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 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.82K- 27.62% |
$182K - $231K
|
12.6K
$347K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-4.85KClosed |
$184K - $233K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.9KClosed |
$185K - $235K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-4.93K- 82.85% |
$187K - $236K
|
1.02K
$28K
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-4.98KClosed |
$189K - $239K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.99KClosed |
$189K - $240K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.01KClosed |
$190K - $240K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.01KClosed |
$190K - $240K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-5.01KClosed |
$190K - $241K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-5.04KClosed |
$191K - $242K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-5.05KClosed |
$191K - $242K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-5.07KClosed |
$192K - $243K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.13K- 8.9% |
$194K - $246K
|
52.5K
$1.44M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.15KClosed |
$195K - $247K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.2KClosed |
$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
$1.22M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.3K- 61.94% |
$201K - $255K
|
3.26K
$89.6K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.39K- 19.74% |
$204K - $259K
|
21.9K
$602K
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-5.4KClosed |
$204K - $259K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-5.42KClosed |
$205K - $260K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.44KClosed |
$206K - $261K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-5.45KClosed |
$206K - $262K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-5.55K- 10.61% |
$210K - $267K
|
46.8K
$1.29M
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-5.57KClosed |
$211K - $267K
|
0
$0
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5.74K- 17.39% |
$217K - $275K
|
27.3K
$749K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.78KClosed |
$219K - $278K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.86KClosed |
$222K - $281K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-5.95KClosed |
$225K - $285K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-5.98KClosed |
$226K - $287K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-6KClosed |
$227K - $288K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.1KClosed |
$231K - $293K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-6.17KClosed |
$234K - $296K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.18K- 59.38% |
$234K - $297K
|
4.23K
$116K
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-6.35KClosed |
$240K - $305K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-6.37KClosed |
$241K - $306K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-6.42K- 10.18% |
$243K - $308K
|
56.7K
$1.56M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.44K- 23.04% |
$244K - $309K
|
21.5K
$591K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.53KClosed |
$247K - $314K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.87KClosed |
$260K - $330K
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.9K- 22.65% |
$261K - $331K
|
23.6K
$648K
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-7.02K- 12.49% |
$266K - $337K
|
49.2K
$1.35M
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7.08KClosed |
$268K - $340K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-7.09K- 1.78% |
$269K - $340K
|
390K
$10.7M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-7.19KClosed |
$272K - $345K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.31KClosed |
$277K - $351K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.42K- 2.08% |
$281K - $356K
|
349K
$9.59M
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-7.46K- 32.99% |
$283K - $358K
|
15.2K
$417K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.68K- 0.77% |
$291K - $369K
|
996K
$27.4M
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.68K- 2.96% |
$291K - $369K
|
252K
$6.92M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-7.83KClosed |
$297K - $376K
|
0
$0
|