Purchases and Sales Made in Q2 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 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 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

SELL
 -
-497
- 1.08%
$18.8K - $23.9K
45.7K $1.2M
Aug 11, 2022 Q2 2022
Roundview Capital LLC

Princeton, NJ
SELL
 -
-505
- 2.29%
$19.1K - $24.2K
21.5K $565K
Jul 21, 2022 Q2 2022
Savior LLC

SELL
 -
-506
Closed
$19.2K - $24.3K
0 $0
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

SELL
 -
-508
- 4.29%
$19.2K - $24.4K
11.3K $297K
Jul 22, 2022 Q2 2022
Costello Asset Management, Inc

SELL
 -
-508
- 24.52%
$19.2K - $24.4K
1.56K $41K
Aug 15, 2022 Q2 2022
Guardian Wealth Management, Inc.

Peoria, IL
SELL
 -
-511
- 7.9%
$19.4K - $24.5K
5.96K $156K
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-519
Closed
$19.7K - $24.9K
0 $0
Jul 20, 2022 Q2 2022
Next Capital Management LLC

SELL
 -
-524
- 0.91%
$19.8K - $25.2K
57.2K $1.5M
Jul 13, 2022 Q2 2022
Diligent Investors, LLC

SELL
 -
-530
- 0.59%
$20.1K - $25.4K
89.5K $2.35M
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-544
- 3.66%
$20.6K - $26.1K
14.3K $375K
Jul 29, 2022 Q2 2022
Spectrum Management Group, LLC

SELL
 -
-586
- 6.6%
$22.2K - $28.1K
8.3K $217K
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-598
- 97.39%
$22.7K - $28.7K
16 $419
Jul 29, 2022 Q2 2022
Murphy, Middleton, Hinkle & Parker, Inc.

SELL
 -
-605
- 2.29%
$22.9K - $29K
25.8K $675K
Aug 05, 2022 Q2 2022
Zions Bancorporation, N.A.

SELL
 -
-611
Closed
$23.1K - $29.3K
0 $0
Jul 18, 2022 Q2 2022
Cornerstone Wealth Advisors, Inc.

SELL
 -
-612
- 4.76%
$23.2K - $29.4K
12.3K $321K
Aug 09, 2022 Q2 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-623
- 5.09%
$23.6K - $29.9K
11.6K $304K
Jul 25, 2022 Q2 2022
Brightworth

SELL
 -
-637
- 1.43%
$24.1K - $30.6K
43.8K $1.15M
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-666
- 9.94%
$25.2K - $32K
6.04K $158K
Aug 10, 2022 Q2 2022
Marshall Financial Group Inc

Doylestown, PA
SELL
 -
-668
- 0.18%
$25.3K - $32.1K
375K $9.83M
Aug 10, 2022 Q2 2022
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-676
- 0.88%
$25.6K - $32.5K
76.3K $2M
Jul 18, 2022 Q2 2022
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-680
- 2.95%
$25.8K - $32.6K
22.4K $587K
Aug 03, 2022 Q2 2022
Assetmark, Inc

SELL
 -
-685
Closed
$25.9K - $32.9K
0 $0
Aug 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-706
- 48.46%
$26.7K - $33.9K
751 $19.7K
Jul 15, 2022 Q2 2022
Wilson & Boucher Capital Management, LLC

SELL
 -
-728
- 3.64%
$27.6K - $35K
19.3K $506K
Aug 03, 2022 Q2 2022
Baker Avenue Asset Management, LP

SELL
 -
-742
- 9.94%
$28.1K - $35.6K
6.73K $176K
Jul 29, 2022 Q2 2022
Ironwood Financial, LLC

SELL
 -
-754
- 3.25%
$28.6K - $36.2K
22.5K $589K
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-761
- 1.85%
$28.8K - $36.5K
40.5K $1.06M
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

SELL
 -
-764
- 1.64%
$28.9K - $36.7K
45.8K $1.2M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

SELL
 -
-766
- 4.29%
$29K - $36.8K
17.1K $448K
Aug 25, 2022 Q2 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-793
- 18.8%
$30K - $38.1K
3.42K $89.7K
Jul 13, 2022 Q2 2022
Jentner Corp

SELL
 -
-800
- 6.14%
$30.3K - $38.4K
12.2K $321K
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-804
- 12.02%
$30.5K - $38.6K
5.89K $154K
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-812
Closed
$30.8K - $39K
0 $0
Jul 21, 2022 Q2 2022
D.B. Root & Company, LLC

SELL
 -
-816
- 5.51%
$30.9K - $39.2K
14K $367K
Jul 18, 2022 Q2 2022
Camelot Portfolios, LLC

SELL
 -
-835
- 5.05%
$31.6K - $40.1K
15.7K $411K
Jul 26, 2022 Q2 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-837
- 52.31%
$31.7K - $40.2K
763 $20K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-839
- 3.8%
$31.8K - $40.3K
21.2K $556K
Aug 15, 2022 Q2 2022
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-847
- 92.07%
$32.1K - $40.7K
73 $1.91K
Jul 11, 2022 Q2 2022
American National Bank

SELL
 -
-864
Closed
$32.7K - $41.5K
0 $0
Aug 03, 2022 Q2 2022
St. Johns Investment Management Company, LLC

SELL
 -
-875
- 0.48%
$33.1K - $42K
183K $4.8M
Aug 08, 2022 Q2 2022
Aire Advisors, LLC

Beverly Hills, CA
SELL
 -
-885
- 9.49%
$33.5K - $42.5K
8.44K $221K
Jul 22, 2022 Q2 2022
Providence First Trust CO

SELL
 -
-900
- 1.45%
$34.1K - $43.2K
61.1K $1.6M
Aug 05, 2022 Q2 2022
Archer Investment Corp

SELL
 -
-914
- 86.39%
$34.6K - $43.9K
144 $3.77K
Jul 11, 2022 Q2 2022
West Oak Capital, LLC

SELL
 -
-915
- 9.94%
$34.7K - $43.9K
8.29K $217K
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-944
- 0.7%
$35.8K - $45.3K
133K $3.49M
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-960
- 5.7%
$36.4K - $46.1K
15.9K $416K
Jul 29, 2022 Q2 2022
Opus Capital Group, LLC

SELL
 -
-975
- 4.42%
$36.9K - $46.8K
21.1K $553K
Aug 10, 2022 Q2 2022
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-1K
Closed
$37.9K - $48K
0 $0
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

SELL
 -
-1.02K
- 10.17%
$38.6K - $49K
9.01K $236K

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