Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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
Apr 29, 2022 Q1 2022
Annapolis Financial Services, LLC

SELL
 -
-29
- 0.52%
$1.29K - $1.5K
5.5K $144K
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-31
Closed
$1.38K - $1.6K
0 $0
Apr 20, 2022 Q1 2022
Concord Wealth Partners

SELL
 -
-31
- 29.52%
$1.38K - $1.6K
74 $1.94K
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-33
Closed
$1.47K - $1.71K
0 $0
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

SELL
 -
-38
Closed
$1.69K - $1.97K
0 $0
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-46
Closed
$2.04K - $2.38K
0 $0
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

SELL
 -
-54
Closed
$2.4K - $2.79K
0 $0
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-59
- 12.47%
$2.62K - $3.05K
414 $10.9K
Apr 26, 2022 Q1 2022
Toth Financial Advisory Corp

SELL
 -
-60
Closed
$2.67K - $3.1K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-76
Closed
$3.38K - $3.93K
0 $0
May 04, 2022 Q1 2022
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-85
- 39.53%
$3.78K - $4.4K
130 $3.41K
Apr 27, 2022 Q1 2022
Krs Capital Management, LLC

SELL
 -
-100
Closed
$4.44K - $5.17K
0 $0
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

SELL
 -
-100
Closed
$4.44K - $5.17K
0 $0
May 12, 2022 Q1 2022
Delta Asset Management LLC

Memphis, TN
SELL
 -
-122
Closed
$5.42K - $6.31K
0 $0
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-139
- 31.38%
$6.17K - $7.19K
304 $7.97K
May 18, 2022 Q1 2022
Td Capital Management LLC

Memphis, TN
SELL
 -
-169
Closed
$7.51K - $8.74K
0 $0
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-179
Closed
$7.95K - $9.26K
0 $0
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

SELL
 -
-182
Closed
$8.08K - $9.41K
0 $0
Apr 11, 2022 Q1 2022
Cascade Investment Advisors, Inc.

Oregon City, OR
SELL
 -
-230
Closed
$10.2K - $11.9K
0 $0
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-258
Closed
$11.5K - $13.3K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-270
Closed
$12K - $14K
0 $0
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-302
Closed
$13.4K - $15.6K
0 $0
Apr 25, 2022 Q1 2022
Private Ocean, LLC

SELL
 -
-348
- 58.0%
$15.5K - $18K
252 $6.6K
Apr 05, 2022 Q1 2022
Trust CO Of Vermont

SELL
 -
-386
Closed
$17.1K - $20K
0 $0
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

SELL
 -
-476
- 27.77%
$21.1K - $24.6K
1.24K $32.4K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-521
Closed
$23.1K - $27K
0 $0
Apr 11, 2022 Q1 2022
Iron Horse Wealth Management, LLC

SELL
 -
-569
Closed
$25.3K - $29.4K
0 $0
May 11, 2022 Q1 2022
American Century Companies Inc

Kansas City, MO
SELL
 -
-579
- 8.43%
$25.7K - $30K
6.29K $165K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1.02K
Closed
$45.1K - $52.5K
0 $0
Apr 28, 2022 Q1 2022
Barnett & Company, Inc.

SELL
 -
-1.22K
Closed
$54.2K - $63.2K
0 $0
May 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-1.31K
- 44.72%
$58.1K - $67.7K
1.62K $42.4K
May 09, 2022 Q1 2022
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.4K
Closed
$62.1K - $72.3K
0 $0
May 17, 2022 Q1 2022
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-1.98K
Closed
$87.7K - $102K
0 $0
May 09, 2022 Q1 2022
Seascape Capital Management

Portsmouth, NH
SELL
 -
-1.99K
Closed
$88.4K - $103K
0 $0
May 16, 2022 Q1 2022
Redmont Wealth Advisors LLC

Chicago, IL
SELL
 -
-2K
Closed
$88.8K - $103K
0 $0
May 16, 2022 Q1 2022
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-2K
Closed
$88.8K - $103K
0 $0
May 16, 2022 Q1 2022
Options Solutions, LLC

Chevy Chase, MD
SELL
 -
-2K
Closed
$88.8K - $103K
0 $0
May 13, 2022 Q1 2022
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-2.01K
Closed
$89.3K - $104K
0 $0
May 06, 2022 Q1 2022
Mirador Capital Partners LP

SELL
 -
-2.03K
Closed
$90K - $105K
0 $0
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

SELL
 -
-2.03K
Closed
$90.2K - $105K
0 $0
May 12, 2022 Q1 2022
Staley Capital Advisers Inc

SELL
 -
-2.04K
Closed
$90.6K - $106K
0 $0
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

SELL
 -
-2.05K
Closed
$91.1K - $106K
0 $0
May 03, 2022 Q1 2022
Cutter & CO Brokerage, Inc.

SELL
 -
-2.05K
Closed
$91.2K - $106K
0 $0
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

SELL
 -
-2.09K
Closed
$92.7K - $108K
0 $0
Apr 21, 2022 Q1 2022
Palouse Capital Management, Inc.

SELL
 -
-2.11K
Closed
$93.7K - $109K
0 $0
May 16, 2022 Q1 2022
Paradigm Financial Partners, LLC

SELL
 -
-2.14K
Closed
$95K - $111K
0 $0
May 02, 2022 Q1 2022
Simplex Trading, LLC

SELL
 -
-2.14K
Closed
$95.1K - $111K
0 $0
Apr 25, 2022 Q1 2022
Tfo Tdc, LLC

SELL
 -
-2.18K
Closed
$96.7K - $113K
0 $0
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-2.2K
Closed
$97.5K - $114K
0 $0

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