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 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-1.02K
- 60.96%
$38.7K - $49K
654 $17.1K
Jul 27, 2022 Q2 2022
Appleton Group, LLC

SELL
 -
-1.06K
- 6.22%
$40.2K - $50.9K
16K $419K
Jul 05, 2022 Q2 2022
Modus Advisors, LLC

SELL
 -
-1.07K
- 14.58%
$40.5K - $51.4K
6.27K $164K
Aug 03, 2022 Q2 2022
Planning Directions Inc

SELL
 -
-1.07K
- 10.67%
$40.5K - $51.4K
8.96K $235K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-1.08K
- 3.31%
$41K - $51.9K
31.6K $828K
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-1.09K
- 11.39%
$41.4K - $52.5K
8.5K $223K
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

SELL
 -
-1.13K
Closed
$42.9K - $54.3K
0 $0
Aug 10, 2022 Q2 2022
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-1.14K
- 4.04%
$43K - $54.5K
27K $707K
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-1.15K
- 10.29%
$43.6K - $55.3K
10K $263K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.15K
- 52.48%
$43.6K - $55.3K
1.04K $27.3K
Jul 28, 2022 Q2 2022
Whittier Trust CO

SELL
 -
-1.25K
- 6.49%
$47.4K - $60K
18K $472K
Aug 08, 2022 Q2 2022
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-1.26K
- 0.67%
$47.6K - $60.3K
185K $4.86M
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

SELL
 -
-1.27K
- 0.76%
$48.3K - $61.2K
166K $4.35M
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

SELL
 -
-1.35K
- 0.65%
$51.1K - $64.7K
206K $5.4M
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-1.4K
- 2.37%
$53.1K - $67.4K
57.9K $1.52M
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

SELL
 -
-1.4K
Closed
$53.1K - $67.4K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-1.46K
Closed
$55.4K - $70.2K
0 $0
Jul 15, 2022 Q2 2022
Pds Planning, Inc

SELL
 -
-1.47K
Closed
$55.6K - $70.5K
0 $0
Dec 19, 2024 Q2 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-1.49K
- 4.16%
$56.5K - $71.6K
34.4K $902K
Jul 27, 2022 Q2 2022
Columbus Macro, LLC

SELL
 -
-1.51K
- 7.29%
$57.2K - $72.5K
19.2K $504K
Jul 19, 2022 Q2 2022
Mai Capital Management

SELL
 -
-1.55K
- 1.21%
$58.6K - $74.2K
126K $3.31M
Aug 09, 2022 Q2 2022
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-1.55K
- 3.21%
$58.8K - $74.5K
46.8K $1.23M
Aug 08, 2022 Q2 2022
Garrison Asset Management, LLC

SELL
 -
-1.59K
- 2.44%
$60.3K - $76.4K
63.7K $1.67M
Jul 18, 2022 Q2 2022
Strategic Capital Advisers, Inc.

SELL
 -
-1.63K
- 2.24%
$61.7K - $78.3K
71.1K $1.86M
Aug 12, 2022 Q2 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-1.64K
Closed
$62.2K - $78.8K
0 $0
Aug 01, 2022 Q2 2022
Blooom, Inc.

SELL
 -
-1.65K
- 8.07%
$62.6K - $79.3K
18.8K $493K
Jul 22, 2022 Q2 2022
Wooster Corthell Wealth Management, Inc.

SELL
 -
-1.68K
- 6.59%
$63.7K - $80.7K
23.8K $625K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

SELL
 -
-1.68K
- 18.46%
$63.7K - $80.7K
7.43K $195K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-1.69K
- 7.27%
$64.1K - $81.2K
21.6K $566K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-1.7K
- 9.09%
$64.4K - $81.7K
17K $446K
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-1.71K
- 5.78%
$64.7K - $82K
27.9K $730K
Jul 28, 2022 Q2 2022
Exchange Capital Management, Inc.

SELL
 -
-1.72K
- 1.53%
$65.3K - $82.7K
111K $2.91M
Aug 05, 2022 Q2 2022
Citizens Financial Group Inc

SELL
 -
-1.74K
- 2.85%
$65.9K - $83.5K
59.3K $1.55M
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

SELL
 -
-1.8K
- 24.88%
$68.1K - $86.3K
5.43K $142K
Jul 08, 2022 Q2 2022
Upper Left Wealth Management, LLC

SELL
 -
-1.84K
- 3.34%
$69.6K - $88.2K
53.2K $1.39M
Jul 14, 2022 Q2 2022
Pittenger & Anderson Inc

SELL
 -
-1.87K
- 2.15%
$70.7K - $89.6K
84.9K $2.23M
Jul 13, 2022 Q2 2022
Keystone Wealth Services, LLC

SELL
 -
-1.91K
- 25.26%
$72.2K - $91.5K
5.64K $148K
Aug 10, 2022 Q2 2022
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-2.01K
- 2.9%
$76.2K - $96.6K
67.4K $1.77M
Aug 01, 2022 Q2 2022
Klingenstein Fields & CO LP

SELL
 -
-2.01K
- 0.28%
$76.3K - $96.6K
719K $18.8M
Feb 16, 2023 Q2 2022
Bensler, LLC

Bellevue, WA
SELL
 -
-2.05K
- 2.04%
$77.7K - $98.5K
98.5K $2.58M
Aug 12, 2022 Q2 2022
Claro Advisors LLC

Boston, MA
SELL
 -
-2.1K
Closed
$79.5K - $101K
0 $0
Aug 03, 2022 Q2 2022
Landmark Financial Advisors, LLC

SELL
 -
-2.11K
- 13.99%
$80K - $101K
13K $340K
Jul 13, 2022 Q2 2022
Midwest Heritage Bank, Fsb

SELL
 -
-2.12K
- 14.87%
$80.4K - $102K
12.1K $318K
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-2.15K
- 7.57%
$81.4K - $103K
26.3K $688K
Jul 06, 2022 Q2 2022
Parsec Financial Management, Inc.

SELL
 -
-2.15K
- 2.81%
$81.5K - $103K
74.4K $1.95M
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

SELL
 -
-2.17K
- 7.11%
$82K - $104K
28.3K $742K
Aug 02, 2022 Q2 2022
Holistic Financial Partners

SELL
 -
-2.23K
- 1.4%
$84.5K - $107K
158K $4.13M
Aug 15, 2022 Q2 2022
Prudential Financial Inc

Newark, NJ
SELL
 -
-2.26K
- 30.3%
$85.6K - $109K
5.2K $136K
Aug 11, 2022 Q2 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-2.27K
- 10.92%
$86.1K - $109K
18.5K $486K

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