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 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-4.21K- 6.89% |
$158K - $193K
|
56.9K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.29K- 3.46% |
$161K - $197K
|
120K
$3.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.38K- 9.29% |
$165K - $201K
|
42.8K
$1.18M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.44K- 6.95% |
$167K - $204K
|
59.4K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.45K- 26.15% |
$167K - $204K
|
12.6K
$347K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-4.53K- 4.49% |
$171K - $208K
|
96.3K
$2.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.55K- 5.12% |
$171K - $209K
|
84.4K
$2.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.62K- 4.33% |
$174K - $212K
|
102K
$2.82M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.8K- 2.94% |
$181K - $220K
|
159K
$4.38M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.85K- 6.49% |
$182K - $222K
|
69.8K
$1.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.85K- 16.06% |
$183K - $223K
|
25.3K
$700K
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.98K- 20.77% |
$187K - $229K
|
19K
$525K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.08K- 58.58% |
$191K - $233K
|
3.59K
$99.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.11K- 23.32% |
$192K - $234K
|
16.8K
$464K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.17K- 14.73% |
$195K - $237K
|
29.9K
$827K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.27K- 3.95% |
$198K - $242K
|
128K
$3.54M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.57K- 49.89% |
$210K - $256K
|
5.6K
$155K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5.6K- 1.63% |
$211K - $257K
|
338K
$9.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.76K- 6.05% |
$217K - $264K
|
89.3K
$2.47M
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5.87K- 5.3% |
$221K - $270K
|
105K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-5.9KClosed |
$222K - $271K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.11K- 6.37% |
$230K - $280K
|
89.8K
$2.48M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-6.19K- 23.44% |
$233K - $284K
|
20.2K
$559K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-6.25K- 14.13% |
$235K - $287K
|
38K
$1.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.26K- 2.26% |
$236K - $287K
|
270K
$7.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-6.28K- 4.46% |
$237K - $288K
|
135K
$3.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.36K- 43.14% |
$239K - $292K
|
8.38K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.43K- 44.86% |
$242K - $295K
|
7.91K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.52K- 31.17% |
$246K - $299K
|
14.4K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-6.57K- 54.91% |
$247K - $301K
|
5.39K
$149K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.71K- 7.6% |
$253K - $308K
|
81.5K
$2.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-6.76K- 1.95% |
$254K - $310K
|
340K
$9.39M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-7.19K- 22.39% |
$271K - $330K
|
24.9K
$689K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.42K- 3.47% |
$280K - $341K
|
207K
$5.71M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-7.46K- 12.75% |
$281K - $342K
|
51K
$1.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-7.93K- 6.28% |
$299K - $364K
|
118K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-8.01K- 15.75% |
$301K - $368K
|
42.8K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.21K- 19.76% |
$309K - $377K
|
33.3K
$921K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.39K- 29.06% |
$316K - $385K
|
20.5K
$565K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-8.49K- 10.31% |
$319K - $389K
|
73.8K
$2.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9.2K- 23.86% |
$346K - $422K
|
29.4K
$812K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.21K- 35.42% |
$347K - $423K
|
16.8K
$464K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.23K- 3.78% |
$348K - $424K
|
235K
$6.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.55K- 60.83% |
$359K - $438K
|
6.15K
$170K
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-10K- 5.86% |
$378K - $461K
|
161K
$4.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10K- 15.43% |
$378K - $461K
|
55.1K
$1.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-10.1K- 47.8% |
$381K - $465K
|
11.1K
$306K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10.2K- 46.61% |
$384K - $469K
|
11.7K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.2K- 49.36% |
$385K - $469K
|
10.5K
$290K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.2K- 11.11% |
$385K - $469K
|
81.8K
$2.26M
|