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 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1.8K
+ 17.71%
$67.7K - $82.5K
11.9K $330K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.74K
+ 2.83%
$65.5K - $79.9K
63.2K $1.75M
Oct 19, 2022 Q3 2022
Gill Capital Partners, LLC

Denver, CO
BUY
 -
1.73K
+ 1.67%
$65.1K - $79.3K
105K $2.9M
Oct 24, 2022 Q3 2022
First National Corp

BUY
 -
1.72K
+ 0.63%
$64.7K - $78.9K
276K $7.63M
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
1.7K
+ 16.31%
$64.1K - $78.2K
12.1K $336K
Oct 04, 2022 Q3 2022
Boltwood Capital Management

BUY
 -
1.7K
+ 8.11%
$63.9K - $77.9K
22.6K $625K
Nov 08, 2022 Q3 2022
Barden Capital Management, Inc.

BUY
 -
1.61K
+ 2.74%
$60.6K - $73.9K
60.5K $1.67M
Oct 12, 2022 Q3 2022
Harbor Group, Inc.

BUY
 -
1.59K
+ 2.91%
$59.9K - $73K
56.2K $1.55M
Oct 18, 2022 Q3 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
1.57K
+ 1.52%
$59.2K - $72.2K
105K $2.9M
Oct 14, 2022 Q3 2022
Blb&B Advisors, LLC

BUY
 -
1.56K
+ 12.92%
$58.7K - $71.6K
13.6K $377K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.52K
+ 15.11%
$57.1K - $69.6K
11.6K $319K
Oct 19, 2022 Q3 2022
Outfitter Financial LLC

BUY
 -
1.52K
+ 2.4%
$57K - $69.5K
64.7K $1.79M
Nov 10, 2022 Q3 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
1.46K
+ 1.05%
$54.9K - $67K
141K $3.9M
Nov 03, 2022 Q3 2022
Moneywise, Inc.

BUY
 -
1.45K
+ 0.35%
$54.6K - $66.6K
421K $11.6M
Nov 08, 2022 Q3 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.41K
+ 23.34%
$53K - $64.7K
7.45K $206K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
1.4K
+ 11.45%
$52.6K - $64.1K
13.6K $376K
Nov 10, 2022 Q3 2022
Firestone Capital Management

BUY
 -
1.38K
+ 5.51%
$52.1K - $63.5K
26.5K $732K
Oct 27, 2022 Q3 2022
Global Strategic Investment Solutions, LLC

BUY
 -
1.38K
+ 1.61%
$52K - $63.4K
87.2K $2.41M
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
1.35K
+ 1931.43%
$50.9K - $62.1K
1.42K $39.3K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.34K
New
$50.6K - $61.7K
1.34K $37.1K
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
1.3K
+ 89.43%
$48.8K - $59.4K
2.74K $75.8K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
1.28K
New
$48.3K - $58.9K
1.28K $35.5K
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
1.27K
+ 11.45%
$47.6K - $58.1K
12.3K $340K
Nov 09, 2022 Q3 2022
Holistic Financial Partners

BUY
 -
1.26K
+ 0.8%
$47.4K - $57.8K
159K $4.39M
Oct 13, 2022 Q3 2022
Vista Private Wealth Partners. LLC

BUY
 -
1.23K
+ 0.78%
$46.3K - $56.4K
158K $4.36M
Oct 20, 2022 Q3 2022
Jeppson Wealth Management, LLC

BUY
 -
1.19K
+ 15.53%
$44.7K - $54.4K
8.82K $244K
Oct 11, 2022 Q3 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.09K
+ 10.28%
$41K - $50K
11.7K $323K
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
1.08K
+ 5994.44%
$40.6K - $49.5K
1.1K $30.3K
Nov 08, 2022 Q3 2022
Nbt Bank N A

BUY
 -
1.07K
+ 1.25%
$40.3K - $49.2K
87K $2.4M
Nov 10, 2022 Q3 2022
Hc Advisors, LLC

BUY
 -
1.07K
+ 2.26%
$40.2K - $49.1K
48.3K $1.34M
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.07K
+ 1.14%
$40.2K - $49K
94.8K $2.62M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.04K
+ 7.26%
$39.1K - $47.7K
15.4K $424K
Oct 14, 2022 Q3 2022
Carolina Wealth Advisors, LLC

BUY
 -
1.04K
+ 0.95%
$39K - $47.6K
110K $3.04M
Oct 20, 2022 Q3 2022
Nikulski Financial, Inc.

BUY
 -
1.03K
+ 1.38%
$38.9K - $47.4K
75.8K $2.09M
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.03K
+ 1.86%
$38.6K - $47.1K
56.3K $1.56M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
1.02K
+ 0.91%
$38.5K - $47K
114K $3.15M
Oct 17, 2022 Q3 2022
Independent Wealth Network Inc.

BUY
 -
1.02K
+ 18.74%
$38.3K - $46.7K
6.44K $178K
Jul 28, 2023 Q3 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
1.01K
+ 3.98%
$38K - $46.3K
26.4K $728K
Oct 31, 2022 Q3 2022
Tranquility Partners, LLC

BUY
 -
1K
+ 13.39%
$37.8K - $46K
8.49K $235K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
1K
+ 99.5%
$37.7K - $45.9K
2.01K $55.5K
Oct 24, 2022 Q3 2022
Sigma Investment Counselors Inc

BUY
 -
994
+ 6.66%
$37.4K - $45.6K
15.9K $440K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
944
+ 0.69%
$35.5K - $43.3K
137K $3.79M
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
929
New
$35K - $42.6K
929 $25.7K
Nov 15, 2022 Q3 2022
Pittenger & Anderson Inc

BUY
 -
914
+ 1.08%
$34.4K - $42K
85.8K $2.37M
Nov 01, 2022 Q3 2022
Blooom, Inc.

BUY
 -
901
+ 4.79%
$33.9K - $41.4K
19.7K $545K
Nov 14, 2022 Q3 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
866
+ 2.07%
$32.6K - $39.7K
42.7K $1.18M
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
862
+ 36.16%
$32.5K - $39.6K
3.25K $89.7K
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
850
+ 1.49%
$32K - $39K
57.8K $1.6M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
850
+ 1.49%
$32K - $39K
57.8K $1.6M

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