Purchases and Sales Made in Q4 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 Q4 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
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
113
+ 44.14%
$4.32K - $4.92K
369 $9.67K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
108
+ 27.91%
$4.13K - $4.7K
495 $13K
Jan 23, 2023 Q4 2022
Index Fund Advisors, Inc.

BUY
 -
104
+ 0.64%
$3.98K - $4.53K
16.3K $427K
Feb 02, 2023 Q4 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
100
+ 0.42%
$3.83K - $4.35K
24K $629K
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

BUY
 -
100
+ 238.1%
$3.83K - $4.35K
142 $3.72K
Feb 14, 2023 Q4 2022
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
BUY
 -
100
+ 0.15%
$3.83K - $4.35K
67.5K $1.77M
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
95
New
$3.63K - $4.14K
95 $2.49K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
94
New
$3.6K - $4.09K
94 $2.46K
Mar 08, 2023 Q4 2022
Sheets Smith Wealth Management

BUY
 -
94
+ 0.4%
$3.6K - $4.09K
23.5K $616K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
87
New
$3.33K - $3.79K
87 $2.28K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
82
New
$3.14K - $3.57K
82 $2.15K
Jan 09, 2023 Q4 2022
Cwa Asset Management Group, LLC

BUY
 -
80
+ 0.55%
$3.06K - $3.48K
14.6K $383K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
77
New
$2.95K - $3.35K
77 $2.02K
Feb 10, 2023 Q4 2022
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
77
+ 0.17%
$2.95K - $3.35K
46.6K $1.22M
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
77
New
$2.95K - $3.35K
77 $2.02K
Jan 20, 2023 Q4 2022
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
77
+ 0.37%
$2.95K - $3.35K
20.9K $548K
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
76
+ 0.49%
$2.91K - $3.31K
15.5K $405K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
75
New
$2.87K - $3.27K
75 $1.97K
Jan 30, 2023 Q4 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
70
+ 0.45%
$2.68K - $3.05K
15.6K $409K
Jan 23, 2023 Q4 2022
Bnc Wealth Management, LLC

BUY
 -
65
+ 0.99%
$2.49K - $2.83K
6.66K $175K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
62
New
$2.37K - $2.7K
62 $1.63K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
59
+ 46.09%
$2.26K - $2.57K
187 $4.9K
Feb 13, 2023 Q4 2022
Forte Capital LLC

BUY
 -
58
+ 0.64%
$2.22K - $2.53K
9.11K $239K
Feb 09, 2023 Q4 2022
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
56
New
$2.14K - $2.44K
56 $1.47K
Jan 05, 2023 Q4 2022
Optimum Investment Advisors

BUY
 -
56
+ 1.79%
$2.14K - $2.44K
3.18K $83.4K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
53
+ 31.55%
$2.03K - $2.31K
221 $5.79K
Feb 14, 2023 Q4 2022
Madden Advisory Services, Inc.

BUY
 -
53
+ 0.55%
$2.03K - $2.31K
9.64K $253K
Jan 25, 2023 Q4 2022
Fagan Associates, Inc.

BUY
 -
50
+ 0.74%
$1.91K - $2.18K
6.8K $178K
Nov 17, 2023 Q4 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
50
+ 0.95%
$1.91K - $2.18K
5.31K $139K
Jan 20, 2023 Q4 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
47
+ 0.06%
$1.8K - $2.05K
78.5K $2.06M
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
46
New
$1.76K - $2K
46 $1.21K
Jan 18, 2023 Q4 2022
Opus Capital Group, LLC

BUY
 -
46
+ 0.22%
$1.76K - $2K
20.7K $542K
Jan 30, 2023 Q4 2022
Cross Staff Investments Inc

BUY
 -
46
+ 0.79%
$1.76K - $2K
5.89K $154K
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
44
New
$1.68K - $1.92K
44 $1.15K
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

BUY
 -
44
+ 0.71%
$1.68K - $1.92K
6.25K $164K
Jan 17, 2023 Q4 2022
H&H Retirement Design & Management Inc

BUY
 -
43
+ 0.5%
$1.64K - $1.87K
8.68K $228K
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
41
+ 0.2%
$1.57K - $1.79K
20.8K $545K
May 28, 2024 Q4 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
39
+ 0.41%
$1.49K - $1.7K
9.63K $252K
Feb 07, 2023 Q4 2022
Addison Advisors LLC

BUY
 -
36
New
$1.38K - $1.57K
36 $944
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
36
+ 0.37%
$1.38K - $1.57K
9.67K $253K
Feb 08, 2023 Q4 2022
Planning Directions Inc

BUY
 -
33
+ 0.37%
$1.26K - $1.44K
9.01K $236K
Feb 09, 2023 Q4 2022
Glaxis Capital Management, LLC

Sarasota, FL
BUY
 -
32
+ 0.5%
$1.22K - $1.39K
6.43K $169K
Jan 27, 2023 Q4 2022
Baldwin Brothers LLC

BUY
 -
32
New
$1.22K - $1.39K
32 $839
Feb 10, 2023 Q4 2022
Clear Investment Research, LLC

BUY
 -
31
+ 0.25%
$1.19K - $1.35K
12.2K $321K
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
30
+ 0.16%
$1.15K - $1.31K
18.6K $487K
Jan 06, 2023 Q4 2022
Tompkins Financial Corp

BUY
 -
26
New
$995 - $1.13K
26 $681
Feb 03, 2023 Q4 2022
Pinnacle Financial Partners Inc

BUY
 -
25
+ 0.5%
$956 - $1.09K
4.99K $131K
Feb 09, 2023 Q4 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
24
+ 0.32%
$918 - $1.04K
7.47K $196K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
22
New
$842 - $958
22 $577

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