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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
6.23K+ 87.12% |
$303K - $343K
|
13.4K
$373K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.14K+ 1.24% |
$299K - $338K
|
500K
$13.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.09KNew |
$296K - $335K
|
6.09K
$170K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.03KNew |
$293K - $332K
|
6.03K
$168K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.86K+ 1.69% |
$285K - $323K
|
353K
$9.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
5.66K+ 21.26% |
$275K - $312K
|
32.3K
$899K
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.61KNew |
$273K - $309K
|
5.61K
$156K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.58K+ 23.19% |
$271K - $307K
|
29.6K
$826K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.58K+ 23.19% |
$271K - $307K
|
29.6K
$826K
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5.5K+ 2.74% |
$267K - $303K
|
206K
$5.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.47K+ 258.58% |
$266K - $301K
|
7.58K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
5.47K+ 35.51% |
$266K - $301K
|
20.9K
$581K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
5.34KNew |
$260K - $294K
|
5.34K
$149K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
5.29K+ 10.47% |
$257K - $291K
|
55.9K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 26.84% |
$254K - $288K
|
24.7K
$688K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.17KNew |
$252K - $285K
|
5.17K
$144K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.11K+ 12.03% |
$249K - $282K
|
47.6K
$1.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.11KNew |
$248K - $281K
|
5.11K
$142K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.93K+ 14.23% |
$240K - $272K
|
39.6K
$1.1M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.91KNew |
$239K - $271K
|
4.91K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.91K+ 8.85% |
$239K - $271K
|
60.4K
$1.68M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
4.77K+ 27.24% |
$232K - $263K
|
22.3K
$621K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.74K+ 4.58% |
$231K - $261K
|
108K
$3.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.74K+ 4.58% |
$231K - $261K
|
108K
$3.02M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.72K+ 11.73% |
$230K - $260K
|
45K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.72K+ 7.75% |
$230K - $260K
|
65.6K
$1.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.72KNew |
$229K - $260K
|
4.72K
$131K
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
4.71KNew |
$229K - $260K
|
4.71K
$131K
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.66K+ 4.92% |
$226K - $256K
|
99.3K
$2.77M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
4.47K+ 3.19% |
$217K - $246K
|
145K
$4.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
4.44KNew |
$216K - $245K
|
4.44K
$124K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.34K+ 8.35% |
$211K - $239K
|
56.3K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
4.32K+ 9.95% |
$210K - $238K
|
47.7K
$1.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
4.28KNew |
$208K - $235K
|
4.28K
$119K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.21K+ 5.39% |
$205K - $232K
|
82.4K
$2.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.21K+ 103.51% |
$205K - $232K
|
8.28K
$231K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.18K+ 5.17% |
$204K - $230K
|
85.2K
$2.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
4.13KNew |
$201K - $227K
|
4.13K
$115K
|
|
|
Mar 02, 2022
Q4 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4.08K+ 2.53% |
$199K - $225K
|
166K
$4.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.08K+ 2.59% |
$198K - $225K
|
162K
$4.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.02K+ 0.64% |
$195K - $221K
|
628K
$17.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.99K+ 5.39% |
$194K - $220K
|
78.1K
$2.18M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.95KNew |
$192K - $217K
|
3.95K
$110K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.94K+ 5.07% |
$192K - $217K
|
81.6K
$2.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.93K+ 167.23% |
$191K - $216K
|
6.27K
$175K
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.83K+ 3.44% |
$186K - $211K
|
115K
$3.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.7KNew |
$180K - $204K
|
3.7K
$103K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3.67KNew |
$179K - $202K
|
3.67K
$102K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.67K+ 7.69% |
$178K - $202K
|
51.4K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
3.64K+ 13.38% |
$177K - $200K
|
30.8K
$859K
|