Purchases and Sales Made in Q3 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 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
Nov 14, 2022 Q3 2022
Callan Capital, LLC

La Jolla, CA
SELL
 -
-1.56K
- 6.65%
$58.7K - $71.5K
21.9K $604K
Nov 07, 2023 Q3 2022
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-1.6K
- 1.42%
$60.3K - $73.5K
112K $3.08M
Oct 14, 2022 Q3 2022
Next Capital Management LLC

SELL
 -
-1.66K
- 2.9%
$62.5K - $76.2K
55.6K $1.54M
Oct 07, 2022 Q3 2022
Lbmc Investment Advisors, LLC

SELL
 -
-1.67K
- 14.28%
$62.8K - $76.6K
10K $277K
Nov 10, 2022 Q3 2022
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-1.76K
- 0.7%
$66.3K - $80.8K
249K $6.89M
Oct 25, 2022 Q3 2022
Friedenthal Financial

SELL
 -
-1.76K
- 1.56%
$66.3K - $80.9K
111K $3.08M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-1.77K
- 3.05%
$66.5K - $81.1K
56.1K $1.55M
Nov 02, 2022 Q3 2022
Game Plan Financial Advisors, LLC

SELL
 -
-1.96K
- 2.76%
$73.9K - $90.1K
69.2K $1.91M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1.98K
- 21.21%
$74.6K - $91K
7.36K $203K
Oct 06, 2022 Q3 2022
Marquette Asset Management, LLC

SELL
 -
-1.99K
- 1.13%
$74.8K - $91.2K
175K $4.82M
Oct 27, 2022 Q3 2022
Appleton Partners Inc

SELL
 -
-2.05K
- 1.09%
$77.1K - $94K
186K $5.14M
Oct 18, 2022 Q3 2022
York Bridge Wealth Partners, LLC

SELL
 -
-2.07K
- 12.09%
$78.1K - $95.2K
15.1K $417K
Oct 05, 2022 Q3 2022
Curbstone Financial Management Corp

SELL
 -
-2.1K
- 1.15%
$79.1K - $96.4K
180K $4.98M
Oct 24, 2022 Q3 2022
Smith Anglin Financial, LLC

SELL
 -
-2.11K
- 9.76%
$79.3K - $96.7K
19.5K $538K
Oct 28, 2022 Q3 2022
Brightworth

SELL
 -
-2.12K
- 4.84%
$79.7K - $97.2K
41.6K $1.15M
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-2.22K
- 1.89%
$83.6K - $102K
115K $3.18M
Nov 07, 2022 Q3 2022
Parsec Financial Management, Inc.

SELL
 -
-2.23K
- 3.0%
$84K - $102K
72.2K $1.99M
Oct 31, 2022 Q3 2022
Summit Place Financial Advisors, LLC

SELL
 -
-2.24K
- 8.25%
$84.3K - $103K
24.9K $688K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

SELL
 -
-2.32K
- 26.87%
$87.5K - $107K
6.33K $175K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

SELL
 -
-2.36K
- 6.57%
$88.7K - $108K
33.5K $926K
Nov 02, 2022 Q3 2022
Capital Directions Investment Advisors, LLC

SELL
 -
-2.45K
Closed
$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 $27.1K
Nov 01, 2022 Q3 2022
Lowe Brockenbrough & CO Inc

SELL
 -
-2.53K
- 5.74%
$95.3K - $116K
41.6K $1.15M
Oct 13, 2022 Q3 2022
Sunburst Financial Group, LLC

SELL
 -
-2.6K
- 6.81%
$97.8K - $119K
35.6K $983K
Oct 21, 2022 Q3 2022
Midwest Heritage Bank, Fsb

SELL
 -
-2.61K
- 21.47%
$98.2K - $120K
9.54K $264K
Oct 11, 2022 Q3 2022
Burt Wealth Advisors

SELL
 -
-2.61K
- 0.84%
$98.4K - $120K
310K $8.56M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

SELL
 -
-2.62K
- 4.64%
$98.6K - $120K
53.8K $1.49M
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

SELL
 -
-2.62K
- 29.08%
$98.6K - $120K
6.39K $177K
Oct 24, 2022 Q3 2022
Wealth Architects, LLC

SELL
 -
-2.66K
- 3.6%
$100K - $122K
71.4K $1.97M
Oct 28, 2022 Q3 2022
Chesapeake Wealth Management

SELL
 -
-2.74K
- 3.45%
$103K - $126K
76.7K $2.12M
Oct 18, 2022 Q3 2022
Domani Wealth, LLC

SELL
 -
-2.75K
- 5.69%
$104K - $126K
45.7K $1.26M
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

SELL
 -
-2.78K
- 27.81%
$105K - $128K
7.23K $200K
Nov 10, 2022 Q3 2022
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-3.16K
- 11.73%
$119K - $145K
23.8K $658K
Oct 18, 2022 Q3 2022
Kaizen Financial Strategies

SELL
 -
-3.16K
- 21.37%
$119K - $145K
11.6K $322K
Nov 14, 2022 Q3 2022
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-3.17K
- 8.46%
$119K - $145K
34.3K $947K
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-3.18K
- 1.82%
$120K - $146K
171K $4.73M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-3.22K
- 61.35%
$121K - $148K
2.03K $56.1K
Oct 11, 2022 Q3 2022
Kiley Juergens Wealth Management, LLC

SELL
 -
-3.32K
- 14.14%
$125K - $152K
20.2K $557K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

SELL
 -
-3.36K
- 62.97%
$127K - $154K
1.98K $54.7K
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-3.4K
- 18.68%
$128K - $156K
14.8K $409K
Oct 31, 2022 Q3 2022
Exchange Capital Management, Inc.

SELL
 -
-3.52K
- 3.17%
$132K - $161K
108K $2.97M
Nov 09, 2022 Q3 2022
Mokosak Advisory Group, LLC

SELL
 -
-3.52K
- 0.77%
$133K - $162K
455K $12.6M
Oct 14, 2022 Q3 2022
Omega Financial Group, LLC

SELL
 -
-3.6K
- 11.1%
$135K - $165K
28.8K $796K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-3.61K
- 37.74%
$136K - $166K
5.95K $164K
Oct 19, 2022 Q3 2022
Cabot Wealth Management Inc

SELL
 -
-3.95K
- 19.45%
$149K - $181K
16.4K $452K
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

SELL
 -
-3.99K
- 4.41%
$150K - $183K
86.4K $2.39M
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
SELL
 -
-4K
- 29.21%
$151K - $184K
9.69K $268K
Nov 14, 2022 Q3 2022
Marshall Financial Group Inc

Doylestown, PA
SELL
 -
-4.04K
- 1.08%
$152K - $185K
371K $10.3M
Oct 12, 2022 Q3 2022
Legacy Wealth Management, Inc

SELL
 -
-4.08K
- 0.72%
$154K - $187K
562K $15.5M

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