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 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.12K+ 27.72% |
$138K - $161K
|
14.4K
$397K
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.11K+ 97.71% |
$138K - $161K
|
6.29K
$174K
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.07K+ 101.69% |
$136K - $159K
|
6.08K
$168K
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.03K+ 103.02% |
$135K - $157K
|
5.98K
$165K
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.03K+ 72.76% |
$134K - $157K
|
7.19K
$199K
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.03K+ 87.69% |
$134K - $157K
|
6.48K
$179K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.98KNew |
$132K - $154K
|
2.98K
$82.2K
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.95K+ 71.48% |
$131K - $153K
|
7.08K
$196K
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.94K+ 56.01% |
$131K - $152K
|
8.19K
$226K
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.92K+ 89.84% |
$130K - $151K
|
6.17K
$170K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.91K+ 116.61% |
$129K - $150K
|
5.4K
$149K
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.9K+ 100.0% |
$129K - $150K
|
5.8K
$160K
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.88K+ 101.69% |
$128K - $149K
|
5.71K
$158K
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.88K+ 97.36% |
$128K - $149K
|
5.84K
$161K
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.85K+ 109.71% |
$126K - $147K
|
5.44K
$150K
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 100.0% |
$124K - $144K
|
5.58K
$154K
|
|
May 03, 2022
Q1 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
2.78K+ 100.0% |
$124K - $144K
|
5.57K
$154K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.77K+ 99.96% |
$123K - $143K
|
5.53K
$153K
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
2.76K+ 100.0% |
$123K - $143K
|
5.52K
$153K
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
2.74K+ 139.15% |
$122K - $142K
|
4.7K
$130K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.73K+ 100.0% |
$121K - $141K
|
5.46K
$151K
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.7K+ 90.03% |
$120K - $140K
|
5.7K
$157K
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.66K+ 97.19% |
$118K - $138K
|
5.4K
$149K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.6KNew |
$115K - $134K
|
2.6K
$71.7K
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.59K+ 98.14% |
$115K - $134K
|
5.22K
$144K
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.58K+ 104.87% |
$115K - $134K
|
5.04K
$139K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.54K+ 100.0% |
$113K - $131K
|
5.08K
$140K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.54K+ 97.43% |
$113K - $131K
|
5.15K
$142K
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.54K+ 100.32% |
$113K - $131K
|
5.07K
$140K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 45.79% |
$111K - $129K
|
7.96K
$220K
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.5K+ 100.0% |
$111K - $129K
|
5K
$138K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.49K+ 100.12% |
$111K - $129K
|
4.99K
$138K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.47K+ 100.28% |
$110K - $128K
|
4.93K
$136K
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.46K+ 101.27% |
$109K - $127K
|
4.9K
$135K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.45K+ 95.55% |
$109K - $127K
|
5.01K
$138K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.45KNew |
$109K - $127K
|
2.45K
$67.6K
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
2.42K+ 93.44% |
$107K - $125K
|
5.01K
$138K
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.42K+ 102.72% |
$107K - $125K
|
4.77K
$132K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.33K+ 87.28% |
$104K - $121K
|
5.01K
$138K
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
2.32K+ 85.26% |
$103K - $120K
|
5.04K
$139K
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.32K+ 109.33% |
$103K - $120K
|
4.44K
$123K
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.3K+ 100.0% |
$102K - $119K
|
4.6K
$127K
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.3K+ 105.37% |
$102K - $119K
|
4.48K
$124K
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
2.23K+ 100.0% |
$99K - $115K
|
4.46K
$123K
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.22K+ 100.0% |
$98.7K - $115K
|
4.44K
$123K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.22K+ 100.96% |
$98.4K - $115K
|
4.41K
$122K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.21K+ 113.67% |
$98.3K - $114K
|
4.16K
$115K
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
2.21K+ 100.27% |
$98.1K - $114K
|
4.41K
$122K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.2K+ 21.72% |
$97.7K - $114K
|
12.3K
$341K
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.2K+ 64.52% |
$97.5K - $114K
|
5.6K
$155K
|