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 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-7.68K
- 0.77%
$291K - $369K
996K $26.3M
Jul 21, 2022 Q2 2022
Clearwater Capital Advisors, LLC

SELL
 -
-7.68K
- 2.96%
$291K - $369K
252K $6.65M
Jul 13, 2022 Q2 2022
Retirement Planning Group

SELL
 -
-7.83K
Closed
$297K - $376K
0 $0
Aug 10, 2022 Q2 2022
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-7.99K
Closed
$303K - $384K
0 $0
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

SELL
 -
-8.16K
- 5.47%
$309K - $392K
141K $3.73M
Jul 18, 2022 Q2 2022
Kaizen Financial Strategies

SELL
 -
-8.17K
- 35.57%
$309K - $392K
14.8K $391K
Jul 18, 2022 Q2 2022
Carlson Capital Management

SELL
 -
-8.35K
Closed
$316K - $401K
0 $0
Jul 20, 2022 Q2 2022
Ledge Wealth Management, Inc.

SELL
 -
-8.41K
Closed
$319K - $404K
0 $0
Aug 11, 2022 Q2 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-8.53K
- 15.33%
$323K - $410K
47.1K $1.25M
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

SELL
 -
-8.57K
Closed
$325K - $412K
0 $0
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-8.75K
- 40.94%
$331K - $420K
12.6K $333K
Aug 23, 2022 Q2 2022
Garde Capital, Inc.

Seattle, WA
SELL
 -
-8.82K
- 5.12%
$334K - $424K
163K $4.32M
Aug 09, 2022 Q2 2022
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-8.85K
- 53.9%
$335K - $425K
7.57K $200K
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

SELL
 -
-8.85K
Closed
$335K - $425K
0 $0
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-9.11K
- 63.48%
$345K - $437K
5.24K $138K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-9.13K
- 14.18%
$346K - $438K
55.3K $1.46M
Aug 15, 2022 Q2 2022
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-9.43K
Closed
$357K - $452K
0 $0
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-9.47K
- 1.77%
$359K - $455K
526K $13.9M
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

SELL
 -
-9.52K
- 42.65%
$361K - $457K
12.8K $338K
Dec 19, 2024 Q2 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
SELL
 -
-9.8K
- 24.34%
$371K - $470K
30.5K $805K
Aug 02, 2022 Q2 2022
Moneywise, Inc.

SELL
 -
-9.92K
- 2.31%
$376K - $476K
420K $11.1M
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
SELL
 -
-9.96K
- 1.72%
$377K - $478K
568K $15M
Aug 09, 2022 Q2 2022
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-9.99K
- 15.8%
$378K - $480K
53.3K $1.41M
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-10.2K
- 22.45%
$385K - $488K
35.1K $927K
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

SELL
 -
-10.3K
- 15.95%
$389K - $493K
54.1K $1.43M
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

SELL
 -
-10.3K
- 12.21%
$390K - $494K
74K $1.95M
Jul 12, 2022 Q2 2022
Wbh Advisory Inc

SELL
 -
-10.5K
- 13.53%
$399K - $506K
67.3K $1.78M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-10.8K
- 8.03%
$409K - $519K
124K $3.27M
Jul 15, 2022 Q2 2022
Mayflower Financial Advisors, LLC

SELL
 -
-11K
Closed
$416K - $528K
0 $0
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-11.1K
- 20.61%
$420K - $532K
42.7K $1.13M
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-11.3K
- 6.08%
$428K - $542K
174K $4.61M
Jul 26, 2022 Q2 2022
Northwest Investment Counselors, LLC

SELL
 -
-11.3K
- 4.29%
$429K - $544K
253K $6.68M
Jul 27, 2022 Q2 2022
Flc Capital Advisors

SELL
 -
-11.4K
- 16.35%
$433K - $549K
58.5K $1.55M
Aug 09, 2022 Q2 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-11.5K
Closed
$436K - $553K
0 $0
Jul 29, 2022 Q2 2022
Kiley Juergens Wealth Management, LLC

SELL
 -
-11.6K
- 33.06%
$439K - $557K
23.5K $620K
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-12.1K
Closed
$457K - $579K
0 $0
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-12.2K
- 10.24%
$464K - $588K
107K $2.83M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-12.4K
- 14.23%
$469K - $594K
74.6K $1.97M
Aug 05, 2022 Q2 2022
Buckingham Capital Management, Inc.

SELL
 -
-12.8K
- 5.87%
$484K - $614K
205K $5.41M
Jul 27, 2022 Q2 2022
Sharkey, Howes & Javer

SELL
 -
-12.9K
- 29.96%
$489K - $620K
30.2K $798K
Jul 20, 2022 Q2 2022
Planning Alternatives LTD

SELL
 -
-13.1K
- 61.62%
$495K - $627K
8.14K $215K
Aug 11, 2022 Q2 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-13.2K
Closed
$499K - $632K
0 $0
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-13.6K
- 12.39%
$514K - $651K
95.9K $2.53M
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-13.6K
- 18.43%
$516K - $654K
60.3K $1.59M
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-13.8K
- 40.42%
$521K - $661K
20.3K $536K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-14K
- 6.0%
$529K - $670K
219K $5.78M
Aug 08, 2022 Q2 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-14.1K
- 5.19%
$534K - $676K
257K $6.8M
Jul 20, 2022 Q2 2022
Reitz Capital Advisors LLC

SELL
 -
-14.2K
Closed
$537K - $681K
0 $0
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-14.6K
Closed
$552K - $700K
0 $0

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