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 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
338
New
$12.7K - $15.5K
338 $8.86K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
327
+ 71.4%
$12.3K - $15K
785 $20.6K
Nov 14, 2022 Q3 2022
Strategic Financial Planning, Inc.

BUY
 -
317
+ 0.11%
$11.9K - $14.6K
297K $7.78M
Oct 20, 2022 Q3 2022
Sfmg, LLC

BUY
 -
313
+ 4.86%
$11.8K - $14.4K
6.76K $177K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
308
+ 0.67%
$11.6K - $14.1K
46K $1.21M
Oct 17, 2022 Q3 2022
American Financial Advisors, LLC

BUY
 -
303
+ 2.39%
$11.4K - $13.9K
13K $340K
Nov 14, 2022 Q3 2022
Principle Wealth Partners LLC

BUY
 -
288
+ 1.98%
$10.8K - $13.2K
14.9K $389K
Nov 09, 2022 Q3 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
287
+ 358.75%
$10.8K - $13.2K
367 $9.62K
Nov 09, 2022 Q3 2022
Madden Advisory Services, Inc.

BUY
 -
284
+ 3.05%
$10.7K - $13K
9.59K $251K
Oct 13, 2022 Q3 2022
Pennsylvania Capital Management Inc

BUY
 -
247
+ 3.77%
$9.3K - $11.3K
6.8K $178K
Oct 21, 2022 Q3 2022
Wilson & Boucher Capital Management, LLC

BUY
 -
239
+ 1.24%
$9K - $11K
19.5K $512K
Nov 10, 2022 Q3 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
234
+ 2.75%
$8.81K - $10.7K
8.73K $229K
Nov 09, 2022 Q3 2022
Archer Investment Corp

BUY
 -
225
+ 156.25%
$8.47K - $10.3K
369 $9.67K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
212
+ 100.0%
$7.98K - $9.73K
424 $11.1K
Oct 24, 2022 Q3 2022
First Command Advisory Services, Inc.

BUY
 -
207
New
$7.79K - $9.5K
207 $5.43K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
202
+ 23.54%
$7.61K - $9.27K
1.06K $27.8K
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
198
+ 0.35%
$7.45K - $9.09K
57.1K $1.5M
Oct 18, 2022 Q3 2022
Kathleen S. Wright Associates Inc.

BUY
 -
198
+ 6.38%
$7.45K - $9.09K
3.3K $86.6K
Nov 10, 2022 Q3 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
196
New
$7.38K - $9K
196 $5.14K
Oct 31, 2022 Q3 2022
Avion Wealth

The Woodlands, TX
BUY
 -
194
+ 11.95%
$7.3K - $8.9K
1.82K $47.6K
Oct 17, 2022 Q3 2022
Cambridge Advisors Inc.

BUY
 -
192
+ 0.69%
$7.23K - $8.81K
27.9K $732K
Nov 08, 2022 Q3 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
189
+ 0.11%
$7.12K - $8.68K
168K $4.39M
Nov 09, 2022 Q3 2022
Facet Wealth, Inc.

BUY
 -
184
+ 1.98%
$6.93K - $8.45K
9.5K $249K
Nov 15, 2022 Q3 2022
Laraway Financial Advisors Inc

Saint Cloud, MN
BUY
 -
170
+ 0.73%
$6.4K - $7.8K
23.6K $619K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
161
+ 21.44%
$6.06K - $7.39K
912 $23.9K
Nov 01, 2022 Q3 2022
Leisure Capital Management

BUY
 -
156
+ 0.29%
$5.87K - $7.16K
54.2K $1.42M
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
154
+ 4.5%
$5.8K - $7.07K
3.58K $93.8K
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
154
+ 0.71%
$5.8K - $7.07K
21.7K $569K
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
148
+ 0.61%
$5.57K - $6.79K
24.4K $640K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
146
New
$5.5K - $6.7K
146 $3.83K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
144
New
$5.42K - $6.61K
144 $3.77K
Jun 28, 2024 Q3 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
140
New
$5.27K - $6.43K
140 $3.67K
Oct 13, 2022 Q3 2022
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
138
+ 0.69%
$5.2K - $6.33K
20.1K $527K
Nov 08, 2022 Q3 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
134
+ 0.62%
$5.05K - $6.15K
21.8K $572K
Nov 10, 2022 Q3 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
133
+ 0.74%
$5.01K - $6.1K
18K $471K
Nov 07, 2022 Q3 2022
Ifrah Financial Services, Inc.

BUY
 -
133
+ 0.71%
$5.01K - $6.1K
18.8K $494K
Nov 09, 2022 Q3 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
129
+ 11.25%
$4.86K - $5.92K
1.28K $33.4K
Oct 24, 2022 Q3 2022
Great Diamond Partners, LLC

BUY
 -
129
+ 0.95%
$4.86K - $5.92K
13.7K $359K
Nov 02, 2022 Q3 2022
Grant

BUY
 -
125
+ 0.85%
$4.71K - $5.74K
14.8K $388K
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
120
+ 0.89%
$4.52K - $5.51K
13.5K $355K
Nov 02, 2022 Q3 2022
Leo H. Evart, Inc.

BUY
 -
118
+ 0.31%
$4.44K - $5.42K
38K $997K
Oct 27, 2022 Q3 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
116
+ 1.21%
$4.37K - $5.32K
9.7K $254K
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
115
+ 0.72%
$4.33K - $5.28K
16K $420K
Oct 03, 2022 Q3 2022
M&R Capital Management Inc

BUY
 -
113
+ 289.74%
$4.25K - $5.19K
152 $3.98K
Nov 14, 2022 Q3 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
107
+ 0.24%
$4.03K - $4.91K
43.8K $1.15M
Oct 27, 2022 Q3 2022
First Personal Financial Services

BUY
 -
106
New
$3.99K - $4.87K
106 $2.78K
Nov 10, 2022 Q3 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
100
+ 0.91%
$3.77K - $4.59K
11K $289K
Nov 14, 2022 Q3 2022
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
BUY
 -
91
+ 0.14%
$3.43K - $4.18K
67.4K $1.77M
Nov 15, 2022 Q3 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
90
+ 0.05%
$3.39K - $4.13K
175K $4.59M

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