Purchases and Sales Made in Q1 2022 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 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
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

BUY
 -
998
+ 145.69%
$44.3K - $51.6K
1.68K $46.3K
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

BUY
 -
979
+ 146.34%
$43.5K - $50.6K
1.65K $45.3K
Apr 22, 2022 Q1 2022
Gleason Group, Inc.

BUY
 -
941
+ 435.65%
$41.8K - $48.7K
1.16K $31.8K
May 03, 2022 Q1 2022
Column Capital Advisors, LLC

BUY
 -
897
+ 100.0%
$39.8K - $46.4K
1.79K $49.3K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
854
+ 123.23%
$37.9K - $44.2K
1.55K $42.5K
Apr 26, 2022 Q1 2022
Thompson Siegel & Walmsley LLC

BUY
 -
850
+ 100.0%
$37.8K - $44K
1.7K $46.7K
Apr 18, 2022 Q1 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
834
+ 103.99%
$37K - $43.1K
1.64K $45K
Nov 30, 2022 Q1 2022
Family Firm, Inc.

BUY
 -
825
+ 1.09%
$36.6K - $42.7K
76.4K $2.1M
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
818
+ 128.01%
$36.3K - $42.3K
1.46K $40.1K
May 09, 2022 Q1 2022
Lansing Street Advisors

BUY
 -
812
New
$36.1K - $42K
812 $22.3K
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

BUY
 -
801
+ 100.25%
$35.6K - $41.4K
1.6K $44K
May 02, 2022 Q1 2022
Gables Capital Management Inc.

BUY
 -
757
+ 100.0%
$33.6K - $39.2K
1.51K $41.6K
May 03, 2022 Q1 2022
Central Trust CO

Jefferson City, MO
BUY
 -
741
+ 100.0%
$32.9K - $38.3K
1.48K $40.7K
Apr 18, 2022 Q1 2022
Pds Planning, Inc

BUY
 -
734
+ 100.0%
$32.6K - $38K
1.47K $40.4K
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
696
+ 92.55%
$30.9K - $36K
1.45K $39.8K
Apr 25, 2022 Q1 2022
Burleson & Company, LLC

BUY
 -
686
+ 98.14%
$30.5K - $35.5K
1.39K $38.1K
Apr 13, 2022 Q1 2022
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
654
+ 80.94%
$29.1K - $33.8K
1.46K $40.2K
May 13, 2022 Q1 2022
Zions Bancorporation, N.A.

BUY
 -
611
New
$27.1K - $31.6K
611 $16.8K
May 13, 2022 Q1 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
600
+ 100.0%
$26.7K - $31K
1.2K $33K
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
594
+ 9.75%
$26.4K - $30.7K
6.69K $184K
May 16, 2022 Q1 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
592
+ 100.0%
$26.3K - $30.6K
1.18K $32.5K
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
583
New
$25.9K - $30.2K
583 $16K
May 05, 2022 Q1 2022
Simon Quick Advisors, LLC

BUY
 -
556
+ 96.53%
$24.7K - $28.8K
1.13K $31.1K
May 06, 2022 Q1 2022
Motco

BUY
 -
553
+ 100.0%
$24.6K - $28.6K
1.11K $30.4K
May 11, 2022 Q1 2022
Lee Financial CO

Dallas, TX
BUY
 -
550
+ 100.0%
$24.4K - $28.5K
1.1K $30.2K
May 09, 2022 Q1 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
528
+ 128.78%
$23.5K - $27.3K
938 $25.8K
Apr 19, 2022 Q1 2022
Ellevest, Inc.

BUY
 -
525
+ 448.72%
$23.3K - $27.2K
642 $17.6K
Apr 14, 2022 Q1 2022
Pflug Koory, LLC

BUY
 -
514
+ 100.0%
$22.8K - $26.6K
1.03K $28.3K
May 12, 2022 Q1 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
508
+ 100.0%
$22.6K - $26.3K
1.02K $27.9K
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

BUY
 -
487
+ 100.0%
$21.6K - $25.2K
974 $26.8K
Apr 25, 2022 Q1 2022
Sugarloaf Wealth Management, LLC

BUY
 -
464
+ 100.0%
$20.6K - $24K
928 $25.5K
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
463
+ 449.51%
$20.6K - $24K
566 $15.6K
May 16, 2022 Q1 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
448
+ 94.92%
$19.9K - $23.2K
920 $25.3K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
446
New
$19.8K - $23.1K
446 $12.3K
Apr 08, 2022 Q1 2022
American National Bank

BUY
 -
432
+ 100.0%
$19.2K - $22.3K
864 $23.8K
May 13, 2022 Q1 2022
Covington Capital Management

BUY
 -
430
+ 63.8%
$19.1K - $22.2K
1.1K $30.3K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
426
+ 107.85%
$18.9K - $22K
821 $22.6K
Apr 21, 2022 Q1 2022
Elm Partners Management LLC

BUY
 -
410
New
$18.2K - $21.2K
410 $11.3K
Apr 12, 2022 Q1 2022
Global Trust Asset Management, LLC

BUY
 -
396
+ 156.52%
$17.6K - $20.5K
649 $17.8K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
392
New
$17.4K - $20.3K
392 $10.8K
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
382
+ 126.07%
$17K - $19.8K
685 $18.8K
May 05, 2022 Q1 2022
Washington Trust CO

BUY
 -
372
+ 620.0%
$16.5K - $19.2K
432 $11.9K
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
348
+ 100.0%
$15.5K - $18K
696 $19.1K
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
341
+ 100.0%
$15.1K - $17.6K
682 $18.7K
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

BUY
 -
336
+ 100.0%
$14.9K - $17.4K
672 $18.5K
Nov 14, 2022 Q1 2022
Brewin Dolphin LTD

London, X0
BUY
 -
335
+ 100.0%
$14.9K - $17.3K
670 $18.4K
May 11, 2022 Q1 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
325
+ 103.17%
$14.4K - $16.8K
640 $17.6K
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
315
+ 105.35%
$14K - $16.3K
614 $16.9K
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
310
New
$13.8K - $16K
310 $8.52K

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