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 09, 2022 Q2 2022
Wayfinding Financial, LLC

Lynnwood, WA
SELL
 -
-4.78K
Closed
$181K - $229K
0 $0
Aug 03, 2022 Q2 2022
Matrix Trust CO

SELL
 -
-4.8K
- 2.58%
$182K - $231K
181K $5.09M
Aug 05, 2022 Q2 2022
Stokes Family Office, LLC

SELL
 -
-4.82K
- 27.62%
$182K - $231K
12.6K $355K
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

SELL
 -
-4.85K
Closed
$184K - $233K
0 $0
Aug 08, 2022 Q2 2022
Apriem Advisors

Irvine, CA
SELL
 -
-4.9K
Closed
$185K - $235K
0 $0
Aug 04, 2022 Q2 2022
Retirement Group, LLC

SELL
 -
-4.93K
- 82.85%
$187K - $236K
1.02K $28.7K
Jul 22, 2022 Q2 2022
Western Financial Corporation

SELL
 -
-4.98K
Closed
$189K - $239K
0 $0
Aug 05, 2022 Q2 2022
Trinity Point Wealth, LLC

SELL
 -
-4.99K
Closed
$189K - $240K
0 $0
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-5.01K
Closed
$190K - $240K
0 $0
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
SELL
 -
-5.01K
Closed
$190K - $240K
0 $0
Aug 02, 2022 Q2 2022
Patten & Patten Inc

SELL
 -
-5.04K
Closed
$191K - $242K
0 $0
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

SELL
 -
-5.05K
Closed
$191K - $242K
0 $0
Aug 03, 2022 Q2 2022
Camden Capital, LLC

SELL
 -
-5.07K
Closed
$192K - $243K
0 $0
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-5.13K
- 8.9%
$194K - $246K
52.5K $1.48M
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-5.15K
Closed
$195K - $247K
0 $0
Aug 05, 2022 Q2 2022
Fort Washington Investment Advisors Inc

SELL
 -
-5.2K
Closed
$197K - $250K
0 $0
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-5.25K
- 10.61%
$199K - $252K
44.3K $1.24M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-5.3K
- 61.94%
$201K - $255K
3.26K $91.6K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-5.39K
- 19.74%
$204K - $259K
21.9K $616K
Aug 09, 2022 Q2 2022
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-5.4K
Closed
$204K - $259K
0 $0
Jul 27, 2022 Q2 2022
Ieq Capital, LLC

SELL
 -
-5.42K
Closed
$205K - $260K
0 $0
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-5.44K
Closed
$206K - $261K
0 $0
Aug 10, 2022 Q2 2022
Theory Financial LLC

Fort Collins, CO
SELL
 -
-5.45K
Closed
$206K - $262K
0 $0
Jul 12, 2022 Q2 2022
Flower City Capital

SELL
 -
-5.55K
- 10.61%
$210K - $267K
46.8K $1.32M
Jul 29, 2022 Q2 2022
Wedgewood Investors Inc

SELL
 -
-5.57K
Closed
$211K - $267K
0 $0
Aug 12, 2024 Q2 2022
Abound Wealth Management

Franklin, TN
SELL
 -
-5.74K
- 17.39%
$217K - $275K
27.3K $766K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

SELL
 -
-5.78K
Closed
$219K - $278K
0 $0
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-5.86K
Closed
$222K - $281K
0 $0
Jul 29, 2022 Q2 2022
Gratus Capital LLC

SELL
 -
-5.95K
Closed
$225K - $285K
0 $0
Aug 02, 2022 Q2 2022
Northern Capital Management, Inc.

SELL
 -
-5.98K
Closed
$226K - $287K
0 $0
Jul 11, 2022 Q2 2022
Cooper Financial Group

SELL
 -
-6K
Closed
$227K - $288K
0 $0
Aug 11, 2022 Q2 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-6.1K
Closed
$231K - $293K
0 $0
Jul 15, 2022 Q2 2022
Rhs Financial, LLC

SELL
 -
-6.17K
Closed
$234K - $296K
0 $0
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-6.18K
- 59.38%
$234K - $297K
4.23K $119K
Aug 09, 2022 Q2 2022
Mkt Advisors LLC

Escondido, CA
SELL
 -
-6.35K
Closed
$240K - $305K
0 $0
Jul 19, 2022 Q2 2022
Capital Cs Group, LLC

SELL
 -
-6.37K
Closed
$241K - $306K
0 $0
Aug 11, 2022 Q2 2022
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-6.42K
- 10.18%
$243K - $308K
56.7K $1.59M
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-6.44K
- 23.04%
$244K - $309K
21.5K $605K
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

SELL
 -
-6.53K
Closed
$247K - $314K
0 $0
Aug 12, 2022 Q2 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-6.87K
Closed
$260K - $330K
0 $0
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-6.9K
- 22.65%
$261K - $331K
23.6K $663K
Aug 10, 2022 Q2 2022
Fortis Capital Management LLC

SELL
 -
-7.02K
- 12.49%
$266K - $337K
49.2K $1.38M
Aug 11, 2022 Q2 2022
Maryland Capital Management

Towson, MD
SELL
 -
-7.08K
Closed
$268K - $340K
0 $0
Jul 25, 2022 Q2 2022
Summit Financial Strategies, Inc.

SELL
 -
-7.09K
- 1.78%
$269K - $340K
390K $11M
Jul 26, 2022 Q2 2022
Jmg Financial Group, Ltd.

SELL
 -
-7.19K
Closed
$272K - $345K
0 $0
Aug 12, 2022 Q2 2022
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-7.31K
Closed
$277K - $351K
0 $0
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-7.42K
- 2.08%
$281K - $356K
349K $9.81M
Jul 18, 2022 Q2 2022
Abacus Planning Group, Inc.

SELL
 -
-7.46K
- 32.99%
$283K - $358K
15.2K $426K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-7.68K
- 0.77%
$291K - $369K
996K $28M

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