Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.25M+ 20.14% |
$123M - $156M
|
19.4M
$508M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
588K+ 6.53% |
$22.3M - $28.3M
|
9.59M
$251M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
486K+ 7.27% |
$18.4M - $23.3M
|
7.16M
$188M
|
|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
421K+ 852.51% |
$16M - $20.2M
|
471K
$12.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
406K+ 18.99% |
$15.4M - $19.5M
|
2.55M
$66.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
370K+ 14.47% |
$14M - $17.8M
|
2.93M
$76.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
347KNew |
$13.1M - $16.6M
|
347K
$9.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
274K+ 21.67% |
$10.4M - $13.2M
|
1.54M
$40.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
240K+ 9.37% |
$9.08M - $11.5M
|
2.8M
$73.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
223K+ 1311.81% |
$8.46M - $10.7M
|
240K
$6.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
197K+ 15.95% |
$7.47M - $9.47M
|
1.43M
$37.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
195K+ 9.72% |
$7.39M - $9.36M
|
2.2M
$57.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
180K+ 31.61% |
$6.83M - $8.66M
|
751K
$19.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
175K+ 13.9% |
$6.63M - $8.41M
|
1.43M
$37.6M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
160KNew |
$6.04M - $7.66M
|
160K
$4.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150K+ 16.73% |
$5.69M - $7.21M
|
1.05M
$27.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
139KNew |
$5.26M - $6.67M
|
139K
$3.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
127K+ 1.7% |
$4.81M - $6.09M
|
7.57M
$198M
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
126KNew |
$4.77M - $6.04M
|
126K
$3.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
118K+ 340.76% |
$4.47M - $5.67M
|
153K
$4M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
115K+ 48.6% |
$4.37M - $5.54M
|
353K
$9.25M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
114K+ 9.62% |
$4.33M - $5.48M
|
1.3M
$34.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
103K+ 1555.16% |
$3.89M - $4.93M
|
109K
$2.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
97.5K+ 504.34% |
$3.69M - $4.68M
|
117K
$3.06M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
88.9K+ 120.28% |
$3.37M - $4.27M
|
163K
$4.27M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
87.6K+ 6.21% |
$3.32M - $4.21M
|
1.5M
$39.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
74.9KNew |
$2.84M - $3.6M
|
74.9K
$1.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
69.8K+ 5.4% |
$2.65M - $3.35M
|
1.36M
$35.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
66.1K+ 523.99% |
$2.5M - $3.17M
|
78.7K
$2.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
60.1K+ 32.59% |
$2.27M - $2.88M
|
244K
$6.4M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
56.1K+ 14.2% |
$2.13M - $2.7M
|
451K
$11.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
53.4K+ 116.94% |
$2.02M - $2.57M
|
99.2K
$2.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
51.9K+ 10.21% |
$1.97M - $2.49M
|
561K
$14.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
43.7KNew |
$1.65M - $2.1M
|
43.7K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
43.4K+ 83.49% |
$1.64M - $2.08M
|
95.4K
$2.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
42.2K+ 34.26% |
$1.6M - $2.03M
|
166K
$4.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
41.9K+ 5.46% |
$1.59M - $2.01M
|
808K
$21.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
40.8KNew |
$1.54M - $1.96M
|
40.8K
$1.07M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.7KNew |
$1.5M - $1.9M
|
39.7K
$1.04M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.5K+ 2.47% |
$1.5M - $1.9M
|
1.64M
$42.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37.3K+ 13.33% |
$1.41M - $1.79M
|
317K
$8.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
36.3K+ 3.93% |
$1.37M - $1.74M
|
960K
$25.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
36K+ 5.08% |
$1.36M - $1.73M
|
744K
$19.5M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
36K+ 5.08% |
$1.36M - $1.73M
|
744K
$19.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Whelan Financial
|
BUY
|
- |
35.5K+ 147.49% |
$1.35M - $1.71M
|
59.6K
$1.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.4K+ 3.94% |
$1.34M - $1.7M
|
934K
$24.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34.2K+ 3106.18% |
$1.29M - $1.64M
|
35.3K
$924K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
34K+ 48.32% |
$1.29M - $1.63M
|
104K
$2.74M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
33.7K+ 536.17% |
$1.28M - $1.62M
|
40K
$1.05M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
31.5K+ 104.81% |
$1.19M - $1.51M
|
61.6K
$1.62M
|