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
|
Mitchell Capital Management CO
|
BUY
|
- |
1.2K+ 12.95% |
$58.4K - $66.1K
|
10.5K
$290K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
1.18K+ 18.57% |
$57.3K - $64.9K
|
7.52K
$208K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.17KNew |
$57.1K - $64.7K
|
1.17K
$32.4K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.15K+ 14.24% |
$56.1K - $63.6K
|
9.26K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.15K+ 32.46% |
$55.7K - $63.1K
|
4.68K
$129K
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.14K+ 4.15% |
$55.5K - $62.8K
|
28.6K
$791K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.14K+ 3.2% |
$55.4K - $62.7K
|
36.7K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.13K+ 19.69% |
$54.9K - $62.1K
|
6.86K
$189K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.11K+ 1.78% |
$54.1K - $61.2K
|
63.5K
$1.75M
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
1.11K+ 3.46% |
$53.8K - $60.9K
|
33.1K
$914K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.1K+ 6.04% |
$53.6K - $60.7K
|
19.4K
$535K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 39.56% |
$53.3K - $60.3K
|
3.86K
$107K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
1.09K+ 4.54% |
$52.9K - $59.9K
|
25K
$692K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.08K+ 52.05% |
$52.4K - $59.4K
|
3.15K
$87K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.06K+ 162.08% |
$51.6K - $58.4K
|
1.71K
$47.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.06K+ 20.93% |
$51.5K - $58.3K
|
6.11K
$169K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
1.05K+ 3.55% |
$50.8K - $57.5K
|
30.5K
$842K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
1.04K+ 18.43% |
$50.7K - $57.4K
|
6.7K
$185K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 15.95% |
$50.5K - $57.2K
|
7.55K
$209K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.03K+ 46.82% |
$50.1K - $56.8K
|
3.23K
$89.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.03K+ 16.89% |
$50K - $56.6K
|
7.11K
$196K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.02K+ 0.75% |
$49.5K - $56.1K
|
137K
$3.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.02K+ 1.61% |
$49.4K - $56K
|
64.1K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.02KNew |
$49.4K - $55.9K
|
1.02K
$28K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
980New |
$47.7K - $54K
|
980
$27.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
965+ 4.28% |
$46.9K - $53.1K
|
23.5K
$649K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
949+ 16.69% |
$46.2K - $52.3K
|
6.64K
$183K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
938+ 1.41% |
$45.6K - $51.7K
|
67.4K
$1.86M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
931+ 8.2% |
$45.3K - $51.3K
|
12.3K
$340K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
925+ 1.45% |
$45K - $50.9K
|
64.9K
$1.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
922+ 3.82% |
$44.8K - $50.8K
|
25.1K
$693K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
916+ 14.82% |
$44.6K - $50.4K
|
7.1K
$196K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
907+ 1.14% |
$44.1K - $49.9K
|
80.4K
$2.22M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
887+ 34.19% |
$43.1K - $48.8K
|
3.48K
$96.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
884+ 4.03% |
$43K - $48.7K
|
22.8K
$630K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
857+ 1.11% |
$41.7K - $47.2K
|
77.8K
$2.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
833+ 3.43% |
$40.5K - $45.9K
|
25.1K
$693K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
832+ 0.8% |
$40.5K - $45.8K
|
104K
$2.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
806+ 0.91% |
$39.2K - $44.4K
|
89K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
802New |
$39K - $44.2K
|
802
$22.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
788+ 13.23% |
$38.3K - $43.4K
|
6.74K
$186K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
787+ 3.05% |
$38.3K - $43.3K
|
26.6K
$735K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
752New |
$36.6K - $41.4K
|
752
$20.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
746+ 9.86% |
$36.3K - $41.1K
|
8.31K
$230K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
738+ 3.82% |
$35.9K - $40.6K
|
20.1K
$555K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
736+ 3.05% |
$35.8K - $40.5K
|
24.8K
$687K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
716+ 4.54% |
$34.8K - $39.4K
|
16.5K
$455K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
710+ 1.8% |
$34.5K - $39.1K
|
40.1K
$1.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
705+ 6.08% |
$34.3K - $38.8K
|
12.3K
$340K
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
BUY
|
- |
695+ 3.51% |
$33.8K - $38.3K
|
20.5K
$567K
|