Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
22.7K
+ 3.81%
$854K - $1.04M
618K $16.2M
Oct 26, 2022 Q3 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
22.5K
+ 7.34%
$849K - $1.03M
330K $8.65M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
22.2K
+ 7.75%
$837K - $1.02M
309K $8.1M
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
22.2K
+ 7.75%
$837K - $1.02M
309K $8.1M
Nov 10, 2022 Q3 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
21.9K
+ 4.86%
$826K - $1.01M
473K $12.4M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
20.7K
+ 3.88%
$779K - $950K
555K $14.5M
Nov 08, 2022 Q3 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
20.4K
+ 36.0%
$768K - $936K
77.1K $2.02M
Oct 10, 2024 Q3 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
20K
+ 2579.74%
$753K - $918K
20.8K $544K
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
19.9K
+ 5.61%
$748K - $912K
374K $9.81M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
19.1K
+ 33.89%
$719K - $877K
75.5K $1.98M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
18.7K
+ 14.29%
$703K - $857K
149K $3.91M
Oct 27, 2022 Q3 2022
Oakwell Private Wealth Management, LLC

BUY
 -
18.4K
+ 74.08%
$692K - $844K
43.2K $1.13M
Oct 12, 2022 Q3 2022
Consilium Wealth Advisory, LLC

BUY
 -
17.9K
+ 18.94%
$674K - $821K
112K $2.95M
Nov 09, 2022 Q3 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
17.9K
+ 18.74%
$673K - $820K
113K $2.97M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
17.4K
+ 4.47%
$656K - $799K
407K $10.7M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
17.3K
New
$652K - $795K
17.3K $454K
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
16.6K
New
$625K - $762K
16.6K $435K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
16.1K
+ 9.79%
$608K - $741K
181K $4.74M
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
15.6K
+ 272.57%
$587K - $716K
21.3K $559K
Nov 04, 2022 Q3 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
15.5K
+ 7.16%
$582K - $709K
231K $6.06M
Nov 14, 2022 Q3 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
15.5K
+ 7.16%
$582K - $709K
231K $6.06M
Oct 18, 2022 Q3 2022
Youngs Advisory Group, Inc.

BUY
 -
15.1K
+ 12.7%
$568K - $693K
134K $3.51M
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

BUY
 -
15K
New
$565K - $689K
15K $393K
Nov 08, 2022 Q3 2022
Wms Partners, LLC

BUY
 -
14.5K
New
$548K - $668K
14.5K $381K
Nov 09, 2022 Q3 2022
Sws Partners

BUY
 -
14.2K
New
$536K - $653K
14.2K $373K
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
14.2K
New
$533K - $650K
14.2K $371K
Oct 12, 2022 Q3 2022
Simplicity Wealth,Llc

BUY
 -
13.9K
+ 23.96%
$522K - $637K
71.8K $1.88M
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

BUY
 -
13.7K
+ 43.91%
$515K - $627K
44.8K $1.17M
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
13.4K
+ 6.16%
$506K - $617K
232K $6.07M
Oct 28, 2022 Q3 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
13.1K
+ 16.66%
$493K - $601K
91.8K $2.41M
Oct 19, 2022 Q3 2022
Joule Financial, LLC

BUY
 -
12.8K
+ 10.14%
$480K - $586K
139K $3.63M
Jan 19, 2024 Q3 2022
Cedrus LLC

Littleton, CO
BUY
 -
12.5K
+ 19.82%
$472K - $576K
75.8K $1.99M
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
12.5K
+ 73.23%
$470K - $573K
29.5K $774K
Oct 31, 2022 Q3 2022
Armor Investment Advisors, LLC

BUY
 -
12.4K
+ 11.64%
$468K - $570K
119K $3.12M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
12.4K
+ 50.21%
$465K - $567K
37K $969K
Nov 08, 2022 Q3 2022
Meridian Management CO

BUY
 -
12.4K
+ 2.7%
$465K - $567K
470K $12.3M
Oct 11, 2022 Q3 2022
Campbell Wealth Management

BUY
 -
12.2K
+ 71.43%
$460K - $561K
29.3K $769K
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
11.8K
+ 21.84%
$445K - $542K
65.9K $1.73M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
11.8K
+ 44.93%
$443K - $540K
37.9K $994K
Oct 12, 2022 Q3 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
11.7K
+ 3.78%
$442K - $539K
322K $8.44M
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
11.7K
New
$440K - $537K
11.7K $306K
Nov 14, 2022 Q3 2022
Fortis Capital Management LLC

BUY
 -
11.6K
+ 23.56%
$436K - $532K
60.8K $1.59M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
11K
+ 3.76%
$413K - $503K
303K $7.93M
Nov 10, 2022 Q3 2022
Buckingham Capital Management, Inc.

BUY
 -
10.9K
+ 5.34%
$412K - $502K
216K $5.65M
Oct 13, 2022 Q3 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
10.9K
+ 32.76%
$409K - $499K
44K $1.15M
Oct 24, 2022 Q3 2022
Annex Advisory Services, LLC

BUY
 -
10.7K
New
$404K - $492K
10.7K $281K
Nov 14, 2022 Q3 2022
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
10.6K
+ 32.95%
$398K - $486K
42.7K $1.12M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
10.6K
+ 7.53%
$398K - $485K
151K $3.96M
Oct 06, 2022 Q3 2022
Legacy Private Trust Co.

BUY
 -
10.3K
New
$389K - $475K
10.3K $271K

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