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 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
2.14K+ 2.93% |
$104K - $118K
|
74.9K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.13KNew |
$104K - $117K
|
2.13K
$59.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.13K+ 8.81% |
$104K - $117K
|
26.3K
$732K
|
|
|
Jan 25, 2022
Q4 2021
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.11KNew |
$103K - $116K
|
2.11K
$58.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$102K - $116K
|
2.1K
$58.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.09K+ 3.72% |
$102K - $115K
|
58.2K
$1.62M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$101K - $115K
|
2.09K
$58.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.06K+ 2.24% |
$100K - $114K
|
94.1K
$2.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.05KNew |
$99.9K - $113K
|
2.05K
$57.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.03KNew |
$98.7K - $112K
|
2.03K
$56.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
2.03KNew |
$98.5K - $112K
|
2.03K
$56.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.01KNew |
$97.8K - $111K
|
2.01K
$56K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2K+ 1.62% |
$97.5K - $110K
|
126K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$97.3K - $110K
|
2K
$55.7K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$97.3K - $110K
|
2K
$55.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.99KNew |
$96.8K - $110K
|
1.99K
$55.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.98KNew |
$96.1K - $109K
|
1.98K
$55K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.97KNew |
$95.7K - $108K
|
1.97K
$54.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.95KNew |
$94.8K - $107K
|
1.95K
$54.3K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 54.67% |
$93.9K - $106K
|
5.46K
$152K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.91K+ 7.8% |
$92.9K - $105K
|
26.4K
$735K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
1.83K+ 1.52% |
$88.9K - $101K
|
122K
$3.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.82K+ 5.37% |
$88.5K - $100K
|
35.7K
$994K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.75K+ 6.46% |
$85.3K - $96.6K
|
28.9K
$805K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
1.7K+ 1.17% |
$82.5K - $93.5K
|
146K
$4.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.67K+ 36.01% |
$81.1K - $91.8K
|
6.3K
$175K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.66K+ 1.22% |
$80.9K - $91.6K
|
138K
$3.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.65K+ 1.7% |
$80.3K - $90.9K
|
99K
$2.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
1.62K+ 3.83% |
$78.8K - $89.2K
|
43.9K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.61K+ 23.12% |
$78.4K - $88.8K
|
8.58K
$239K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.6K+ 13.24% |
$78K - $88.3K
|
13.7K
$382K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.58K+ 11.2% |
$77K - $87.2K
|
15.7K
$438K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 30.23% |
$76.3K - $86.4K
|
6.76K
$188K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$75.3K - $85.3K
|
1.55K
$43.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.53K+ 62.31% |
$74.6K - $84.5K
|
4K
$111K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
1.53K+ 5.7% |
$74.4K - $84.3K
|
28.4K
$790K
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.51K+ 4.1% |
$73.2K - $82.9K
|
38.3K
$1.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 2.98% |
$72.4K - $81.9K
|
51.4K
$1.43M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.47K+ 11.69% |
$71.5K - $81K
|
14K
$391K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.45KNew |
$70.5K - $79.9K
|
1.45K
$40.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1.43K+ 3.03% |
$69.5K - $78.6K
|
48.6K
$1.35M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.42K+ 3.27% |
$68.9K - $78K
|
44.7K
$1.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
1.38K+ 18.61% |
$67.3K - $76.2K
|
8.81K
$246K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
1.38K+ 46.27% |
$66.9K - $75.7K
|
4.35K
$121K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.37K+ 12.79% |
$66.7K - $75.6K
|
12.1K
$337K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.36K+ 5.11% |
$66.2K - $75K
|
28K
$781K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.31K+ 4.43% |
$63.6K - $72K
|
30.8K
$859K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.27K+ 2.66% |
$61.7K - $69.9K
|
48.9K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.25K+ 12.83% |
$60.8K - $68.8K
|
11K
$306K
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.23K+ 7.31% |
$59.6K - $67.5K
|
18K
$501K
|