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
May 11, 2022 Q1 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
325
+ 103.17%
$14.4K - $16.8K
640 $16.8K
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
315
+ 105.35%
$14K - $16.3K
614 $16.1K
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
310
New
$13.8K - $16K
310 $8.13K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
308
+ 104.05%
$13.7K - $15.9K
604 $15.8K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
299
+ 302.02%
$13.3K - $15.5K
398 $10.4K
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
286
+ 91.08%
$12.7K - $14.8K
600 $15.7K
May 09, 2022 Q1 2022
Albion Financial Group

BUY
 -
282
+ 90.38%
$12.5K - $14.6K
594 $15.6K
Apr 07, 2022 Q1 2022
Gpwm LLC

BUY
 -
271
+ 112.45%
$12K - $14K
512 $13.4K
May 16, 2022 Q1 2022
Barclays PLC

London, X0
BUY
 -
268
+ 100.0%
$11.9K - $13.9K
536 $14K
May 11, 2022 Q1 2022
Mc Carthy Asset Management, Inc.

BUY
 -
260
+ 100.39%
$11.5K - $13.4K
519 $13.6K
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
250
+ 100.0%
$11.1K - $12.9K
500 $13.1K
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

BUY
 -
245
New
$10.9K - $12.7K
245 $6.42K
Apr 14, 2022 Q1 2022
Rosenberg Matthew Hamilton

BUY
 -
243
+ 100.0%
$10.8K - $12.6K
486 $12.7K
May 13, 2022 Q1 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
243
New
$10.8K - $12.6K
243 $6.37K
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
242
New
$10.7K - $12.5K
242 $6.34K
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
238
+ 148.75%
$10.6K - $12.3K
398 $10.4K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
226
+ 100.0%
$10K - $11.7K
452 $11.8K
May 12, 2022 Q1 2022
Hm Payson & CO

Portland, ME
BUY
 -
217
+ 100.0%
$9.64K - $11.2K
434 $11.4K
Aug 06, 2024 Q1 2022
Hantz Financial Services, Inc.

BUY
 -
215
+ 56.43%
$9.55K - $11.1K
596 $15.6K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
214
+ 9.46%
$9.51K - $11.1K
2.48K $64.9K
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
210
+ 100.0%
$9.33K - $10.9K
420 $11K
May 13, 2022 Q1 2022
Rice Partnership, LLC

BUY
 -
210
+ 100.0%
$9.33K - $10.9K
420 $11K
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
205
+ 205.0%
$9.11K - $10.6K
305 $7.99K
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
204
+ 309.09%
$9.06K - $10.6K
270 $7.08K
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
202
+ 100.0%
$8.97K - $10.4K
404 $10.6K
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
200
+ 238.1%
$8.88K - $10.3K
284 $7.44K
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
BUY
 -
189
+ 110.53%
$8.4K - $9.78K
360 $9.44K
May 16, 2022 Q1 2022
Nwk Group, Inc.

San Francisco, CA
BUY
 -
186
+ 100.0%
$8.26K - $9.62K
372 $9.75K
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

BUY
 -
182
New
$8.08K - $9.41K
182 $4.77K
Apr 18, 2022 Q1 2022
Piscataqua Savings Bank

BUY
 -
181
+ 100.0%
$8.04K - $9.36K
362 $9.49K
May 16, 2022 Q1 2022
Vectors Research Management, LLC

New York, NY
BUY
 -
175
+ 100.0%
$7.77K - $9.05K
350 $9.17K
May 12, 2022 Q1 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
170
+ 100.0%
$7.55K - $8.79K
340 $8.91K
Apr 12, 2022 Q1 2022
Savior LLC

BUY
 -
169
+ 50.15%
$7.51K - $8.74K
506 $13.3K
Apr 29, 2022 Q1 2022
Accel Wealth Management

BUY
 -
166
+ 100.0%
$7.37K - $8.59K
332 $8.7K
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
166
+ 395.24%
$7.37K - $8.59K
208 $5.45K
Apr 11, 2022 Q1 2022
Sound Income Strategies, LLC

BUY
 -
165
+ 1100.0%
$7.33K - $8.54K
180 $4.72K
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
165
New
$7.33K - $8.54K
165 $4.32K
May 10, 2022 Q1 2022
Maryland Capital Advisors Inc.

BUY
 -
163
+ 100.0%
$7.24K - $8.43K
326 $8.54K
Apr 22, 2022 Q1 2022
Hanson & Doremus Investment Management

BUY
 -
162
New
$7.2K - $8.38K
162 $4.25K
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
160
+ 100.0%
$7.11K - $8.28K
320 $8.39K
May 16, 2022 Q1 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
159
+ 100.0%
$7.06K - $8.23K
318 $8.33K
Apr 25, 2022 Q1 2022
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
158
+ 0.8%
$7.02K - $8.17K
20K $524K
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
152
+ 95.0%
$6.75K - $7.86K
312 $8.18K
May 12, 2022 Q1 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
150
+ 100.0%
$6.66K - $7.76K
300 $7.86K
Apr 26, 2022 Q1 2022
Gs Investments, Inc.

BUY
 -
146
+ 100.0%
$6.49K - $7.55K
292 $7.65K
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
138
New
$6.13K - $7.14K
138 $3.62K
May 10, 2022 Q1 2022
Meeder Asset Management Inc

BUY
 -
138
+ 43.67%
$6.13K - $7.14K
454 $11.9K
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
138
New
$6.13K - $7.14K
138 $3.62K
Apr 14, 2022 Q1 2022
Corbenic Partners LLC

BUY
 -
137
+ 99.28%
$6.09K - $7.09K
275 $7.21K

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