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 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46K- 53.22% |
$1.74M - $2.21M
|
40.4K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-46.2K- 34.78% |
$1.75M - $2.22M
|
86.7K
$2.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-52.3K- 30.57% |
$1.98M - $2.51M
|
119K
$3.16M
|
|
|
Jul 25, 2022
Q2 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-52.4K- 80.77% |
$1.99M - $2.52M
|
12.5K
$332K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.8K- 68.13% |
$2.23M - $2.82M
|
27.5K
$732K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-60K- 16.13% |
$2.27M - $2.88M
|
312K
$8.29M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-61.7K- 5.62% |
$2.34M - $2.96M
|
1.04M
$27.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-68.3K- 75.21% |
$2.59M - $3.28M
|
22.5K
$599K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-70.7K- 24.8% |
$2.68M - $3.39M
|
214K
$5.7M
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-71.8KClosed |
$2.72M - $3.45M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72.7K- 35.77% |
$2.76M - $3.49M
|
131K
$3.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-75.9K- 88.95% |
$2.87M - $3.64M
|
9.43K
$251K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-76.1KClosed |
$2.88M - $3.65M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-82.1K- 31.79% |
$3.11M - $3.94M
|
176K
$4.69M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-86.9K- 58.67% |
$3.29M - $4.17M
|
61.2K
$1.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-91K- 86.39% |
$3.45M - $4.37M
|
14.3K
$381K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-92.9KClosed |
$3.52M - $4.46M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-93K- 90.28% |
$3.52M - $4.46M
|
10K
$266K
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-104K- 33.83% |
$3.94M - $4.99M
|
203K
$5.41M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-126K- 94.73% |
$4.78M - $6.06M
|
7.03K
$187K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
SELL
|
- |
-148KClosed |
$5.59M - $7.09M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-151KClosed |
$5.71M - $7.24M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-160KClosed |
$6.04M - $7.66M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-160KClosed |
$6.05M - $7.67M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-218K- 84.13% |
$8.24M - $10.4M
|
41K
$1.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-290K- 60.74% |
$11M - $13.9M
|
188K
$4.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-343KClosed |
$13M - $16.5M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-353K- 78.98% |
$13.4M - $16.9M
|
93.9K
$2.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-367K- 11.29% |
$13.9M - $17.6M
|
2.88M
$76.7M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-411K- 85.21% |
$15.6M - $19.7M
|
71.4K
$1.9M
|
|
|
Oct 11, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
SELL
|
- |
-412K- 87.49% |
$15.6M - $19.8M
|
58.9K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-719KClosed |
$27.2M - $34.5M
|
0
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.64M- 98.9% |
$138M - $175M
|
40.4K
$1.08M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.42MClosed |
$205M - $260M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-18.4M- 19.71% |
$698M - $885M
|
75.1M
$2B
|