Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
BUY
|
- |
9.5K+ 126.19% |
$422K - $492K
|
17K
$471K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.46K+ 77.28% |
$420K - $489K
|
21.7K
$600K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
9.33K+ 101.62% |
$415K - $483K
|
18.5K
$512K
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
9.18K+ 83.48% |
$408K - $475K
|
20.2K
$557K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
9.16K+ 101.06% |
$407K - $474K
|
18.2K
$504K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.04K+ 463.59% |
$402K - $468K
|
11K
$304K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.01K+ 97.88% |
$400K - $466K
|
18.2K
$503K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
9K+ 93.14% |
$400K - $466K
|
18.7K
$516K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.91KNew |
$396K - $461K
|
8.91K
$246K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.89K+ 73.41% |
$395K - $460K
|
21K
$580K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.87K+ 101.34% |
$394K - $459K
|
17.6K
$487K
|
|
|
Apr 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
8.63K+ 100.0% |
$383K - $447K
|
17.3K
$477K
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.56K+ 106.15% |
$380K - $443K
|
16.6K
$459K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.53K+ 102.61% |
$379K - $441K
|
16.8K
$465K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.51K+ 94.67% |
$378K - $440K
|
17.5K
$484K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
8.43K+ 69.14% |
$374K - $436K
|
20.6K
$570K
|
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
8.41KNew |
$374K - $435K
|
8.41K
$232K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.3K+ 100.0% |
$368K - $429K
|
16.6K
$458K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
8.25K+ 81.16% |
$366K - $427K
|
18.4K
$509K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
8.17K+ 36.67% |
$363K - $423K
|
30.5K
$842K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.16K+ 102.19% |
$362K - $422K
|
16.1K
$446K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.13K+ 100.18% |
$361K - $421K
|
16.3K
$449K
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
8.12K+ 107.99% |
$361K - $420K
|
15.6K
$432K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
8.1K+ 101.25% |
$360K - $419K
|
16.1K
$445K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.05K+ 133.96% |
$357K - $416K
|
14.1K
$388K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
8.01K+ 101.11% |
$356K - $414K
|
15.9K
$440K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8K+ 101.01% |
$355K - $414K
|
15.9K
$440K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.99KNew |
$355K - $413K
|
7.99K
$221K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.81K+ 211.05% |
$347K - $404K
|
11.5K
$318K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7.7K+ 113.92% |
$342K - $398K
|
14.5K
$400K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
7.63K+ 100.67% |
$339K - $395K
|
15.2K
$420K
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.52K+ 111.47% |
$334K - $389K
|
14.3K
$394K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.51K+ 102.25% |
$334K - $389K
|
14.9K
$411K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.5K+ 222.16% |
$333K - $388K
|
10.9K
$300K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.48K+ 100.55% |
$332K - $387K
|
14.9K
$412K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.42K+ 82.54% |
$330K - $384K
|
16.4K
$453K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.4K+ 99.99% |
$328K - $383K
|
14.8K
$409K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.37K+ 164.17% |
$327K - $381K
|
11.9K
$328K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.35K+ 604.69% |
$326K - $380K
|
8.56K
$237K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.33K+ 85.36% |
$325K - $379K
|
15.9K
$440K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7.32K+ 52.15% |
$325K - $379K
|
21.4K
$590K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.3K+ 97.2% |
$324K - $378K
|
14.8K
$409K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.27K+ 98.75% |
$323K - $376K
|
14.6K
$404K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.25K+ 90.37% |
$322K - $375K
|
15.3K
$422K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.23K+ 116.87% |
$321K - $374K
|
13.4K
$370K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.12K+ 100.0% |
$316K - $369K
|
14.2K
$394K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.09K+ 106.87% |
$315K - $367K
|
13.7K
$379K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
7.01KNew |
$312K - $363K
|
7.01K
$194K
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
6.98K+ 92.14% |
$310K - $361K
|
14.5K
$402K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
6.93KNew |
$308K - $358K
|
6.93K
$191K
|