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
May 04, 2022 Q1 2022
Summit Place Financial Advisors, LLC

BUY
 -
30.7K
+ 126.22%
$1.36M - $1.59M
55K $1.44M
May 20, 2022 Q1 2022
Simplicity Wealth,Llc

BUY
 -
30.7K
+ 51.21%
$1.36M - $1.59M
90.6K $2.37M
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
30.6K
+ 172.51%
$1.36M - $1.58M
48.3K $1.27M
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
30.4K
+ 66.4%
$1.35M - $1.57M
76.1K $1.99M
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

BUY
 -
30.3K
+ 93.91%
$1.35M - $1.57M
62.6K $1.64M
May 12, 2022 Q1 2022
Citizens Financial Group Inc

BUY
 -
30.2K
+ 98.03%
$1.34M - $1.56M
61.1K $1.6M
Apr 28, 2022 Q1 2022
Element Wealth, LLC

BUY
 -
30.2K
+ 94.76%
$1.34M - $1.56M
62.1K $1.63M
May 02, 2022 Q1 2022
Next Capital Management LLC

BUY
 -
30.1K
+ 109.0%
$1.34M - $1.56M
57.7K $1.51M
May 05, 2022 Q1 2022
Pinnacle Associates LTD

BUY
 -
30.1K
+ 104.06%
$1.34M - $1.56M
59K $1.55M
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
29.9K
+ 159.04%
$1.33M - $1.55M
48.7K $1.28M
May 16, 2022 Q1 2022
Carmichael Hill & Associates, Inc.

BUY
 -
29.7K
+ 100.1%
$1.32M - $1.53M
59.3K $1.55M
May 09, 2022 Q1 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
29.5K
+ 98.61%
$1.31M - $1.52M
59.3K $1.56M
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
29.1K
+ 101.61%
$1.29M - $1.5M
57.7K $1.51M
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
28.9K
+ 86.62%
$1.28M - $1.49M
62.2K $1.63M
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
BUY
 -
28.7K
+ 218.25%
$1.28M - $1.49M
41.9K $1.1M
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
28.3K
+ 219.68%
$1.26M - $1.47M
41.2K $1.08M
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
28.1K
+ 113.95%
$1.25M - $1.46M
52.8K $1.38M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
28K
New
$1.24M - $1.45M
28K $733K
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
28K
+ 141.75%
$1.24M - $1.45M
47.7K $1.25M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
28K
New
$1.24M - $1.45M
28K $733K
Jan 02, 2024 Q1 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
27.8K
+ 105.47%
$1.24M - $1.44M
54.2K $1.42M
Apr 29, 2022 Q1 2022
Alpha Omega Wealth Management LLC

BUY
 -
27.8K
+ 98.5%
$1.24M - $1.44M
56.1K $1.47M
Apr 19, 2022 Q1 2022
Foundations Investment Advisors, LLC

BUY
 -
27.6K
+ 117.4%
$1.23M - $1.43M
51.1K $1.34M
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

BUY
 -
27.5K
+ 92.45%
$1.22M - $1.42M
57.1K $1.5M
Apr 25, 2022 Q1 2022
Smithbridge Asset Management Inc

BUY
 -
27.3K
+ 95.42%
$1.21M - $1.41M
56K $1.47M
Apr 13, 2022 Q1 2022
Investors Research Corp

BUY
 -
27.2K
+ 98.1%
$1.21M - $1.41M
54.9K $1.44M
May 16, 2022 Q1 2022
Pacific Capital Wealth Advisors, Inc

BUY
 -
26.9K
+ 109.34%
$1.2M - $1.39M
51.6K $1.35M
Apr 18, 2022 Q1 2022
Upper Left Wealth Management, LLC

BUY
 -
26.9K
+ 95.64%
$1.2M - $1.39M
55.1K $1.44M
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
26.7K
+ 90.0%
$1.18M - $1.38M
56.3K $1.48M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
26.7K
+ 90.0%
$1.18M - $1.38M
56.3K $1.48M
Apr 07, 2022 Q1 2022
Mc Adam, LLC

BUY
 -
26.3K
+ 134.33%
$1.17M - $1.36M
45.8K $1.2M
Apr 20, 2022 Q1 2022
Private Capital Management LLC

BUY
 -
26.1K
+ 103.95%
$1.16M - $1.35M
51.2K $1.34M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
26K
New
$1.15M - $1.34M
26K $681K
Apr 25, 2022 Q1 2022
Harbor Group, Inc.

BUY
 -
25.9K
+ 89.81%
$1.15M - $1.34M
54.7K $1.43M
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

BUY
 -
25.7K
+ 131.75%
$1.14M - $1.33M
45.3K $1.19M
Apr 25, 2022 Q1 2022
Collective Family Office LLC

BUY
 -
25.7K
+ 64.91%
$1.14M - $1.33M
65.4K $1.71M
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

BUY
 -
25.7K
+ 230.14%
$1.14M - $1.33M
36.9K $966K
May 06, 2022 Q1 2022
Barden Capital Management, Inc.

BUY
 -
25.5K
+ 106.38%
$1.13M - $1.32M
49.4K $1.3M
Apr 14, 2022 Q1 2022
Cabot Wealth Management Inc

BUY
 -
25.4K
+ 78.53%
$1.13M - $1.32M
57.8K $1.52M
May 12, 2022 Q1 2022
Leisure Capital Management

BUY
 -
25.3K
+ 88.77%
$1.13M - $1.31M
53.9K $1.41M
May 11, 2022 Q1 2022
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
25.3K
+ 109.81%
$1.12M - $1.31M
48.4K $1.27M
Apr 21, 2022 Q1 2022
Capital Insight Partners, LLC

BUY
 -
24.8K
+ 102.03%
$1.1M - $1.28M
49.2K $1.29M
Apr 13, 2022 Q1 2022
Triangle Securities Wealth Management

BUY
 -
24.5K
+ 114.16%
$1.09M - $1.27M
46K $1.21M
May 06, 2022 Q1 2022
Hc Advisors, LLC

BUY
 -
24.1K
+ 117.42%
$1.07M - $1.25M
44.6K $1.17M
Apr 14, 2022 Q1 2022
Flower City Capital

BUY
 -
24.1K
+ 85.16%
$1.07M - $1.25M
52.3K $1.37M
Apr 15, 2022 Q1 2022
Domani Wealth, LLC

BUY
 -
23.9K
+ 97.79%
$1.06M - $1.24M
48.4K $1.27M
Apr 14, 2022 Q1 2022
Moller Financial Services

BUY
 -
23.9K
+ 94.45%
$1.06M - $1.24M
49.2K $1.29M
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
23.8K
+ 98.12%
$1.06M - $1.23M
48.2K $1.26M
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
23.8K
+ 98.12%
$1.06M - $1.23M
48.2K $1.26M

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