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 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
135+ 100.0% |
$6K - $6.98K
|
270
$7.08K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
132New |
$5.86K - $6.83K
|
132
$3.46K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
131+ 100.0% |
$5.82K - $6.78K
|
262
$6.87K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
124+ 100.0% |
$5.51K - $6.41K
|
248
$6.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
121+ 417.24% |
$5.37K - $6.26K
|
150
$3.93K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
110+ 100.0% |
$4.89K - $5.69K
|
220
$5.77K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
103+ 106.19% |
$4.58K - $5.33K
|
200
$5.24K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100+ 100.0% |
$4.44K - $5.17K
|
200
$5.24K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
89+ 100.0% |
$3.95K - $4.6K
|
178
$4.67K
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
88+ 100.0% |
$3.91K - $4.55K
|
176
$4.61K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80+ 100.0% |
$3.55K - $4.14K
|
160
$4.19K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
79+ 76.7% |
$3.51K - $4.09K
|
182
$4.77K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
77+ 100.0% |
$3.42K - $3.98K
|
154
$4.04K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
77+ 98.72% |
$3.42K - $3.98K
|
155
$4.06K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
74+ 100.0% |
$3.29K - $3.83K
|
148
$3.88K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
73+ 100.0% |
$3.24K - $3.78K
|
146
$3.83K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
67+ 100.0% |
$2.98K - $3.47K
|
134
$3.51K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
67+ 515.38% |
$2.98K - $3.47K
|
80
$2.1K
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
64+ 100.0% |
$2.84K - $3.31K
|
128
$3.35K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
52+ 113.04% |
$2.31K - $2.69K
|
98
$2.57K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 100.0% |
$2.22K - $2.59K
|
100
$2.62K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
49+ 100.0% |
$2.18K - $2.53K
|
98
$2.57K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
49+ 100.0% |
$2.18K - $2.53K
|
98
$2.57K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
48+ 36.36% |
$2.13K - $2.48K
|
180
$4.72K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
46New |
$2.04K - $2.38K
|
46
$1.21K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39+ 43.82% |
$1.73K - $2.02K
|
128
$3.35K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
39+ 100.0% |
$1.73K - $2.02K
|
78
$2.04K
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
39+ 29.77% |
$1.73K - $2.02K
|
170
$4.46K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
37+ 100.0% |
$1.64K - $1.91K
|
74
$1.94K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
34+ 100.0% |
$1.51K - $1.76K
|
68
$1.78K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
30+ 100.0% |
$1.33K - $1.55K
|
60
$1.57K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
25+ 100.0% |
$1.11K - $1.29K
|
50
$1.31K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
23+ 100.0% |
$1.02K - $1.19K
|
46
$1.21K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 100.0% |
$933 - $1.09K
|
42
$1.1K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
20+ 2.04% |
$888 - $1.03K
|
1K
$26.2K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19+ 54.29% |
$844 - $983
|
54
$1.42K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
19+ 100.0% |
$844 - $983
|
38
$996
|
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
10+ 100.0% |
$444 - $517
|
20
$524
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
8+ 100.0% |
$355 - $414
|
16
$419
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$355 - $414
|
8
$210
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 100.0% |
$311 - $362
|
14
$367
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 100.0% |
$133 - $155
|
6
$157
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 100.0% |
$133 - $155
|
6
$157
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
1+ 100.0% |
$44.4 - $51.7
|
2
$52.4
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3Closed |
$133 - $155
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.75% |
$133 - $155
|
395
$10.4K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-21Closed |
$933 - $1.09K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-23Closed |
$1.02K - $1.19K
|
0
$0
|