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
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
91.6K+ 97.43% |
$4.07M - $4.74M
|
186K
$5.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
BUY
|
- |
91K+ 95.83% |
$4.04M - $4.7M
|
186K
$5.14M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
90.6K+ 110.99% |
$4.03M - $4.69M
|
172K
$4.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
89.9K+ 145.53% |
$4M - $4.65M
|
152K
$4.19M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
89.3K+ 114.57% |
$3.96M - $4.62M
|
167K
$4.62M
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
89.1K+ 108.18% |
$3.96M - $4.61M
|
172K
$4.74M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
88.6K+ 92.55% |
$3.93M - $4.58M
|
184K
$5.09M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
88.2K+ 89.52% |
$3.92M - $4.56M
|
187K
$5.16M
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
88.1K+ 82.04% |
$3.91M - $4.56M
|
196K
$5.4M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
87.3K+ 111.81% |
$3.88M - $4.52M
|
165K
$4.57M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
86.7K+ 97.37% |
$3.85M - $4.48M
|
176K
$4.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
85.7K+ 72.37% |
$3.81M - $4.43M
|
204K
$5.64M
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
83.6K+ 146.95% |
$3.71M - $4.33M
|
141K
$3.88M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
82.5K+ 154.71% |
$3.67M - $4.27M
|
136K
$3.75M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
82.4K+ 147.19% |
$3.66M - $4.26M
|
138K
$3.82M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
82.1K+ 99.42% |
$3.65M - $4.25M
|
165K
$4.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
82K+ 67.55% |
$3.64M - $4.24M
|
203K
$5.62M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
81.8K+ 99.31% |
$3.63M - $4.23M
|
164K
$4.53M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
81.6K+ 104.89% |
$3.62M - $4.22M
|
159K
$4.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
81.3K+ 108.6% |
$3.61M - $4.21M
|
156K
$4.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
80.9K+ 107.97% |
$3.59M - $4.19M
|
156K
$4.31M
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
79.4K+ 98.69% |
$3.53M - $4.11M
|
160K
$4.41M
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
76.4K+ 106.85% |
$3.39M - $3.95M
|
148K
$4.08M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
76.2K+ 103.07% |
$3.39M - $3.94M
|
150K
$4.15M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.9K+ 87.54% |
$3.37M - $3.93M
|
163K
$4.49M
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
75.3K+ 113.35% |
$3.35M - $3.9M
|
142K
$3.92M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
75.2K+ 99.38% |
$3.34M - $3.89M
|
151K
$4.17M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
74.4K+ 76.92% |
$3.3M - $3.85M
|
171K
$4.73M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
73.9K+ 98.04% |
$3.28M - $3.82M
|
149K
$4.12M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
72.8K+ 100.44% |
$3.24M - $3.77M
|
145K
$4.02M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72.8K+ 96.71% |
$3.24M - $3.77M
|
148K
$4.09M
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
72.4K+ 82.92% |
$3.22M - $3.75M
|
160K
$4.41M
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
70.8K+ 105.06% |
$3.14M - $3.66M
|
138K
$3.82M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
70K+ 214.01% |
$3.11M - $3.62M
|
103K
$2.84M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
69.8KNew |
$3.1M - $3.61M
|
69.8K
$1.93M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
69.6K+ 109.65% |
$3.09M - $3.6M
|
133K
$3.68M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69.4K+ 163.43% |
$3.08M - $3.59M
|
112K
$3.09M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
68.4K+ 105.44% |
$3.04M - $3.54M
|
133K
$3.68M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
66.6K+ 139.73% |
$2.96M - $3.45M
|
114K
$3.16M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
66.5K+ 100.05% |
$2.95M - $3.44M
|
133K
$3.67M
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
65.4K+ 106.63% |
$2.91M - $3.38M
|
127K
$3.5M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
64.6K+ 117.77% |
$2.87M - $3.34M
|
120K
$3.3M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
64.4K+ 106.62% |
$2.86M - $3.33M
|
125K
$3.45M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
64.4K+ 92.17% |
$2.86M - $3.33M
|
134K
$3.71M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
63.8K+ 99.62% |
$2.84M - $3.3M
|
128K
$3.53M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
62.4K+ 122.0% |
$2.77M - $3.23M
|
114K
$3.14M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
62.3K+ 103.03% |
$2.77M - $3.22M
|
123K
$3.39M
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
61.8K+ 137.11% |
$2.74M - $3.2M
|
107K
$2.95M
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
61K+ 111.91% |
$2.71M - $3.15M
|
115K
$3.19M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
60.7K+ 61.72% |
$2.7M - $3.14M
|
159K
$4.4M
|