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
Jul 18, 2022 Q2 2022
Gpwm LLC

SELL
 -
-22
- 4.3%
$833 - $1.06K
490 $13.5K
Jul 15, 2022 Q2 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-22
- 12.09%
$833 - $1.06K
160 $4.4K
Jul 13, 2022 Q2 2022
Fusion Capital, LLC

SELL
 -
-23
- 0.33%
$871 - $1.1K
6.99K $192K
Jul 11, 2022 Q2 2022
Hurlow Wealth Management Group, Inc.

SELL
 -
-26
- 0.08%
$985 - $1.25K
33.2K $912K
Jul 11, 2022 Q2 2022
Sound Income Strategies, LLC

SELL
 -
-29
- 16.11%
$1.1K - $1.39K
151 $4.15K
Jul 20, 2022 Q2 2022
Ahl Investment Management, Inc.

SELL
 -
-30
- 0.54%
$1.14K - $1.44K
5.5K $151K
Jul 19, 2022 Q2 2022
Evensky & Katz LLC

SELL
 -
-33
- 0.21%
$1.25K - $1.58K
15.9K $437K
Jul 19, 2022 Q2 2022
Hanson & Doremus Investment Management

SELL
 -
-43
- 26.54%
$1.63K - $2.06K
119 $3.27K
Jul 13, 2022 Q2 2022
Life Steps Financial, Inc.

SELL
 -
-45
- 0.72%
$1.7K - $2.16K
6.24K $172K
Aug 04, 2022 Q2 2022
Addison Advisors LLC

SELL
 -
-46
Closed
$1.74K - $2.21K
0 $0
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-52
- 0.54%
$1.97K - $2.5K
9.58K $263K
Jul 25, 2022 Q2 2022
Meritage Portfolio Management

SELL
 -
-60
- 0.49%
$2.27K - $2.88K
12.1K $333K
Jul 07, 2022 Q2 2022
Lowe Wealth Advisors, LLC

SELL
 -
-63
- 10.81%
$2.39K - $3.02K
520 $14.3K
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-78
Closed
$2.95K - $3.74K
0 $0
Aug 16, 2022 Q2 2022
Chilton Capital Management LLC

Houston, TX
SELL
 -
-79
- 0.09%
$2.99K - $3.79K
89K $2.45M
Aug 04, 2022 Q2 2022
Altfest L J & CO Inc

SELL
 -
-80
- 0.94%
$3.03K - $3.84K
8.41K $231K
Jul 12, 2022 Q2 2022
Financial Management Professionals, Inc.

SELL
 -
-85
- 66.41%
$3.22K - $4.08K
43 $1.18K
Feb 28, 2024 Q2 2022
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-92
- 54.12%
$3.48K - $4.42K
78 $2.14K
Jul 15, 2022 Q2 2022
Harbor Group, Inc.

SELL
 -
-92
- 0.17%
$3.48K - $4.42K
54.6K $1.5M
Aug 08, 2022 Q2 2022
Vista Capital Partners, Inc.

SELL
 -
-93
- 0.84%
$3.52K - $4.46K
11K $303K
Aug 05, 2022 Q2 2022
Clear Investment Research, LLC

SELL
 -
-95
- 0.77%
$3.6K - $4.56K
12.2K $336K
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-98
Closed
$3.71K - $4.7K
0 $0
Jul 19, 2022 Q2 2022
Nikulski Financial, Inc.

SELL
 -
-101
- 0.13%
$3.83K - $4.85K
74.8K $2.06M
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-102
- 0.27%
$3.86K - $4.9K
38.1K $1.05M
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-108
- 1.04%
$4.09K - $5.19K
10.3K $284K
Jul 25, 2022 Q2 2022
Smith Anglin Financial, LLC

SELL
 -
-109
- 0.5%
$4.13K - $5.23K
21.6K $594K
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-112
- 1.12%
$4.24K - $5.38K
9.9K $272K
Jul 11, 2022 Q2 2022
Gradient Investments LLC

SELL
 -
-116
- 40.85%
$4.39K - $5.57K
168 $4.62K
Aug 10, 2022 Q2 2022
Somerset Group LLC

Wayzata, MN
SELL
 -
-119
- 1.62%
$4.51K - $5.71K
7.25K $199K
Aug 10, 2022 Q2 2022
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-120
- 1.39%
$4.55K - $5.76K
8.5K $234K
Jul 27, 2022 Q2 2022
Index Fund Advisors, Inc.

SELL
 -
-121
- 0.74%
$4.58K - $5.81K
16.1K $443K
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-123
- 0.47%
$4.66K - $5.91K
26K $714K
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-123
- 0.47%
$4.66K - $5.91K
26K $714K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

SELL
 -
-128
- 4.69%
$4.85K - $6.15K
2.6K $71.5K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-138
Closed
$5.23K - $6.63K
0 $0
Aug 16, 2022 Q2 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-138
Closed
$5.23K - $6.63K
0 $0
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

SELL
 -
-140
- 14.37%
$5.3K - $6.72K
834 $22.9K
Jul 20, 2022 Q2 2022
Bck Partners, Inc.

SELL
 -
-142
- 0.43%
$5.38K - $6.82K
32.7K $898K
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-146
Closed
$5.53K - $7.01K
0 $0
Jul 22, 2022 Q2 2022
Rice Partnership, LLC

SELL
 -
-150
- 35.71%
$5.68K - $7.2K
270 $7.42K
Jul 13, 2022 Q2 2022
Schneider Downs Wealth Management Advisors, LP

SELL
 -
-155
- 0.38%
$5.87K - $7.44K
40.6K $1.12M
Jul 21, 2022 Q2 2022
Investors Research Corp

SELL
 -
-157
- 0.29%
$5.95K - $7.54K
54.7K $1.5M
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

SELL
 -
-159
Closed
$6.02K - $7.63K
0 $0
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-165
Closed
$6.25K - $7.92K
0 $0
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

SELL
 -
-167
- 1.22%
$6.33K - $8.02K
13.6K $373K
Jul 19, 2022 Q2 2022
Valicenti Advisory Services Inc

SELL
 -
-176
- 1.89%
$6.67K - $8.45K
9.13K $251K
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-176
- 57.89%
$6.67K - $8.45K
128 $3.52K
Aug 08, 2022 Q2 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-189
- 0.11%
$7.16K - $9.07K
171K $4.71M
Aug 11, 2022 Q2 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-199
- 50.0%
$7.54K - $9.55K
199 $5.47K

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