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 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.34KClosed |
$104K - $121K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-2.6KClosed |
$116K - $135K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.74KClosed |
$121K - $141K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.81KClosed |
$125K - $145K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.9KClosed |
$129K - $150K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.92K- 37.5% |
$130K - $151K
|
4.86K
$134K
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.06KClosed |
$136K - $159K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-3.26KClosed |
$145K - $169K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.39K- 97.75% |
$151K - $176K
|
78
$2.16K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.51KClosed |
$156K - $182K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.6K- 11.82% |
$160K - $186K
|
26.9K
$743K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.45KClosed |
$197K - $230K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-5.4K- 19.04% |
$240K - $279K
|
23K
$635K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-6.49KClosed |
$288K - $336K
|
0
$0
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-6.84KClosed |
$304K - $354K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.86KClosed |
$305K - $355K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-9.9K- 76.93% |
$440K - $512K
|
2.97K
$82K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.99KClosed |
$444K - $517K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.1K- 27.85% |
$448K - $521K
|
26.1K
$721K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.1K- 27.85% |
$448K - $521K
|
26.1K
$721K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.8K- 59.05% |
$478K - $557K
|
7.46K
$206K
|
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-11.3K- 14.84% |
$503K - $586K
|
64.9K
$1.79M
|
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-12.1KClosed |
$536K - $624K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-13.2K- 47.53% |
$587K - $684K
|
14.6K
$403K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.5K- 23.12% |
$598K - $696K
|
44.7K
$1.24M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.1K- 21.9% |
$625K - $728K
|
50.2K
$1.39M
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-16.1KClosed |
$715K - $833K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-17.6K- 55.43% |
$782K - $910K
|
14.1K
$391K
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-17.7KClosed |
$786K - $915K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.8K- 56.01% |
$792K - $923K
|
14K
$387K
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-18.7K- 56.93% |
$833K - $970K
|
14.2K
$392K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-20.1KClosed |
$892K - $1.04M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-20.1KClosed |
$893K - $1.04M
|
0
$0
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-25.9KClosed |
$1.15M - $1.34M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27K- 64.21% |
$1.2M - $1.4M
|
15.1K
$416K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-30.8KClosed |
$1.37M - $1.6M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-35.8K- 85.02% |
$1.59M - $1.85M
|
6.32K
$174K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36K- 4.83% |
$1.6M - $1.86M
|
708K
$19.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-38.4KClosed |
$1.71M - $1.99M
|
0
$0
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-38.8K- 63.71% |
$1.72M - $2.01M
|
22.1K
$611K
|
|
|
May 13, 2022
Q1 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-39.9K- 54.89% |
$1.77M - $2.07M
|
32.8K
$906K
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-53.6KClosed |
$2.38M - $2.77M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-61.6K- 62.41% |
$2.74M - $3.19M
|
37.1K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-77.7KClosed |
$3.45M - $4.02M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-251K- 65.07% |
$11.1M - $13M
|
135K
$3.72M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-343K- 97.72% |
$15.2M - $17.7M
|
8.02K
$222K
|