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 20, 2023 Q4 2022
Ltg Capital LLC

BUY
 -
1.6K
+ 5.11%
$61.2K - $69.6K
32.9K $862K
Jan 25, 2023 Q4 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
1.57K
+ 0.99%
$60.2K - $68.5K
160K $4.2M
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.57K
+ 9812.5%
$60.1K - $68.4K
1.59K $41.6K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.56K
+ 115.77%
$59.5K - $67.7K
2.9K $76K
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

BUY
 -
1.55K
+ 14.68%
$59.4K - $67.7K
12.1K $318K
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

BUY
 -
1.53K
+ 6.69%
$58.4K - $66.5K
24.4K $638K
Aug 11, 2023 Q4 2022
Myecfo, LLC

La Jolla, CA
BUY
 -
1.52K
+ 32.75%
$58.1K - $66.2K
6.16K $161K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
1.5K
New
$57.3K - $65.2K
1.5K $39.3K
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.49K
New
$57.1K - $65K
1.49K $39.1K
Jan 18, 2023 Q4 2022
Perkins Coie Trust CO

BUY
 -
1.48K
New
$56.5K - $64.3K
1.48K $38.7K
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

BUY
 -
1.41K
+ 22.08%
$54K - $61.4K
7.8K $204K
Jan 31, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
1.39K
+ 2.61%
$53.1K - $60.5K
54.7K $1.43M
Feb 22, 2023 Q4 2022
Laraway Financial Advisors Inc

Saint Cloud, MN
BUY
 -
1.36K
+ 5.78%
$52.1K - $59.3K
25K $654K
Jan 31, 2023 Q4 2022
Community Bank, N.A.

BUY
 -
1.36K
+ 1.61%
$52.1K - $59.3K
85.7K $2.25M
Jan 31, 2023 Q4 2022
Fulton Breakefield Broenniman LLC

BUY
 -
1.36K
+ 4.63%
$52K - $59.2K
30.8K $806K
Feb 10, 2023 Q4 2022
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
1.34K
+ 11.21%
$51.1K - $58.2K
13.3K $347K
Feb 13, 2023 Q4 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
1.33K
+ 22.66%
$50.7K - $57.7K
7.18K $188K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
1.27K
+ 35.29%
$48.5K - $55.2K
4.86K $127K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

BUY
 -
1.26K
+ 9.73%
$48.2K - $54.9K
14.2K $373K
Feb 01, 2023 Q4 2022
Great Diamond Partners, LLC

BUY
 -
1.26K
+ 9.17%
$48K - $54.6K
14.9K $392K
Jan 18, 2023 Q4 2022
Lvw Advisors, LLC

BUY
 -
1.23K
+ 1.39%
$47K - $53.5K
89.4K $2.34M
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
1.22K
+ 2.68%
$46.7K - $53.2K
46.8K $1.23M
Feb 13, 2023 Q4 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
1.19K
+ 5.5%
$45.7K - $52K
22.9K $600K
Jan 10, 2023 Q4 2022
Wilson & Boucher Capital Management, LLC

BUY
 -
1.17K
+ 5.98%
$44.6K - $50.8K
20.7K $542K
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.15K
+ 72.61%
$43.9K - $50K
2.73K $71.5K
Feb 06, 2023 Q4 2022
Parsec Financial Management, Inc.

BUY
 -
1.11K
+ 1.53%
$42.3K - $48.2K
73.3K $1.92M
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.1K
+ 28.29%
$41.9K - $47.7K
4.97K $130K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.07K
+ 111.67%
$41K - $46.7K
2.03K $53.3K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
1.04K
New
$39.8K - $45.3K
1.04K $27.3K
Feb 14, 2023 Q4 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.04K
+ 479.63%
$39.6K - $45.1K
1.25K $32.8K
Jan 10, 2023 Q4 2022
Campbell Wealth Management

BUY
 -
1.02K
+ 3.48%
$39.1K - $44.5K
30.4K $796K
Feb 03, 2023 Q4 2022
Jackson Creek Investment Advisors LLC

BUY
 -
1.02K
+ 3.6%
$38.9K - $44.2K
29.2K $766K
Jan 26, 2023 Q4 2022
Barden Capital Management, Inc.

BUY
 -
1K
+ 1.66%
$38.3K - $43.6K
61.5K $1.61M
Jan 12, 2023 Q4 2022
Avity Investment Management Inc.

BUY
 -
1K
+ 7.25%
$38.3K - $43.5K
14.8K $388K
Jan 23, 2023 Q4 2022
Waypoint Capital Advisors, LLC

BUY
 -
994
+ 12.82%
$38K - $43.3K
8.75K $229K
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

BUY
 -
965
+ 10.21%
$36.9K - $42K
10.4K $273K
Jan 06, 2023 Q4 2022
Legacy Private Trust Co.

BUY
 -
961
+ 9.29%
$36.8K - $41.8K
11.3K $296K
May 12, 2023 Q4 2022
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
949
+ 4.42%
$36.3K - $41.3K
22.4K $588K
Feb 07, 2023 Q4 2022
Wms Partners, LLC

BUY
 -
943
+ 6.48%
$36.1K - $41.1K
15.5K $406K
Jan 05, 2023 Q4 2022
West Oak Capital, LLC

BUY
 -
929
+ 10.64%
$35.5K - $40.4K
9.66K $253K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
914
New
$35K - $39.8K
914 $24K
Jan 17, 2023 Q4 2022
Spinnaker Investment Group, LLC

BUY
 -
905
+ 2.11%
$34.6K - $39.4K
43.7K $1.15M
Feb 13, 2023 Q4 2022
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
868
+ 2.03%
$33.2K - $37.8K
43.6K $1.14M
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
867
+ 5.17%
$33.2K - $37.7K
17.7K $463K
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
851
New
$32.6K - $37.1K
851 $22.3K
Feb 02, 2023 Q4 2022
Tranquility Partners, LLC

BUY
 -
820
+ 9.65%
$31.4K - $35.7K
9.31K $244K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
819
+ 490.42%
$31.3K - $35.7K
986 $25.8K
Feb 14, 2023 Q4 2022
Lowe Brockenbrough & CO Inc

BUY
 -
815
+ 1.96%
$31.2K - $35.5K
42.4K $1.11M
Jan 25, 2023 Q4 2022
Planned Solutions, Inc.

BUY
 -
797
+ 0.84%
$30.5K - $34.7K
95.6K $2.51M

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