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 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
60.5K+ 134.85% |
$2.69M - $3.13M
|
105K
$2.76M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
59.7K+ 103.01% |
$2.65M - $3.09M
|
118K
$3.08M
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
59.4K+ 111.51% |
$2.64M - $3.07M
|
113K
$2.95M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
59.1K+ 116.81% |
$2.62M - $3.06M
|
110K
$2.87M
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
59.1K+ 301.27% |
$2.62M - $3.06M
|
78.7K
$2.06M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
59K+ 100.0% |
$2.62M - $3.05M
|
118K
$3.09M
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
58.2K+ 94.42% |
$2.58M - $3.01M
|
120K
$3.14M
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
57.4K+ 197.71% |
$2.55M - $2.97M
|
86.4K
$2.27M
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
57.2K+ 123.33% |
$2.54M - $2.96M
|
104K
$2.71M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
56.9K+ 117.93% |
$2.53M - $2.95M
|
105K
$2.76M
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
56.7K+ 121.22% |
$2.52M - $2.93M
|
103K
$2.71M
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
56.3K+ 99.59% |
$2.5M - $2.91M
|
113K
$2.96M
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
56.2K+ 339.19% |
$2.49M - $2.91M
|
72.7K
$1.91M
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
56K+ 98.34% |
$2.49M - $2.89M
|
113K
$2.96M
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
55.9K+ 97.06% |
$2.48M - $2.89M
|
114K
$2.98M
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
55.9K+ 102.62% |
$2.48M - $2.89M
|
110K
$2.89M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
55.7K+ 105.2% |
$2.47M - $2.88M
|
109K
$2.85M
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
55.4K+ 116.37% |
$2.46M - $2.86M
|
103K
$2.7M
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
54.4K+ 111.14% |
$2.42M - $2.81M
|
103K
$2.71M
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
53.8KNew |
$2.39M - $2.79M
|
53.8K
$1.41M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
53.8K+ 104.28% |
$2.39M - $2.78M
|
105K
$2.76M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
53.8KNew |
$2.39M - $2.78M
|
53.8K
$1.41M
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
53.6K+ 104.22% |
$2.38M - $2.77M
|
105K
$2.75M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
53.2K+ 94.41% |
$2.36M - $2.75M
|
109K
$2.87M
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
52.4K+ 2435.13% |
$2.33M - $2.71M
|
54.6K
$1.43M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
50.8KNew |
$2.26M - $2.63M
|
50.8K
$1.33M
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
50.8K+ 338.97% |
$2.26M - $2.63M
|
65.8K
$1.72M
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
50.3K+ 103.67% |
$2.24M - $2.6M
|
98.9K
$2.59M
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
50.3K+ 107.73% |
$2.23M - $2.6M
|
96.9K
$2.54M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
50.3K+ 91.69% |
$2.23M - $2.6M
|
105K
$2.75M
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
50.2K+ 105.65% |
$2.23M - $2.6M
|
97.7K
$2.56M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
49.5K+ 67.19% |
$2.2M - $2.56M
|
123K
$3.23M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
49.3K+ 106.86% |
$2.19M - $2.55M
|
95.4K
$2.5M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
48.6K+ 95.75% |
$2.16M - $2.52M
|
99.4K
$2.61M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
48.5K+ 96.52% |
$2.16M - $2.51M
|
98.8K
$2.59M
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
48.2K+ 109.65% |
$2.14M - $2.49M
|
92.1K
$2.41M
|
|
May 16, 2022
Q1 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
47.9K+ 246.7% |
$2.13M - $2.48M
|
67.3K
$1.76M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
47.7K+ 22.67% |
$2.12M - $2.47M
|
258K
$6.77M
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
47.6K+ 121.23% |
$2.11M - $2.46M
|
86.8K
$2.27M
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
47K+ 103.64% |
$2.09M - $2.43M
|
92.4K
$2.42M
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
46.8K+ 118.63% |
$2.08M - $2.42M
|
86.2K
$2.26M
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
46.1K+ 104.71% |
$2.05M - $2.38M
|
90K
$2.36M
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
46K+ 102.21% |
$2.04M - $2.38M
|
91K
$2.38M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
45.9K+ 101.58% |
$2.04M - $2.37M
|
91.1K
$2.39M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
45.6K+ 141.27% |
$2.03M - $2.36M
|
77.9K
$2.04M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.8K+ 111.87% |
$1.99M - $2.32M
|
84.9K
$2.23M
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
44.8K+ 101.21% |
$1.99M - $2.32M
|
89K
$2.33M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44.6K+ 226.4% |
$1.98M - $2.31M
|
64.4K
$1.69M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
44.2KNew |
$1.96M - $2.29M
|
44.2K
$1.16M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
43.4K+ 77.68% |
$1.93M - $2.24M
|
99.3K
$2.6M
|