.3M
Jan 25, 2022 Q4 2021
Fulcrum Capital LLC

SELL
 -
-3.67K
Closed
$178K - $202K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-3.94K
Closed
$191K - $217K
0 $0
Feb 16, 2022 Q4 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-3.95K
- 9.85%
$192K - $218K
36.2K $1.01M
Jan 27, 2022 Q4 2021
Asset Advisors Investment Management, LLC

SELL
 -
-4.12K
- 12.23%
$200K - $227K
29.6K $823K
Jan 19, 2022 Q4 2021
Legacy Wealth Management, Inc

SELL
 -
-4.14K
- 1.48%
$201K - $228K
276K $7.69M
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-4.17K
- 8.45%
$203K - $230K
45.2K $1.26M
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-4.26K
- 5.33%
$207K - $235K
75.7K $2.11M
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-4.46K
- 23.93%
$217K - $246K
14.2K $395K
Feb 14, 2022 Q4 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-4.63K
- 5.33%
$225K - $255K
82.3K $2.29M
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-4.66K
- 61.44%
$227K - $257K
2.93K $81.5K
Feb 03, 2022 Q4 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-4.9K
- 7.95%
$238K - $270K
56.8K $1.58M
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-5.16K
- 2.7%
$251K - $284K
186K $5.17M
Feb 02, 2022 Q4 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-5.17K
Closed
$252K - $285K
0 $0
Feb 14, 2022 Q4 2021
Ifg Advisory, LLC

SELL
 -
-5.69K
Closed
$277K - $314K
0 $0
Feb 11, 2022 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-5.8K
- 13.8%
$282K - $319K
36.2K $1.01M

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