Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
386
+ 0.45%
$18.8K - $21.3K
87K $2.2M
Jan 21, 2022 Q4 2021
Trust CO Of Vermont

BUY
 -
386
New
$18.8K - $21.3K
386 $9.75K
Jan 26, 2022 Q4 2021
Patten & Patten Inc

BUY
 -
375
+ 15.98%
$18.2K - $20.7K
2.72K $68.8K
Jan 31, 2022 Q4 2021
Cwm, LLC

BUY
 -
372
+ 35.84%
$18.1K - $20.5K
1.41K $35.6K
Jan 25, 2022 Q4 2021
Summit Place Financial Advisors, LLC

BUY
 -
365
+ 1.52%
$17.8K - $20.1K
24.3K $615K
Feb 11, 2022 Q4 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
360
+ 2.52%
$17.5K - $19.8K
14.6K $370K
Jan 10, 2022 Q4 2021
Carret Asset Management, LLC

BUY
 -
350
+ 8.83%
$17K - $19.3K
4.31K $109K
Nov 14, 2022 Q4 2021
Brewin Dolphin LTD

London, X0
BUY
 -
335
New
$16.3K - $18.4K
335 $8.47K
Feb 14, 2022 Q4 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
329
+ 90.38%
$16K - $18.1K
693 $17.5K
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
325
+ 3.06%
$15.8K - $17.9K
10.9K $276K
Jan 31, 2022 Q4 2021
Annex Advisory Services, LLC

BUY
 -
321
+ 16.03%
$15.6K - $17.7K
2.32K $58.7K
Jan 12, 2022 Q4 2021
Pure Financial Advisors, LLC

BUY
 -
314
+ 10.01%
$15.3K - $17.3K
3.45K $87.2K
Feb 16, 2022 Q4 2021
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
299
New
$14.5K - $16.5K
299 $7.56K
Jan 31, 2022 Q4 2021
Acorn Financial Advisory Services Inc

BUY
 -
297
+ 3.1%
$14.4K - $16.4K
9.88K $250K
Feb 04, 2022 Q4 2021
Sage Rhino Capital LLC

BUY
 -
291
+ 6.83%
$14.2K - $16K
4.55K $115K
Jan 07, 2022 Q4 2021
Mc Adam, LLC

BUY
 -
290
+ 1.5%
$14.1K - $16K
19.6K $494K
Jan 14, 2022 Q4 2021
Farmers & Merchants Investments Inc

BUY
 -
281
+ 17.56%
$13.7K - $15.5K
1.88K $47.5K
Aug 18, 2023 Q4 2021
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
269
+ 4.09%
$13.1K - $14.8K
6.84K $173K
Feb 04, 2022 Q4 2021
Hendershot Investments Inc.

BUY
 -
268
+ 6.35%
$13K - $14.8K
4.49K $113K
Feb 01, 2022 Q4 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
267
+ 2.04%
$13K - $14.7K
13.4K $338K
Feb 14, 2022 Q4 2021
Assetmark, Inc

BUY
 -
266
+ 718.92%
$12.9K - $14.6K
303 $7.66K
Feb 11, 2022 Q4 2021
Summit Asset Management, LLC

Memphis, TN
BUY
 -
262
+ 0.88%
$12.7K - $14.4K
29.9K $755K
Feb 07, 2022 Q4 2021
Phillips Financial Management, LLC

BUY
 -
259
+ 1.69%
$12.6K - $14.3K
15.6K $393K
Feb 09, 2022 Q4 2021
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
258
New
$12.5K - $14.2K
258 $6.52K
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

BUY
 -
257
+ 1.8%
$12.5K - $14.2K
14.5K $367K
Jan 26, 2022 Q4 2021
Cabot Wealth Management Inc

BUY
 -
257
+ 0.8%
$12.5K - $14.2K
32.4K $818K
Feb 15, 2022 Q4 2021
Armbruster Capital Management, Inc.

BUY
 -
250
+ 4.53%
$12.2K - $13.8K
5.77K $146K
Feb 08, 2022 Q4 2021
Stockman Wealth Management, Inc.

BUY
 -
250
+ 5.0%
$12.2K - $13.8K
5.25K $133K
Feb 02, 2022 Q4 2021
Gpwm LLC

BUY
 -
241
New
$11.7K - $13.3K
241 $6.09K
Feb 10, 2022 Q4 2021
Granite Investment Partners, LLC

BUY
 -
240
+ 110.09%
$11.7K - $13.2K
458 $11.6K
Aug 06, 2024 Q4 2021
Hantz Financial Services, Inc.

BUY
 -
236
+ 162.76%
$11.5K - $13K
381 $9.63K
Feb 14, 2022 Q4 2021
Glassman Wealth Services

BUY
 -
232
+ 331.43%
$11.3K - $12.8K
302 $7.63K
Feb 01, 2022 Q4 2021
Jackson Creek Investment Advisors LLC

BUY
 -
231
+ 1.9%
$11.2K - $12.7K
12.4K $313K
Jan 27, 2022 Q4 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
231
+ 1.82%
$11.2K - $12.7K
12.9K $326K
Feb 16, 2022 Q4 2021
Evensky & Katz LLC

BUY
 -
229
+ 2.98%
$11.1K - $12.6K
7.92K $200K
Jan 31, 2022 Q4 2021
Gradient Capital Advisors, LLC

BUY
 -
227
+ 2.77%
$11K - $12.5K
8.42K $213K
Feb 07, 2022 Q4 2021
Ever Source Wealth Advisors, LLC

BUY
 -
226
New
$11K - $12.4K
226 $5.71K
Feb 10, 2022 Q4 2021
Roundview Capital LLC

Princeton, NJ
BUY
 -
224
+ 2.08%
$10.9K - $12.3K
11K $278K
Jan 31, 2022 Q4 2021
Le Jeune Puetz Investment Counsel LLC

BUY
 -
219
+ 0.56%
$10.7K - $12.1K
39.1K $988K
Feb 08, 2022 Q4 2021
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
218
+ 5.84%
$10.6K - $12K
3.95K $99.8K
Feb 01, 2022 Q4 2021
Ironwood Wealth Management, Llc.

BUY
 -
217
+ 1.64%
$10.6K - $12K
13.5K $341K
Jan 19, 2022 Q4 2021
Wealth Architects, LLC

BUY
 -
217
+ 0.58%
$10.6K - $12K
37.7K $954K
Jan 26, 2022 Q4 2021
Rhs Financial, LLC

BUY
 -
214
+ 7.05%
$10.4K - $11.8K
3.25K $82.1K
Jan 21, 2022 Q4 2021
Windsor Group LTD

BUY
 -
213
+ 3.58%
$10.4K - $11.7K
6.16K $156K
Jan 24, 2022 Q4 2021
National Bank Of Canada

BUY
 -
212
New
$10.3K - $11.7K
212 $5.36K
Jan 24, 2022 Q4 2021
Altfest L J & CO Inc

BUY
 -
202
+ 4.94%
$9.83K - $11.1K
4.29K $108K
Feb 14, 2022 Q4 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
186
+ 3.98%
$9.05K - $10.2K
4.86K $123K
Feb 14, 2022 Q4 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
183
+ 2.78%
$8.9K - $10.1K
6.77K $171K
Feb 10, 2022 Q4 2021
Shore Point Advisors, LLC

BUY
 -
182
New
$8.85K - $10K
182 $4.6K

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