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 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.3K+ 9.02% |
$426K - $540K
|
136K
$3.83M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.1K+ 19.48% |
$422K - $534K
|
68.3K
$1.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 3.17% |
$420K - $533K
|
361K
$10.2M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
11K+ 24.01% |
$417K - $529K
|
56.9K
$1.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
10.5K+ 13.17% |
$399K - $505K
|
90.4K
$2.54M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 607.78% |
$387K - $491K
|
11.9K
$335K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10K+ 14.37% |
$380K - $481K
|
79.8K
$2.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9.96K+ 9.62% |
$377K - $478K
|
114K
$3.19M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
9.95K+ 8.71% |
$377K - $478K
|
124K
$3.49M
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
9.81K+ 9.49% |
$372K - $471K
|
113K
$3.18M
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.74K+ 5.89% |
$369K - $467K
|
175K
$4.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
9.44KNew |
$358K - $453K
|
9.44K
$265K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.35KNew |
$354K - $449K
|
9.35K
$263K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.31K+ 121.7% |
$353K - $447K
|
17K
$477K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.07K+ 76.5% |
$344K - $435K
|
20.9K
$588K
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
8.88K+ 24.45% |
$336K - $426K
|
45.2K
$1.27M
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
8.83K+ 150.87% |
$335K - $424K
|
14.7K
$413K
|
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
8.73K+ 6.21% |
$331K - $419K
|
149K
$4.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
8.64K+ 243.23% |
$327K - $415K
|
12.2K
$343K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 16.35% |
$327K - $415K
|
61.4K
$1.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
8.6KNew |
$326K - $413K
|
8.6K
$242K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.6K+ 10.12% |
$326K - $413K
|
93.5K
$2.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
8.51K+ 9.85% |
$322K - $409K
|
94.9K
$2.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
8.49K+ 7.54% |
$322K - $408K
|
121K
$3.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.48K+ 30.96% |
$321K - $407K
|
35.9K
$1.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.46K+ 4.55% |
$321K - $406K
|
194K
$5.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.23K+ 5.17% |
$312K - $395K
|
167K
$4.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.18K+ 0.6% |
$310K - $393K
|
1.36M
$38.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.15K+ 63.84% |
$309K - $391K
|
20.9K
$588K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.04K+ 6.56% |
$305K - $386K
|
131K
$3.67M
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
8.04K+ 24.35% |
$304K - $386K
|
41K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.82K+ 9.76% |
$296K - $375K
|
87.9K
$2.47M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.77K+ 7.87% |
$294K - $373K
|
107K
$3M
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.75KNew |
$294K - $372K
|
7.75K
$218K
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
7.72K+ 5.44% |
$292K - $371K
|
150K
$4.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.69KNew |
$291K - $369K
|
7.69K
$216K
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
BUY
|
- |
7.61K+ 41.11% |
$288K - $365K
|
26.1K
$734K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.59K+ 7.2% |
$288K - $364K
|
113K
$3.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
7.49KNew |
$284K - $360K
|
7.49K
$211K
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
7.14K+ 9.08% |
$271K - $343K
|
85.8K
$2.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.95KNew |
$263K - $334K
|
6.95K
$195K
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.74K+ 54.68% |
$255K - $324K
|
19.1K
$536K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
6.74KNew |
$255K - $324K
|
6.74K
$189K
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6.38KNew |
$242K - $306K
|
6.38K
$179K
|
|
|
Aug 10, 2022
Q2 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
6.38KNew |
$241K - $306K
|
6.38K
$179K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.37K+ 6.06% |
$241K - $306K
|
112K
$3.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
6.36K+ 46.99% |
$241K - $305K
|
19.9K
$559K
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
6.2K+ 7.56% |
$235K - $298K
|
88.2K
$2.48M
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6.19KNew |
$235K - $297K
|
6.19K
$174K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.12KNew |
$232K - $294K
|
6.12K
$172K
|