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 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
299+ 302.02% |
$13.3K - $15.5K
|
398
$20.5K
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
286+ 91.08% |
$12.7K - $14.8K
|
600
$30.9K
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
282+ 90.38% |
$12.5K - $14.6K
|
594
$30.5K
|
|
Apr 07, 2022
Q1 2022
|
Gpwm LLC
|
BUY
|
- |
271+ 112.45% |
$12K - $14K
|
512
$26.3K
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
268+ 100.0% |
$11.9K - $13.9K
|
536
$27.6K
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
260+ 100.39% |
$11.5K - $13.4K
|
519
$26.7K
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
252+ 84.56% |
$11.2K - $13K
|
550
$28.3K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
250+ 100.0% |
$11.1K - $12.9K
|
500
$25.7K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
245New |
$10.9K - $12.7K
|
245
$12.6K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
243+ 100.0% |
$10.8K - $12.6K
|
486
$25K
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
243New |
$10.8K - $12.6K
|
243
$12.5K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
242New |
$10.7K - $12.5K
|
242
$12.4K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
238+ 148.75% |
$10.6K - $12.3K
|
398
$20.5K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
226+ 100.0% |
$10K - $11.7K
|
452
$23.2K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
217+ 100.0% |
$9.64K - $11.2K
|
434
$22.3K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
215+ 56.43% |
$9.55K - $11.1K
|
596
$30.6K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
214+ 9.46% |
$9.51K - $11.1K
|
2.48K
$127K
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
210+ 100.0% |
$9.33K - $10.9K
|
420
$21.6K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
210+ 100.0% |
$9.33K - $10.9K
|
420
$21.6K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
205+ 205.0% |
$9.11K - $10.6K
|
305
$15.7K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
204+ 309.09% |
$9.06K - $10.6K
|
270
$13.9K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
202+ 100.0% |
$8.97K - $10.4K
|
404
$20.8K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
200+ 238.1% |
$8.88K - $10.3K
|
284
$14.6K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
189+ 110.53% |
$8.4K - $9.78K
|
360
$18.5K
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
186+ 100.0% |
$8.26K - $9.62K
|
372
$19.1K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
182New |
$8.08K - $9.41K
|
182
$9.36K
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
181+ 100.0% |
$8.04K - $9.36K
|
362
$18.6K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
175+ 100.0% |
$7.77K - $9.05K
|
350
$18K
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
170+ 100.0% |
$7.55K - $8.79K
|
340
$17.5K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
169+ 50.15% |
$7.51K - $8.74K
|
506
$26K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
166+ 100.0% |
$7.37K - $8.59K
|
332
$17.1K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
166+ 395.24% |
$7.37K - $8.59K
|
208
$10.7K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
165+ 1100.0% |
$7.33K - $8.54K
|
180
$9.26K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
165New |
$7.33K - $8.54K
|
165
$8.48K
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
163+ 100.0% |
$7.24K - $8.43K
|
326
$16.8K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
162New |
$7.2K - $8.38K
|
162
$8.33K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
160+ 100.0% |
$7.11K - $8.28K
|
320
$16.5K
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
159+ 100.0% |
$7.06K - $8.23K
|
318
$16.4K
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
158+ 0.8% |
$7.02K - $8.17K
|
20K
$1.03M
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
152+ 95.0% |
$6.75K - $7.86K
|
312
$16K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
150+ 100.0% |
$6.66K - $7.76K
|
300
$15.4K
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
146+ 100.0% |
$6.49K - $7.55K
|
292
$15K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
138New |
$6.13K - $7.14K
|
138
$7.1K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
138+ 43.67% |
$6.13K - $7.14K
|
454
$23.3K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
138New |
$6.13K - $7.14K
|
138
$7.1K
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
137+ 99.28% |
$6.09K - $7.09K
|
275
$14.1K
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
135+ 100.0% |
$6K - $6.98K
|
270
$13.9K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
132New |
$5.86K - $6.83K
|
132
$6.79K
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
131+ 100.0% |
$5.82K - $6.78K
|
262
$13.5K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
124+ 100.0% |
$5.51K - $6.41K
|
248
$12.8K
|