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 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.09K+ 103.7% |
$182K - $212K
|
8.04K
$222K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.09K+ 117.58% |
$182K - $212K
|
7.57K
$209K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
4.08K+ 68.56% |
$181K - $211K
|
10K
$277K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 100.0% |
$179K - $209K
|
8.08K
$223K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
4.04K+ 109.85% |
$179K - $209K
|
7.71K
$213K
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
4K+ 100.0% |
$178K - $207K
|
8.01K
$221K
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
4K+ 100.0% |
$178K - $207K
|
8K
$221K
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4K+ 197.97% |
$178K - $207K
|
6.02K
$166K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.98K+ 103.0% |
$177K - $206K
|
7.84K
$217K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
3.96K+ 90.16% |
$176K - $205K
|
8.35K
$231K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.93K+ 99.95% |
$175K - $203K
|
7.86K
$217K
|
|
|
Apr 21, 2022
Q1 2022
|
Jacobsen Capital Management
|
BUY
|
- |
3.93K+ 133.04% |
$174K - $203K
|
6.88K
$190K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.87K+ 100.0% |
$172K - $200K
|
7.73K
$214K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.85K+ 82.34% |
$171K - $199K
|
8.53K
$236K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.83K+ 112.03% |
$170K - $198K
|
7.25K
$200K
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.8K+ 100.0% |
$169K - $197K
|
7.6K
$210K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.79K+ 98.34% |
$168K - $196K
|
7.65K
$211K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.77K+ 100.0% |
$168K - $195K
|
7.55K
$208K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.75K+ 88.24% |
$167K - $194K
|
8K
$221K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.74K+ 104.76% |
$166K - $193K
|
7.31K
$202K
|
|
|
May 11, 2022
Q1 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
3.68K+ 100.11% |
$164K - $191K
|
7.36K
$203K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
3.66K+ 99.59% |
$163K - $189K
|
7.34K
$203K
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
3.66K+ 105.88% |
$162K - $189K
|
7.11K
$197K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.65K+ 97.07% |
$162K - $189K
|
7.41K
$205K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.61K+ 129.74% |
$160K - $187K
|
6.4K
$177K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.58K+ 111.06% |
$159K - $185K
|
6.8K
$188K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.55K+ 96.49% |
$158K - $183K
|
7.22K
$200K
|
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.52K+ 60.82% |
$156K - $182K
|
9.31K
$257K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
3.48K+ 80.12% |
$155K - $180K
|
7.83K
$216K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
3.47K+ 100.2% |
$154K - $180K
|
6.93K
$192K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.46K+ 84.44% |
$154K - $179K
|
7.56K
$209K
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
3.44K+ 100.0% |
$153K - $178K
|
6.87K
$190K
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
3.42K+ 94.97% |
$152K - $177K
|
7.02K
$194K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.4K+ 100.06% |
$151K - $176K
|
6.8K
$188K
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.4K+ 101.19% |
$151K - $176K
|
6.76K
$187K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.38K+ 104.39% |
$150K - $175K
|
6.61K
$183K
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.35K+ 112.14% |
$149K - $174K
|
6.35K
$175K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.32K+ 46.81% |
$147K - $172K
|
10.4K
$288K
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.28K+ 99.94% |
$145K - $169K
|
6.55K
$181K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.27K+ 45.77% |
$145K - $169K
|
10.4K
$288K
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
3.25K+ 100.0% |
$145K - $168K
|
6.51K
$180K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
3.23K+ 101.6% |
$144K - $167K
|
6.41K
$177K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.23K+ 118.84% |
$143K - $167K
|
5.95K
$164K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.21K+ 94.81% |
$143K - $166K
|
6.6K
$182K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3.19K+ 97.32% |
$142K - $165K
|
6.47K
$179K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.16K+ 100.0% |
$140K - $163K
|
6.31K
$174K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.15K+ 91.36% |
$140K - $163K
|
6.6K
$182K
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.15K+ 106.54% |
$140K - $163K
|
6.1K
$169K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.14K+ 92.57% |
$139K - $162K
|
6.53K
$180K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.13K+ 16.79% |
$139K - $162K
|
21.8K
$602K
|