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 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
23.2K+ 79.6% |
$1.03M - $1.2M
|
52.4K
$2.69M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.9K+ 131.53% |
$1.02M - $1.19M
|
40.3K
$2.07M
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
22.9K+ 76.5% |
$1.02M - $1.18M
|
52.7K
$2.71M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
22.1K+ 88.19% |
$983K - $1.14M
|
47.2K
$2.43M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 88.97% |
$966K - $1.13M
|
46.2K
$2.38M
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
21.7K+ 101.48% |
$963K - $1.12M
|
43K
$2.21M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
21.7K+ 105.69% |
$962K - $1.12M
|
42.1K
$2.17M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.4K+ 32.91% |
$950K - $1.11M
|
86.4K
$4.44M
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
21.2K+ 128.65% |
$941K - $1.1M
|
37.7K
$1.94M
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20.8K+ 208.99% |
$924K - $1.08M
|
30.8K
$1.58M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
20.6K+ 93.35% |
$916K - $1.07M
|
42.7K
$2.2M
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
20.4K+ 105.3% |
$905K - $1.05M
|
39.7K
$2.04M
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
20.2KNew |
$898K - $1.05M
|
20.2K
$1.04M
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
20.1K+ 97.64% |
$894K - $1.04M
|
40.7K
$2.09M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20K+ 105.93% |
$888K - $1.03M
|
38.9K
$2M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20K+ 99.92% |
$886K - $1.03M
|
39.9K
$2.05M
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
19.4K+ 94.91% |
$864K - $1.01M
|
39.9K
$2.05M
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
19.4K+ 77.41% |
$861K - $1M
|
44.4K
$2.28M
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
19.4K+ 116.1% |
$860K - $1M
|
36.1K
$1.85M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
19.2K+ 101.5% |
$854K - $995K
|
38.2K
$1.96M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
19K+ 123.51% |
$845K - $984K
|
34.4K
$1.77M
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
18.9K+ 126.2% |
$841K - $980K
|
34K
$1.75M
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
18.9K+ 98.33% |
$839K - $977K
|
38.1K
$1.96M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
18.8K+ 267.58% |
$836K - $974K
|
25.9K
$1.33M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
18.7K+ 136.05% |
$832K - $968K
|
32.5K
$1.67M
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
BUY
|
- |
18.7K+ 105.94% |
$830K - $967K
|
36.3K
$1.87M
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
18.5K+ 89.74% |
$821K - $956K
|
39.1K
$2.01M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.2K+ 111.14% |
$810K - $943K
|
34.6K
$1.78M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.2K+ 100.09% |
$807K - $940K
|
36.3K
$1.87M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
18K+ 92.27% |
$800K - $932K
|
37.5K
$1.93M
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
18K+ 99.51% |
$798K - $929K
|
36K
$1.85M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
17.9K+ 102.32% |
$793K - $924K
|
35.3K
$1.82M
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
17.6K+ 59.5% |
$781K - $910K
|
47.1K
$2.42M
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
17.6K+ 146.05% |
$781K - $910K
|
29.6K
$1.52M
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
17.5K+ 76.9% |
$779K - $907K
|
40.4K
$2.07M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
17.4KNew |
$775K - $902K
|
17.4K
$897K
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
17.4K+ 61.22% |
$773K - $901K
|
45.9K
$2.36M
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
17.4K+ 133.71% |
$773K - $900K
|
30.4K
$1.56M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
17.3K+ 23.53% |
$768K - $895K
|
90.8K
$4.67M
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
17.2K+ 53.14% |
$763K - $889K
|
49.5K
$2.55M
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
17.2K+ 108.39% |
$762K - $888K
|
33K
$1.7M
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
17KNew |
$756K - $881K
|
17K
$875K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16.8K+ 125.88% |
$748K - $872K
|
30.2K
$1.55M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$748K - $871K
|
16.8K
$866K
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
16.7K+ 168.41% |
$743K - $866K
|
26.7K
$1.37M
|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
16.7K+ 94.83% |
$743K - $865K
|
34.4K
$1.77M
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
16.7K+ 135.59% |
$742K - $864K
|
29K
$1.49M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
16.7K+ 171.59% |
$741K - $863K
|
26.4K
$1.36M
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
16.7K+ 103.01% |
$740K - $862K
|
32.8K
$1.69M
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
16.6K+ 114.48% |
$737K - $859K
|
31.1K
$1.6M
|