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 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
53+ 4.76% |
$2.58K - $2.92K
|
1.17K
$29.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52+ 1.06% |
$2.53K - $2.86K
|
4.96K
$125K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
51+ 0.68% |
$2.48K - $2.81K
|
7.51K
$190K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
51+ 2.35% |
$2.48K - $2.81K
|
2.22K
$56.1K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50New |
$2.43K - $2.75K
|
50
$1.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
49+ 0.25% |
$2.38K - $2.7K
|
19.6K
$495K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
46New |
$2.24K - $2.53K
|
46
$1.16K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 0.74% |
$2.19K - $2.48K
|
6.12K
$155K
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
43+ 0.37% |
$2.09K - $2.37K
|
11.5K
$291K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
41+ 1.56% |
$1.99K - $2.26K
|
2.67K
$67.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
39New |
$1.9K - $2.15K
|
39
$986
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
38New |
$1.85K - $2.09K
|
38
$960
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
38+ 2.28% |
$1.85K - $2.09K
|
1.71K
$43.1K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
37New |
$1.8K - $2.04K
|
37
$935
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
35+ 1.66% |
$1.7K - $1.93K
|
2.14K
$54K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
34+ 0.34% |
$1.65K - $1.87K
|
9.9K
$250K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
34New |
$1.65K - $1.87K
|
34
$859
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
33New |
$1.61K - $1.82K
|
33
$834
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
31New |
$1.51K - $1.71K
|
31
$783
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31+ 0.79% |
$1.51K - $1.71K
|
3.93K
$99.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
30+ 2.52% |
$1.46K - $1.65K
|
1.22K
$30.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
29+ 0.62% |
$1.41K - $1.6K
|
4.69K
$118K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 0.58% |
$1.41K - $1.6K
|
5.02K
$127K
|
|
|
Jan 19, 2022
Q4 2021
|
Whelan Financial
|
BUY
|
- |
28+ 0.28% |
$1.36K - $1.54K
|
10.2K
$257K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
27+ 18.37% |
$1.31K - $1.49K
|
174
$4.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
25New |
$1.22K - $1.38K
|
25
$632
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
25+ 0.31% |
$1.22K - $1.38K
|
8.03K
$203K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
23New |
$1.12K - $1.27K
|
23
$581
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
23+ 0.06% |
$1.12K - $1.27K
|
41.2K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
22New |
$1.07K - $1.21K
|
22
$556
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21+ 0.7% |
$1.02K - $1.16K
|
3.02K
$76.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
21+ 0.32% |
$1.02K - $1.16K
|
6.49K
$164K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.45% |
$1.02K - $1.16K
|
4.73K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
19+ 0.41% |
$924 - $1.05K
|
4.64K
$117K
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
18+ 0.49% |
$876 - $991
|
3.68K
$93K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.16% |
$876 - $991
|
11.2K
$282K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
17+ 0.09% |
$827 - $936
|
19.7K
$499K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
17+ 0.1% |
$827 - $936
|
16.4K
$414K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 0.34% |
$827 - $936
|
4.95K
$125K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
16+ 0.06% |
$778 - $881
|
28.4K
$719K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
15+ 0.6% |
$730 - $826
|
2.5K
$63.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
15New |
$730 - $826
|
15
$379
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
14+ 0.39% |
$681 - $771
|
3.6K
$90.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
13+ 0.49% |
$632 - $716
|
2.69K
$67.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12+ 0.49% |
$584 - $661
|
2.46K
$62.1K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
12+ 9.76% |
$584 - $661
|
135
$3.41K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
12+ 0.39% |
$584 - $661
|
3.05K
$77.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
11+ 0.5% |
$535 - $606
|
2.2K
$55.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11+ 1.9% |
$535 - $606
|
589
$14.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.14% |
$486 - $551
|
7.35K
$186K
|