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
Feb 23, 2023 Q4 2022
Chesapeake Wealth Management

BUY
 -
371
+ 0.48%
$14.2K - $16.2K
77K $2.13M
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
370
New
$14.2K - $16.1K
370 $10.2K
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

BUY
 -
368
+ 278.79%
$14.1K - $16K
500 $13.8K
Jan 23, 2023 Q4 2022
Cornerstone Wealth Advisors, Inc.

BUY
 -
368
+ 3.27%
$14.1K - $16K
11.6K $321K
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
361
+ 2.36%
$13.8K - $15.7K
15.6K $432K
Feb 14, 2023 Q4 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
351
+ 0.24%
$13.4K - $15.3K
147K $4.06M
Feb 13, 2023 Q4 2022
Van Hulzen Asset Management, LLC

BUY
 -
320
+ 5.15%
$12.2K - $13.9K
6.53K $181K
Feb 13, 2023 Q4 2022
Independent Advisor Alliance

BUY
 -
319
+ 3.72%
$12.2K - $13.9K
8.9K $246K
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
316
+ 31600.0%
$12.1K - $13.8K
317 $8.76K
Feb 07, 2023 Q4 2022
Stockman Wealth Management, Inc.

BUY
 -
315
+ 3.69%
$12K - $13.7K
8.86K $245K
Jan 25, 2023 Q4 2022
Triton Wealth Management, Pllc

BUY
 -
260
+ 3.69%
$9.95K - $11.3K
7.3K $202K
Feb 06, 2023 Q4 2022
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
258
+ 0.88%
$9.87K - $11.2K
29.6K $817K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
254
+ 49.61%
$9.72K - $11.1K
766 $21.2K
Jan 18, 2023 Q4 2022
Pflug Koory, LLC

BUY
 -
226
+ 12.65%
$8.64K - $9.84K
2.01K $55.6K
Feb 09, 2023 Q4 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
223
+ 3.38%
$8.53K - $9.71K
6.81K $188K
Feb 13, 2023 Q4 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
222
+ 1.92%
$8.49K - $9.67K
11.8K $325K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
220
+ 2.99%
$8.42K - $9.58K
7.58K $210K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
218
New
$8.34K - $9.49K
218 $6.02K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

BUY
 -
218
+ 3.38%
$8.34K - $9.49K
6.66K $184K
Feb 09, 2023 Q4 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
215
+ 22.92%
$8.22K - $9.36K
1.15K $31.9K
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
209
+ 0.51%
$7.99K - $9.1K
41.5K $1.15M
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
205
+ 134.87%
$7.84K - $8.93K
357 $9.86K
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
204
New
$7.8K - $8.88K
204 $5.64K
Jan 23, 2023 Q4 2022
Aspiriant, LLC

BUY
 -
203
+ 3.72%
$7.76K - $8.84K
5.67K $157K
Feb 07, 2023 Q4 2022
Cutler Group LP

BUY
 -
200
New
$7.65K - $8.71K
200 $5.53K
Jan 31, 2023 Q4 2022
Balentine LLC

Atlanta, GA
BUY
 -
199
New
$7.61K - $8.66K
199 $5.5K
Jan 31, 2023 Q4 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
196
+ 0.9%
$7.5K - $8.53K
22K $609K
Feb 09, 2023 Q4 2022
Wealth Architects, LLC

BUY
 -
194
+ 0.27%
$7.42K - $8.45K
71.6K $1.98M
Feb 13, 2023 Q4 2022
Haverford Trust CO

Radnor, PA
BUY
 -
179
+ 1.79%
$6.85K - $7.79K
10.2K $281K
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
178
+ 40.27%
$6.81K - $7.75K
620 $17.1K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
174
+ 1.13%
$6.66K - $7.58K
15.5K $429K
Jan 30, 2023 Q4 2022
Sws Partners

BUY
 -
174
+ 1.22%
$6.66K - $7.58K
14.4K $398K
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
BUY
 -
174
+ 0.7%
$6.66K - $7.58K
25.1K $693K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
171
+ 28.5%
$6.54K - $7.45K
771 $21.3K
Feb 09, 2023 Q4 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
167
+ 1.91%
$6.39K - $7.27K
8.9K $246K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
154
+ 0.56%
$5.89K - $6.71K
27.6K $762K
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
150
+ 60.48%
$5.74K - $6.53K
398 $11K
Jan 12, 2023 Q4 2022
Heartwood Wealth Advisors LLC

BUY
 -
145
+ 2.64%
$5.55K - $6.31K
5.64K $156K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
142
New
$5.43K - $6.18K
142 $3.92K
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

BUY
 -
141
+ 327.91%
$5.39K - $6.14K
184 $5.08K
Jan 10, 2023 Q4 2022
Stillwater Investment Management, LLC

BUY
 -
139
+ 0.73%
$5.32K - $6.05K
19.1K $529K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
132
+ 12.45%
$5.05K - $5.75K
1.19K $32.9K
Jan 12, 2023 Q4 2022
Worth Asset Management, LLC

BUY
 -
126
New
$4.82K - $5.49K
126 $3.48K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
122
+ 1.46%
$4.67K - $5.31K
8.47K $234K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
121
+ 1.45%
$4.63K - $5.27K
8.46K $234K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
121
New
$4.63K - $5.27K
121 $3.34K
Jan 19, 2023 Q4 2022
Greenhouse Wealth Management, LLC

BUY
 -
117
+ 0.41%
$4.48K - $5.09K
29K $800K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
113
+ 44.14%
$4.32K - $4.92K
369 $10.2K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
108
+ 27.91%
$4.13K - $4.7K
495 $13.7K

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