Purchases and Sales Made in Q2 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 Q2 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
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
3.25M
+ 20.14%
$123M - $156M
19.4M $545M
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

BUY
 -
588K
+ 6.53%
$22.3M - $28.3M
9.59M $270M
Aug 15, 2022 Q2 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
486K
+ 7.27%
$18.4M - $23.3M
7.16M $201M
Aug 02, 2022 Q2 2022
Barden Capital Management, Inc.

BUY
 -
421K
+ 852.51%
$16M - $20.2M
471K $13.2M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
406K
+ 18.99%
$15.4M - $19.5M
2.55M $71.5M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
370K
+ 14.47%
$14M - $17.8M
2.93M $82.3M
Jul 27, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
347K
New
$13.1M - $16.6M
347K $9.75M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
274K
+ 21.67%
$10.4M - $13.2M
1.54M $43.3M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
240K
+ 9.37%
$9.08M - $11.5M
2.8M $78.7M
Aug 11, 2022 Q2 2022
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
223K
+ 1311.81%
$8.46M - $10.7M
240K $6.76M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
195K
+ 9.72%
$7.39M - $9.36M
2.2M $61.9M
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
180K
+ 31.61%
$6.83M - $8.66M
751K $21.1M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
175K
+ 13.9%
$6.63M - $8.41M
1.43M $40.3M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
160K
New
$6.04M - $7.66M
160K $4.48M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
150K
+ 16.73%
$5.69M - $7.21M
1.05M $29.4M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
139K
New
$5.26M - $6.67M
139K $3.91M
Aug 15, 2022 Q2 2022
Sei Investments CO

Oaks, PA
BUY
 -
127K
+ 1.7%
$4.81M - $6.09M
7.57M $213M
Jul 19, 2022 Q2 2022
Joule Financial, LLC

BUY
 -
126K
New
$4.77M - $6.04M
126K $3.54M
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
118K
+ 340.76%
$4.47M - $5.67M
153K $4.29M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
115K
+ 48.6%
$4.37M - $5.54M
353K $9.92M
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
114K
+ 9.62%
$4.33M - $5.48M
1.3M $36.6M
Aug 09, 2022 Q2 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
103K
+ 1555.16%
$3.89M - $4.93M
109K $3.07M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
97.5K
+ 504.34%
$3.69M - $4.68M
117K $3.28M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
88.9K
+ 120.28%
$3.37M - $4.27M
163K $4.58M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
87.6K
+ 6.21%
$3.32M - $4.21M
1.5M $42.1M
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

BUY
 -
74.9K
New
$2.84M - $3.6M
74.9K $2.11M
Aug 04, 2022 Q2 2022
Aj Wealth Strategies, LLC

BUY
 -
69.8K
+ 5.4%
$2.65M - $3.35M
1.36M $38.3M
Aug 11, 2022 Q2 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
66.1K
+ 523.99%
$2.5M - $3.17M
78.7K $2.21M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
60.1K
+ 32.59%
$2.27M - $2.88M
244K $6.87M
Aug 12, 2022 Q2 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
56.1K
+ 14.2%
$2.13M - $2.7M
451K $12.7M
Jul 14, 2022 Q2 2022
Compass Advisory Group LLC

BUY
 -
53.4K
+ 116.94%
$2.02M - $2.57M
99.2K $2.79M
Aug 12, 2022 Q2 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
51.9K
+ 10.21%
$1.97M - $2.49M
561K $15.8M
Aug 12, 2022 Q2 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
43.7K
New
$1.65M - $2.1M
43.7K $1.23M
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
43.4K
+ 83.49%
$1.64M - $2.08M
95.4K $2.68M
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

BUY
 -
42.2K
+ 34.26%
$1.6M - $2.03M
166K $4.65M
Aug 12, 2022 Q2 2022
Financial Advisors, LLC

Andover, MA
BUY
 -
41.9K
+ 5.46%
$1.59M - $2.01M
808K $22.7M
Jul 11, 2022 Q2 2022
Procyon Advisors, LLC

BUY
 -
40.8K
New
$1.54M - $1.96M
40.8K $1.15M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
39.7K
New
$1.5M - $1.9M
39.7K $1.12M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
39.5K
+ 2.47%
$1.5M - $1.9M
1.64M $46M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
37.3K
+ 13.33%
$1.41M - $1.79M
317K $8.91M
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

BUY
 -
36.3K
+ 3.93%
$1.37M - $1.74M
960K $27M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
36K
+ 5.08%
$1.36M - $1.73M
744K $20.9M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
36K
+ 5.08%
$1.36M - $1.73M
744K $20.9M
Jul 18, 2022 Q2 2022
Whelan Financial

BUY
 -
35.5K
+ 147.49%
$1.35M - $1.71M
59.6K $1.68M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
35.4K
+ 3.94%
$1.34M - $1.7M
934K $26.3M
Aug 10, 2022 Q2 2022
Lee Financial CO

Dallas, TX
BUY
 -
34.2K
+ 3106.18%
$1.29M - $1.64M
35.3K $991K
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
34K
+ 48.32%
$1.29M - $1.63M
104K $2.93M
Aug 12, 2022 Q2 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
33.7K
+ 536.17%
$1.28M - $1.62M
40K $1.13M
Dec 18, 2023 Q2 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
31.5K
+ 104.81%
$1.19M - $1.51M
61.6K $1.73M

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