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
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
43.3K+ 111.92% |
$1.92M - $2.24M
|
82K
$2.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
43.2K+ 109.11% |
$1.92M - $2.24M
|
82.8K
$2.29M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1KNew |
$1.91M - $2.23M
|
43.1K
$1.19M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
43.1K+ 104.56% |
$1.91M - $2.23M
|
84.2K
$2.33M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
43K+ 1602.27% |
$1.91M - $2.23M
|
45.7K
$1.26M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
43K+ 104.67% |
$1.91M - $2.22M
|
84K
$2.32M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.4K+ 112.51% |
$1.88M - $2.19M
|
80.1K
$2.21M
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
42.3K+ 98.82% |
$1.88M - $2.19M
|
85.2K
$2.35M
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
42.2K+ 60.7% |
$1.88M - $2.18M
|
112K
$3.09M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42K+ 93.45% |
$1.87M - $2.17M
|
87K
$2.4M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
41.6K+ 93.11% |
$1.85M - $2.15M
|
86.3K
$2.38M
|
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
40.8K+ 78.37% |
$1.81M - $2.11M
|
92.9K
$2.57M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
40.1KNew |
$1.78M - $2.07M
|
40.1K
$1.11M
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
39.6K+ 119.85% |
$1.76M - $2.05M
|
72.7K
$2.01M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
39.5K+ 98.0% |
$1.76M - $2.05M
|
79.9K
$2.21M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.2K+ 100.48% |
$1.74M - $2.03M
|
78.1K
$2.16M
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
39.2K+ 100.15% |
$1.74M - $2.03M
|
78.2K
$2.16M
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
39.1K+ 106.95% |
$1.74M - $2.02M
|
75.7K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
38.9K+ 155.0% |
$1.73M - $2.01M
|
64K
$1.77M
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
38.7K+ 101.24% |
$1.72M - $2M
|
77K
$2.13M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
38.7K+ 113.83% |
$1.72M - $2M
|
72.6K
$2.01M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
38.4K+ 100.49% |
$1.71M - $1.99M
|
76.7K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
38.1K+ 232.34% |
$1.69M - $1.97M
|
54.5K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.1K+ 106.15% |
$1.69M - $1.97M
|
73.9K
$2.04M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
37.7K+ 101.51% |
$1.68M - $1.95M
|
74.9K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
37.2K+ 101.15% |
$1.65M - $1.92M
|
73.9K
$2.04M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
37.1K+ 94.27% |
$1.65M - $1.92M
|
76.5K
$2.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
36.7K+ 110.65% |
$1.63M - $1.9M
|
69.9K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
36.7K+ 137.88% |
$1.63M - $1.9M
|
63.2K
$1.75M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
36.3K+ 96.25% |
$1.61M - $1.88M
|
74.1K
$2.05M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
36.2KNew |
$1.61M - $1.87M
|
36.2K
$999K
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
36.1K+ 71.28% |
$1.6M - $1.87M
|
86.7K
$2.39M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
36K+ 137.04% |
$1.6M - $1.86M
|
62.3K
$1.72M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
36K+ 129.25% |
$1.6M - $1.86M
|
63.8K
$1.76M
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
35.9K+ 122.34% |
$1.6M - $1.86M
|
65.3K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
35.8K+ 108.52% |
$1.59M - $1.85M
|
68.8K
$1.9M
|
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
35.3K+ 169.4% |
$1.57M - $1.83M
|
56.2K
$1.55M
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
34.6K+ 93.26% |
$1.54M - $1.79M
|
71.8K
$1.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
34.6K+ 99.63% |
$1.54M - $1.79M
|
69.4K
$1.92M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
33.9K+ 66.04% |
$1.51M - $1.76M
|
85.3K
$2.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
32.3K+ 90.63% |
$1.44M - $1.67M
|
68K
$1.88M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
32.1K+ 101.51% |
$1.43M - $1.66M
|
63.8K
$1.76M
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
BUY
|
- |
31.8K+ 104.19% |
$1.41M - $1.64M
|
62.2K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.7K+ 97.23% |
$1.41M - $1.64M
|
64.4K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
31.4K+ 105.02% |
$1.39M - $1.62M
|
61.2K
$1.69M
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
31.3K+ 98.41% |
$1.39M - $1.62M
|
63.1K
$1.74M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.2K+ 111.47% |
$1.39M - $1.62M
|
59.3K
$1.64M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
31K+ 199.45% |
$1.38M - $1.6M
|
46.6K
$1.29M
|
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
31K+ 100.0% |
$1.38M - $1.6M
|
62K
$1.71M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
30.8K+ 124.03% |
$1.37M - $1.59M
|
55.7K
$1.54M
|