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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-96- 0.56% |
$3.61K - $4.41K
|
17.2K
$475K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 0.97% |
$3.73K - $4.54K
|
10.1K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.62% |
$3.77K - $4.59K
|
16K
$442K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-102- 25.19% |
$3.84K - $4.68K
|
303
$8.37K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-102- 0.19% |
$3.84K - $4.68K
|
54.6K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-106- 1.53% |
$3.99K - $4.87K
|
6.81K
$188K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-108- 1.75% |
$4.07K - $4.96K
|
6.06K
$167K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-110- 0.65% |
$4.14K - $5.05K
|
16.9K
$466K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-114- 1.09% |
$4.29K - $5.23K
|
10.3K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-120- 1.91% |
$4.52K - $5.51K
|
6.17K
$171K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-123- 20.2% |
$4.63K - $5.65K
|
486
$13.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-125- 28.28% |
$4.71K - $5.74K
|
317
$8.76K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-128- 0.09% |
$4.82K - $5.88K
|
139K
$3.84M
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-136- 1.11% |
$5.12K - $6.24K
|
12.1K
$334K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-138- 0.14% |
$5.2K - $6.33K
|
98.3K
$2.72M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-138- 2.38% |
$5.2K - $6.33K
|
5.65K
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-159- 0.15% |
$5.99K - $7.3K
|
102K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-160- 43.01% |
$6.02K - $7.34K
|
212
$5.86K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-162- 0.77% |
$6.1K - $7.44K
|
20.8K
$574K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-165- 0.41% |
$6.21K - $7.57K
|
40.3K
$1.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
SELL
|
- |
-166- 0.64% |
$6.25K - $7.62K
|
26K
$717K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-166- 1.74% |
$6.25K - $7.62K
|
9.37K
$259K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-172- 1.09% |
$6.48K - $7.89K
|
15.6K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-173- 2.23% |
$6.51K - $7.94K
|
7.6K
$210K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-175- 12.75% |
$6.59K - $8.03K
|
1.2K
$33.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-176- 0.63% |
$6.63K - $8.08K
|
27.7K
$765K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-195- 11.81% |
$7.34K - $8.95K
|
1.46K
$40.2K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-198- 18.79% |
$7.45K - $9.09K
|
856
$23.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-200- 3.27% |
$7.53K - $9.18K
|
5.92K
$164K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 1.99% |
$7.53K - $9.18K
|
9.86K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-203- 1.31% |
$7.64K - $9.32K
|
15.3K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-206- 2.9% |
$7.76K - $9.46K
|
6.91K
$191K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-213- 2.29% |
$8.02K - $9.78K
|
9.08K
$251K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-215- 0.32% |
$8.09K - $9.87K
|
67.2K
$1.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-216- 1.6% |
$8.13K - $9.91K
|
13.3K
$368K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-219- 33.49% |
$8.25K - $10.1K
|
435
$12K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-222- 0.8% |
$8.36K - $10.2K
|
27.4K
$758K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-225- 2.56% |
$8.47K - $10.3K
|
8.55K
$236K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-231- 2.35% |
$8.7K - $10.6K
|
9.59K
$265K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-231- 3.59% |
$8.7K - $10.6K
|
6.21K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-238- 1.09% |
$8.96K - $10.9K
|
21.6K
$598K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-244- 0.53% |
$9.19K - $11.2K
|
45.6K
$1.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-244- 0.33% |
$9.19K - $11.2K
|
73.7K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-253- 7.76% |
$9.53K - $11.6K
|
3.01K
$83.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-260- 0.49% |
$9.79K - $11.9K
|
52.3K
$1.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-260- 1.16% |
$9.79K - $11.9K
|
22.2K
$613K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-261- 3.03% |
$9.83K - $12K
|
8.35K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-261- 3.03% |
$9.83K - $12K
|
8.34K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-265- 6.27% |
$9.98K - $12.2K
|
3.96K
$110K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-280- 2.61% |
$10.5K - $12.9K
|
10.4K
$289K
|