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
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-505- 2.29% |
$19.1K - $24.2K
|
21.5K
$592K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-506Closed |
$19.2K - $24.3K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-508- 24.52% |
$19.2K - $24.4K
|
1.56K
$43K
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-508- 4.29% |
$19.2K - $24.4K
|
11.3K
$312K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-511- 7.9% |
$19.4K - $24.5K
|
5.96K
$164K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-519Closed |
$19.7K - $24.9K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
SELL
|
- |
-524- 0.91% |
$19.8K - $25.2K
|
57.2K
$1.57M
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-530- 0.59% |
$20.1K - $25.4K
|
89.5K
$2.46M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-544- 3.66% |
$20.6K - $26.1K
|
14.3K
$394K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-559- 1.58% |
$21.2K - $26.8K
|
34.8K
$955K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-586- 6.6% |
$22.2K - $28.1K
|
8.3K
$228K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-598- 97.39% |
$22.7K - $28.7K
|
16
$440
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-605- 2.29% |
$22.9K - $29K
|
25.8K
$708K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-611Closed |
$23.1K - $29.3K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-612- 4.76% |
$23.2K - $29.4K
|
12.3K
$337K
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-623- 5.09% |
$23.6K - $29.9K
|
11.6K
$319K
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-637- 1.43% |
$24.1K - $30.6K
|
43.8K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-666- 9.94% |
$25.2K - $32K
|
6.04K
$166K
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-668- 0.18% |
$25.3K - $32.1K
|
375K
$10.3M
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-676- 0.88% |
$25.6K - $32.5K
|
76.3K
$2.1M
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-680- 2.95% |
$25.8K - $32.6K
|
22.4K
$615K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-685Closed |
$25.9K - $32.9K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-706- 48.46% |
$26.7K - $33.9K
|
751
$20.6K
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-728- 3.64% |
$27.6K - $35K
|
19.3K
$530K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-742- 9.94% |
$28.1K - $35.6K
|
6.73K
$185K
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-754- 3.25% |
$28.6K - $36.2K
|
22.5K
$618K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-761- 1.85% |
$28.8K - $36.5K
|
40.5K
$1.11M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-764- 1.64% |
$28.9K - $36.7K
|
45.8K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-766- 4.29% |
$29K - $36.8K
|
17.1K
$470K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-793- 18.8% |
$30K - $38.1K
|
3.42K
$94.1K
|
|
Jul 13, 2022
Q2 2022
|
Jentner Corp
|
SELL
|
- |
-800- 6.14% |
$30.3K - $38.4K
|
12.2K
$336K
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-804- 12.02% |
$30.5K - $38.6K
|
5.89K
$162K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-812Closed |
$30.8K - $39K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-816- 5.51% |
$30.9K - $39.2K
|
14K
$385K
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-835- 5.05% |
$31.6K - $40.1K
|
15.7K
$431K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-837- 52.31% |
$31.7K - $40.2K
|
763
$21K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-839- 3.8% |
$31.8K - $40.3K
|
21.2K
$583K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-847- 92.07% |
$32.1K - $40.7K
|
73
$2.01K
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-864Closed |
$32.7K - $41.5K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-875- 0.48% |
$33.1K - $42K
|
183K
$5.04M
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-885- 9.49% |
$33.5K - $42.5K
|
8.44K
$232K
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-900- 1.45% |
$34.1K - $43.2K
|
61.1K
$1.68M
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-914- 86.39% |
$34.6K - $43.9K
|
144
$3.96K
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-915- 9.94% |
$34.7K - $43.9K
|
8.29K
$228K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-944- 0.7% |
$35.8K - $45.3K
|
133K
$3.67M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-960- 5.7% |
$36.4K - $46.1K
|
15.9K
$436K
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-975- 4.42% |
$36.9K - $46.8K
|
21.1K
$580K
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1KClosed |
$37.9K - $48K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.02K- 10.17% |
$38.6K - $49K
|
9.01K
$248K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.02K- 60.96% |
$38.7K - $49K
|
654
$18K
|