Purchases and Sales Made in Q1 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
16.7K+ 171.59% |
$741K - $863K
|
26.4K
$667K
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
16.7K+ 103.01% |
$740K - $862K
|
32.8K
$830K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
16.6K+ 114.48% |
$737K - $859K
|
31.1K
$786K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
16.5K+ 103.25% |
$733K - $853K
|
32.5K
$821K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
16.4K+ 100.07% |
$728K - $848K
|
32.8K
$828K
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
16.3K+ 83.45% |
$726K - $845K
|
35.9K
$907K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16.2K+ 196.62% |
$719K - $837K
|
24.4K
$617K
|
|
|
May 12, 2022
Q1 2022
|
Wisconsin Capital Management LLC
|
BUY
|
- |
16K+ 100.0% |
$711K - $828K
|
32K
$809K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
16K+ 80.83% |
$709K - $825K
|
35.7K
$902K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.6KNew |
$694K - $809K
|
15.6K
$395K
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
15.5K+ 348.58% |
$687K - $801K
|
19.9K
$503K
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
15.4KNew |
$683K - $796K
|
15.4K
$389K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
15.3K+ 131.06% |
$679K - $791K
|
26.9K
$681K
|
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
BUY
|
- |
15.2K+ 94.23% |
$677K - $789K
|
31.4K
$794K
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
15.2K+ 84.48% |
$675K - $787K
|
33.2K
$839K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
15.2K+ 99.46% |
$675K - $786K
|
30.5K
$770K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
15.1K+ 56.81% |
$671K - $781K
|
41.7K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.1K+ 85.89% |
$671K - $781K
|
32.7K
$826K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
15K+ 90.73% |
$668K - $778K
|
31.6K
$799K
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
15K+ 70.56% |
$664K - $774K
|
36.2K
$914K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
14.8K+ 2216.12% |
$660K - $768K
|
15.5K
$392K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.6KNew |
$648K - $754K
|
14.6K
$369K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.4K+ 142.99% |
$639K - $744K
|
24.4K
$618K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
14.4K+ 104.87% |
$639K - $744K
|
28.1K
$710K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14.4K+ 102.21% |
$638K - $743K
|
28.4K
$718K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14.3K+ 99.99% |
$637K - $741K
|
28.7K
$724K
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
14.3K+ 49.8% |
$637K - $741K
|
43.1K
$1.09M
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
14.1K+ 114.55% |
$625K - $728K
|
26.4K
$666K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14K+ 96.68% |
$623K - $726K
|
28.5K
$721K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
14K+ 66.94% |
$623K - $726K
|
35K
$884K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
13.9K+ 98.46% |
$619K - $721K
|
28.1K
$710K
|
|
|
Apr 19, 2022
Q1 2022
|
Whelan Financial
|
BUY
|
- |
13.9K+ 136.42% |
$617K - $719K
|
24.1K
$609K
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 181.17% |
$608K - $708K
|
21.2K
$537K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.6K+ 66.87% |
$606K - $706K
|
34K
$860K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13.6K+ 23.97% |
$604K - $704K
|
70.4K
$1.78M
|
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
13.5K+ 85.09% |
$598K - $697K
|
29.3K
$741K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 94.5% |
$595K - $693K
|
27.6K
$697K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
13.4K+ 91.97% |
$595K - $692K
|
27.9K
$706K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.3K+ 81.3% |
$589K - $686K
|
29.6K
$747K
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.2K+ 106.87% |
$588K - $685K
|
25.6K
$647K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13K+ 170.85% |
$576K - $670K
|
20.5K
$519K
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
12.9K+ 103.8% |
$571K - $665K
|
25.2K
$638K
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
12.9K+ 81.18% |
$571K - $665K
|
28.7K
$725K
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
12.7K+ 94.43% |
$565K - $658K
|
26.2K
$662K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.7K+ 120.27% |
$564K - $657K
|
23.3K
$588K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12.7K+ 98.08% |
$563K - $656K
|
25.6K
$647K
|
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 97.86% |
$561K - $653K
|
25.5K
$645K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12.6K+ 94.3% |
$560K - $653K
|
26K
$657K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.6K+ 142.46% |
$558K - $649K
|
21.4K
$540K
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
12.5K+ 98.25% |
$557K - $648K
|
25.3K
$639K
|