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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-261- 3.03% |
$9.83K - $12K
|
8.34K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-265- 6.27% |
$9.98K - $12.2K
|
3.96K
$104K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-280- 2.61% |
$10.5K - $12.9K
|
10.4K
$274K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-294- 0.83% |
$11.1K - $13.5K
|
35.1K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-294- 0.49% |
$11.1K - $13.5K
|
59.5K
$1.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
SELL
|
- |
-311- 0.5% |
$11.7K - $14.3K
|
61.3K
$1.61M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-322- 1.55% |
$12.1K - $14.8K
|
20.5K
$537K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-325- 1.02% |
$12.2K - $14.9K
|
31.7K
$830K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-332- 12.76% |
$12.5K - $15.2K
|
2.27K
$59.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-336- 60.87% |
$12.7K - $15.4K
|
216
$5.66K
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-342- 0.73% |
$12.9K - $15.7K
|
46.5K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-351- 1.65% |
$13.2K - $16.1K
|
20.9K
$547K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-352- 9.07% |
$13.3K - $16.2K
|
3.53K
$92.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-359- 3.32% |
$13.5K - $16.5K
|
10.4K
$274K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-359- 2.37% |
$13.5K - $16.5K
|
14.8K
$388K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-370- 2.67% |
$13.9K - $17K
|
13.5K
$353K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-375- 6.01% |
$14.1K - $17.2K
|
5.87K
$154K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-375- 2.55% |
$14.1K - $17.2K
|
14.3K
$376K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-419- 1.02% |
$15.8K - $19.2K
|
40.5K
$1.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-421- 2.95% |
$15.9K - $19.3K
|
13.9K
$364K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-446- 7.55% |
$16.8K - $20.5K
|
5.46K
$143K
|
|
|
Oct 19, 2022
Q3 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-450- 3.13% |
$16.9K - $20.7K
|
13.9K
$365K
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-464- 2.2% |
$17.5K - $21.3K
|
20.6K
$540K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-479- 1.04% |
$18K - $22K
|
45.5K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-488- 7.4% |
$18.4K - $22.4K
|
6.11K
$160K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-497- 3.13% |
$18.7K - $22.8K
|
15.4K
$403K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-502- 0.51% |
$18.9K - $23K
|
98.4K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-508- 49.8% |
$19.1K - $23.3K
|
512
$13.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-519- 13.96% |
$19.5K - $23.8K
|
3.2K
$83.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-554- 1.5% |
$20.9K - $25.4K
|
36.4K
$954K
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-592- 0.7% |
$22.3K - $27.2K
|
84.3K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-595- 5.12% |
$22.4K - $27.3K
|
11K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-596- 38.3% |
$22.4K - $27.4K
|
960
$25.2K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-600- 20.69% |
$22.6K - $27.5K
|
2.3K
$60.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-602- 4.64% |
$22.7K - $27.6K
|
12.4K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-638- 2.1% |
$24K - $29.3K
|
29.7K
$778K
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-644- 7.05% |
$24.2K - $29.6K
|
8.49K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-649- 10.89% |
$24.4K - $29.8K
|
5.31K
$139K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-649- 2.71% |
$24.4K - $29.8K
|
23.3K
$611K
|
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-667- 0.55% |
$25.1K - $30.6K
|
120K
$3.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-670- 10.29% |
$25.2K - $30.8K
|
5.84K
$153K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-675- 3.33% |
$25.4K - $31K
|
19.6K
$514K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-677- 6.15% |
$25.5K - $31.1K
|
10.3K
$271K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-686- 3.97% |
$25.8K - $31.5K
|
16.6K
$435K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-705- 5.92% |
$26.5K - $32.4K
|
11.2K
$294K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-711- 0.07% |
$26.8K - $32.6K
|
959K
$25.1M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-733- 2.86% |
$27.6K - $33.6K
|
24.9K
$653K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-734- 0.45% |
$27.6K - $33.7K
|
164K
$4.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-737- 4.78% |
$27.7K - $33.8K
|
14.7K
$385K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-760- 6.7% |
$28.6K - $34.9K
|
10.6K
$277K
|