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 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
30.8K
+ 28.05%
$1.17M - $1.48M
140K $3.86M
Jul 26, 2022 Q2 2022
Patriot Investment Management Inc.

BUY
 -
30.4K
+ 14.39%
$1.15M - $1.46M
241K $6.63M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
30K
New
$1.14M - $1.44M
30K $826K
Aug 08, 2022 Q2 2022
Strategic Wealth Investment Group, LLC

BUY
 -
28.7K
New
$1.09M - $1.38M
28.7K $790K
Aug 15, 2022 Q2 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
27.9K
New
$1.06M - $1.34M
27.9K $768K
Jul 15, 2022 Q2 2022
Forth Right Wealth Management, LLC

BUY
 -
26.9K
+ 20.21%
$1.02M - $1.29M
160K $4.41M
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
25.8K
+ 4.53%
$978K - $1.24M
595K $16.4M
Aug 02, 2022 Q2 2022
Mokosak Advisory Group, LLC

BUY
 -
25.7K
+ 5.94%
$973K - $1.23M
459K $12.6M
Jul 21, 2022 Q2 2022
Market Street Wealth Management Advisors LLC

BUY
 -
24.4K
+ 46.56%
$924K - $1.17M
76.8K $2.11M
Aug 10, 2022 Q2 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
24.1K
+ 7.3%
$913K - $1.16M
354K $9.74M
Jul 28, 2022 Q2 2022
North Star Asset Management Inc

BUY
 -
22.9K
+ 7.58%
$869K - $1.1M
326K $8.95M
Jul 25, 2022 Q2 2022
Sage Financial Group Inc

BUY
 -
22.9K
+ 10.19%
$866K - $1.1M
247K $6.79M
Aug 03, 2022 Q2 2022
Smithbridge Asset Management Inc

BUY
 -
22K
+ 39.24%
$832K - $1.05M
77.9K $2.14M
Jan 19, 2024 Q2 2022
Cedrus LLC

Littleton, CO
BUY
 -
21.4K
+ 51.03%
$810K - $1.03M
63.3K $1.74M
Jul 29, 2022 Q2 2022
Burt Wealth Advisors

BUY
 -
21.2K
+ 7.29%
$803K - $1.02M
312K $8.58M
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
21.2K
New
$803K - $1.02M
21.2K $583K
May 09, 2023 Q2 2022
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
21.1K
+ 97.18%
$801K - $1.02M
42.9K $1.18M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
20.7K
+ 11.8%
$786K - $996K
196K $5.4M
Aug 15, 2022 Q2 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
20.2K
+ 6.97%
$766K - $971K
310K $8.53M
Jul 26, 2022 Q2 2022
Nbt Bank N A

BUY
 -
20.1K
+ 30.6%
$763K - $967K
85.9K $2.36M
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

BUY
 -
19.5K
+ 7.31%
$740K - $938K
287K $7.89M
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

BUY
 -
19.5K
+ 7.31%
$740K - $938K
287K $7.89M
Jul 05, 2022 Q2 2022
Stillwater Investment Management, LLC

BUY
 -
18.9K
New
$716K - $908K
18.9K $520K
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
18.5K
New
$703K - $890K
18.5K $510K
Aug 02, 2022 Q2 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
18.1K
+ 10.6%
$686K - $870K
189K $5.2M
Jul 22, 2022 Q2 2022
Intelligence Driven Advisers, LLC

BUY
 -
17.5K
New
$664K - $841K
17.5K $482K
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
17.4K
+ 3.44%
$658K - $833K
521K $14.3M
Aug 15, 2022 Q2 2022
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
16.7K
New
$631K - $800K
16.7K $458K
Aug 03, 2022 Q2 2022
Athena Investment Management

BUY
 -
16.3K
+ 12.21%
$617K - $782K
150K $4.12M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
15.8K
+ 20.28%
$600K - $761K
94K $2.58M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
15.8K
+ 32.41%
$598K - $758K
64.5K $1.77M
Aug 11, 2022 Q2 2022
Johnson Financial Group, LLC

Denver, CO
BUY
 -
15.7K
New
$595K - $754K
15.7K $432K
Jul 22, 2022 Q2 2022
Legacy Wealth Management, Inc

BUY
 -
15.1K
+ 2.74%
$571K - $724K
566K $15.6M
Aug 01, 2022 Q2 2022
Rkl Wealth Management LLC

BUY
 -
15K
+ 2.71%
$568K - $720K
568K $15.6M
Aug 02, 2022 Q2 2022
Principle Wealth Partners LLC

BUY
 -
14.6K
New
$552K - $700K
14.6K $401K
Jul 29, 2022 Q2 2022
Destination Wealth Management

BUY
 -
14.5K
+ 21.07%
$549K - $696K
83.3K $2.29M
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
14.2K
+ 6.94%
$536K - $680K
218K $6M
Aug 15, 2022 Q2 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
13.7K
New
$519K - $657K
13.7K $376K
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
13.7K
+ 9.11%
$518K - $657K
164K $4.51M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
13.4K
New
$508K - $644K
13.4K $369K
Jul 28, 2022 Q2 2022
Riversedge Advisors, LLC

BUY
 -
13.4K
+ 6.0%
$508K - $644K
237K $6.51M
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

BUY
 -
13.3K
+ 5.17%
$504K - $639K
271K $7.44M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
12.7K
New
$481K - $610K
12.7K $349K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
12.5K
+ 115.56%
$475K - $602K
23.4K $643K
Jul 19, 2022 Q2 2022
Econ Financial Services Corp

BUY
 -
11.8K
+ 11.05%
$447K - $567K
119K $3.26M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
11.8K
+ 394.99%
$445K - $564K
14.7K $405K
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
11.7K
+ 168.58%
$442K - $561K
18.6K $512K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
11.6K
+ 25.99%
$440K - $558K
56.4K $1.55M
Aug 01, 2022 Q2 2022
St. Louis Trust CO

BUY
 -
11.5K
+ 17.95%
$435K - $552K
75.5K $2.08M

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