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 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10.2K- 46.61% |
$384K - $469K
|
11.7K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.2K- 49.36% |
$385K - $469K
|
10.5K
$275K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.2K- 11.11% |
$385K - $469K
|
81.8K
$2.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-10.3K- 34.92% |
$387K - $472K
|
19.2K
$502K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-10.9K- 4.31% |
$410K - $500K
|
242K
$6.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-10.9K- 89.8% |
$410K - $500K
|
1.24K
$32.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 1.46% |
$412K - $502K
|
740K
$19.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-11.4K- 32.52% |
$429K - $523K
|
23.7K
$620K
|
|
|
Oct 25, 2022
Q3 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-11.5K- 91.93% |
$432K - $527K
|
1.01K
$26.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-11.9K- 26.35% |
$449K - $547K
|
33.3K
$873K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12.2K- 11.65% |
$458K - $558K
|
92.2K
$2.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-12.5K- 13.26% |
$469K - $572K
|
81.5K
$2.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-12.6K- 7.59% |
$473K - $577K
|
153K
$4.01M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-13K- 16.92% |
$489K - $596K
|
63.7K
$1.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13.7K- 52.55% |
$518K - $631K
|
12.4K
$325K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-14.9K- 19.42% |
$562K - $685K
|
61.9K
$1.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.4K- 7.56% |
$580K - $706K
|
188K
$4.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-16.6K- 33.56% |
$627K - $764K
|
33K
$864K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-16.8K- 32.75% |
$631K - $770K
|
34.4K
$902K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.9K- 10.39% |
$637K - $777K
|
146K
$3.82M
|
|
|
Oct 18, 2022
Q3 2022
|
Whelan Financial
|
SELL
|
- |
-17.6K- 29.48% |
$662K - $807K
|
42K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-17.6K- 14.16% |
$662K - $808K
|
107K
$2.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-18.6K- 33.01% |
$699K - $852K
|
37.7K
$987K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-18.6K- 22.33% |
$700K - $854K
|
64.7K
$1.7M
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-20.2K- 47.08% |
$761K - $927K
|
22.7K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.3K- 2.04% |
$764K - $931K
|
976K
$25.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20.3K- 42.95% |
$765K - $933K
|
27K
$708K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-21.8K- 53.12% |
$821K - $1M
|
19.2K
$504K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22.2K- 36.06% |
$837K - $1.02M
|
39.4K
$1.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-22.3K- 28.59% |
$839K - $1.02M
|
55.6K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-23.5K- 6.51% |
$885K - $1.08M
|
338K
$8.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-24K- 9.34% |
$905K - $1.1M
|
233K
$6.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-24.3K- 9.04% |
$915K - $1.12M
|
244K
$6.41M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.2K- 1.72% |
$1.06M - $1.3M
|
1.61M
$42.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-30.3K- 34.96% |
$1.14M - $1.39M
|
56.4K
$1.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-32.5K- 13.48% |
$1.22M - $1.49M
|
209K
$5.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-33.7K- 82.68% |
$1.27M - $1.55M
|
7.06K
$185K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.3K- 36.53% |
$1.29M - $1.58M
|
59.6K
$1.56M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.9K- 69.63% |
$1.31M - $1.6M
|
15.2K
$399K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-36.4K- 2.67% |
$1.37M - $1.67M
|
1.33M
$34.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-36.5K- 6.12% |
$1.37M - $1.67M
|
559K
$14.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-36.7K- 14.22% |
$1.38M - $1.68M
|
221K
$5.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.6K- 41.24% |
$1.45M - $1.77M
|
55K
$1.44M
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-38.6K- 82.48% |
$1.45M - $1.77M
|
8.2K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-38.7K- 10.96% |
$1.46M - $1.78M
|
314K
$8.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-42.1K- 17.78% |
$1.59M - $1.93M
|
195K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-47.1K- 30.83% |
$1.77M - $2.16M
|
106K
$2.77M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-51.2K- 9.01% |
$1.93M - $2.35M
|
517K
$13.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-55.1K- 4.24% |
$2.08M - $2.53M
|
1.25M
$32.7M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-61.8K- 81.85% |
$2.33M - $2.84M
|
13.7K
$359K
|