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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
39New |
$1.48K - $1.87K
|
39
$1.02K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
39+ 0.21% |
$1.48K - $1.87K
|
18.7K
$490K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
32New |
$1.21K - $1.54K
|
32
$839
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
31+ 0.48% |
$1.17K - $1.49K
|
6.44K
$169K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
30New |
$1.14K - $1.44K
|
30
$786
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
28+ 0.18% |
$1.06K - $1.34K
|
15.7K
$410K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
26+ 0.95% |
$985 - $1.25K
|
2.77K
$72.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
23+ 0.38% |
$871 - $1.1K
|
6.12K
$160K
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
20+ 0.34% |
$758 - $960
|
5.98K
$157K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18+ 0.37% |
$682 - $864
|
4.94K
$130K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18New |
$682 - $864
|
18
$472
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
17+ 0.03% |
$644 - $816
|
50.8K
$1.33M
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
17+ 0.17% |
$644 - $816
|
10.1K
$264K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
15+ 0.92% |
$568 - $720
|
1.65K
$43.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13+ 0.01% |
$492 - $624
|
127K
$3.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
12+ 0.09% |
$455 - $576
|
14.1K
$369K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
10+ 0.08% |
$379 - $480
|
13.3K
$348K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 0.04% |
$379 - $480
|
26.4K
$692K
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
10+ 0.01% |
$379 - $480
|
67.3K
$1.76M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$341 - $432
|
6.49K
$170K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8+ 0.14% |
$303 - $384
|
5.84K
$153K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.09% |
$303 - $384
|
9.13K
$239K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7+ 0.12% |
$265 - $336
|
5.72K
$150K
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6+ 0.03% |
$227 - $288
|
17.3K
$453K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.33% |
$227 - $288
|
458
$12K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5+ 0.36% |
$189 - $240
|
1.39K
$36.4K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.03% |
$189 - $240
|
18.2K
$478K
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4+ 0.06% |
$152 - $192
|
6.31K
$165K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.06% |
$152 - $192
|
6.94K
$182K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.17% |
$152 - $192
|
2.37K
$62.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.04% |
$114 - $144
|
6.81K
$178K
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3+ 0.03% |
$114 - $144
|
10.3K
$269K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.5% |
$75.8 - $96
|
406
$10.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.51% |
$75.8 - $96
|
394
$10.3K
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
1+ 0.02% |
$37.9 - $48
|
5.52K
$145K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$37.9 - $48
|
12.1K
$318K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.36% |
$37.9 - $48
|
276
$7.23K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$37.9 - $48
|
12.3K
$323K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.01% |
$37.9 - $48
|
10.8K
$283K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.67% |
$37.9 - $48
|
151
$3.96K
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2- 5.26% |
$75.8 - $96
|
36
$944
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.56% |
$75.8 - $96
|
358
$9.38K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6Closed |
$227 - $288
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6- 3.0% |
$227 - $288
|
194
$5.08K
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-7- 5.47% |
$265 - $336
|
121
$3.17K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 1.56% |
$379 - $480
|
630
$16.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-13- 0.21% |
$492 - $624
|
6.3K
$165K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-18- 0.21% |
$682 - $864
|
8.51K
$223K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-21- 1.82% |
$795 - $1.01K
|
1.14K
$29.8K
|