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
Oct 09, 2024 Q2 2022
Martel Wealth Advisors Inc

Vancouver, WA
SELL
 -
-15.6K
- 16.93%
$592K - $751K
76.7K $2.11M
Jul 18, 2022 Q2 2022
Collective Family Office LLC

SELL
 -
-15.8K
- 24.11%
$597K - $757K
49.6K $1.36M
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-15.9K
- 52.74%
$604K - $765K
14.3K $393K
Aug 08, 2022 Q2 2022
Mba Advisors LLC

Hermitage, PA
SELL
 -
-16.1K
Closed
$611K - $774K
0 $0
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

SELL
 -
-16.1K
Closed
$612K - $775K
0 $0
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-16.3K
- 43.44%
$617K - $783K
21.2K $583K
Aug 04, 2022 Q2 2022
Curbstone Financial Management Corp

SELL
 -
-16.4K
- 8.24%
$621K - $787K
183K $5.02M
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

SELL
 -
-16.4K
- 38.6%
$623K - $790K
26.2K $719K
Jul 14, 2022 Q2 2022
Yhb Investment Advisors, Inc.

SELL
 -
-16.6K
- 15.25%
$627K - $795K
92K $2.53M
Jul 12, 2022 Q2 2022
Consilium Wealth Advisory, LLC

SELL
 -
-17.3K
- 15.45%
$654K - $829K
94.5K $2.6M
Aug 03, 2022 Q2 2022
Janiczek Wealth Management, LLC

SELL
 -
-18.4K
- 5.08%
$696K - $882K
343K $9.44M
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-18.5K
- 86.5%
$700K - $887K
2.88K $79.3K
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-18.5K
- 3.35%
$701K - $888K
534K $14.7M
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-18.7K
- 25.41%
$709K - $898K
54.9K $1.51M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-18.8K
- 6.55%
$713K - $904K
269K $7.39M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-18.8K
- 48.47%
$713K - $904K
20K $550K
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

SELL
 -
-19K
- 9.73%
$721K - $914K
177K $4.85M
Aug 11, 2022 Q2 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-19.6K
Closed
$741K - $939K
0 $0
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

SELL
 -
-19.6K
- 95.05%
$742K - $941K
1.02K $28K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-19.7K
- 6.34%
$747K - $947K
292K $8.02M
Jul 21, 2022 Q2 2022
Astoria Strategic Wealth, Inc.

SELL
 -
-20.2K
Closed
$764K - $968K
0 $0
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

SELL
 -
-21K
Closed
$795K - $1.01M
0 $0
Jul 22, 2022 Q2 2022
Teamwork Financial Advisors, LLC

SELL
 -
-21.2K
Closed
$804K - $1.02M
0 $0
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-22.6K
- 44.92%
$854K - $1.08M
27.7K $760K
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-24.3K
- 8.6%
$920K - $1.17M
258K $7.1M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

SELL
 -
-24.4K
Closed
$926K - $1.17M
0 $0
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-24.9K
- 57.77%
$943K - $1.2M
18.2K $500K
Jul 19, 2022 Q2 2022
Spinnaker Investment Group, LLC

SELL
 -
-26.5K
- 42.25%
$1M - $1.27M
36.2K $994K
Aug 10, 2022 Q2 2022
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-27.3K
- 46.08%
$1.04M - $1.31M
32K $880K
Aug 04, 2022 Q2 2022
Summit Place Financial Advisors, LLC

SELL
 -
-27.9K
- 50.64%
$1.06M - $1.34M
27.2K $747K
Jul 13, 2022 Q2 2022
Orgel Wealth Management, LLC

SELL
 -
-28.3K
- 8.2%
$1.07M - $1.36M
317K $8.7M
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-28.3K
- 2.73%
$1.07M - $1.36M
1.01M $27.7M
Jul 22, 2022 Q2 2022
Lvw Advisors, LLC

SELL
 -
-28.7K
- 24.37%
$1.09M - $1.38M
88.9K $2.45M
Jul 25, 2022 Q2 2022
Tnf LLC

SELL
 -
-29.6K
- 84.66%
$1.12M - $1.42M
5.37K $148K
Jul 19, 2022 Q2 2022
Simplicity Wealth,Llc

SELL
 -
-32.7K
- 36.08%
$1.24M - $1.57M
57.9K $1.59M
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-36.2K
Closed
$1.37M - $1.74M
0 $0
Aug 01, 2022 Q2 2022
Cabot Wealth Management Inc

SELL
 -
-37.5K
- 64.86%
$1.42M - $1.8M
20.3K $559K
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-39.6K
- 82.05%
$1.5M - $1.9M
8.67K $238K
Jul 15, 2022 Q2 2022
Spectrum Planning & Advisory Services Inc.

SELL
 -
-40.4K
Closed
$1.53M - $1.94M
0 $0
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-41K
- 9.51%
$1.55M - $1.97M
390K $10.7M
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

SELL
 -
-41.7K
Closed
$1.58M - $2M
0 $0
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-42.7K
- 90.5%
$1.62M - $2.05M
4.48K $123K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-45.6K
- 24.42%
$1.73M - $2.19M
141K $3.88M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-46K
- 53.22%
$1.74M - $2.21M
40.4K $1.11M
Aug 12, 2022 Q2 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-46.2K
- 34.78%
$1.75M - $2.22M
86.7K $2.38M
Jul 13, 2022 Q2 2022
Youngs Advisory Group, Inc.

SELL
 -
-52.3K
- 30.57%
$1.98M - $2.51M
119K $3.27M
Jul 25, 2022 Q2 2022
Roger Wittlin Investment Advisory, LLC

SELL
 -
-52.4K
- 80.77%
$1.99M - $2.52M
12.5K $343K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-58.8K
- 68.13%
$2.23M - $2.82M
27.5K $756K
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-60K
- 16.13%
$2.27M - $2.88M
312K $8.57M

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