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 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1K+ 15.71% |
$382K - $465K
|
74.7K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
10.1K+ 36.2% |
$381K - $464K
|
38.1K
$1.05M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
10.1K+ 22.06% |
$379K - $462K
|
55.6K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.91K+ 343.69% |
$373K - $455K
|
12.8K
$354K
|
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
9.85K+ 6.6% |
$371K - $452K
|
159K
$4.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
9.6K+ 6.42% |
$362K - $441K
|
159K
$4.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
9.6K+ 14.26% |
$362K - $441K
|
76.9K
$2.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9.57K+ 3.8% |
$360K - $439K
|
261K
$7.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.39K+ 46.88% |
$353K - $431K
|
29.4K
$813K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.03K+ 5.58% |
$340K - $414K
|
171K
$4.72M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
8.92K+ 1.24% |
$336K - $409K
|
727K
$20.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8.76KNew |
$330K - $402K
|
8.76K
$242K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.59KNew |
$323K - $394K
|
8.59K
$237K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
8.58KNew |
$323K - $394K
|
8.58K
$237K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.48K+ 6.49% |
$319K - $389K
|
139K
$3.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
8.3KNew |
$312K - $381K
|
8.3K
$229K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.1K+ 22.96% |
$305K - $372K
|
43.4K
$1.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
8.05K+ 8.48% |
$303K - $369K
|
103K
$2.85M
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
7.96K+ 15.71% |
$300K - $365K
|
58.6K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.91K+ 3.84% |
$298K - $363K
|
214K
$5.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.56K+ 6.77% |
$285K - $347K
|
119K
$3.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.35K+ 4.6% |
$277K - $337K
|
167K
$4.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.06KNew |
$266K - $324K
|
7.06K
$195K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7K+ 3.78% |
$264K - $321K
|
192K
$5.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
6.99K+ 3.44% |
$263K - $321K
|
210K
$5.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.98KNew |
$263K - $320K
|
6.98K
$193K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.85K+ 2.2% |
$258K - $314K
|
318K
$8.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.7K+ 3.56% |
$252K - $308K
|
195K
$5.39M
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.66K+ 18.41% |
$251K - $306K
|
42.8K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.46KNew |
$243K - $297K
|
6.46K
$179K
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
6.42K+ 6.48% |
$242K - $295K
|
106K
$2.92M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.29K+ 35.88% |
$237K - $289K
|
23.8K
$658K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.23KNew |
$235K - $286K
|
6.23K
$172K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.22K+ 28.8% |
$234K - $285K
|
27.8K
$768K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.21KNew |
$234K - $285K
|
6.21K
$172K
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
6.1K+ 10.32% |
$230K - $280K
|
65.2K
$1.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.99K+ 70.36% |
$225K - $275K
|
14.5K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.93KNew |
$223K - $272K
|
5.93K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.89KNew |
$222K - $270K
|
5.89K
$163K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.87K+ 20.01% |
$221K - $269K
|
35.2K
$973K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.86K+ 2.16% |
$220K - $269K
|
276K
$7.64M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
5.85K+ 3.2% |
$220K - $269K
|
189K
$5.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.66KNew |
$213K - $260K
|
5.66K
$156K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.63K+ 11.68% |
$212K - $258K
|
53.8K
$1.49M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.63K+ 11.68% |
$212K - $258K
|
53.8K
$1.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.56K+ 3.63% |
$209K - $255K
|
159K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.54K+ 86.8% |
$209K - $254K
|
11.9K
$329K
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.5KNew |
$207K - $252K
|
5.5K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 6.19% |
$205K - $250K
|
93.4K
$2.58M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.25K+ 24.96% |
$198K - $241K
|
26.3K
$726K
|