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 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
256New |
$9.7K - $12.3K
|
256
$6.81K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
256New |
$9.7K - $12.3K
|
256
$6.81K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
254+ 42.05% |
$9.62K - $12.2K
|
858
$22.8K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
240+ 4.61% |
$9.09K - $11.5K
|
5.45K
$145K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
232+ 1.75% |
$8.79K - $11.1K
|
13.5K
$360K
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
224+ 0.65% |
$8.49K - $10.8K
|
34.6K
$920K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
200New |
$7.58K - $9.6K
|
200
$5.32K
|
|
Aug 01, 2022
Q2 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
198+ 1.15% |
$7.5K - $9.51K
|
17.5K
$465K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
198+ 1.73% |
$7.5K - $9.51K
|
11.6K
$309K
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
185+ 0.24% |
$7.01K - $8.88K
|
78.4K
$2.09M
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
BUY
|
- |
180+ 0.33% |
$6.82K - $8.64K
|
54.1K
$1.44M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
178+ 0.82% |
$6.74K - $8.55K
|
21.9K
$582K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
176New |
$6.67K - $8.45K
|
176
$4.68K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
176+ 65.19% |
$6.67K - $8.45K
|
446
$11.9K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
159+ 0.77% |
$6.02K - $7.63K
|
20.7K
$551K
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
150+ 2.78% |
$5.68K - $7.2K
|
5.55K
$148K
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
145+ 1.54% |
$5.49K - $6.96K
|
9.53K
$254K
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
141+ 0.31% |
$5.34K - $6.77K
|
46K
$1.22M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
138+ 2.44% |
$5.23K - $6.63K
|
5.79K
$154K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
136+ 2.73% |
$5.15K - $6.53K
|
5.12K
$136K
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
135+ 0.69% |
$5.11K - $6.48K
|
19.6K
$522K
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
132+ 2.53% |
$5K - $6.34K
|
5.35K
$142K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
130+ 41.67% |
$4.92K - $6.24K
|
442
$11.8K
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
125+ 10.02% |
$4.74K - $6K
|
1.37K
$36.5K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
123+ 25.31% |
$4.66K - $5.91K
|
609
$16.2K
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
120+ 0.48% |
$4.55K - $5.76K
|
25.4K
$674K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
119+ 7.35% |
$4.51K - $5.71K
|
1.74K
$46.2K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
103+ 3.47% |
$3.9K - $4.95K
|
3.07K
$81.7K
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
102+ 1.11% |
$3.86K - $4.9K
|
9.3K
$247K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
98New |
$3.71K - $4.7K
|
98
$2.61K
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
91+ 0.25% |
$3.45K - $4.37K
|
36.1K
$960K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
90+ 0.62% |
$3.41K - $4.32K
|
14.7K
$391K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
89+ 2.94% |
$3.37K - $4.27K
|
3.12K
$83K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
89+ 1.46% |
$3.37K - $4.27K
|
6.17K
$164K
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
86+ 0.3% |
$3.26K - $4.13K
|
28.8K
$765K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
85New |
$3.22K - $4.08K
|
85
$2.26K
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
84+ 31.11% |
$3.18K - $4.03K
|
354
$9.42K
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
82+ 0.58% |
$3.11K - $3.94K
|
14.2K
$379K
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
81+ 0.37% |
$3.07K - $3.89K
|
21.7K
$577K
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
76New |
$2.88K - $3.65K
|
76
$2.02K
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
72+ 0.28% |
$2.73K - $3.46K
|
26K
$690K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
70+ 4.72% |
$2.65K - $3.36K
|
1.55K
$41.3K
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
68+ 0.57% |
$2.58K - $3.26K
|
12.1K
$322K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
64+ 0.63% |
$2.42K - $3.07K
|
10.2K
$271K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
61+ 0.42% |
$2.31K - $2.93K
|
14.7K
$390K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
60+ 0.14% |
$2.27K - $2.88K
|
42.8K
$1.14M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
55+ 3.34% |
$2.08K - $2.64K
|
1.7K
$45.3K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
50New |
$1.89K - $2.4K
|
50
$1.33K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
46+ 0.02% |
$1.74K - $2.21K
|
226K
$6.01M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$1.59K - $2.02K
|
42
$1.12K
|