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 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-5.8K
- 13.8%
$282K - $319K
36.2K $1.02M
Feb 14, 2022 Q4 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-6.19K
- 35.02%
$301K - $341K
11.5K $323K
Jan 26, 2022 Q4 2021
Lvw Advisors, LLC

SELL
 -
-6.52K
- 10.12%
$317K - $359K
57.9K $1.63M
Jan 24, 2022 Q4 2021
Omega Financial Group, LLC

SELL
 -
-6.63K
- 23.83%
$323K - $365K
21.2K $596K
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-6.96K
Closed
$338K - $383K
0 $0
Jan 19, 2022 Q4 2021
Lutz Financial Services LLC

SELL
 -
-7.1K
- 8.78%
$345K - $391K
73.7K $2.07M
Jan 19, 2022 Q4 2021
Acas, LLC

SELL
 -
-7.12K
Closed
$346K - $392K
0 $0
Feb 03, 2022 Q4 2021
Element Wealth, LLC

SELL
 -
-7.29K
- 18.62%
$355K - $402K
31.9K $897K
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-7.5K
Closed
$365K - $413K
0 $0
Jan 19, 2022 Q4 2021
Market Street Wealth Management Advisors LLC

SELL
 -
-7.68K
- 20.84%
$374K - $423K
29.2K $820K
Feb 14, 2022 Q4 2021
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-9.02K
- 14.76%
$439K - $497K
52.1K $1.46M
Feb 14, 2022 Q4 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-9.93K
- 14.74%
$483K - $547K
57.4K $1.62M
Feb 16, 2022 Q4 2021
Ifs Advisors, LLC

SELL
 -
-10K
- 15.8%
$489K - $553K
53.6K $1.51M
Jan 25, 2022 Q4 2021
Allen Capital Group, LLC

SELL
 -
-10.2K
Closed
$496K - $561K
0 $0
Feb 03, 2022 Q4 2021
Sharkey, Howes & Javer

SELL
 -
-10.2K
- 26.23%
$498K - $563K
28.8K $809K
Feb 08, 2022 Q4 2021
Slow Capital, Inc.

SELL
 -
-10.8K
Closed
$523K - $593K
0 $0
Mar 17, 2022 Q4 2021
Lbmc Investment Advisors, LLC

SELL
 -
-11K
- 73.22%
$537K - $608K
4.04K $114K
Jan 20, 2022 Q4 2021
Ccg Wealth Management, LLC

SELL
 -
-11.4K
Closed
$554K - $627K
0 $0
Jan 21, 2022 Q4 2021
Wealthfront Advisers LLC

SELL
 -
-11.7K
- 62.54%
$571K - $647K
7.03K $198K
Feb 14, 2022 Q4 2021
Fca Corp

Houston, TX
SELL
 -
-12.8K
- 62.84%
$620K - $702K
7.54K $212K
Jan 12, 2022 Q4 2021
Moneywise, Inc.

SELL
 -
-13.8K
- 6.43%
$673K - $762K
201K $5.66M
Feb 18, 2022 Q4 2021
Paradigm Financial Partners, LLC

SELL
 -
-14.4K
- 87.09%
$702K - $795K
2.14K $60.1K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-17K
- 55.83%
$828K - $937K
13.5K $379K
Feb 15, 2022 Q4 2021
Mainstay Capital Management LLC

SELL
 -
-18.2K
- 50.21%
$885K - $1M
18K $507K
Feb 14, 2022 Q4 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-18.2K
Closed
$886K - $1M
0 $0
Aug 12, 2024 Q4 2021
Abound Wealth Management

Franklin, TN
SELL
 -
-20.1K
- 60.82%
$976K - $1.11M
12.9K $364K
Jan 19, 2022 Q4 2021
York Bridge Wealth Partners, LLC

SELL
 -
-20.6K
- 75.28%
$1M - $1.13M
6.76K $190K
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-20.6K
- 11.71%
$1M - $1.14M
156K $4.37M
Feb 11, 2022 Q4 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-20.7K
Closed
$1.01M - $1.14M
0 $0
Jan 19, 2022 Q4 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-20.8K
Closed
$1.01M - $1.15M
0 $0
Feb 14, 2022 Q4 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-21K
- 87.55%
$1.02M - $1.16M
2.99K $84.1K
Jan 14, 2022 Q4 2021
Cohen Klingenstein LLC

SELL
 -
-21.8K
Closed
$1.06M - $1.2M
0 $0
Jan 18, 2022 Q4 2021
Trinity Financial Advisors LLC

SELL
 -
-21.9K
- 82.64%
$1.07M - $1.21M
4.6K $129K
Jan 20, 2022 Q4 2021
Northstar Advisory Group, LLC

SELL
 -
-21.9K
Closed
$1.07M - $1.21M
0 $0
Feb 10, 2022 Q4 2021
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-24.2K
- 44.75%
$1.18M - $1.33M
29.9K $839K
Feb 14, 2022 Q4 2021
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-25K
Closed
$1.22M - $1.38M
0 $0
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-29.5K
- 24.34%
$1.44M - $1.63M
91.8K $2.58M
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-31.9K
- 5.08%
$1.55M - $1.76M
596K $16.8M
Feb 14, 2022 Q4 2021
Ubs Group Ag

SELL
 -
-34.2K
- 5.43%
$1.66M - $1.88M
596K $16.7M
Feb 14, 2022 Q4 2021
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-54.4K
- 13.16%
$2.64M - $2.99M
359K $10.1M
Feb 10, 2022 Q4 2021
Old Mission Capital LLC

SELL
 -
-58.8K
Closed
$2.86M - $3.24M
0 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-76K
- 68.0%
$3.7M - $4.18M
35.8K $1.01M
Feb 11, 2022 Q4 2021
Cooper Financial Group

SELL
 -
-85.7K
- 95.52%
$4.17M - $4.72M
4.02K $113K
Feb 14, 2022 Q4 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-98.9K
- 20.42%
$4.81M - $5.45M
385K $10.8M
Feb 11, 2022 Q4 2021
Franklin Resources Inc

San Mateo, CA
SELL
 -
-111K
- 99.81%
$5.4M - $6.11M
210 $5.91K
Feb 09, 2022 Q4 2021
Appleton Group, LLC

SELL
 -
-129K
- 94.49%
$6.29M - $7.12M
7.53K $212K
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-147K
- 93.99%
$7.14M - $8.08M
9.39K $264K
Jan 21, 2022 Q4 2021
Piershale Financial Group, Inc.

SELL
 -
-171K
Closed
$8.32M - $9.42M
0 $0
Jan 14, 2022 Q4 2021
Charles Schwab Trust CO

SELL
 -
-193K
- 95.4%
$9.41M - $10.7M
9.33K $262K

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