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
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
850
+ 1.49%
$32K - $39K
57.8K $1.51M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
850
+ 1.49%
$32K - $39K
57.8K $1.51M
Nov 14, 2022 Q3 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
850
+ 6.82%
$32K - $39K
13.3K $349K
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
828
+ 8.78%
$31.2K - $38K
10.3K $269K
Nov 09, 2022 Q3 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
825
+ 3.54%
$31.1K - $37.9K
24.1K $633K
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
810
+ 1.34%
$30.5K - $37.2K
61.2K $1.6M
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
760
+ 91.13%
$28.6K - $34.9K
1.59K $41.8K
Dec 19, 2024 Q3 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
721
+ 2.37%
$27.1K - $33.1K
31.2K $817K
Nov 08, 2022 Q3 2022
Bedel Financial Consulting, Inc.

BUY
 -
720
+ 10.58%
$27.1K - $33K
7.53K $197K
Oct 18, 2022 Q3 2022
Guardian Financial Partners, LLC

BUY
 -
719
+ 4.01%
$27.1K - $33K
18.7K $489K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
691
+ 1.99%
$26K - $31.7K
35.4K $929K
Nov 07, 2022 Q3 2022
Trellis Advisors, LLC

BUY
 -
690
+ 11.93%
$26K - $31.7K
6.48K $170K
Nov 09, 2022 Q3 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
682
+ 7.92%
$25.7K - $31.3K
9.3K $244K
Oct 24, 2022 Q3 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
677
+ 4.56%
$25.5K - $31.1K
15.5K $407K
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
674
+ 3.94%
$25.4K - $30.9K
17.8K $466K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
660
+ 0.56%
$24.8K - $30.3K
118K $3.08M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
621
+ 40.54%
$23.4K - $28.5K
2.15K $56.4K
Oct 28, 2022 Q3 2022
Community Bank, N.A.

BUY
 -
621
+ 0.74%
$23.4K - $28.5K
84.4K $2.21M
Nov 04, 2022 Q3 2022
Pillar Wealth Advisors, LLC

BUY
 -
606
+ 1.75%
$22.8K - $27.8K
35.2K $922K
Nov 09, 2022 Q3 2022
Ddd Partners, LLC

BUY
 -
600
+ 5.02%
$22.6K - $27.5K
12.6K $329K
Nov 15, 2022 Q3 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
561
+ 0.5%
$21.1K - $25.7K
114K $2.98M
Nov 14, 2022 Q3 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
554
+ 0.74%
$20.9K - $25.4K
75.7K $1.98M
Nov 09, 2022 Q3 2022
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
542
+ 1.02%
$20.4K - $24.9K
53.8K $1.41M
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

BUY
 -
530
+ 6.3%
$20K - $24.3K
8.94K $234K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
526
+ 10.11%
$19.8K - $24.1K
5.73K $150K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
524
+ 4.04%
$19.7K - $24.1K
13.5K $354K
Oct 26, 2022 Q3 2022
Sightline Wealth Advisors, LLC

BUY
 -
522
+ 0.44%
$19.7K - $24K
118K $3.09M
Nov 09, 2022 Q3 2022
Allen Capital Group, LLC

BUY
 -
510
+ 2.16%
$19.2K - $23.4K
24.2K $634K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
490
+ 3.13%
$18.4K - $22.5K
16.1K $423K
Nov 08, 2022 Q3 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
482
+ 0.38%
$18.1K - $22.1K
127K $3.34M
Nov 09, 2022 Q3 2022
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
482
+ 0.27%
$18.1K - $22.1K
177K $4.63M
Oct 26, 2022 Q3 2022
Parsons Capital Management Inc

BUY
 -
468
+ 4.24%
$17.6K - $21.5K
11.5K $301K
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
468
+ 3.8%
$17.6K - $21.5K
12.8K $335K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
463
New
$17.4K - $21.3K
463 $12.1K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
460
New
$17.3K - $21.1K
460 $12.1K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
452
+ 41.74%
$17K - $20.7K
1.54K $40.2K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
450
+ 9.1%
$16.9K - $20.7K
5.4K $141K
Oct 28, 2022 Q3 2022
West Oak Capital, LLC

BUY
 -
440
+ 5.31%
$16.6K - $20.2K
8.73K $229K
Oct 14, 2022 Q3 2022
Oldfather Financial Services, LLC

BUY
 -
428
+ 2.21%
$16.1K - $19.6K
19.8K $520K
Oct 13, 2023 Q3 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
423
New
$15.9K - $19.4K
423 $11.1K
Nov 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
403
+ 6.59%
$15.2K - $18.5K
6.52K $171K
Oct 20, 2022 Q3 2022
Tsfg, LLC

BUY
 -
400
+ 63.09%
$15.1K - $18.4K
1.03K $27.1K
Nov 16, 2022 Q3 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
397
+ 33.53%
$14.9K - $18.2K
1.58K $41.4K
Nov 14, 2022 Q3 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
389
+ 0.27%
$14.6K - $17.9K
147K $3.84M
Oct 26, 2022 Q3 2022
Twele Capital Management, Inc.

BUY
 -
383
+ 1.95%
$14.4K - $17.6K
20K $524K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
376
+ 10.75%
$14.2K - $17.3K
3.87K $102K
Oct 18, 2022 Q3 2022
Mc Ilrath & Eck, LLC

BUY
 -
376
+ 80.86%
$14.2K - $17.3K
841 $22K
Oct 20, 2022 Q3 2022
Baker Tilly Wealth Management, LLC

BUY
 -
351
+ 3.86%
$13.2K - $16.1K
9.45K $248K
Oct 12, 2022 Q3 2022
Everhart Financial Group, Inc.

BUY
 -
340
+ 0.54%
$12.8K - $15.6K
63.9K $1.67M

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