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 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
6.92K+ 100.0% |
$307K - $358K
|
13.8K
$383K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6.91K+ 100.0% |
$307K - $357K
|
13.8K
$382K
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.78K+ 157.26% |
$301K - $351K
|
11.1K
$307K
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
6.78K+ 81.51% |
$301K - $351K
|
15.1K
$417K
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
BUY
|
- |
6.77K+ 320.65% |
$301K - $350K
|
8.88K
$245K
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
6.73K+ 95.3% |
$299K - $348K
|
13.8K
$381K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.7KNew |
$298K - $347K
|
6.7K
$185K
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
6.68K+ 101.64% |
$297K - $346K
|
13.3K
$366K
|
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
6.63K+ 118.09% |
$294K - $343K
|
12.2K
$338K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.62KNew |
$294K - $342K
|
6.62K
$183K
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.59K+ 66.26% |
$293K - $341K
|
16.5K
$457K
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
6.51K+ 86.38% |
$289K - $337K
|
14.1K
$388K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.43K+ 101.34% |
$285K - $332K
|
12.8K
$353K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.4K+ 94.46% |
$284K - $331K
|
13.2K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.34K+ 96.18% |
$282K - $328K
|
12.9K
$357K
|
|
|
Apr 11, 2022
Q1 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
6.31KNew |
$280K - $326K
|
6.31K
$174K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.28K+ 464.11% |
$279K - $325K
|
7.64K
$211K
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6.27K+ 98.91% |
$279K - $324K
|
12.6K
$348K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.26K+ 121.12% |
$278K - $324K
|
11.4K
$316K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
6.19K+ 101.21% |
$275K - $320K
|
12.3K
$340K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6.19K+ 42.31% |
$275K - $320K
|
20.8K
$575K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.16K+ 99.29% |
$274K - $319K
|
12.4K
$342K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.13K+ 121.16% |
$272K - $317K
|
11.2K
$309K
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.1KNew |
$271K - $316K
|
6.1K
$169K
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
BUY
|
- |
6.1K+ 88.0% |
$271K - $316K
|
13K
$360K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.1K+ 93.99% |
$271K - $316K
|
12.6K
$348K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
6.08K+ 100.0% |
$270K - $314K
|
12.2K
$336K
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
6.03K+ 111.85% |
$268K - $312K
|
11.4K
$316K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Planning Services Inc
|
BUY
|
- |
6.02K+ 68.74% |
$267K - $311K
|
14.8K
$408K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6K+ 149.38% |
$266K - $310K
|
10K
$277K
|
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
6K+ 76.91% |
$266K - $310K
|
13.8K
$381K
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
5.96KNew |
$265K - $308K
|
5.96K
$165K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
5.95KNew |
$264K - $308K
|
5.95K
$164K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.95K+ 80.96% |
$264K - $308K
|
13.3K
$367K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
5.9K+ 95.92% |
$262K - $305K
|
12.1K
$333K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
5.88K+ 130.86% |
$261K - $304K
|
10.4K
$286K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.86KNew |
$260K - $303K
|
5.86K
$162K
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
5.85KNew |
$260K - $303K
|
5.85K
$162K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5.84K+ 92.8% |
$260K - $302K
|
12.1K
$335K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.81K+ 580700.0% |
$258K - $300K
|
5.81K
$160K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.75K+ 81.05% |
$256K - $298K
|
12.9K
$355K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.74K+ 93.9% |
$255K - $297K
|
11.9K
$328K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.71K+ 93.61% |
$254K - $295K
|
11.8K
$326K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.71K+ 115.11% |
$254K - $295K
|
10.7K
$295K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
5.65KNew |
$251K - $292K
|
5.65K
$156K
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.62K+ 88.02% |
$249K - $290K
|
12K
$331K
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.55K+ 50.22% |
$247K - $287K
|
16.6K
$459K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.46K+ 93.17% |
$242K - $282K
|
11.3K
$312K
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.45KNew |
$242K - $282K
|
5.45K
$151K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.42KNew |
$241K - $280K
|
5.42K
$150K
|