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
Feb 15, 2022 Q4 2021
Upper Left Wealth Management, LLC

BUY
 -
28.1K
New
$1.37M - $1.55M
28.1K $784K
May 06, 2022 Q4 2021
Powers Advisory Group, LLC

BUY
 -
27.8K
New
$1.35M - $1.53M
27.8K $775K
Feb 15, 2022 Q4 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
27.4K
+ 118.09%
$1.33M - $1.51M
50.6K $1.41M
Feb 14, 2022 Q4 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
27.4K
+ 6.2%
$1.33M - $1.51M
469K $13.1M
Feb 11, 2022 Q4 2021
Financial Advisors, LLC

Andover, MA
BUY
 -
26.8K
+ 7.95%
$1.31M - $1.48M
364K $10.2M
Mar 15, 2022 Q4 2021
Security Financial Services, Inc.

BUY
 -
26.6K
New
$1.29M - $1.46M
26.6K $740K
Jul 13, 2022 Q4 2021
Crown Wealth Group, LLC

BUY
 -
25.9K
New
$1.26M - $1.43M
25.9K $721K
Feb 04, 2022 Q4 2021
Barden Capital Management, Inc.

BUY
 -
23.9K
New
$1.16M - $1.32M
23.9K $667K
Jan 24, 2022 Q4 2021
Orgel Wealth Management, LLC

BUY
 -
23.6K
+ 22.17%
$1.15M - $1.3M
130K $3.62M
Feb 08, 2022 Q4 2021
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
23.6K
+ 11.65%
$1.15M - $1.3M
226K $6.29M
Feb 03, 2022 Q4 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
21.7K
+ 22.41%
$1.05M - $1.19M
118K $3.3M
Feb 22, 2022 Q4 2021
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
21.4K
New
$1.04M - $1.18M
21.4K $595K
Feb 23, 2022 Q4 2021
Topel & Distasi Wealth Management, LLC

BUY
 -
20.6K
New
$1M - $1.13M
20.6K $574K
Feb 11, 2022 Q4 2021
Joseph Group Capital Management

Columbus, OH
BUY
 -
20.5K
+ 81836.0%
$995K - $1.13M
20.5K $571K
Feb 11, 2022 Q4 2021
Johnson Financial Group, LLC

Denver, CO
BUY
 -
20.1K
New
$978K - $1.11M
20.1K $560K
Jan 18, 2022 Q4 2021
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
19.8K
New
$964K - $1.09M
19.8K $552K
Jan 26, 2022 Q4 2021
Flc Capital Advisors

BUY
 -
19.3K
+ 139.47%
$940K - $1.06M
33.2K $925K
Feb 14, 2022 Q4 2021
Avidian Wealth Solutions, LLC

BUY
 -
19.2K
New
$936K - $1.06M
19.2K $536K
Mar 31, 2022 Q4 2021
Leo H. Evart, Inc.

BUY
 -
19.2K
New
$935K - $1.06M
19.2K $535K
Feb 10, 2022 Q4 2021
Pillar Wealth Advisors, LLC

BUY
 -
17.6K
New
$858K - $971K
17.6K $491K
Feb 11, 2022 Q4 2021
Hoyle Cohen, LLC

BUY
 -
17.1K
+ 6.37%
$833K - $943K
286K $7.97M
Jan 26, 2022 Q4 2021
Youngs Advisory Group, Inc.

BUY
 -
16.7K
+ 29.94%
$814K - $922K
72.6K $2.02M
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

BUY
 -
16.6K
New
$806K - $912K
16.6K $462K
Feb 14, 2022 Q4 2021
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
16.3K
New
$793K - $898K
16.3K $454K
Jul 22, 2022 Q4 2021
Ltg Capital LLC

BUY
 -
16.2K
New
$787K - $891K
16.2K $451K
Jul 18, 2022 Q4 2021
Retirement Guys Formula LLC

BUY
 -
16.1K
New
$783K - $886K
16.1K $448K
Jan 21, 2022 Q4 2021
Diligent Investors, LLC

BUY
 -
16K
+ 56.99%
$777K - $879K
44K $1.23M
Jan 26, 2022 Q4 2021
Econ Financial Services Corp

BUY
 -
15.9K
+ 54.78%
$776K - $878K
45.1K $1.26M
Feb 11, 2022 Q4 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
15.9K
+ 16.5%
$773K - $875K
112K $3.13M
Feb 07, 2022 Q4 2021
Von Berge Wealth Management Group, LLC

BUY
 -
15.8K
New
$770K - $872K
15.8K $441K
Feb 14, 2022 Q4 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
15.8K
+ 404.86%
$770K - $872K
19.7K $550K
Feb 09, 2022 Q4 2021
Adams Wealth Management

BUY
 -
15.1K
+ 8.04%
$735K - $832K
203K $5.66M
Feb 14, 2022 Q4 2021
Truist Financial Corp

BUY
 -
14.8K
+ 11.38%
$718K - $813K
144K $4.02M
Mar 08, 2022 Q4 2021
Pacific Capital Wealth Advisors, Inc

BUY
 -
14K
+ 132.39%
$683K - $773K
24.6K $686K
Feb 14, 2022 Q4 2021
Prudential Financial Inc

Newark, NJ
BUY
 -
14K
+ 331.85%
$681K - $771K
18.2K $508K
Feb 10, 2022 Q4 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
13.6K
New
$662K - $749K
13.6K $379K
Jan 26, 2022 Q4 2021
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
13.5K
+ 15.81%
$654K - $741K
98.5K $2.75M
Feb 14, 2022 Q4 2021
Jordan Park Group LLC

BUY
 -
13.4K
+ 315.11%
$651K - $737K
17.6K $491K
Jan 19, 2024 Q4 2021
Cedrus LLC

Littleton, CO
BUY
 -
13.2K
New
$640K - $725K
13.2K $367K
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
13.1K
+ 5.98%
$636K - $721K
232K $6.46M
May 10, 2022 Q4 2021
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
13K
New
$633K - $717K
13K $363K
Feb 09, 2022 Q4 2021
Ntb Financial Corp

Centennial, CO
BUY
 -
12.8K
New
$620K - $702K
12.8K $355K
Jul 28, 2023 Q4 2021
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
12.4K
New
$602K - $682K
12.4K $345K
Feb 15, 2022 Q4 2021
Apeiron Ria LLC

BUY
 -
12.2K
New
$593K - $671K
12.2K $340K
Oct 03, 2024 Q4 2021
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
12K
New
$583K - $660K
12K $334K
Feb 07, 2022 Q4 2021
Armor Investment Advisors, LLC

BUY
 -
11.7K
+ 55.96%
$571K - $646K
32.7K $911K
Feb 07, 2022 Q4 2021
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
11.4K
New
$556K - $630K
11.4K $319K
Feb 11, 2022 Q4 2021
Laraway Financial Advisors Inc

Saint Cloud, MN
BUY
 -
11.4K
New
$554K - $628K
11.4K $318K
Feb 10, 2022 Q4 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
11.1K
+ 41.73%
$540K - $611K
37.7K $1.05M

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