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
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

SELL
 -
-2.28K
Closed
$101K - $118K
0 $0
Apr 13, 2022 Q1 2022
Annex Advisory Services, LLC

SELL
 -
-2.32K
Closed
$103K - $120K
0 $0
May 09, 2022 Q1 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-2.34K
- 0.41%
$104K - $121K
571K $15M
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

SELL
 -
-2.34K
Closed
$104K - $121K
0 $0
Apr 29, 2022 Q1 2022
Pinnacle Wealth Management, LLC

SELL
 -
-2.6K
Closed
$116K - $135K
0 $0
May 09, 2022 Q1 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-2.74K
Closed
$121K - $141K
0 $0
May 06, 2022 Q1 2022
Fagan Associates, Inc.

SELL
 -
-2.81K
Closed
$125K - $145K
0 $0
May 05, 2022 Q1 2022
Gryphon Financial Partners LLC

SELL
 -
-2.9K
Closed
$129K - $150K
0 $0
May 09, 2022 Q1 2022
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-2.92K
- 37.5%
$130K - $151K
4.86K $127K
May 03, 2022 Q1 2022
Fort Pitt Capital Group, LLC

SELL
 -
-3.06K
Closed
$136K - $159K
0 $0
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-3.39K
- 97.75%
$151K - $176K
78 $2.04K
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

SELL
 -
-3.51K
Closed
$156K - $182K
0 $0
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-3.6K
- 11.82%
$160K - $186K
26.9K $704K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-4.45K
Closed
$197K - $230K
0 $0
May 06, 2022 Q1 2022
Kaizen Financial Strategies

SELL
 -
-5.4K
- 19.04%
$240K - $279K
23K $602K
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-6.49K
Closed
$288K - $336K
0 $0
Aug 18, 2023 Q1 2022
Northeast Financial Group, Inc.

Tannersville, PA
SELL
 -
-6.84K
Closed
$304K - $354K
0 $0
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-6.86K
Closed
$305K - $355K
0 $0
May 02, 2022 Q1 2022
Hudock, Inc.

SELL
 -
-9.9K
- 76.93%
$440K - $512K
2.97K $77.8K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-9.99K
Closed
$444K - $517K
0 $0
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-10.1K
- 27.85%
$448K - $521K
26.1K $684K
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-10.1K
- 27.85%
$448K - $521K
26.1K $684K
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
SELL
 -
-10.8K
- 59.05%
$478K - $557K
7.46K $196K
May 16, 2022 Q1 2022
Roger Wittlin Investment Advisory, LLC

SELL
 -
-11.3K
- 14.84%
$503K - $586K
64.9K $1.7M
Apr 11, 2022 Q1 2022
Gpm Growth Investors, Inc.

SELL
 -
-12.1K
Closed
$536K - $624K
0 $0
Apr 06, 2022 Q1 2022
First Hawaiian Bank

SELL
 -
-13.2K
- 47.53%
$587K - $684K
14.6K $383K
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-13.5K
- 23.12%
$598K - $696K
44.7K $1.17M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

SELL
 -
-14.1K
- 21.9%
$625K - $728K
50.2K $1.32M
Jul 18, 2022 Q1 2022
Retirement Guys Formula LLC

SELL
 -
-16.1K
Closed
$715K - $833K
0 $0
Apr 18, 2022 Q1 2022
John W. Brooker & Co., Cp As

SELL
 -
-17.6K
- 55.43%
$782K - $910K
14.1K $371K
May 16, 2022 Q1 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
SELL
 -
-17.7K
Closed
$786K - $915K
0 $0
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-17.8K
- 56.01%
$792K - $923K
14K $367K
Apr 14, 2022 Q1 2022
Reitz Capital Advisors LLC

SELL
 -
-18.7K
- 56.93%
$833K - $970K
14.2K $372K
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-20.1K
Closed
$892K - $1.04M
0 $0
May 06, 2022 Q1 2022
Johnson Financial Group, LLC

Denver, CO
SELL
 -
-20.1K
Closed
$893K - $1.04M
0 $0
Jul 13, 2022 Q1 2022
Crown Wealth Group, LLC

SELL
 -
-25.9K
Closed
$1.15M - $1.34M
0 $0
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-27K
- 64.21%
$1.2M - $1.4M
15.1K $395K
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-30.8K
Closed
$1.37M - $1.6M
0 $0
Apr 14, 2022 Q1 2022
Forth Right Wealth Management, LLC

SELL
 -
-35.8K
- 85.02%
$1.59M - $1.85M
6.32K $166K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-36K
- 4.83%
$1.6M - $1.86M
708K $18.6M
Apr 25, 2022 Q1 2022
Fifth Third Securities, Inc.

SELL
 -
-38.4K
Closed
$1.71M - $1.99M
0 $0
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-38.8K
- 63.71%
$1.72M - $2.01M
22.1K $579K
May 13, 2022 Q1 2022
Bck Partners, Inc.

SELL
 -
-39.9K
- 54.89%
$1.77M - $2.07M
32.8K $860K
May 10, 2022 Q1 2022
Ifs Advisors, LLC

SELL
 -
-53.6K
Closed
$2.38M - $2.77M
0 $0
Nov 19, 2024 Q1 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
SELL
 -
-59.2K
- 82.76%
$2.63M - $3.06M
12.3K $323K
Apr 29, 2022 Q1 2022
Columbia Advisory Partners LLC

SELL
 -
-61.6K
- 62.41%
$2.74M - $3.19M
37.1K $972K
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-77.7K
Closed
$3.45M - $4.02M
0 $0
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-251K
- 65.07%
$11.1M - $13M
135K $3.53M
Jun 10, 2022 Q1 2022
J.W. Cole Advisors, Inc.

SELL
 -
-343K
- 97.72%
$15.2M - $17.7M
8.02K $210K

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