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 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
199K+ 85.68% |
$8.83M - $10.3M
|
431K
$11.3M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
198K+ 2141.72% |
$8.81M - $10.3M
|
207K
$5.44M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
196K+ 3831.49% |
$8.69M - $10.1M
|
201K
$5.26M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
193K+ 53.91% |
$8.59M - $10M
|
552K
$14.5M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
185K+ 104.85% |
$8.22M - $9.58M
|
362K
$9.48M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
181K+ 111.99% |
$8.05M - $9.37M
|
343K
$8.99M
|
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
171K+ 107.49% |
$7.6M - $8.85M
|
330K
$8.66M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
171K+ 91.93% |
$7.58M - $8.83M
|
356K
$9.34M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
167K+ 254.53% |
$7.42M - $8.64M
|
233K
$6.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
162K+ 86.58% |
$7.22M - $8.4M
|
350K
$9.18M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
158K+ 109.07% |
$7.01M - $8.17M
|
303K
$7.93M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
156K+ 100.16% |
$6.92M - $8.06M
|
311K
$8.16M
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
154K+ 63.86% |
$6.84M - $7.97M
|
395K
$10.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
153K+ 111.03% |
$6.78M - $7.89M
|
290K
$7.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
152K+ 122.79% |
$6.76M - $7.87M
|
276K
$7.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
151K+ 113.24% |
$6.72M - $7.83M
|
285K
$7.47M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
150K+ 108.63% |
$6.65M - $7.75M
|
288K
$7.54M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
149K+ 121.9% |
$6.6M - $7.69M
|
271K
$7.09M
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
145K+ 98.92% |
$6.43M - $7.49M
|
291K
$7.63M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
141K+ 120.44% |
$6.24M - $7.27M
|
257K
$6.74M
|
|
|
Apr 29, 2022
Q1 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
139K+ 84.21% |
$6.19M - $7.21M
|
305K
$7.99M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
138K+ 95.58% |
$6.13M - $7.14M
|
282K
$7.4M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
137K+ 104.71% |
$6.08M - $7.07M
|
267K
$7.01M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
137K+ 104.71% |
$6.08M - $7.07M
|
267K
$7.01M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
135K+ 560.89% |
$6.01M - $7M
|
160K
$4.18M
|
|
|
May 09, 2022
Q1 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
135K+ 117.33% |
$6M - $6.99M
|
250K
$6.56M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
134K+ 106.69% |
$5.95M - $6.93M
|
260K
$6.8M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
133KNew |
$5.93M - $6.9M
|
133K
$3.5M
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
130K+ 79.6% |
$5.77M - $6.72M
|
293K
$7.68M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
129K+ 91.25% |
$5.75M - $6.7M
|
271K
$7.11M
|
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
127K+ 2011.43% |
$5.64M - $6.57M
|
133K
$3.49M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
125K+ 111.65% |
$5.57M - $6.48M
|
238K
$6.23M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
125K+ 90.06% |
$5.56M - $6.47M
|
264K
$6.92M
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
124K+ 125.06% |
$5.52M - $6.42M
|
223K
$5.86M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
120K+ 87.04% |
$5.35M - $6.23M
|
259K
$6.78M
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
117K+ 108.49% |
$5.18M - $6.04M
|
224K
$5.88M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
113K+ 100.98% |
$5.04M - $5.87M
|
226K
$5.92M
|
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
113K+ 107.08% |
$5M - $5.82M
|
218K
$5.7M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
110K+ 101.89% |
$4.9M - $5.71M
|
219K
$5.73M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
110K+ 101.89% |
$4.9M - $5.71M
|
219K
$5.73M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
107K+ 261.74% |
$4.74M - $5.53M
|
148K
$3.87M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
107K+ 102.02% |
$4.73M - $5.51M
|
211K
$5.53M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
101KNew |
$4.46M - $5.2M
|
101K
$2.63M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
100K+ 101.01% |
$4.44M - $5.17M
|
199K
$5.21M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
99.9K+ 108.92% |
$4.44M - $5.17M
|
192K
$5.02M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
98.8K+ 113.61% |
$4.39M - $5.11M
|
186K
$4.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
98.6K+ 135.71% |
$4.38M - $5.1M
|
171K
$4.49M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
94.7K+ 103.22% |
$4.21M - $4.9M
|
187K
$4.89M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
93.8K+ 103.04% |
$4.17M - $4.85M
|
185K
$4.84M
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
92.7K+ 101.49% |
$4.12M - $4.8M
|
184K
$4.82M
|