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 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7+ 0.12% |
$264 - $321
|
5.73K
$150K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7+ 0.11% |
$264 - $321
|
6.32K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7+ 0.12% |
$264 - $321
|
5.85K
$153K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
6+ 0.19% |
$226 - $275
|
3.13K
$81.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 2.01% |
$151 - $184
|
203
$5.32K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.35% |
$151 - $184
|
1.14K
$29.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.29% |
$151 - $184
|
1.39K
$36.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.04% |
$113 - $138
|
6.94K
$182K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.14% |
$113 - $138
|
2.16K
$56.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.13% |
$113 - $138
|
2.37K
$62.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3+ 0.03% |
$113 - $138
|
10.3K
$269K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
2+ 0.03% |
$75.3 - $91.8
|
6.34K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2+ 1.32% |
$75.3 - $91.8
|
153
$4.01K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$75.3 - $91.8
|
5.64K
$148K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.25% |
$37.7 - $45.9
|
407
$10.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.02% |
$37.7 - $45.9
|
4.74K
$124K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$37.7 - $45.9
|
764
$20K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
1+ 0.02% |
$37.7 - $45.9
|
5.52K
$145K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3- 0.04% |
$113 - $138
|
7.75K
$203K
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$113 - $138
|
6.6K
$173K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4- 0.9% |
$151 - $184
|
442
$11.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$188 - $230
|
22.8K
$598K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-6- 4.96% |
$226 - $275
|
115
$3.01K
|
|
|
Oct 20, 2022
Q3 2022
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-8- 0.13% |
$301 - $367
|
6.29K
$165K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9- 0.14% |
$339 - $413
|
6.48K
$170K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$377 - $459
|
12.8K
$335K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 0.06% |
$414 - $505
|
18.5K
$486K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
SELL
|
- |
-12- 0.07% |
$452 - $551
|
16.1K
$421K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-14- 0.02% |
$527 - $643
|
89.5K
$2.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-17- 0.07% |
$640 - $780
|
23.4K
$614K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-19- 0.07% |
$715 - $872
|
26.2K
$688K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-24- 5.56% |
$904 - $1.1K
|
408
$10.7K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-25- 0.14% |
$941 - $1.15K
|
18.2K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26- 0.72% |
$979 - $1.19K
|
3.59K
$94.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-26- 0.34% |
$979 - $1.19K
|
7.52K
$197K
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-28- 0.34% |
$1.05K - $1.29K
|
8.11K
$212K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-36- 5.17% |
$1.36K - $1.65K
|
660
$17.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-36- 0.39% |
$1.36K - $1.65K
|
9.18K
$241K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-37- 0.07% |
$1.39K - $1.7K
|
53.7K
$1.41M
|
|
|
Oct 11, 2022
Q3 2022
|
Gpwm LLC
|
SELL
|
- |
-44- 8.98% |
$1.66K - $2.02K
|
446
$11.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-54- 0.37% |
$2.03K - $2.48K
|
14.7K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-54- 15.08% |
$2.03K - $2.48K
|
304
$7.97K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-61- 0.42% |
$2.3K - $2.8K
|
14.6K
$383K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-65- 0.71% |
$2.45K - $2.98K
|
9.05K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-73- 0.9% |
$2.75K - $3.35K
|
8.07K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-74- 0.64% |
$2.79K - $3.4K
|
11.6K
$303K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-79- 0.35% |
$2.97K - $3.63K
|
22.7K
$594K
|