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 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.62K+ 47.35% |
$176K - $199K
|
11.3K
$314K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.61K+ 2.67% |
$176K - $199K
|
139K
$3.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.54K+ 6.22% |
$172K - $195K
|
60.4K
$1.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
3.52K+ 4.02% |
$171K - $194K
|
91K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.5K+ 5.14% |
$170K - $193K
|
71.6K
$2M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$165K - $187K
|
3.39K
$94.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.35K+ 4.68% |
$163K - $184K
|
74.9K
$2.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.32K+ 3.76% |
$162K - $183K
|
91.8K
$2.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.28KNew |
$160K - $181K
|
3.28K
$91.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3.28KNew |
$159K - $181K
|
3.28K
$91.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.27K+ 1.96% |
$159K - $180K
|
170K
$4.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.26KNew |
$158K - $179K
|
3.26K
$90.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
3.25KNew |
$158K - $179K
|
3.25K
$90.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
3.19K+ 22.89% |
$155K - $176K
|
17.1K
$477K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.14K+ 4.2% |
$153K - $173K
|
77.9K
$2.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.11K+ 8.62% |
$151K - $171K
|
39.2K
$1.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
3.06KNew |
$149K - $169K
|
3.06K
$85.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3KNew |
$146K - $165K
|
3K
$83.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.99K+ 1.22% |
$146K - $165K
|
247K
$6.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.99KNew |
$145K - $165K
|
2.99K
$83.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.99K+ 3.57% |
$145K - $165K
|
86.7K
$2.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
2.96K+ 1.34% |
$144K - $163K
|
224K
$6.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.95K+ 11.32% |
$144K - $163K
|
29K
$809K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.95K+ 5.89% |
$143K - $162K
|
52.9K
$1.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.93K+ 5.81% |
$142K - $161K
|
53.3K
$1.49M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.91K+ 13.55% |
$141K - $160K
|
24.3K
$678K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.9KNew |
$141K - $160K
|
2.9K
$80.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.88KNew |
$140K - $159K
|
2.88K
$80.2K
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.83KNew |
$138K - $156K
|
2.83K
$78.9K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.81K+ 396.89% |
$136K - $155K
|
3.51K
$97.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.77KNew |
$135K - $152K
|
2.77K
$77.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 7.96% |
$131K - $149K
|
36.6K
$1.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.67K+ 15.85% |
$130K - $147K
|
19.5K
$544K
|
|
|
Feb 22, 2022
Q4 2021
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$127K - $143K
|
2.6K
$72.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
2.58K+ 4.04% |
$126K - $142K
|
66.5K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.58K+ 73.45% |
$126K - $142K
|
6.1K
$170K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.54K+ 2.09% |
$123K - $140K
|
124K
$3.45M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.53KNew |
$123K - $139K
|
2.53K
$70.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.49KNew |
$121K - $137K
|
2.49K
$69.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
2.45K+ 28.86% |
$119K - $135K
|
11K
$305K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.45K+ 21.63% |
$119K - $135K
|
13.8K
$383K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2.42K+ 1901.57% |
$117K - $133K
|
2.54K
$70.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
2.38K+ 6.41% |
$116K - $131K
|
39.4K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.32K+ 25.96% |
$113K - $128K
|
11.3K
$314K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.2KNew |
$107K - $121K
|
2.2K
$61.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
2.18KNew |
$106K - $120K
|
2.18K
$60.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.15KNew |
$105K - $119K
|
2.15K
$60K
|
|
|
Feb 17, 2022
Q4 2021
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
2.15KNew |
$105K - $118K
|
2.15K
$59.9K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
2.14KNew |
$104K - $118K
|
2.14K
$59.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.14K+ 6.71% |
$104K - $118K
|
34K
$946K
|