Purchases and Sales Made in Q2 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 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 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-199- 50.0% |
$7.54K - $9.55K
|
199
$5.59K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 0.83% |
$7.58K - $9.6K
|
23.9K
$671K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-200- 65.57% |
$7.58K - $9.6K
|
105
$2.95K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 1.42% |
$7.58K - $9.6K
|
13.9K
$389K
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 1.95% |
$7.58K - $9.6K
|
10.1K
$283K
|
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-205- 3.66% |
$7.77K - $9.84K
|
5.39K
$152K
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-207- 0.54% |
$7.84K - $9.94K
|
37.9K
$1.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-208- 1.85% |
$7.88K - $9.99K
|
11K
$311K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-209- 0.95% |
$7.92K - $10K
|
21.9K
$616K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-212- 8.17% |
$8.03K - $10.2K
|
2.38K
$67K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-220- 73.33% |
$8.33K - $10.6K
|
80
$2.25K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-223- 1.27% |
$8.45K - $10.7K
|
17.3K
$486K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-226- 20.47% |
$8.56K - $10.9K
|
878
$24.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-233- 0.96% |
$8.83K - $11.2K
|
24K
$674K
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-240- 1.01% |
$9.09K - $11.5K
|
23.4K
$659K
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-240- 4.21% |
$9.09K - $11.5K
|
5.46K
$153K
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-243Closed |
$9.2K - $11.7K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-244- 37.6% |
$9.24K - $11.7K
|
405
$11.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-252- 0.4% |
$9.55K - $12.1K
|
63.5K
$1.79M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-271- 0.32% |
$10.3K - $13K
|
83.7K
$2.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-275- 4.16% |
$10.4K - $13.2K
|
6.34K
$178K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-276- 1.95% |
$10.5K - $13.3K
|
13.9K
$391K
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-288- 0.34% |
$10.9K - $13.8K
|
84.9K
$2.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-288- 2.33% |
$10.9K - $13.8K
|
12.1K
$339K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-288- 15.82% |
$10.9K - $13.8K
|
1.53K
$43.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-289- 4.44% |
$10.9K - $13.9K
|
6.22K
$175K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-296- 0.83% |
$11.2K - $14.2K
|
35.4K
$995K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-306- 51.34% |
$11.6K - $14.7K
|
290
$8.15K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-306- 4.64% |
$11.6K - $14.7K
|
6.29K
$177K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-313- 1.22% |
$11.9K - $15K
|
25.3K
$711K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-314- 1.03% |
$11.9K - $15.1K
|
30.2K
$848K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-315- 0.33% |
$11.9K - $15.1K
|
95.1K
$2.67M
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-328- 1.17% |
$12.4K - $15.7K
|
27.8K
$780K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-342- 50.15% |
$13K - $16.4K
|
340
$9.56K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-355- 2.33% |
$13.4K - $17K
|
14.9K
$417K
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-356- 1.1% |
$13.5K - $17.1K
|
32.1K
$903K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-384- 84.58% |
$14.5K - $18.4K
|
70
$1.97K
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-392- 1.2% |
$14.8K - $18.8K
|
32.4K
$911K
|
|
|
Jul 22, 2022
Q2 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-400- 2.71% |
$15.2K - $19.2K
|
14.4K
$404K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-404- 2.22% |
$15.3K - $19.4K
|
17.8K
$501K
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-409- 0.89% |
$15.5K - $19.6K
|
45.6K
$1.28M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-410- 0.36% |
$15.5K - $19.7K
|
113K
$3.18M
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-410Closed |
$15.5K - $19.7K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-425- 3.91% |
$16.1K - $20.4K
|
10.4K
$294K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-442- 0.71% |
$16.7K - $21.2K
|
61.7K
$1.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-449- 2.55% |
$17K - $21.6K
|
17.2K
$483K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-454Closed |
$17.2K - $21.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-459- 2.6% |
$17.4K - $22K
|
17.2K
$482K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-478- 3.0% |
$18.1K - $22.9K
|
15.4K
$434K
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-484- 3.51% |
$18.3K - $23.2K
|
13.3K
$374K
|