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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
850+ 6.82% |
$32K - $39K
|
13.3K
$368K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
828+ 8.78% |
$31.2K - $38K
|
10.3K
$283K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
825+ 3.54% |
$31.1K - $37.9K
|
24.1K
$667K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
810+ 1.34% |
$30.5K - $37.2K
|
61.2K
$1.69M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
760+ 91.13% |
$28.6K - $34.9K
|
1.59K
$44K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
720+ 10.58% |
$27.1K - $33K
|
7.53K
$208K
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
719+ 4.01% |
$27.1K - $33K
|
18.7K
$515K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
695+ 0.51% |
$26.2K - $31.9K
|
137K
$3.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
691+ 1.99% |
$26K - $31.7K
|
35.4K
$979K
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
690+ 11.93% |
$26K - $31.7K
|
6.48K
$179K
|
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
682+ 7.92% |
$25.7K - $31.3K
|
9.3K
$257K
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
677+ 4.56% |
$25.5K - $31.1K
|
15.5K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
674+ 3.94% |
$25.4K - $30.9K
|
17.8K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
660+ 0.56% |
$24.8K - $30.3K
|
118K
$3.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
621+ 40.54% |
$23.4K - $28.5K
|
2.15K
$59.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
621+ 0.74% |
$23.4K - $28.5K
|
84.4K
$2.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
606+ 1.75% |
$22.8K - $27.8K
|
35.2K
$972K
|
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
BUY
|
- |
600+ 5.02% |
$22.6K - $27.5K
|
12.6K
$347K
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
561+ 0.5% |
$21.1K - $25.7K
|
114K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
554+ 0.74% |
$20.9K - $25.4K
|
75.7K
$2.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
542+ 1.02% |
$20.4K - $24.9K
|
53.8K
$1.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
530+ 6.3% |
$20K - $24.3K
|
8.94K
$247K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
526+ 10.11% |
$19.8K - $24.1K
|
5.73K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
524+ 4.04% |
$19.7K - $24.1K
|
13.5K
$373K
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
522+ 0.44% |
$19.7K - $24K
|
118K
$3.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
510+ 2.16% |
$19.2K - $23.4K
|
24.2K
$668K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
490+ 3.13% |
$18.4K - $22.5K
|
16.1K
$446K
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
482+ 0.27% |
$18.1K - $22.1K
|
177K
$4.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
482+ 0.38% |
$18.1K - $22.1K
|
127K
$3.52M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
468+ 3.8% |
$17.6K - $21.5K
|
12.8K
$353K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
468+ 4.24% |
$17.6K - $21.5K
|
11.5K
$318K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
463New |
$17.4K - $21.3K
|
463
$12.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
460New |
$17.3K - $21.1K
|
460
$12.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
452+ 41.74% |
$17K - $20.7K
|
1.54K
$42.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
450+ 9.1% |
$16.9K - $20.7K
|
5.4K
$149K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
BUY
|
- |
440+ 5.31% |
$16.6K - $20.2K
|
8.73K
$241K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
428+ 2.21% |
$16.1K - $19.6K
|
19.8K
$548K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
423New |
$15.9K - $19.4K
|
423
$11.7K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
403+ 6.59% |
$15.2K - $18.5K
|
6.52K
$180K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
400+ 63.09% |
$15.1K - $18.4K
|
1.03K
$28.6K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
397+ 33.53% |
$14.9K - $18.2K
|
1.58K
$43.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
389+ 0.27% |
$14.6K - $17.9K
|
147K
$4.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
383+ 1.95% |
$14.4K - $17.6K
|
20K
$553K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
376+ 80.86% |
$14.2K - $17.3K
|
841
$23.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
376+ 10.75% |
$14.2K - $17.3K
|
3.87K
$107K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
351+ 3.86% |
$13.2K - $16.1K
|
9.45K
$261K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
340+ 0.54% |
$12.8K - $15.6K
|
63.9K
$1.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
338New |
$12.7K - $15.5K
|
338
$9.34K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
327+ 71.4% |
$12.3K - $15K
|
785
$21.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
317+ 0.11% |
$11.9K - $14.6K
|
297K
$8.2M
|