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 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.17K+ 99.95% |
$96.4K - $112K
|
4.34K
$120K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
2.16K+ 98.09% |
$95.9K - $112K
|
4.36K
$120K
|
|
|
Apr 19, 2022
Q1 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
2.15K+ 100.0% |
$95.5K - $111K
|
4.3K
$119K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
2.14K+ 151.99% |
$95.2K - $111K
|
3.55K
$98.2K
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.14K+ 102.88% |
$95.2K - $111K
|
4.23K
$117K
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.13K+ 99.95% |
$94.6K - $110K
|
4.26K
$118K
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
2.09K+ 48.97% |
$93K - $108K
|
6.37K
$176K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.09K+ 64.12% |
$92.7K - $108K
|
5.34K
$148K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.08K+ 97.24% |
$92.3K - $108K
|
4.22K
$117K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.04K+ 7.27% |
$90.6K - $106K
|
30.1K
$831K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.02K+ 53.8% |
$89.9K - $105K
|
5.78K
$160K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2K+ 171.61% |
$88.9K - $104K
|
3.17K
$87.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
1.98K+ 49.24% |
$88K - $102K
|
6K
$166K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.97K+ 68.37% |
$87.5K - $102K
|
4.85K
$134K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.94K+ 63.45% |
$86K - $100K
|
4.99K
$138K
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.86K+ 48.82% |
$82.4K - $96K
|
5.66K
$156K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 50.41% |
$82.2K - $95.7K
|
5.52K
$153K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.78K+ 191.59% |
$79K - $92K
|
2.71K
$74.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.74K+ 100.0% |
$77.3K - $90K
|
3.48K
$96.2K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.71K+ 61.51% |
$76K - $88.5K
|
4.49K
$124K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.69K+ 9.86% |
$75.1K - $87.4K
|
18.8K
$520K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
1.68K+ 63.23% |
$74.5K - $86.8K
|
4.33K
$120K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.64KNew |
$72.9K - $84.9K
|
1.64K
$45.4K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.63K+ 95.55% |
$72.4K - $84.4K
|
3.34K
$92.2K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.63K+ 288.5% |
$72.4K - $84.3K
|
2.2K
$60.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1.58K+ 108.46% |
$70.1K - $81.6K
|
3.03K
$83.7K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57K+ 6.95% |
$69.7K - $81.2K
|
24.1K
$667K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.53K+ 51.24% |
$68.1K - $79.3K
|
4.53K
$125K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1.5K+ 862.64% |
$66.7K - $77.6K
|
1.68K
$46.3K
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.5K+ 45.64% |
$66.5K - $77.4K
|
4.78K
$132K
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
1.45K+ 100.0% |
$64.4K - $75K
|
2.9K
$80.1K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.44K+ 23.95% |
$64.1K - $74.6K
|
7.47K
$206K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.39K+ 8.78% |
$61.9K - $72.1K
|
17.3K
$477K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 57.98% |
$60.7K - $70.7K
|
3.72K
$103K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.36K+ 97.98% |
$60.4K - $70.3K
|
2.75K
$75.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.32K+ 70.12% |
$58.6K - $68.2K
|
3.2K
$88.4K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.31K+ 15.83% |
$58.2K - $67.8K
|
9.59K
$265K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 209.0% |
$54.7K - $63.7K
|
1.82K
$50.3K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.23K+ 5572.73% |
$54.5K - $63.4K
|
1.25K
$34.5K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.18K+ 76.24% |
$52.5K - $61.1K
|
2.73K
$75.4K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.17K+ 100.0% |
$52.1K - $60.7K
|
2.35K
$64.9K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.15K+ 36.52% |
$51.1K - $59.5K
|
4.3K
$119K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.08K+ 16.74% |
$48.1K - $56K
|
7.55K
$209K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.07K+ 26.78% |
$47.5K - $55.4K
|
5.07K
$140K
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.06K+ 231.88% |
$47.2K - $54.9K
|
1.52K
$42K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1.06KNew |
$47K - $54.7K
|
1.06K
$29.2K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 76.51% |
$45.6K - $53.1K
|
2.37K
$65.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
1.02K+ 96.96% |
$45.3K - $52.8K
|
2.07K
$57.2K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1K+ 249.0% |
$44.5K - $51.8K
|
1.4K
$38.8K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1KNew |
$44.4K - $51.7K
|
1K
$27.6K
|