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 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
12.4K+ 100.47% |
$549K - $639K
|
24.6K
$681K
|
|
|
Apr 27, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
12.3K+ 54.2% |
$548K - $638K
|
35.1K
$969K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12.3K+ 90.32% |
$546K - $635K
|
25.9K
$715K
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12.3K+ 107.63% |
$545K - $635K
|
23.7K
$654K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
12.3K+ 181.79% |
$545K - $634K
|
19K
$525K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
12.1K+ 101.67% |
$539K - $628K
|
24.1K
$665K
|
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
12KNew |
$534K - $622K
|
12K
$332K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.9K+ 104.94% |
$530K - $617K
|
23.3K
$644K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.9K+ 109.08% |
$530K - $617K
|
22.9K
$632K
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11.9K+ 97.89% |
$528K - $615K
|
24K
$664K
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
11.7K+ 113.06% |
$520K - $605K
|
22.1K
$609K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.6K+ 73.68% |
$514K - $599K
|
27.3K
$754K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
11.5K+ 100.16% |
$513K - $597K
|
23.1K
$637K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.5K+ 107.65% |
$509K - $593K
|
22.1K
$611K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
11.4K+ 160.52% |
$507K - $590K
|
18.5K
$512K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
11.3K+ 103.5% |
$504K - $587K
|
22.3K
$616K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.3K+ 99.45% |
$501K - $583K
|
22.6K
$625K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 133.32% |
$499K - $581K
|
19.6K
$543K
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
11.2K+ 132.98% |
$496K - $577K
|
19.6K
$540K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
11.2K+ 85.49% |
$496K - $577K
|
24.2K
$669K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
11.1K+ 92.31% |
$495K - $576K
|
23.2K
$641K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.1K+ 86.98% |
$493K - $574K
|
23.9K
$660K
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.1K+ 94.64% |
$493K - $574K
|
22.8K
$631K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 98.27% |
$491K - $572K
|
22.3K
$617K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11K+ 100.36% |
$491K - $571K
|
22K
$609K
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
10.9K+ 104.25% |
$485K - $565K
|
21.4K
$591K
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
10.9K+ 99.99% |
$483K - $563K
|
21.8K
$601K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
10.9K+ 160.81% |
$483K - $562K
|
17.6K
$487K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
10.9K+ 100.21% |
$482K - $562K
|
21.7K
$600K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10.9K+ 100.93% |
$482K - $562K
|
21.6K
$597K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.8K+ 95.65% |
$479K - $558K
|
22.1K
$610K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.7K+ 107.93% |
$474K - $552K
|
20.5K
$568K
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.6K+ 229.57% |
$469K - $546K
|
15.2K
$419K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.6K+ 96.52% |
$469K - $546K
|
21.5K
$594K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
10.5K+ 118.8% |
$464K - $541K
|
19.3K
$532K
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
10.4K+ 96.42% |
$462K - $538K
|
21.2K
$586K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
10.3K+ 100.0% |
$459K - $534K
|
20.7K
$571K
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10.2K+ 98.76% |
$455K - $530K
|
20.6K
$569K
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
10.2K+ 104.09% |
$453K - $528K
|
20K
$553K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2K+ 108.65% |
$453K - $528K
|
19.6K
$541K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.1K+ 100.04% |
$448K - $522K
|
20.2K
$558K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
10.1K+ 94.28% |
$447K - $520K
|
20.7K
$573K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10K+ 107.88% |
$446K - $520K
|
19.4K
$535K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
10KNew |
$446K - $519K
|
10K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
10K+ 164.81% |
$446K - $519K
|
16.1K
$445K
|
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
BUY
|
- |
9.99K+ 95.29% |
$444K - $517K
|
20.5K
$566K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.95K+ 105.91% |
$442K - $515K
|
19.3K
$534K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.94K+ 113.49% |
$442K - $514K
|
18.7K
$517K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.7K+ 54.87% |
$431K - $502K
|
27.4K
$757K
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.59K+ 96.81% |
$426K - $496K
|
19.5K
$538K
|