Purchases and Sales Made in Q1 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 Q1 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
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
23.8K
+ 98.12%
$1.06M - $1.23M
48.2K $1.22M
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
23.4K
+ 121.37%
$1.04M - $1.21M
42.6K $1.08M
Apr 12, 2022 Q1 2022
Market Street Wealth Management Advisors LLC

BUY
 -
23.2K
+ 79.6%
$1.03M - $1.2M
52.4K $1.32M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
22.9K
+ 131.53%
$1.02M - $1.19M
40.3K $1.02M
May 09, 2022 Q1 2022
Cooper/Haims Advisors, LLC

BUY
 -
22.9K
+ 76.5%
$1.02M - $1.18M
52.7K $1.33M
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

BUY
 -
22.1K
+ 88.19%
$983K - $1.14M
47.2K $1.19M
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
21.8K
+ 88.97%
$966K - $1.13M
46.2K $1.17M
May 16, 2022 Q1 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
21.7K
+ 101.48%
$963K - $1.12M
43K $1.09M
May 04, 2022 Q1 2022
Lowe Brockenbrough & CO Inc

BUY
 -
21.7K
+ 105.69%
$962K - $1.12M
42.1K $1.06M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
21.4K
+ 32.91%
$950K - $1.11M
86.4K $2.18M
May 02, 2022 Q1 2022
Thrive Wealth Management, LLC

BUY
 -
20.8K
+ 208.99%
$924K - $1.08M
30.8K $777K
Apr 25, 2022 Q1 2022
Bailard, Inc.

BUY
 -
20.6K
+ 93.35%
$916K - $1.07M
42.7K $1.08M
Apr 15, 2022 Q1 2022
Cra Financial Services, LLC

BUY
 -
20.4K
+ 105.3%
$905K - $1.05M
39.7K $1M
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
20.2K
New
$898K - $1.05M
20.2K $511K
May 02, 2022 Q1 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
20.1K
+ 97.64%
$894K - $1.04M
40.7K $1.03M
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
20K
+ 105.93%
$888K - $1.03M
38.9K $982K
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
20K
+ 99.92%
$886K - $1.03M
39.9K $1.01M
Dec 19, 2024 Q1 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
19.7K
+ 95.97%
$876K - $1.02M
40.3K $1.02M
May 11, 2022 Q1 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
19.4K
+ 94.91%
$864K - $1.01M
39.9K $1.01M
Apr 29, 2022 Q1 2022
Brightworth

BUY
 -
19.4K
+ 77.41%
$861K - $1M
44.4K $1.12M
Apr 28, 2022 Q1 2022
Madden Securities Corp

BUY
 -
19.4K
+ 116.1%
$860K - $1M
36.1K $911K
May 16, 2022 Q1 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
19.2K
+ 101.5%
$854K - $995K
38.2K $965K
May 16, 2022 Q1 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
19K
+ 123.51%
$845K - $984K
34.4K $870K
May 06, 2022 Q1 2022
Sunburst Financial Group, LLC

BUY
 -
18.9K
+ 126.2%
$841K - $980K
34K $858K
May 11, 2022 Q1 2022
Leo H. Evart, Inc.

BUY
 -
18.9K
+ 98.33%
$839K - $977K
38.1K $963K
May 16, 2022 Q1 2022
Wealthfront Advisers LLC

BUY
 -
18.8K
+ 267.58%
$836K - $974K
25.9K $653K
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
18.7K
+ 136.05%
$832K - $968K
32.5K $821K
May 06, 2022 Q1 2022
Jordan Park Group LLC

BUY
 -
18.7K
+ 105.94%
$830K - $967K
36.3K $918K
Apr 21, 2022 Q1 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
18.5K
+ 89.74%
$821K - $956K
39.1K $987K
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

BUY
 -
18.2K
+ 111.14%
$810K - $943K
34.6K $875K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
18.2K
+ 100.09%
$807K - $940K
36.3K $918K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
18K
+ 92.27%
$800K - $932K
37.5K $948K
May 10, 2022 Q1 2022
Mainstay Capital Management LLC

BUY
 -
18K
+ 99.51%
$798K - $929K
36K $910K
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
17.9K
+ 102.32%
$793K - $924K
35.3K $892K
Apr 22, 2022 Q1 2022
Asset Advisors Investment Management, LLC

BUY
 -
17.6K
+ 59.5%
$781K - $910K
47.1K $1.19M
Apr 22, 2022 Q1 2022
Foster Group, Inc.

BUY
 -
17.6K
+ 146.05%
$781K - $910K
29.6K $748K
Apr 18, 2022 Q1 2022
Spectrum Planning & Advisory Services Inc.

BUY
 -
17.5K
+ 76.9%
$779K - $907K
40.4K $1.02M
May 16, 2022 Q1 2022
Stokes Family Office, LLC

BUY
 -
17.4K
New
$775K - $902K
17.4K $441K
May 10, 2022 Q1 2022
American Investment Services, Inc.

BUY
 -
17.4K
+ 61.22%
$773K - $901K
45.9K $1.16M
May 10, 2022 Q1 2022
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
17.4K
+ 133.71%
$773K - $900K
30.4K $769K
May 06, 2022 Q1 2022
Grimes & Company, Inc.

BUY
 -
17.3K
+ 23.53%
$768K - $895K
90.8K $2.29M
May 09, 2022 Q1 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
17.2K
+ 53.14%
$763K - $889K
49.5K $1.25M
Apr 22, 2022 Q1 2022
Von Berge Wealth Management Group, LLC

BUY
 -
17.2K
+ 108.39%
$762K - $888K
33K $834K
May 13, 2022 Q1 2022
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
17K
New
$756K - $881K
17K $430K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
16.8K
+ 125.88%
$748K - $872K
30.2K $764K
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
16.8K
New
$748K - $871K
16.8K $425K
May 10, 2022 Q1 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
16.7K
+ 168.41%
$743K - $866K
26.7K $674K
May 09, 2022 Q1 2022
Pillar Wealth Advisors, LLC

BUY
 -
16.7K
+ 94.83%
$743K - $865K
34.4K $868K
May 04, 2022 Q1 2022
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
16.7K
+ 135.59%
$742K - $864K
29K $733K

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