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
Oct 03, 2022 Q2 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.65K
+ 2.9%
$100K - $127K
93.7K $2.46M
Aug 08, 2022 Q2 2022
Hc Advisors, LLC

BUY
 -
2.64K
+ 5.93%
$100K - $127K
47.3K $1.24M
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

BUY
 -
2.64K
+ 21.0%
$100K - $127K
15.2K $399K
Jul 08, 2022 Q2 2022
Foundations Investment Advisors, LLC

BUY
 -
2.63K
+ 5.15%
$99.6K - $126K
53.7K $1.41M
Aug 01, 2022 Q2 2022
American Financial Advisors, LLC

BUY
 -
2.63K
+ 26.19%
$99.5K - $126K
12.7K $332K
Aug 05, 2022 Q2 2022
Meridian Management CO

BUY
 -
2.6K
+ 0.57%
$98.6K - $125K
458K $12M
Aug 02, 2022 Q2 2022
Campbell Wealth Management

BUY
 -
2.57K
+ 17.64%
$97.2K - $123K
17.1K $449K
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

BUY
 -
2.56K
+ 1.89%
$97K - $123K
138K $3.63M
Jul 28, 2022 Q2 2022
Oldfather Financial Services, LLC

BUY
 -
2.56K
+ 15.2%
$96.9K - $123K
19.4K $508K
Jul 14, 2022 Q2 2022
Zhang Financial LLC

BUY
 -
2.54K
+ 12.55%
$96K - $122K
22.7K $596K
Aug 15, 2022 Q2 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
2.48K
+ 16.09%
$93.8K - $119K
17.9K $468K
Jul 28, 2022 Q2 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
2.42K
+ 2.92%
$91.5K - $116K
85.2K $2.23M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.37K
+ 6.62%
$89.7K - $114K
38.1K $999K
Aug 16, 2022 Q2 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
2.36K
+ 0.77%
$89.4K - $113K
307K $8.05M
Jul 26, 2022 Q2 2022
Key F Inancial Inc

BUY
 -
2.35K
New
$88.9K - $113K
2.35K $61.5K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
2.33K
+ 1.43%
$88.2K - $112K
165K $4.32M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.32K
+ 21.73%
$87.8K - $111K
13K $340K
Aug 01, 2022 Q2 2022
Essex LLC

BUY
 -
2.29K
+ 1.47%
$86.9K - $110K
158K $4.14M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.25K
+ 9.41%
$85.3K - $108K
26.2K $686K
Aug 05, 2022 Q2 2022
Capital Advisors, Ltd. LLC

BUY
 -
2.24K
+ 82.78%
$84.9K - $108K
4.95K $130K
Aug 04, 2022 Q2 2022
Facet Wealth, Inc.

BUY
 -
2.2K
+ 30.96%
$83.4K - $106K
9.32K $244K
Aug 03, 2022 Q2 2022
Sweet Financial Partners, LLC

BUY
 -
2.18K
+ 1.09%
$82.7K - $105K
203K $5.32M
Jul 19, 2022 Q2 2022
Cutler Investment Counsel LLC

BUY
 -
2.14K
+ 3.92%
$81K - $103K
56.7K $1.49M
Jul 11, 2022 Q2 2022
Ewg Elevate Inc.

BUY
 -
2.13K
+ 2.31%
$80.7K - $102K
94.2K $2.47M
Oct 12, 2022 Q2 2022
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
2.11K
+ 100.0%
$80K - $101K
4.22K $111K
Aug 03, 2022 Q2 2022
Cibc Private Wealth Group, LLC

BUY
 -
2.11K
+ 5.72%
$79.9K - $101K
39K $1.02M
Jul 15, 2022 Q2 2022
Arbor Trust Wealth Advisors, LLC

BUY
 -
2.01K
+ 2.07%
$76.1K - $96.5K
98.9K $2.59M
Jul 25, 2022 Q2 2022
Morris Financial Concepts, Inc.

BUY
 -
1.97K
+ 1.34%
$74.8K - $94.8K
150K $3.93M
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.95K
+ 126.12%
$73.9K - $93.7K
3.5K $91.7K
Jul 27, 2022 Q2 2022
Lowe Brockenbrough & CO Inc

BUY
 -
1.95K
+ 4.63%
$73.9K - $93.6K
44.1K $1.16M
Jul 07, 2022 Q2 2022
Boltwood Capital Management

BUY
 -
1.92K
+ 10.13%
$72.9K - $92.4K
20.9K $548K
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.92K
+ 4.8%
$72.8K - $92.3K
42K $1.1M
Aug 09, 2022 Q2 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.8K
+ 8.73%
$68.3K - $86.6K
22.5K $589K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.79K
+ 8.34%
$67.9K - $86.1K
23.3K $610K
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
1.76K
+ 3.22%
$66.5K - $84.3K
56.2K $1.47M
Jul 15, 2022 Q2 2022
Kathleen S. Wright Associates Inc.

BUY
 -
1.73K
+ 125.0%
$65.3K - $82.8K
3.11K $81.4K
Jul 12, 2022 Q2 2022
Elmwood Wealth Management, Inc.

BUY
 -
1.72K
+ 4.57%
$65.2K - $82.6K
39.4K $1.03M
Aug 15, 2022 Q2 2022
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
1.69K
+ 5.54%
$63.9K - $81K
32.1K $842K
Aug 11, 2022 Q2 2022
Avion Wealth

The Woodlands, TX
BUY
 -
1.62K
+ 26966.67%
$61.3K - $77.7K
1.62K $42.6K
Jul 18, 2022 Q2 2022
Veery Capital, LLC

BUY
 -
1.62K
+ 1.86%
$61.2K - $77.6K
88.3K $2.31M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.61K
+ 4.04%
$61.1K - $77.4K
41.5K $1.09M
Aug 10, 2022 Q2 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.6K
+ 11.91%
$60.5K - $76.7K
15K $393K
Aug 10, 2022 Q2 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
1.55K
+ 30.73%
$58.7K - $74.4K
6.59K $173K
Jul 22, 2022 Q2 2022
Horizon Financial Services, LLC

BUY
 -
1.53K
+ 1.01%
$57.8K - $73.3K
153K $4.02M
Jul 08, 2022 Q2 2022
Worth Asset Management, LLC

BUY
 -
1.52K
New
$57.7K - $73.2K
1.52K $39.9K
Aug 02, 2022 Q2 2022
Northwest Capital Management Inc

BUY
 -
1.51K
+ 5.41%
$57.2K - $72.5K
29.4K $772K
Aug 03, 2022 Q2 2022
Columbia Advisory Partners LLC

BUY
 -
1.48K
+ 3.99%
$56K - $71K
38.6K $1.01M
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
1.46K
New
$55.3K - $70.1K
1.46K $38.3K
Jul 29, 2022 Q2 2022
Madden Advisory Services, Inc.

BUY
 -
1.46K
+ 18.62%
$55.3K - $70.1K
9.3K $244K

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