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 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
6.12K
New
$232K - $294K
6.12K $144K
Aug 09, 2022 Q2 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
6.04K
New
$229K - $290K
6.04K $142K
Aug 11, 2022 Q2 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
5.98K
+ 9.77%
$227K - $287K
67.2K $1.58M
Jul 29, 2022 Q2 2022
Merriman Wealth Management, LLC

BUY
 -
5.94K
New
$225K - $285K
5.94K $139K
Aug 02, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
5.9K
New
$224K - $283K
5.9K $139K
Aug 12, 2022 Q2 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
5.84K
+ 18.48%
$221K - $280K
37.4K $879K
Aug 11, 2022 Q2 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
5.79K
+ 48.23%
$219K - $278K
17.8K $417K
Aug 05, 2022 Q2 2022
Trellis Advisors, LLC

BUY
 -
5.79K
New
$219K - $278K
5.79K $136K
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
5.72K
New
$217K - $275K
5.72K $134K
Aug 03, 2022 Q2 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
5.65K
+ 5.79%
$214K - $271K
103K $2.43M
Jul 22, 2022 Q2 2022
Hengehold Capital Management LLC

BUY
 -
5.4K
+ 106.51%
$204K - $259K
10.5K $246K
Aug 09, 2022 Q2 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
5.39K
New
$204K - $259K
5.39K $126K
Jul 20, 2022 Q2 2022
Wealthfront Advisers LLC

BUY
 -
5.28K
+ 20.42%
$200K - $253K
31.1K $731K
Jul 27, 2022 Q2 2022
Allen Capital Group, LLC

BUY
 -
5.25K
+ 28.52%
$199K - $252K
23.7K $556K
Aug 03, 2022 Q2 2022
Safeguard Financial, LLC

BUY
 -
5.25K
+ 9.75%
$199K - $252K
59.1K $1.39M
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
5.07K
+ 64.48%
$192K - $243K
12.9K $304K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.04K
+ 4.5%
$191K - $242K
117K $2.74M
Aug 12, 2022 Q2 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
4.79K
+ 13.93%
$182K - $230K
39.2K $921K
Aug 02, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
4.78K
+ 89.03%
$181K - $229K
10.1K $238K
Jul 15, 2022 Q2 2022
Sightline Wealth Advisors, LLC

BUY
 -
4.63K
+ 4.1%
$175K - $222K
117K $2.76M
Aug 03, 2022 Q2 2022
Boyd Wealth Management, LLC

BUY
 -
4.5K
+ 22.58%
$170K - $216K
24.4K $573K
Aug 19, 2022 Q2 2022
Horizons Wealth Management

Asheville, NC
BUY
 -
4.4K
New
$167K - $211K
4.4K $103K
Jul 11, 2022 Q2 2022
Thrive Wealth Management, LLC

BUY
 -
4.32K
+ 14.05%
$164K - $207K
35.1K $824K
Jul 29, 2022 Q2 2022
Sunburst Financial Group, LLC

BUY
 -
4.23K
+ 12.45%
$160K - $203K
38.2K $896K
Aug 03, 2022 Q2 2022
Oakwell Private Wealth Management, LLC

BUY
 -
4.22K
+ 20.46%
$160K - $202K
24.8K $583K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
4.02K
+ 62.72%
$152K - $193K
10.4K $245K
Aug 01, 2022 Q2 2022
Armor Investment Advisors, LLC

BUY
 -
3.99K
+ 3.89%
$151K - $192K
107K $2.5M
Jul 14, 2022 Q2 2022
Planned Solutions, Inc.

BUY
 -
3.99K
+ 4.62%
$151K - $191K
90.2K $2.12M
Jul 19, 2022 Q2 2022
Carolina Wealth Advisors, LLC

BUY
 -
3.93K
+ 3.74%
$149K - $189K
109K $2.56M
Aug 09, 2022 Q2 2022
Forte Capital LLC

BUY
 -
3.9K
+ 74.88%
$148K - $187K
9.12K $214K
Aug 11, 2022 Q2 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
3.88K
New
$147K - $186K
3.88K $91.1K
Jul 18, 2022 Q2 2022
First National Corp

BUY
 -
3.86K
+ 1.43%
$146K - $185K
274K $6.44M
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

BUY
 -
3.76K
+ 3.8%
$142K - $180K
103K $2.41M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.72K
+ 371.5%
$141K - $178K
4.72K $111K
Jul 07, 2022 Q2 2022
Lbmc Investment Advisors, LLC

BUY
 -
3.61K
+ 44.69%
$137K - $173K
11.7K $274K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
3.53K
+ 69.58%
$134K - $169K
8.6K $202K
Aug 03, 2022 Q2 2022
Strategic Financial Planning, Inc.

BUY
 -
3.41K
+ 1.16%
$129K - $164K
297K $6.96M
Aug 04, 2022 Q2 2022
Triton Wealth Management, Pllc

BUY
 -
3.39K
+ 93.13%
$128K - $163K
7.03K $165K
Jul 14, 2022 Q2 2022
Juncture Wealth Strategies, LLC

BUY
 -
3.39K
+ 18.3%
$128K - $163K
21.9K $514K
Jul 08, 2022 Q2 2022
Appleton Partners Inc

BUY
 -
3.38K
+ 1.83%
$128K - $162K
188K $4.42M
Jul 25, 2022 Q2 2022
Foster Group, Inc.

BUY
 -
3.35K
+ 11.29%
$127K - $161K
33K $774K
Jul 18, 2022 Q2 2022
Gradient Capital Advisors, LLC

BUY
 -
3.19K
+ 16.26%
$121K - $153K
22.8K $536K
Jul 20, 2022 Q2 2022
Capital Insight Partners, LLC

BUY
 -
3.07K
+ 6.25%
$116K - $148K
52.3K $1.23M
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

BUY
 -
3K
+ 2.25%
$114K - $144K
136K $3.2M
Aug 09, 2022 Q2 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
2.87K
+ 2.6%
$109K - $138K
113K $2.66M
Aug 05, 2022 Q2 2022
Firestone Capital Management

BUY
 -
2.82K
+ 12.64%
$107K - $135K
25.1K $590K
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
2.82K
+ 10.22%
$107K - $135K
30.4K $713K
Jul 28, 2022 Q2 2022
Asset Advisors Investment Management, LLC

BUY
 -
2.79K
+ 5.91%
$106K - $134K
49.9K $1.17M
Jul 25, 2022 Q2 2022
Liberty Capital Management, Inc.

BUY
 -
2.75K
+ 11.45%
$104K - $132K
26.8K $628K

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