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 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.06K+ 231.88% |
$47.2K - $54.9K
|
1.52K
$33.3K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1.06KNew |
$47K - $54.7K
|
1.06K
$23.2K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 76.51% |
$45.6K - $53.1K
|
2.37K
$51.9K
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
1.02K+ 96.96% |
$45.3K - $52.8K
|
2.07K
$45.4K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1K+ 249.0% |
$44.5K - $51.8K
|
1.4K
$30.8K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1KNew |
$44.4K - $51.7K
|
1K
$21.9K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
998+ 145.69% |
$44.3K - $51.6K
|
1.68K
$36.9K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
979+ 146.34% |
$43.5K - $50.6K
|
1.65K
$36.1K
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
941+ 435.65% |
$41.8K - $48.7K
|
1.16K
$25.4K
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
897+ 100.0% |
$39.8K - $46.4K
|
1.79K
$39.3K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
854+ 123.23% |
$37.9K - $44.2K
|
1.55K
$33.9K
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
850+ 100.0% |
$37.8K - $44K
|
1.7K
$37.3K
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
834+ 103.99% |
$37K - $43.1K
|
1.64K
$35.9K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
825+ 1.09% |
$36.6K - $42.7K
|
76.4K
$1.68M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
818+ 128.01% |
$36.3K - $42.3K
|
1.46K
$31.9K
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
812New |
$36.1K - $42K
|
812
$17.8K
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
805+ 140.0% |
$35.8K - $41.6K
|
1.38K
$30.2K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
801+ 100.25% |
$35.6K - $41.4K
|
1.6K
$35.1K
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
757+ 100.0% |
$33.6K - $39.2K
|
1.51K
$33.2K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
741+ 100.0% |
$32.9K - $38.3K
|
1.48K
$32.5K
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
734+ 100.0% |
$32.6K - $38K
|
1.47K
$32.2K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
696+ 92.55% |
$30.9K - $36K
|
1.45K
$31.7K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
686+ 98.14% |
$30.5K - $35.5K
|
1.39K
$30.4K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
654+ 80.94% |
$29.1K - $33.8K
|
1.46K
$32K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
611New |
$27.1K - $31.6K
|
611
$13.4K
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
600+ 100.0% |
$26.7K - $31K
|
1.2K
$26.3K
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
594+ 9.75% |
$26.4K - $30.7K
|
6.69K
$147K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
592+ 100.0% |
$26.3K - $30.6K
|
1.18K
$26K
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
583New |
$25.9K - $30.2K
|
583
$12.8K
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
556+ 96.53% |
$24.7K - $28.8K
|
1.13K
$24.8K
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
553+ 100.0% |
$24.6K - $28.6K
|
1.11K
$24.2K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
550+ 100.0% |
$24.4K - $28.5K
|
1.1K
$24.1K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
528+ 128.78% |
$23.5K - $27.3K
|
938
$20.6K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
525+ 448.72% |
$23.3K - $27.2K
|
642
$14.1K
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
514+ 100.0% |
$22.8K - $26.6K
|
1.03K
$22.5K
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
508+ 100.0% |
$22.6K - $26.3K
|
1.02K
$22.3K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
487+ 100.0% |
$21.6K - $25.2K
|
974
$21.4K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
464+ 100.0% |
$20.6K - $24K
|
928
$20.3K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
463+ 449.51% |
$20.6K - $24K
|
566
$12.4K
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
448+ 94.92% |
$19.9K - $23.2K
|
920
$20.2K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
446New |
$19.8K - $23.1K
|
446
$9.78K
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
432+ 100.0% |
$19.2K - $22.3K
|
864
$18.9K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
430+ 63.8% |
$19.1K - $22.2K
|
1.1K
$24.2K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
426+ 107.85% |
$18.9K - $22K
|
821
$18K
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
410New |
$18.2K - $21.2K
|
410
$8.99K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
396+ 156.52% |
$17.6K - $20.5K
|
649
$14.2K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
392New |
$17.4K - $20.3K
|
392
$8.59K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
382+ 126.07% |
$17K - $19.8K
|
685
$15K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
372+ 620.0% |
$16.5K - $19.2K
|
432
$9.47K
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
348+ 100.0% |
$15.5K - $18K
|
696
$15.3K
|