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 15, 2022 Q2 2022
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
654
+ 2.1%
$24.8K - $31.4K
31.7K $892K
Aug 09, 2022 Q2 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
649
+ 5.02%
$24.6K - $31.2K
13.6K $382K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
640
+ 154.59%
$24.2K - $30.7K
1.05K $29.6K
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

BUY
 -
629
+ 7.84%
$23.8K - $30.2K
8.65K $243K
Aug 03, 2022 Q2 2022
Jeppson Wealth Management, LLC

BUY
 -
623
+ 8.88%
$23.6K - $29.9K
7.64K $215K
Jul 13, 2022 Q2 2022
Tsfg, LLC

BUY
 -
618
+ 3862.5%
$23.4K - $29.7K
634 $17.8K
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
604
+ 1.66%
$22.9K - $29K
36.9K $1.04M
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
602
+ 1.07%
$22.8K - $28.9K
56.9K $1.6M
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
602
+ 1.07%
$22.8K - $28.9K
56.9K $1.6M
Jul 20, 2022 Q2 2022
Trust CO Of Vermont

BUY
 -
601
New
$22.8K - $28.9K
601 $16.9K
Aug 15, 2022 Q2 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
581
+ 7.68%
$22K - $27.9K
8.15K $229K
Jul 28, 2022 Q2 2022
Stockman Wealth Management, Inc.

BUY
 -
580
+ 7.08%
$22K - $27.8K
8.77K $247K
Jul 21, 2022 Q2 2022
Sandy Spring Bank

BUY
 -
576
+ 13.85%
$21.8K - $27.7K
4.73K $133K
Aug 02, 2022 Q2 2022
Baldwin Investment Management, LLC

BUY
 -
571
+ 5.01%
$21.6K - $27.4K
12K $336K
Aug 11, 2022 Q2 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
571
+ 7.1%
$21.6K - $27.4K
8.61K $242K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
568
+ 15.26%
$21.5K - $27.3K
4.29K $121K
Jul 13, 2022 Q2 2022
Vista Private Wealth Partners. LLC

BUY
 -
566
+ 0.36%
$21.4K - $27.2K
157K $4.41M
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
564
+ 5.62%
$21.4K - $27.1K
10.6K $298K
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
564
+ 2.23%
$21.4K - $27.1K
25.9K $727K
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
562
New
$21.3K - $27K
562 $15.8K
Jul 22, 2022 Q2 2022
Ironwood Wealth Management, Llc.

BUY
 -
561
+ 2.14%
$21.3K - $26.9K
26.8K $752K
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
552
+ 0.34%
$20.9K - $26.5K
165K $4.63M
Aug 03, 2022 Q2 2022
Ddd Partners, LLC

BUY
 -
533
+ 4.67%
$20.2K - $25.6K
12K $336K
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

BUY
 -
519
+ 16.22%
$19.7K - $24.9K
3.72K $105K
Aug 09, 2022 Q2 2022
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
511
+ 7.05%
$19.4K - $24.5K
7.76K $218K
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
498
+ 922.22%
$18.9K - $23.9K
552 $15.5K
Jul 22, 2022 Q2 2022
Hendershot Investments Inc.

BUY
 -
479
+ 5.48%
$18.1K - $23K
9.22K $259K
Jul 12, 2022 Q2 2022
Acorn Financial Advisory Services Inc

BUY
 -
472
+ 2.3%
$17.9K - $22.7K
21K $591K
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
453
+ 1.98%
$17.2K - $21.7K
23.3K $655K
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
453
+ 2.73%
$17.2K - $21.7K
17K $479K
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
453
+ 8.62%
$17.2K - $21.7K
5.71K $160K
Jul 25, 2022 Q2 2022
Aspiriant, LLC

BUY
 -
450
+ 8.24%
$17K - $21.6K
5.91K $166K
Jul 18, 2022 Q2 2022
Ellevest, Inc.

BUY
 -
441
+ 68.69%
$16.7K - $21.2K
1.08K $30.4K
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

BUY
 -
440
+ 77.74%
$16.7K - $21.1K
1.01K $28.3K
Aug 15, 2022 Q2 2022
Family Management Corp

New York, NY
BUY
 -
440
+ 7.78%
$16.7K - $21.1K
6.1K $171K
Aug 11, 2022 Q2 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
425
+ 4.04%
$16.1K - $20.4K
10.9K $308K
Jul 22, 2022 Q2 2022
Blossom Wealth Management

BUY
 -
421
+ 2.69%
$15.9K - $20.2K
16.1K $452K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
420
+ 0.15%
$15.9K - $20.2K
276K $7.77M
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
407
+ 1.43%
$15.4K - $19.5K
29K $814K
Aug 02, 2022 Q2 2022
Financial Counselors Inc

BUY
 -
400
+ 0.34%
$15.2K - $19.2K
118K $3.33M
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

BUY
 -
387
New
$14.7K - $18.6K
387 $10.9K
Aug 03, 2022 Q2 2022
Seneca House Advisors

BUY
 -
386
+ 0.33%
$14.6K - $18.5K
116K $3.26M
Aug 15, 2022 Q2 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
362
+ 4.89%
$13.7K - $17.4K
7.77K $218K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
326
New
$12.3K - $15.7K
326 $9.16K
Aug 04, 2022 Q2 2022
Madden Securities Corp

BUY
 -
314
+ 0.87%
$11.9K - $15.1K
36.4K $1.02M
Jul 29, 2022 Q2 2022
Mc Ilrath & Eck, LLC

BUY
 -
305
+ 190.63%
$11.6K - $14.6K
465 $13.1K
Oct 21, 2022 Q2 2022
Cross Staff Investments Inc

BUY
 -
292
+ 4.7%
$11.1K - $14K
6.51K $183K
Jul 25, 2022 Q2 2022
Townsend Asset Management Corp

BUY
 -
284
+ 2.72%
$10.8K - $13.6K
10.7K $301K
Nov 16, 2022 Q2 2022
Hallmark Capital Management Inc

BUY
 -
256
New
$9.7K - $12.3K
256 $7.2K

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