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 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.41K- 6.28% |
$53.1K - $64.7K
|
21.1K
$589K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.45K- 76.99% |
$54.7K - $66.6K
|
434
$12.1K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.47K- 10.53% |
$55.5K - $67.6K
|
12.5K
$350K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.48K- 0.92% |
$55.6K - $67.7K
|
159K
$4.44M
|
|
|
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
$843K
|
|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.5K- 8.59% |
$56.5K - $68.9K
|
16K
$447K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.53K- 5.04% |
$57.6K - $70.3K
|
28.9K
$807K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.55K- 6.91% |
$58.2K - $71K
|
20.8K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.56K- 6.65% |
$58.7K - $71.5K
|
21.9K
$612K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.6K- 1.42% |
$60.3K - $73.5K
|
112K
$3.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
SELL
|
- |
-1.66K- 2.9% |
$62.5K - $76.2K
|
55.6K
$1.55M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.67K- 14.28% |
$62.8K - $76.6K
|
10K
$280K
|
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.76K- 0.7% |
$66.3K - $80.8K
|
249K
$6.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-1.76K- 1.56% |
$66.3K - $80.9K
|
111K
$3.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.77K- 3.05% |
$66.5K - $81.1K
|
56.1K
$1.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.96K- 2.76% |
$73.9K - $90.1K
|
69.2K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.98K- 21.21% |
$74.6K - $91K
|
7.36K
$206K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.99K- 1.13% |
$74.8K - $91.2K
|
175K
$4.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.01K- 5.1% |
$75.6K - $92.2K
|
37.4K
$1.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.05K- 1.09% |
$77.1K - $94K
|
186K
$5.21M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.07K- 12.09% |
$78.1K - $95.2K
|
15.1K
$422K
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.1K- 1.15% |
$79.1K - $96.4K
|
180K
$5.05M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.11K- 9.76% |
$79.3K - $96.7K
|
19.5K
$545K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.12K- 4.84% |
$79.7K - $97.2K
|
41.6K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.22K- 1.89% |
$83.6K - $102K
|
115K
$3.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.23K- 3.0% |
$84K - $102K
|
72.2K
$2.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.24K- 8.25% |
$84.3K - $103K
|
24.9K
$697K
|
|
|
Oct 01, 2025
Q3 2022
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-2.32K- 65.94% |
$87.5K - $107K
|
1.2K
$33.6K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.32K- 26.87% |
$87.5K - $107K
|
6.33K
$177K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.36K- 6.57% |
$88.7K - $108K
|
33.5K
$938K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.45KClosed |
$92.1K - $112K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.5K- 71.84% |
$94.1K - $115K
|
980
$27.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.53K- 5.74% |
$95.3K - $116K
|
41.6K
$1.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.6K- 6.81% |
$97.8K - $119K
|
35.6K
$996K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.61K- 21.47% |
$98.2K - $120K
|
9.54K
$267K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-2.61K- 0.84% |
$98.4K - $120K
|
310K
$8.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.62K- 4.64% |
$98.6K - $120K
|
53.8K
$1.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.62K- 29.08% |
$98.6K - $120K
|
6.39K
$179K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-2.66K- 3.6% |
$100K - $122K
|
71.4K
$2M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.74K- 3.45% |
$103K - $126K
|
76.7K
$2.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-2.75K- 5.69% |
$104K - $126K
|
45.7K
$1.28M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.78K- 27.81% |
$105K - $128K
|
7.23K
$202K
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.16K- 11.73% |
$119K - $145K
|
23.8K
$666K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.16K- 21.37% |
$119K - $145K
|
11.6K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.17K- 8.46% |
$119K - $145K
|
34.3K
$959K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.18K- 1.82% |
$120K - $146K
|
171K
$4.79M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.22K- 61.35% |
$121K - $148K
|
2.03K
$56.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.32K- 14.14% |
$125K - $152K
|
20.2K
$564K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.36K- 62.97% |
$127K - $154K
|
1.98K
$55.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.4K- 18.68% |
$128K - $156K
|
14.8K
$414K
|