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
Oct 12, 2022 Q3 2022
Veery Capital, LLC

BUY
 -
5.13K
+ 5.81%
$193K - $235K
93.4K $2.63M
Oct 24, 2022 Q3 2022
Granite Bay Wealth Management, LLC

BUY
 -
4.79K
+ 87.78%
$180K - $220K
10.2K $288K
Nov 10, 2022 Q3 2022
Rkl Wealth Management LLC

BUY
 -
4.62K
+ 0.81%
$174K - $212K
573K $16.1M
Oct 20, 2022 Q3 2022
Planned Solutions, Inc.

BUY
 -
4.62K
+ 5.12%
$174K - $212K
94.8K $2.67M
Nov 07, 2022 Q3 2022
Essex LLC

BUY
 -
4.58K
+ 2.89%
$172K - $210K
163K $4.57M
Nov 10, 2022 Q3 2022
Citizens Financial Group Inc

BUY
 -
4.45K
+ 7.51%
$168K - $204K
63.8K $1.79M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
4.31K
+ 1.24%
$162K - $198K
353K $9.93M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
4.31K
+ 10.86%
$162K - $198K
44K $1.24M
Oct 21, 2022 Q3 2022
Hengehold Capital Management LLC

BUY
 -
4.09K
+ 39.07%
$154K - $188K
14.5K $409K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4.08K
+ 17.52%
$154K - $187K
27.4K $769K
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
3.71K
+ 4.95%
$140K - $170K
78.6K $2.21M
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
3.62K
+ 2.62%
$136K - $166K
142K $3.99M
Nov 04, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
3.61K
+ 60.63%
$136K - $166K
9.55K $269K
Oct 05, 2022 Q3 2022
Modus Advisors, LLC

BUY
 -
3.49K
+ 55.7%
$132K - $160K
9.76K $274K
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
BUY
 -
3.4K
+ 281.71%
$128K - $156K
4.61K $130K
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
3.39K
+ 80.83%
$128K - $156K
7.59K $213K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.36K
+ 1031.6%
$127K - $154K
3.69K $104K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
3.32K
+ 11.56%
$125K - $152K
32.1K $901K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
3.3K
+ 3.4%
$124K - $151K
100K $2.82M
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
3.17K
+ 8.34%
$120K - $146K
41.2K $1.16M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
3.17K
+ 1.62%
$119K - $146K
200K $5.61M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
3.16K
+ 14.89%
$119K - $145K
24.4K $685K
Nov 07, 2022 Q3 2022
Cutler Investment Counsel LLC

BUY
 -
3.04K
+ 5.37%
$115K - $140K
59.7K $1.68M
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.96K
+ 7.05%
$111K - $136K
45K $1.26M
Nov 09, 2022 Q3 2022
Jackson Creek Investment Advisors LLC

BUY
 -
2.89K
+ 11.43%
$109K - $133K
28.2K $793K
Nov 14, 2022 Q3 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
2.88K
+ 4.29%
$109K - $132K
70.1K $1.97M
Oct 13, 2022 Q3 2022
Von Berge Wealth Management Group, LLC

BUY
 -
2.78K
+ 6.78%
$105K - $128K
43.8K $1.23M
Nov 14, 2022 Q3 2022
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
2.75K
+ 1.14%
$103K - $126K
243K $6.83M
Nov 09, 2022 Q3 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
2.65K
+ 45.08%
$99.9K - $122K
8.54K $240K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
2.53K
+ 13.58%
$95.1K - $116K
21.1K $594K
Oct 13, 2022 Q3 2022
Madden Securities Corp

BUY
 -
2.52K
+ 6.94%
$95K - $116K
38.9K $1.09M
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
2.51K
+ 8.86%
$94.4K - $115K
30.8K $866K
Nov 09, 2022 Q3 2022
Athena Investment Management

BUY
 -
2.45K
+ 1.64%
$92.2K - $112K
152K $4.28M
Oct 13, 2022 Q3 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
2.41K
+ 2.83%
$90.9K - $111K
87.6K $2.46M
Nov 10, 2022 Q3 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
2.4K
+ 12.93%
$90.3K - $110K
20.9K $589K
Oct 07, 2022 Q3 2022
Bcs Wealth Management

BUY
 -
2.28K
+ 2.27%
$85.7K - $104K
103K $2.88M
Oct 27, 2022 Q3 2022
Sage Financial Group Inc

BUY
 -
2.26K
+ 0.92%
$85.2K - $104K
249K $7.01M
Oct 17, 2022 Q3 2022
Boyd Wealth Management, LLC

BUY
 -
2.25K
+ 9.22%
$84.8K - $103K
26.7K $750K
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.24K
+ 1.15%
$84.2K - $103K
197K $5.53M
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
2.24K
+ 32.16%
$84.1K - $103K
9.18K $258K
Nov 01, 2022 Q3 2022
Upper Left Wealth Management, LLC

BUY
 -
2.21K
+ 4.15%
$83.1K - $101K
55.4K $1.56M
Nov 07, 2022 Q3 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
2.2K
+ 22.19%
$82.7K - $101K
12.1K $340K
Oct 13, 2022 Q3 2022
Foster Group, Inc.

BUY
 -
2.1K
+ 6.38%
$79.2K - $96.6K
35.1K $986K
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.98K
+ 4.03%
$74.4K - $90.7K
51K $1.43M
Nov 10, 2022 Q3 2022
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
1.97K
+ 1.73%
$74.1K - $90.4K
115K $3.25M
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
1.95K
+ 5.82%
$73.2K - $89.3K
35.4K $995K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.87K
+ 13.76%
$70.3K - $85.6K
15.4K $434K
Oct 28, 2022 Q3 2022
Grimes & Company, Inc.

BUY
 -
1.85K
+ 8.24%
$69.8K - $85.1K
24.4K $685K
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.84K
+ 42.8%
$69.1K - $84.3K
6.13K $172K

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