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
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
391
New
$15K - $17K
391 $9.18K
Jan 19, 2023 Q4 2022
Curbstone Financial Management Corp

BUY
 -
390
+ 0.22%
$14.9K - $17K
181K $4.25M
Feb 07, 2023 Q4 2022
Family Firm, Inc.

BUY
 -
390
+ 0.52%
$14.9K - $17K
76K $1.78M
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
389
+ 1.42%
$14.9K - $16.9K
27.7K $651K
Jul 28, 2023 Q4 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
372
+ 1.41%
$14.2K - $16.2K
26.7K $628K
Feb 23, 2023 Q4 2022
Chesapeake Wealth Management

BUY
 -
371
+ 0.48%
$14.2K - $16.2K
77K $1.81M
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
370
New
$14.2K - $16.1K
370 $8.69K
Jan 23, 2023 Q4 2022
Cornerstone Wealth Advisors, Inc.

BUY
 -
368
+ 3.27%
$14.1K - $16K
11.6K $273K
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

BUY
 -
368
+ 278.79%
$14.1K - $16K
500 $11.7K
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
361
+ 2.36%
$13.8K - $15.7K
15.6K $367K
Feb 13, 2023 Q4 2022
Van Hulzen Asset Management, LLC

BUY
 -
320
+ 5.15%
$12.2K - $13.9K
6.53K $153K
Feb 13, 2023 Q4 2022
Independent Advisor Alliance

BUY
 -
319
+ 3.72%
$12.2K - $13.9K
8.9K $209K
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
316
+ 31600.0%
$12.1K - $13.8K
317 $7.44K
Feb 07, 2023 Q4 2022
Stockman Wealth Management, Inc.

BUY
 -
315
+ 3.69%
$12K - $13.7K
8.86K $208K
Feb 01, 2023 Q4 2022
Kathleen S. Wright Associates Inc.

BUY
 -
309
+ 9.36%
$11.8K - $13.5K
3.61K $84.8K
Jan 25, 2023 Q4 2022
Triton Wealth Management, Pllc

BUY
 -
260
+ 3.69%
$9.95K - $11.3K
7.3K $171K
Feb 06, 2023 Q4 2022
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
258
+ 0.88%
$9.87K - $11.2K
29.6K $694K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
254
+ 49.61%
$9.72K - $11.1K
766 $18K
Jan 18, 2023 Q4 2022
Pflug Koory, LLC

BUY
 -
226
+ 12.65%
$8.64K - $9.84K
2.01K $47.2K
Feb 09, 2023 Q4 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
223
+ 3.38%
$8.53K - $9.71K
6.81K $160K
Feb 13, 2023 Q4 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
222
+ 1.92%
$8.49K - $9.67K
11.8K $277K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
220
+ 2.99%
$8.42K - $9.58K
7.58K $178K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
218
New
$8.34K - $9.49K
218 $5.12K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

BUY
 -
218
+ 3.38%
$8.34K - $9.49K
6.66K $156K
Feb 09, 2023 Q4 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
215
+ 22.92%
$8.22K - $9.36K
1.15K $27.1K
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
209
+ 0.51%
$7.99K - $9.1K
41.5K $973K
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
205
+ 134.87%
$7.84K - $8.93K
357 $8.38K
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
204
New
$7.8K - $8.88K
204 $4.79K
Jan 23, 2023 Q4 2022
Aspiriant, LLC

BUY
 -
203
+ 3.72%
$7.76K - $8.84K
5.67K $133K
Feb 07, 2023 Q4 2022
Cutler Group LP

BUY
 -
200
New
$7.65K - $8.71K
200 $4.7K
Jan 31, 2023 Q4 2022
Balentine LLC

Atlanta, GA
BUY
 -
199
New
$7.61K - $8.66K
199 $4.67K
Jan 31, 2023 Q4 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
196
+ 0.9%
$7.5K - $8.53K
22K $517K
Feb 09, 2023 Q4 2022
Wealth Architects, LLC

BUY
 -
194
+ 0.27%
$7.42K - $8.45K
71.6K $1.68M
Feb 13, 2023 Q4 2022
Haverford Trust CO

Radnor, PA
BUY
 -
179
+ 1.79%
$6.85K - $7.79K
10.2K $239K
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
178
+ 40.27%
$6.81K - $7.75K
620 $14.6K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
174
+ 1.13%
$6.66K - $7.58K
15.5K $365K
Jan 30, 2023 Q4 2022
Sws Partners

BUY
 -
174
+ 1.22%
$6.66K - $7.58K
14.4K $338K
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
BUY
 -
174
+ 0.7%
$6.66K - $7.58K
25.1K $589K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
171
+ 28.5%
$6.54K - $7.45K
771 $18.1K
Feb 09, 2023 Q4 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
167
+ 1.91%
$6.39K - $7.27K
8.9K $209K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
154
+ 0.56%
$5.89K - $6.71K
27.6K $648K
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
150
+ 60.48%
$5.74K - $6.53K
398 $9.35K
Jan 12, 2023 Q4 2022
Heartwood Wealth Advisors LLC

BUY
 -
145
+ 2.64%
$5.55K - $6.31K
5.64K $133K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
142
New
$5.43K - $6.18K
142 $3.33K
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

BUY
 -
141
+ 327.91%
$5.39K - $6.14K
184 $4.32K
Jan 10, 2023 Q4 2022
Stillwater Investment Management, LLC

BUY
 -
139
+ 0.73%
$5.32K - $6.05K
19.1K $449K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
132
+ 12.45%
$5.05K - $5.75K
1.19K $28K
Jan 12, 2023 Q4 2022
Worth Asset Management, LLC

BUY
 -
126
New
$4.82K - $5.49K
126 $2.96K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
122
+ 1.46%
$4.67K - $5.31K
8.47K $199K

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