Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.45KNew |
$242K - $282K
|
5.45K
$143K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.42KNew |
$241K - $280K
|
5.42K
$142K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.4K+ 107.69% |
$240K - $280K
|
10.4K
$273K
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
5.38K+ 61.01% |
$239K - $278K
|
14.2K
$372K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
5.3K+ 111.98% |
$235K - $274K
|
10K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
5.29K+ 100.96% |
$235K - $273K
|
10.5K
$276K
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.27K+ 91.33% |
$234K - $273K
|
11K
$289K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.21KNew |
$231K - $269K
|
5.21K
$137K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.2KNew |
$231K - $269K
|
5.2K
$136K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.19K+ 131.62% |
$230K - $268K
|
9.13K
$239K
|
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
5.17K+ 100.0% |
$229K - $267K
|
10.3K
$271K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.13K+ 100.0% |
$228K - $265K
|
10.3K
$269K
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5.12K+ 81.6% |
$227K - $265K
|
11.4K
$299K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
5.11K+ 118.55% |
$227K - $264K
|
9.42K
$247K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.1K+ 101.39% |
$227K - $264K
|
10.1K
$266K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
5.07KNew |
$225K - $262K
|
5.07K
$133K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
5.05KNew |
$224K - $261K
|
5.05K
$132K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.03K+ 100.0% |
$223K - $260K
|
10.1K
$263K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5.02K+ 92.76% |
$223K - $260K
|
10.4K
$274K
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
4.98KNew |
$221K - $258K
|
4.98K
$131K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.98K+ 346.8% |
$221K - $258K
|
6.42K
$168K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
4.94K+ 92.51% |
$219K - $255K
|
10.3K
$269K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.92K+ 104.97% |
$219K - $254K
|
9.61K
$252K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.78K+ 98.27% |
$212K - $247K
|
9.64K
$253K
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4.77K+ 58.85% |
$212K - $247K
|
12.9K
$337K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.75K+ 90.46% |
$211K - $246K
|
10K
$262K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.75K+ 102.24% |
$211K - $245K
|
9.39K
$246K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.72K+ 114.21% |
$210K - $244K
|
8.85K
$232K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.71K+ 95.07% |
$209K - $243K
|
9.65K
$253K
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.65K+ 75.63% |
$207K - $240K
|
10.8K
$283K
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.62KNew |
$205K - $239K
|
4.62K
$121K
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.61K+ 97.65% |
$205K - $238K
|
9.32K
$244K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.57K+ 83.67% |
$203K - $236K
|
10K
$263K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.56K+ 82.02% |
$202K - $236K
|
10.1K
$265K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
4.55K+ 67.92% |
$202K - $236K
|
11.3K
$295K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
4.55K+ 100.0% |
$202K - $236K
|
9.11K
$239K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.55K+ 82.88% |
$202K - $235K
|
10K
$263K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.55K+ 100.0% |
$202K - $235K
|
9.1K
$239K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.53KNew |
$201K - $234K
|
4.53K
$119K
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.51K+ 91.8% |
$200K - $233K
|
9.43K
$247K
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
4.48K+ 95.1% |
$199K - $232K
|
9.2K
$241K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
BUY
|
- |
4.46K+ 94.1% |
$198K - $231K
|
9.21K
$241K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.46K+ 101.43% |
$198K - $231K
|
8.86K
$232K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.41K+ 98.39% |
$196K - $228K
|
8.88K
$233K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.35K+ 93.95% |
$193K - $225K
|
8.98K
$235K
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4.32K+ 100.0% |
$192K - $223K
|
8.64K
$226K
|
|
|
May 10, 2022
Q1 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
4.29K+ 99.26% |
$191K - $222K
|
8.62K
$226K
|
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
4.25K+ 94.57% |
$189K - $220K
|
8.74K
$229K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
4.21K+ 45.11% |
$187K - $218K
|
13.5K
$355K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
4.2K+ 97.83% |
$187K - $217K
|
8.49K
$223K
|