Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-806- 0.91% |
$30.3K - $37K
|
88.1K
$2.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-812- 1.41% |
$30.6K - $37.3K
|
56.6K
$1.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-832- 5.41% |
$31.3K - $38.2K
|
14.5K
$409K
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-839- 12.0% |
$31.6K - $38.5K
|
6.15K
$173K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-843- 5.62% |
$31.7K - $38.7K
|
14.2K
$398K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-857- 1.73% |
$32.3K - $39.3K
|
48.6K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-861- 6.34% |
$32.4K - $39.5K
|
12.7K
$358K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-863- 2.98% |
$32.5K - $39.6K
|
28.1K
$790K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-874- 9.7% |
$32.9K - $40.1K
|
8.14K
$229K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-900- 5.89% |
$33.9K - $41.3K
|
14.4K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-914- 10.75% |
$34.4K - $42K
|
7.59K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-924- 4.52% |
$34.8K - $42.4K
|
19.5K
$549K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-951- 3.66% |
$35.8K - $43.7K
|
25K
$704K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-951- 3.66% |
$35.8K - $43.7K
|
25K
$704K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-975- 21.74% |
$36.7K - $44.8K
|
3.51K
$98.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-989- 8.07% |
$37.2K - $45.4K
|
11.3K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1K- 5.63% |
$37.8K - $46K
|
16.8K
$473K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.01K- 13.23% |
$37.8K - $46.1K
|
6.59K
$185K
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
SELL
|
- |
-1.01K- 0.56% |
$38K - $46.3K
|
180K
$5.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.02K- 4.37% |
$38.5K - $47K
|
22.4K
$629K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.03K- 3.99% |
$38.7K - $47.2K
|
24.7K
$695K
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.03K- 4.33% |
$38.8K - $47.3K
|
22.8K
$641K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.79% |
$40K - $48.7K
|
58.4K
$1.64M
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.11K- 11.0% |
$41.7K - $50.9K
|
8.96K
$252K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.12K- 6.72% |
$42K - $51.2K
|
15.5K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.13K- 1.48% |
$42.6K - $52K
|
75.2K
$2.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.16K- 0.77% |
$43.6K - $53.2K
|
149K
$4.18M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.17K- 1.07% |
$44K - $53.7K
|
108K
$3.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.18K- 2.91% |
$44.4K - $54.2K
|
39.4K
$1.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.18K- 3.28% |
$44.5K - $54.3K
|
34.9K
$981K
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.18K- 2.26% |
$44.5K - $54.3K
|
51.1K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.19K- 0.53% |
$44.7K - $54.4K
|
225K
$6.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.22K- 1.14% |
$46K - $56.1K
|
106K
$2.98M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.24K- 79.77% |
$46.6K - $56.8K
|
314
$8.83K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.25K- 13.66% |
$47K - $57.3K
|
7.89K
$222K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.25K- 17.79% |
$47.1K - $57.4K
|
5.78K
$162K
|
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
SELL
|
- |
-1.26K- 7.9% |
$47.5K - $57.9K
|
14.7K
$413K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.27K- 2.97% |
$47.8K - $58.3K
|
41.5K
$1.17M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.32K- 10.47% |
$49.7K - $60.6K
|
11.3K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-1.33K- 4.08% |
$50K - $61K
|
31.3K
$879K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 24.94% |
$51.4K - $62.7K
|
4.11K
$116K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.39K- 18.26% |
$52.3K - $63.7K
|
6.21K
$175K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.4K- 14.86% |
$52.7K - $64.3K
|
8.02K
$226K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.41K- 6.28% |
$53.1K - $64.7K
|
21.1K
$592K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.45K- 76.99% |
$54.7K - $66.6K
|
434
$12.2K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.47K- 10.53% |
$55.5K - $67.6K
|
12.5K
$352K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.48K- 0.92% |
$55.6K - $67.7K
|
159K
$4.46M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 4.7% |
$55.9K - $68.2K
|
30.1K
$846K
|
|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.5K- 8.59% |
$56.5K - $68.9K
|
16K
$449K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.53K- 5.04% |
$57.6K - $70.3K
|
28.9K
$811K
|