Purchases and Sales Made in Q4 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 Q4 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
Sep 21, 2023 Q4 2022
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-50
- 7.58%
$1.91K - $2.18K
610 $14.6K
Jan 27, 2023 Q4 2022
Sigma Investment Counselors Inc

SELL
 -
-54
- 0.34%
$2.07K - $2.35K
15.9K $379K
Feb 06, 2023 Q4 2022
Investors Research Corp

SELL
 -
-55
- 0.1%
$2.1K - $2.39K
54.6K $1.31M
Jan 19, 2023 Q4 2022
Leo H. Evart, Inc.

SELL
 -
-58
- 0.15%
$2.22K - $2.53K
38K $908K
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
SELL
 -
-60
- 19.74%
$2.3K - $2.61K
244 $5.84K
Jan 17, 2023 Q4 2022
Valicenti Advisory Services Inc

SELL
 -
-60
- 0.71%
$2.3K - $2.61K
8.43K $202K
Feb 14, 2023 Q4 2022
Plancorp, LLC

SELL
 -
-62
- 0.89%
$2.37K - $2.7K
6.88K $165K
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

SELL
 -
-63
- 0.06%
$2.41K - $2.74K
106K $2.52M
Jan 30, 2023 Q4 2022
Relaxing Retirement Coach

SELL
 -
-66
- 0.08%
$2.52K - $2.87K
84.2K $2.01M
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-70
- 0.27%
$2.68K - $3.05K
26.2K $626K
Mar 04, 2025 Q4 2022
Berkeley, Inc

Boise, ID
SELL
 -
-71
- 0.26%
$2.72K - $3.09K
26.8K $641K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

SELL
 -
-72
- 4.23%
$2.75K - $3.13K
1.63K $39K
Jan 27, 2023 Q4 2022
First Personal Financial Services

SELL
 -
-77
- 72.64%
$2.95K - $3.35K
29 $694
Feb 28, 2024 Q4 2022
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-78
Closed
$2.98K - $3.4K
0 $0
Jan 17, 2023 Q4 2022
Murphy, Middleton, Hinkle & Parker, Inc.

SELL
 -
-84
- 0.34%
$3.21K - $3.66K
24.7K $590K
Jan 31, 2023 Q4 2022
Friedenthal Financial

SELL
 -
-95
- 0.09%
$3.63K - $4.14K
111K $2.66M
Feb 02, 2023 Q4 2022
Appleton Group, LLC

SELL
 -
-96
- 0.65%
$3.67K - $4.18K
14.6K $350K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

SELL
 -
-96
- 1.78%
$3.67K - $4.18K
5.3K $127K
Jan 31, 2023 Q4 2022
Advisor Os, LLC

SELL
 -
-96
- 0.72%
$3.67K - $4.18K
13.2K $315K
Jan 30, 2023 Q4 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
SELL
 -
-113
- 1.22%
$4.32K - $4.92K
9.18K $220K
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
SELL
 -
-115
- 3.54%
$4.4K - $5.01K
3.13K $74.9K
Feb 14, 2023 Q4 2022
F3 Logic, LLC

SELL
 -
-120
- 1.39%
$4.59K - $5.22K
8.51K $203K
Feb 13, 2023 Q4 2022
Mitchell Capital Management CO

SELL
 -
-126
- 0.56%
$4.82K - $5.49K
22.6K $539K
Jan 18, 2023 Q4 2022
Crew Capital Management, Ltd.

SELL
 -
-133
- 1.48%
$5.09K - $5.79K
8.85K $212K
Jan 20, 2023 Q4 2022
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-137
- 0.56%
$5.24K - $5.96K
24.3K $580K
Jan 13, 2023 Q4 2022
Aurora Private Wealth, Inc.

SELL
 -
-140
- 1.72%
$5.36K - $6.1K
8K $191K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-144
Closed
$5.51K - $6.27K
0 $0
Jan 18, 2023 Q4 2022
Life Steps Financial, Inc.

SELL
 -
-146
- 2.49%
$5.58K - $6.36K
5.72K $137K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

SELL
 -
-147
- 0.7%
$5.62K - $6.4K
21K $502K
Jan 26, 2023 Q4 2022
Acas, LLC

SELL
 -
-148
- 1.11%
$5.66K - $6.44K
13.2K $315K
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

SELL
 -
-149
- 0.42%
$5.7K - $6.49K
35.3K $844K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-154
- 4.3%
$5.89K - $6.71K
3.42K $81.9K
Feb 06, 2023 Q4 2022
Ifrah Financial Services, Inc.

SELL
 -
-160
- 0.85%
$6.12K - $6.97K
18.7K $447K
Feb 15, 2023 Q4 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-161
- 0.96%
$6.16K - $7.01K
16.6K $398K
Feb 09, 2023 Q4 2022
Citigroup Inc

SELL
 -
-167
- 38.39%
$6.39K - $7.27K
268 $6.41K
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
SELL
 -
-172
- 1.07%
$6.58K - $7.49K
15.9K $379K
Jan 25, 2023 Q4 2022
Elmwood Wealth Management, Inc.

SELL
 -
-174
- 0.47%
$6.66K - $7.58K
37.2K $890K
Feb 09, 2023 Q4 2022
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-185
- 0.78%
$7.08K - $8.05K
23.6K $565K
Feb 14, 2023 Q4 2022
Ironwood Financial, LLC

SELL
 -
-186
- 0.88%
$7.11K - $8.1K
20.9K $499K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

SELL
 -
-189
- 0.13%
$7.23K - $8.23K
149K $3.55M
Feb 07, 2023 Q4 2022
Bedel Financial Consulting, Inc.

SELL
 -
-194
- 2.58%
$7.42K - $8.45K
7.33K $175K
Jan 20, 2023 Q4 2022
Powers Advisory Group, LLC

SELL
 -
-202
- 0.29%
$7.73K - $8.8K
68.3K $1.63M
Feb 14, 2023 Q4 2022
Global Trust Asset Management, LLC

SELL
 -
-203
- 67.0%
$7.76K - $8.84K
100 $2.39K
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-207
- 2.31%
$7.92K - $9.01K
8.75K $209K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

SELL
 -
-221
- 5.38%
$8.45K - $9.62K
3.89K $93K
Feb 13, 2023 Q4 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-231
- 3.04%
$8.84K - $10.1K
7.36K $176K
Feb 14, 2023 Q4 2022
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-233
- 8.33%
$8.91K - $10.1K
2.56K $61.3K
Feb 03, 2023 Q4 2022
Archer Investment Corp

SELL
 -
-235
- 63.69%
$8.99K - $10.2K
134 $3.21K
Feb 13, 2023 Q4 2022
Parsons Capital Management Inc

SELL
 -
-235
- 2.04%
$8.99K - $10.2K
11.3K $269K

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