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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
48.9M+ 109.48% |
$2.17B - $2.53B
|
93.5M
$2.45B
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.54M+ 112.47% |
$380M - $442M
|
16.1M
$423M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.36M+ 9332.26% |
$238M - $277M
|
5.42M
$142M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.88M+ 118.28% |
$217M - $252M
|
9.01M
$236M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.96M+ 113.71% |
$176M - $205M
|
7.45M
$195M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.46M+ 107.2% |
$153M - $179M
|
6.68M
$175M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.62M+ 98.91% |
$71.8M - $83.7M
|
3.25M
$85.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.46M+ 133.6% |
$65M - $75.7M
|
2.56M
$67.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31M+ 104.6% |
$58.1M - $67.6M
|
2.56M
$67M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.24M+ 138.02% |
$55.1M - $64.2M
|
2.14M
$56.1M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17M+ 141.35% |
$52.2M - $60.8M
|
2.01M
$52.6M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
913K+ 133.12% |
$40.5M - $47.2M
|
1.6M
$41.9M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
796K+ 129.74% |
$35.4M - $41.2M
|
1.41M
$36.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
746K+ 168.63% |
$33.1M - $38.6M
|
1.19M
$31.1M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
725K+ 115.52% |
$32.2M - $37.5M
|
1.35M
$35.5M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
719KNew |
$31.9M - $37.2M
|
719K
$18.9M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
670K+ 112.45% |
$29.8M - $34.7M
|
1.27M
$33.2M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
664K+ 111.54% |
$29.5M - $34.4M
|
1.26M
$33M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
655K+ 147.46% |
$29.1M - $33.9M
|
1.1M
$28.8M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
636K+ 105.97% |
$28.2M - $32.9M
|
1.24M
$32.4M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
567K+ 78.07% |
$25.2M - $29.3M
|
1.29M
$33.9M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
504K+ 100.87% |
$22.4M - $26.1M
|
1M
$26.3M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
480K+ 115.09% |
$21.3M - $24.8M
|
897K
$23.5M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
464K+ 648.1% |
$20.6M - $24M
|
536K
$14M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
431K+ 87.31% |
$19.1M - $22.3M
|
924K
$24.2M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
430K+ 91.81% |
$19.1M - $22.3M
|
899K
$23.6M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
402K+ 110.33% |
$17.9M - $20.8M
|
766K
$20.1M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
372K+ 110.68% |
$16.5M - $19.3M
|
708K
$18.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
367K+ 104.04% |
$16.3M - $19M
|
721K
$18.9M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
347K+ 8790.5% |
$15.4M - $18M
|
351K
$9.2M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
343K+ 151.73% |
$15.2M - $17.8M
|
569K
$14.9M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
287K+ 100.28% |
$12.7M - $14.8M
|
573K
$15M
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
283K+ 125.2% |
$12.6M - $14.6M
|
509K
$13.3M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
278K+ 101.41% |
$12.4M - $14.4M
|
553K
$14.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
275K+ 99.65% |
$12.2M - $14.2M
|
551K
$14.4M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
257K+ 103.73% |
$11.4M - $13.3M
|
504K
$13.2M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
255K+ 98.54% |
$11.3M - $13.2M
|
514K
$13.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
BUY
|
- |
244K+ 120.01% |
$10.8M - $12.6M
|
447K
$11.7M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
243K+ 673.1% |
$10.8M - $12.6M
|
280K
$7.33M
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
231K+ 103.41% |
$10.3M - $12M
|
455K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
231K+ 93.26% |
$10.3M - $11.9M
|
478K
$12.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
228K+ 113.49% |
$10.1M - $11.8M
|
429K
$11.3M
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
227K+ 110.2% |
$10.1M - $11.7M
|
433K
$11.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
222K+ 261.08% |
$9.88M - $11.5M
|
308K
$8.06M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
219K+ 61.1% |
$9.74M - $11.3M
|
578K
$15.2M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
215K+ 165.37% |
$9.55M - $11.1M
|
345K
$9.04M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
208K+ 76.0% |
$9.26M - $10.8M
|
483K
$12.7M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
207K+ 108.5% |
$9.18M - $10.7M
|
397K
$10.4M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
206K+ 121.36% |
$9.15M - $10.7M
|
376K
$9.85M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
200K+ 116.52% |
$8.88M - $10.3M
|
372K
$9.74M
|