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
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
654+ 2.1% |
$24.8K - $31.4K
|
31.7K
$832K
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
649+ 5.02% |
$24.6K - $31.2K
|
13.6K
$356K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
640+ 154.59% |
$24.2K - $30.7K
|
1.05K
$27.6K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
629+ 7.84% |
$23.8K - $30.2K
|
8.65K
$227K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
623+ 8.88% |
$23.6K - $29.9K
|
7.64K
$200K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
618+ 3862.5% |
$23.4K - $29.7K
|
634
$16.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
604+ 1.66% |
$22.9K - $29K
|
36.9K
$968K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
602+ 1.07% |
$22.8K - $28.9K
|
56.9K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
602+ 1.07% |
$22.8K - $28.9K
|
56.9K
$1.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
601New |
$22.8K - $28.9K
|
601
$15.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
599+ 5.96% |
$22.7K - $28.8K
|
10.6K
$279K
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
581+ 7.68% |
$22K - $27.9K
|
8.15K
$213K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
580+ 7.08% |
$22K - $27.8K
|
8.77K
$230K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
576+ 13.85% |
$21.8K - $27.7K
|
4.73K
$124K
|
|
|
Aug 11, 2022
Q2 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
571+ 7.1% |
$21.6K - $27.4K
|
8.61K
$226K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
571+ 5.01% |
$21.6K - $27.4K
|
12K
$313K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
568+ 15.26% |
$21.5K - $27.3K
|
4.29K
$112K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
566+ 0.36% |
$21.4K - $27.2K
|
157K
$4.11M
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
564+ 2.23% |
$21.4K - $27.1K
|
25.9K
$678K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
564+ 5.62% |
$21.4K - $27.1K
|
10.6K
$278K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
562New |
$21.3K - $27K
|
562
$14.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
561+ 2.14% |
$21.3K - $26.9K
|
26.8K
$702K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
552+ 0.34% |
$20.9K - $26.5K
|
165K
$4.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
533+ 4.67% |
$20.2K - $25.6K
|
12K
$313K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
519+ 16.22% |
$19.7K - $24.9K
|
3.72K
$97.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
511+ 7.05% |
$19.4K - $24.5K
|
7.76K
$203K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
498+ 922.22% |
$18.9K - $23.9K
|
552
$14.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
479+ 5.48% |
$18.1K - $23K
|
9.22K
$242K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
472+ 2.3% |
$17.9K - $22.7K
|
21K
$551K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
453+ 2.73% |
$17.2K - $21.7K
|
17K
$447K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
453+ 8.62% |
$17.2K - $21.7K
|
5.71K
$150K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
453+ 1.98% |
$17.2K - $21.7K
|
23.3K
$611K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
450+ 8.24% |
$17K - $21.6K
|
5.91K
$155K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
441+ 68.69% |
$16.7K - $21.2K
|
1.08K
$28.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
440+ 7.78% |
$16.7K - $21.1K
|
6.1K
$160K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
440+ 77.74% |
$16.7K - $21.1K
|
1.01K
$26.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
425+ 4.04% |
$16.1K - $20.4K
|
10.9K
$287K
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
421+ 2.69% |
$15.9K - $20.2K
|
16.1K
$421K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
420+ 0.15% |
$15.9K - $20.2K
|
276K
$7.25M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
407+ 1.43% |
$15.4K - $19.5K
|
29K
$759K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
400+ 0.34% |
$15.2K - $19.2K
|
118K
$3.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
387New |
$14.7K - $18.6K
|
387
$10.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
386+ 0.33% |
$14.6K - $18.5K
|
116K
$3.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
362+ 4.89% |
$13.7K - $17.4K
|
7.77K
$204K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
326New |
$12.3K - $15.7K
|
326
$8.54K
|
|
|
Aug 04, 2022
Q2 2022
|
Madden Securities Corp
|
BUY
|
- |
314+ 0.87% |
$11.9K - $15.1K
|
36.4K
$953K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
305+ 190.63% |
$11.6K - $14.6K
|
465
$12.2K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
292+ 4.7% |
$11.1K - $14K
|
6.51K
$171K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
284+ 2.72% |
$10.8K - $13.6K
|
10.7K
$281K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
256New |
$9.7K - $12.3K
|
256
$6.71K
|