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 |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-33Closed |
$1.47K - $1.71K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-38Closed |
$1.69K - $1.97K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-46Closed |
$2.04K - $2.38K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-54Closed |
$2.4K - $2.79K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59- 12.47% |
$2.62K - $3.05K
|
414
$11.4K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-60Closed |
$2.67K - $3.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-76Closed |
$3.38K - $3.93K
|
0
$0
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-77- 79.38% |
$3.42K - $3.98K
|
20
$553
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-85- 39.53% |
$3.78K - $4.4K
|
130
$3.59K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-100Closed |
$4.44K - $5.17K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-100Closed |
$4.44K - $5.17K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-122Closed |
$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
$8.4K
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-169Closed |
$7.51K - $8.74K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-179Closed |
$7.95K - $9.26K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-182Closed |
$8.08K - $9.41K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-230Closed |
$10.2K - $11.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-258Closed |
$11.5K - $13.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-270Closed |
$12K - $14K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-302Closed |
$13.4K - $15.6K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-348- 58.0% |
$15.5K - $18K
|
252
$6.96K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-386Closed |
$17.1K - $20K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-476- 27.77% |
$21.1K - $24.6K
|
1.24K
$34.2K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-521Closed |
$23.1K - $27K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-569Closed |
$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
$174K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.02KClosed |
$45.1K - $52.5K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.22KClosed |
$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
$44.7K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.4KClosed |
$62.1K - $72.3K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.98KClosed |
$87.7K - $102K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.99KClosed |
$88.4K - $103K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2KClosed |
$88.8K - $103K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-2KClosed |
$88.8K - $103K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2KClosed |
$88.8K - $103K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-2.01KClosed |
$89.3K - $104K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.03KClosed |
$90K - $105K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.03KClosed |
$90.2K - $105K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.04KClosed |
$90.6K - $106K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$91.1K - $106K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.05KClosed |
$91.2K - $106K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.09KClosed |
$92.7K - $108K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.11KClosed |
$93.7K - $109K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.14KClosed |
$95K - $111K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-2.14KClosed |
$95.1K - $111K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.18KClosed |
$96.7K - $113K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.2KClosed |
$97.5K - $114K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-2.28KClosed |
$101K - $118K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.32KClosed |
$103K - $120K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 0.41% |
$104K - $121K
|
571K
$15.8M
|