Purchases and Sales Made in Q4 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 Q4 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
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

BUY
 -
763
+ 8.31%
$29.2K - $33.2K
9.95K $261K
Jan 10, 2023 Q4 2022
S.A. Mason LLC

BUY
 -
750
+ 4.12%
$28.7K - $32.7K
19K $497K
Jan 10, 2023 Q4 2022
Grant

BUY
 -
747
+ 5.04%
$28.6K - $32.5K
15.6K $408K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
732
New
$28K - $31.9K
732 $19.2K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
726
+ 1.35%
$27.8K - $31.6K
54.5K $1.43M
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
726
+ 1.35%
$27.8K - $31.6K
54.5K $1.43M
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
715
New
$27.3K - $31.1K
715 $18.7K
Jan 30, 2023 Q4 2022
Evolution Advisers, Inc.

BUY
 -
710
+ 59.27%
$27.2K - $30.9K
1.91K $50K
Feb 06, 2023 Q4 2022
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
694
+ 2.14%
$26.5K - $30.2K
33.1K $869K
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
659
+ 13.92%
$25.2K - $28.7K
5.39K $141K
Feb 08, 2023 Q4 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
639
+ 0.67%
$24.4K - $27.8K
95.4K $2.5M
Feb 08, 2023 Q4 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
625
+ 5.66%
$23.9K - $27.2K
11.7K $306K
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
600
New
$23K - $26.1K
600 $15.7K
Feb 10, 2023 Q4 2022
Fusion Capital, LLC

BUY
 -
587
+ 9.54%
$22.5K - $25.6K
6.74K $177K
Feb 02, 2023 Q4 2022
Von Berge Wealth Management Group, LLC

BUY
 -
585
+ 1.34%
$22.4K - $25.5K
44.4K $1.16M
Feb 14, 2023 Q4 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
581
+ 2.1%
$22.2K - $25.3K
28.3K $741K
Feb 10, 2023 Q4 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
560
+ 0.49%
$21.4K - $24.4K
114K $3M
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
542
New
$20.7K - $23.6K
542 $14.2K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
536
New
$20.5K - $23.3K
536 $14K
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
531
+ 331.88%
$20.3K - $23.1K
691 $18.1K
Feb 14, 2023 Q4 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
529
+ 1.39%
$20.2K - $23K
38.6K $1.01M
Jan 20, 2023 Q4 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
517
+ 0.49%
$19.8K - $22.5K
105K $2.76M
Feb 10, 2023 Q4 2022
Baldwin Investment Management, LLC

BUY
 -
514
+ 9.53%
$19.7K - $22.4K
5.91K $155K
Jan 24, 2023 Q4 2022
Hendershot Investments Inc.

BUY
 -
502
+ 5.47%
$19.2K - $21.9K
9.68K $254K
Jan 17, 2023 Q4 2022
Bond & Devick Financial Network, Inc.

BUY
 -
500
+ 3.62%
$19.1K - $21.8K
14.3K $375K
Jan 17, 2023 Q4 2022
Guardian Financial Partners, LLC

BUY
 -
496
+ 2.66%
$19K - $21.6K
19.1K $502K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
485
New
$18.6K - $21.1K
485 $12.7K
Jan 10, 2023 Q4 2022
Lbmc Investment Advisors, LLC

BUY
 -
479
+ 4.78%
$18.3K - $20.9K
10.5K $275K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
479
+ 52.52%
$18.3K - $20.9K
1.39K $36.5K
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
475
+ 3.57%
$18.2K - $20.7K
13.8K $361K
Feb 10, 2023 Q4 2022
Wealthfront Advisers LLC

BUY
 -
469
+ 1.05%
$17.9K - $20.4K
45.3K $1.19M
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
466
+ 23300.0%
$17.8K - $20.3K
468 $12.3K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
464
New
$17.7K - $20.2K
464 $12.2K
Feb 14, 2023 Q4 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
455
+ 2.53%
$17.4K - $19.8K
18.4K $483K
Feb 06, 2023 Q4 2022
Princeton Global Asset Management LLC

BUY
 -
452
New
$17.3K - $19.7K
452 $11.8K
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
448
+ 216.43%
$17.1K - $19.5K
655 $17.2K
Feb 07, 2023 Q4 2022
Dakota Wealth Management

BUY
 -
448
+ 7.06%
$17.1K - $19.5K
6.79K $178K
Feb 09, 2023 Q4 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
440
+ 2.03%
$16.8K - $19.2K
22.1K $579K
Feb 06, 2023 Q4 2022
Kiley Juergens Wealth Management, LLC

BUY
 -
431
+ 2.14%
$16.5K - $18.8K
20.6K $540K
Jan 23, 2023 Q4 2022
Astoria Portfolio Advisors Llc.

BUY
 -
417
+ 7.28%
$16K - $18.2K
6.15K $161K
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

BUY
 -
415
+ 4.95%
$15.9K - $18.1K
8.79K $230K
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

BUY
 -
409
+ 4.57%
$15.6K - $17.8K
9.35K $245K
Feb 14, 2023 Q4 2022
Sja Financial Advisory, LLC

BUY
 -
409
+ 7.34%
$15.6K - $17.8K
5.98K $157K
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
403
+ 2.11%
$15.4K - $17.5K
19.5K $511K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
400
New
$15.3K - $17.4K
400 $10.5K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
399
+ 18.48%
$15.3K - $17.4K
2.56K $67K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
391
New
$15K - $17K
391 $10.2K
Jan 19, 2023 Q4 2022
Curbstone Financial Management Corp

BUY
 -
390
+ 0.22%
$14.9K - $17K
181K $4.74M
Feb 07, 2023 Q4 2022
Family Firm, Inc.

BUY
 -
390
+ 0.52%
$14.9K - $17K
76K $1.99M

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