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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 18.62% |
$55.3K - $70.1K
|
9.3K
$218K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.45K+ 334.56% |
$55K - $69.7K
|
1.89K
$44.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.44K+ 18.96% |
$54.4K - $68.9K
|
9.01K
$212K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.43K+ 7.4% |
$54.3K - $68.8K
|
20.8K
$488K
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
BUY
|
- |
1.43K+ 20.75% |
$54.1K - $68.5K
|
8.3K
$195K
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
1.42K+ 2.89% |
$53.9K - $68.4K
|
50.6K
$1.19M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.38K+ 2.46% |
$52.2K - $66.2K
|
57.4K
$1.35M
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
1.35K+ 6.33% |
$51.3K - $65K
|
22.8K
$534K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.32K+ 5.96% |
$49.9K - $63.3K
|
23.4K
$550K
|
|
|
Jul 13, 2022
Q2 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.3K+ 7.84% |
$49.4K - $62.6K
|
17.9K
$421K
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.3K+ 4.48% |
$49.3K - $62.5K
|
30.3K
$712K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.28K+ 2.69% |
$48.6K - $61.5K
|
49K
$1.15M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.2K+ 3.02% |
$45.5K - $57.6K
|
40.9K
$961K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 9.95% |
$45.5K - $57.6K
|
13.3K
$311K
|
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
BUY
|
- |
1.19K+ 3.78% |
$45K - $57K
|
32.6K
$766K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.17K+ 0.84% |
$44.2K - $56.1K
|
140K
$3.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.15K+ 10.17% |
$43.6K - $55.2K
|
12.5K
$293K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.15K+ 5.04% |
$43.6K - $55.2K
|
24K
$563K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 46.08% |
$43.2K - $54.8K
|
3.62K
$84.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.13K+ 7.93% |
$42.8K - $54.3K
|
15.4K
$361K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.11K+ 1.87% |
$42.1K - $53.3K
|
60.4K
$1.42M
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.1K+ 1.45% |
$41.5K - $52.6K
|
76.7K
$1.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.08K+ 1.08% |
$40.8K - $51.7K
|
100K
$2.36M
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.03K+ 1.62% |
$39.1K - $49.5K
|
64.8K
$1.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.03K+ 32.46% |
$38.9K - $49.4K
|
4.2K
$98.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.02K+ 782.31% |
$38.5K - $48.8K
|
1.15K
$26.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1K+ 14.78% |
$37.9K - $48K
|
7.76K
$182K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 480.77% |
$37.9K - $48K
|
1.21K
$28.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Outfitter Financial LLC
|
BUY
|
- |
975+ 1.57% |
$36.9K - $46.8K
|
63.2K
$1.48M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
971+ 12.71% |
$36.8K - $46.6K
|
8.61K
$202K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
961+ 2.96% |
$36.4K - $46.1K
|
33.4K
$785K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
955+ 4.1% |
$36.2K - $45.8K
|
24.3K
$569K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
927+ 0.64% |
$35.1K - $44.5K
|
146K
$3.44M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
918+ 74.15% |
$34.8K - $44.1K
|
2.16K
$50.6K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
914+ 11.85% |
$34.6K - $43.9K
|
8.63K
$203K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
907+ 412.27% |
$34.4K - $43.5K
|
1.13K
$26.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
900+ 14.96% |
$34.1K - $43.2K
|
6.92K
$162K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
861+ 4.4% |
$32.6K - $41.3K
|
20.5K
$480K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
800+ 11.77% |
$30.3K - $38.4K
|
7.6K
$178K
|
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
799+ 0.32% |
$30.3K - $38.4K
|
251K
$5.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
789+ 16.77% |
$29.9K - $37.9K
|
5.49K
$129K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
783+ 0.57% |
$29.7K - $37.6K
|
139K
$3.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
780+ 0.49% |
$29.5K - $37.4K
|
160K
$3.76M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
756New |
$28.6K - $36.3K
|
756
$17.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
750+ 2.68% |
$28.4K - $36K
|
28.7K
$675K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
737+ 8.27% |
$27.9K - $35.4K
|
9.64K
$226K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
735+ 89.52% |
$27.8K - $35.3K
|
1.56K
$36.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
718+ 69.84% |
$27.2K - $34.5K
|
1.75K
$41K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
712+ 5.54% |
$27K - $34.2K
|
13.6K
$318K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
672+ 2.34% |
$25.5K - $32.3K
|
29.3K
$689K
|