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 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
80+ 1.1% |
$3.01K - $3.67K
|
7.33K
$202K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
78+ 3.32% |
$2.94K - $3.58K
|
2.42K
$67K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
77+ 24.84% |
$2.9K - $3.53K
|
387
$10.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
76New |
$2.86K - $3.49K
|
76
$2.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
72+ 1.2% |
$2.71K - $3.3K
|
6.05K
$167K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
64+ 0.83% |
$2.41K - $2.94K
|
7.76K
$214K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
63+ 0.19% |
$2.37K - $2.89K
|
32.5K
$897K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
62+ 59.05% |
$2.33K - $2.85K
|
167
$4.61K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
62+ 46.27% |
$2.33K - $2.85K
|
196
$5.42K
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
57+ 0.47% |
$2.15K - $2.62K
|
12.1K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
57+ 0.09% |
$2.15K - $2.62K
|
60.3K
$1.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
53+ 0.35% |
$2K - $2.43K
|
15.3K
$422K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
43+ 0.27% |
$1.62K - $1.97K
|
16.2K
$447K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
42+ 0.3% |
$1.58K - $1.93K
|
14K
$386K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
40+ 0.18% |
$1.51K - $1.84K
|
22.8K
$629K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
40+ 2.29% |
$1.51K - $1.84K
|
1.79K
$49.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
38New |
$1.43K - $1.74K
|
38
$1.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
36+ 0.29% |
$1.36K - $1.65K
|
12.7K
$350K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 2.93% |
$1.24K - $1.51K
|
1.16K
$32.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
32+ 0.04% |
$1.2K - $1.47K
|
78.5K
$2.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
31+ 8.76% |
$1.17K - $1.42K
|
385
$10.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
29+ 0.16% |
$1.09K - $1.33K
|
18K
$498K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28+ 9.66% |
$1.05K - $1.29K
|
318
$8.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26+ 0.2% |
$979 - $1.19K
|
13K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
25+ 0.26% |
$941 - $1.15K
|
9.63K
$266K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
25+ 0.45% |
$941 - $1.15K
|
5.58K
$154K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
25+ 0.9% |
$941 - $1.15K
|
2.8K
$77.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
25+ 0.18% |
$941 - $1.15K
|
14.1K
$389K
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
24+ 0.04% |
$904 - $1.1K
|
63.8K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.06% |
$866 - $1.06K
|
39K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
23+ 0.26% |
$866 - $1.06K
|
8.98K
$248K
|
|
|
Nov 04, 2022
Q3 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
22+ 0.35% |
$828 - $1.01K
|
6.4K
$177K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21+ 0.2% |
$791 - $964
|
10.7K
$295K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
20+ 0.08% |
$753 - $918
|
23.9K
$661K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
18+ 0.13% |
$678 - $826
|
14.2K
$394K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
18+ 0.26% |
$678 - $826
|
7.04K
$195K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
17+ 0.34% |
$640 - $780
|
4.96K
$137K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
16+ 0.3% |
$602 - $734
|
5.37K
$148K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16+ 0.16% |
$602 - $734
|
10.3K
$285K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.29% |
$565 - $689
|
5.14K
$142K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
14+ 0.25% |
$527 - $643
|
5.52K
$152K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
14+ 0.17% |
$527 - $643
|
8.02K
$222K
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13+ 0.12% |
$489 - $597
|
10.5K
$291K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
12+ 0.18% |
$452 - $551
|
6.75K
$187K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
11+ 0.06% |
$414 - $505
|
17.2K
$475K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
10New |
$377 - $459
|
10
$276
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.33% |
$377 - $459
|
3.08K
$85.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7+ 0.12% |
$264 - $321
|
5.73K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7+ 0.12% |
$264 - $321
|
5.85K
$162K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7+ 0.11% |
$264 - $321
|
6.32K
$175K
|