Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.35MNew |
$88.3M - $108M
|
2.35M
$61.5M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
896K+ 2216.36% |
$33.7M - $41.1M
|
936K
$24.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
896K+ 2216.36% |
$33.7M - $41.1M
|
936K
$24.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
659K+ 23.55% |
$24.8M - $30.2M
|
3.46M
$90.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
622K+ 24.43% |
$23.4M - $28.5M
|
3.17M
$83M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
611K+ 82.03% |
$23M - $28M
|
1.35M
$35.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
420K+ 4.37% |
$15.8M - $19.3M
|
10M
$262M
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
219K+ 1394.39% |
$8.25M - $10.1M
|
235K
$6.15M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
203K+ 13.55% |
$7.64M - $9.31M
|
1.7M
$44.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
194K+ 389.12% |
$7.31M - $8.92M
|
244K
$6.4M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
191KNew |
$7.18M - $8.76M
|
191K
$5M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
181K+ 11.72% |
$6.8M - $8.29M
|
1.72M
$45.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
149KNew |
$5.6M - $6.83M
|
149K
$3.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
120K+ 674.03% |
$4.51M - $5.5M
|
138K
$3.61M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
114K+ 301.3% |
$4.3M - $5.24M
|
152K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106KNew |
$3.98M - $4.86M
|
106K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
103K+ 1.36% |
$3.87M - $4.72M
|
7.68M
$201M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
96.4K+ 6.72% |
$3.63M - $4.42M
|
1.53M
$40.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92.3K+ 8.81% |
$3.47M - $4.24M
|
1.14M
$29.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
91.8K+ 56.01% |
$3.46M - $4.21M
|
256K
$6.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
90.8K+ 16.2% |
$3.42M - $4.17M
|
651K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
87.6K+ 122.71% |
$3.3M - $4.02M
|
159K
$4.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
84.5K+ 1.18% |
$3.18M - $3.88M
|
7.25M
$190M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
79.8K+ 401.18% |
$3.01M - $3.66M
|
99.7K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
69.7K+ 8.62% |
$2.62M - $3.2M
|
878K
$23M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69.4K+ 2.37% |
$2.61M - $3.19M
|
3M
$78.6M
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
64.9K+ 162.02% |
$2.44M - $2.98M
|
105K
$2.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.2K+ 4.43% |
$2.27M - $2.76M
|
1.42M
$37.3M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
56.6KNew |
$2.13M - $2.6M
|
56.6K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.3K+ 5.7% |
$2.01M - $2.45M
|
988K
$25.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
50.7K+ 1075.31% |
$1.91M - $2.33M
|
55.4K
$1.45M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.9KNew |
$1.73M - $2.11M
|
45.9K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.5K+ 13.11% |
$1.56M - $1.91M
|
358K
$9.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
39.1K+ 107.08% |
$1.47M - $1.79M
|
75.6K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.1K+ 62.18% |
$1.43M - $1.75M
|
99.3K
$2.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
36KNew |
$1.36M - $1.65M
|
36K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35K+ 16.01% |
$1.32M - $1.61M
|
254K
$6.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
34.4KNew |
$1.3M - $1.58M
|
34.4K
$902K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
33.8K+ 8.67% |
$1.27M - $1.55M
|
424K
$11.1M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30.5KNew |
$1.15M - $1.4M
|
30.5K
$799K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.6K+ 132.98% |
$1.08M - $1.31M
|
50.1K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.5K+ 103.64% |
$1.07M - $1.31M
|
56K
$1.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
28.3K+ 17.63% |
$1.06M - $1.3M
|
189K
$4.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
26.5K+ 14.03% |
$999K - $1.22M
|
216K
$5.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
26.5KNew |
$999K - $1.22M
|
26.5K
$695K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
26K+ 15.69% |
$980K - $1.19M
|
192K
$5.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Bck Partners, Inc.
|
BUY
|
- |
25.9K+ 79.42% |
$977K - $1.19M
|
58.6K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.1K+ 158.29% |
$946K - $1.15M
|
41K
$1.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24.1K+ 4.62% |
$907K - $1.11M
|
545K
$14.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.7K+ 4.51% |
$893K - $1.09M
|
550K
$14.4M
|