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 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.33K- 1.95% |
$88.3K - $112K
|
117K
$3.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.34K- 8.67% |
$88.4K - $112K
|
24.6K
$650K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.43K- 6.03% |
$92.1K - $117K
|
37.9K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.46K- 3.95% |
$93.1K - $118K
|
59.8K
$1.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.56K- 2.57% |
$97K - $123K
|
96.9K
$2.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.57K- 4.36% |
$97.4K - $123K
|
56.4K
$1.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.65K- 1.21% |
$100K - $127K
|
216K
$5.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.65K- 1.21% |
$100K - $127K
|
216K
$5.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.74K- 2.41% |
$104K - $132K
|
111K
$2.93M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.84K- 4.56% |
$108K - $136K
|
59.5K
$1.57M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.86K- 1.74% |
$108K - $137K
|
162K
$4.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.9K- 4.26% |
$110K - $139K
|
65.1K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.91K- 32.84% |
$110K - $140K
|
5.95K
$157K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.03K- 16.07% |
$115K - $145K
|
15.8K
$418K
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.25K- 12.2% |
$123K - $156K
|
23.4K
$619K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.29K- 22.75% |
$125K - $158K
|
11.2K
$295K
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-3.3K- 6.26% |
$125K - $159K
|
49.4K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.44K- 1.8% |
$130K - $165K
|
188K
$4.97M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.49K- 6.43% |
$132K - $167K
|
50.7K
$1.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-3.72K- 41.85% |
$141K - $178K
|
5.16K
$136K
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.74K- 10.33% |
$142K - $179K
|
32.4K
$857K
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-3.86K- 9.67% |
$146K - $185K
|
36.1K
$953K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.97K- 38.06% |
$150K - $190K
|
6.46K
$171K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.13K- 42.98% |
$156K - $198K
|
5.48K
$145K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-4.2K- 4.0% |
$159K - $202K
|
101K
$2.66M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.21K- 35.63% |
$159K - $202K
|
7.6K
$201K
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4.23KClosed |
$160K - $203K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.25K- 8.23% |
$161K - $204K
|
47.3K
$1.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-4.26KClosed |
$161K - $205K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-4.29K- 96.53% |
$162K - $206K
|
154
$4.07K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.3KClosed |
$163K - $206K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-4.3KClosed |
$163K - $206K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.33K- 74.52% |
$164K - $208K
|
1.48K
$39.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-4.33KClosed |
$164K - $208K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-4.34KClosed |
$164K - $208K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-4.36KClosed |
$165K - $209K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.41KClosed |
$167K - $212K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-4.41KClosed |
$167K - $212K
|
0
$0
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-4.42KClosed |
$167K - $212K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.44KClosed |
$168K - $213K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-4.46KClosed |
$169K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-4.48KClosed |
$170K - $215K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.48K- 5.92% |
$170K - $215K
|
71.2K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.53KClosed |
$171K - $217K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.53KClosed |
$172K - $217K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.6KClosed |
$174K - $221K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.62KClosed |
$175K - $222K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.63K- 30.57% |
$176K - $222K
|
10.5K
$278K
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-4.72K- 85.51% |
$179K - $227K
|
800
$21.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4.77KClosed |
$181K - $229K
|
0
$0
|