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 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
690+ 23.11% |
$33.6K - $38K
|
3.68K
$103K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
688+ 32.82% |
$33.5K - $37.9K
|
2.78K
$78.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
670New |
$32.6K - $36.9K
|
670
$18.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
666+ 19.06% |
$32.4K - $36.7K
|
4.16K
$117K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
654+ 1.4% |
$31.8K - $36K
|
47.5K
$1.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
647+ 0.89% |
$31.5K - $35.6K
|
73.5K
$2.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
645+ 5.71% |
$31.4K - $35.5K
|
11.9K
$336K
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
641+ 2.37% |
$31.2K - $35.3K
|
27.6K
$777K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
594+ 8.67% |
$28.9K - $32.7K
|
7.44K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
592+ 0.72% |
$28.8K - $32.6K
|
82.6K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
586+ 2.1% |
$28.5K - $32.3K
|
28.5K
$803K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
584+ 371.97% |
$28.4K - $32.2K
|
741
$20.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
581+ 6.6% |
$28.3K - $32K
|
9.39K
$264K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
579+ 6.18% |
$28.2K - $31.9K
|
9.94K
$280K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
576+ 3.89% |
$28K - $31.7K
|
15.4K
$433K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
575New |
$28K - $31.7K
|
575
$16.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
569+ 21.14% |
$27.7K - $31.3K
|
3.26K
$91.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
569New |
$27.7K - $31.3K
|
569
$16K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
563+ 67.43% |
$27.4K - $31K
|
1.4K
$39.3K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
555+ 0.61% |
$27K - $30.6K
|
91.3K
$2.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
548+ 12.14% |
$26.7K - $30.2K
|
5.06K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
547+ 2.74% |
$26.6K - $30.1K
|
20.5K
$576K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
544+ 26.98% |
$26.5K - $30K
|
2.56K
$72K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
533+ 2.61% |
$25.9K - $29.4K
|
21K
$589K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
529+ 5.76% |
$25.7K - $29.1K
|
9.72K
$273K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
528+ 2.99% |
$25.7K - $29.1K
|
18.2K
$511K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
528+ 1.39% |
$25.7K - $29.1K
|
38.4K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
522+ 0.86% |
$25.4K - $28.7K
|
61.3K
$1.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
521New |
$25.3K - $28.7K
|
521
$14.7K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
521+ 24.98% |
$25.3K - $28.7K
|
2.61K
$73.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
520+ 10.99% |
$25.3K - $28.6K
|
5.25K
$148K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
514+ 2.58% |
$25K - $28.3K
|
20.4K
$574K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
511+ 0.95% |
$24.9K - $28.1K
|
54.5K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
507+ 2.75% |
$24.7K - $27.9K
|
18.9K
$533K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
501+ 3.42% |
$24.4K - $27.6K
|
15.1K
$426K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
501+ 1.09% |
$24.4K - $27.6K
|
46.7K
$1.31M
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
490+ 11.52% |
$23.8K - $27K
|
4.74K
$133K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
484+ 22.3% |
$23.5K - $26.7K
|
2.65K
$74.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
458+ 3.3% |
$22.3K - $25.2K
|
14.3K
$403K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
432New |
$21K - $23.8K
|
432
$12.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
430+ 10.74% |
$20.9K - $23.7K
|
4.43K
$125K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
422+ 19.42% |
$20.5K - $23.2K
|
2.6K
$73K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
416+ 2.95% |
$20.2K - $22.9K
|
14.5K
$408K
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
415+ 17.87% |
$20.2K - $22.9K
|
2.74K
$77K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
403+ 0.79% |
$19.6K - $22.2K
|
51.2K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
402+ 38.88% |
$19.6K - $22.1K
|
1.44K
$40.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
BUY
|
- |
400+ 2.46% |
$19.5K - $22K
|
16.7K
$469K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
399+ 9.86% |
$19.4K - $22K
|
4.45K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
386+ 0.45% |
$18.8K - $21.3K
|
87K
$2.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
386New |
$18.8K - $21.3K
|
386
$10.9K
|