Purchases and Sales Made in Q1 2023 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 2023. 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 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-181- 11.41% |
$7.21K - $8.39K
|
1.41K
$35.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-182- 1.88% |
$7.25K - $8.44K
|
9.5K
$240K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-185- 37.37% |
$7.37K - $8.58K
|
310
$7.83K
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-185- 0.27% |
$7.37K - $8.58K
|
67.3K
$1.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-191- 1.04% |
$7.61K - $8.85K
|
18.1K
$457K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-194- 0.33% |
$7.73K - $8.99K
|
58.5K
$1.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 25.0% |
$7.96K - $9.27K
|
600
$15.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-200- 0.13% |
$7.96K - $9.27K
|
148K
$3.75M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 4.45% |
$7.96K - $9.27K
|
4.29K
$108K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-203- 2.88% |
$8.08K - $9.41K
|
6.84K
$173K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-209- 1.72% |
$8.32K - $9.69K
|
12K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-214- 8.35% |
$8.52K - $9.92K
|
2.35K
$59.4K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-214- 0.42% |
$8.52K - $9.92K
|
51K
$1.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-220- 1.77% |
$8.76K - $10.2K
|
12.2K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-237- 3.19% |
$9.44K - $11K
|
7.2K
$182K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-241- 4.48% |
$9.6K - $11.2K
|
5.14K
$130K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-255- 0.75% |
$10.2K - $11.8K
|
33.8K
$854K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-260- 1.03% |
$10.4K - $12.1K
|
25K
$631K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-262- 4.81% |
$10.4K - $12.1K
|
5.18K
$131K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-272- 4.08% |
$10.8K - $12.6K
|
6.39K
$161K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-274- 2.23% |
$10.9K - $12.7K
|
12K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-295- 0.21% |
$11.7K - $13.7K
|
138K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-304- 0.39% |
$12.1K - $14.1K
|
77.7K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-307- 4.85% |
$12.2K - $14.2K
|
6.03K
$152K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-310- 5.82% |
$12.3K - $14.4K
|
5.02K
$127K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-321- 74.13% |
$12.8K - $14.9K
|
112
$2.83K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-333- 1.5% |
$13.3K - $15.4K
|
21.9K
$553K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-334- 2.7% |
$13.3K - $15.5K
|
12.1K
$305K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-335- 0.9% |
$13.3K - $15.5K
|
36.9K
$931K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-357- 1.01% |
$14.2K - $16.6K
|
35K
$884K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-359- 0.31% |
$14.3K - $16.6K
|
114K
$2.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-372- 13.16% |
$14.8K - $17.2K
|
2.45K
$62K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-397- 6.09% |
$15.8K - $18.4K
|
6.12K
$155K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-406- 0.5% |
$16.2K - $18.8K
|
80.8K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-408Closed |
$16.2K - $18.9K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-409- 0.65% |
$16.3K - $19K
|
62.8K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-430- 0.67% |
$17.1K - $19.9K
|
63.7K
$1.61M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-441- 1.47% |
$17.6K - $20.4K
|
29.6K
$748K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-451- 7.19% |
$18K - $20.9K
|
5.82K
$147K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-452- 6.2% |
$18K - $21K
|
6.84K
$173K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-453- 2.43% |
$18K - $21K
|
18.2K
$460K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-457- 3.28% |
$18.2K - $21.2K
|
13.5K
$340K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-466- 1.42% |
$18.6K - $21.6K
|
32.4K
$819K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-467- 12.93% |
$18.6K - $21.7K
|
3.15K
$79.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-479- 15.33% |
$19.1K - $22.2K
|
2.65K
$66.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-482- 6.86% |
$19.2K - $22.3K
|
6.54K
$165K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-484- 1.27% |
$19.3K - $22.4K
|
37.7K
$953K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-487- 0.8% |
$19.4K - $22.6K
|
60.5K
$1.53M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-487- 0.8% |
$19.4K - $22.6K
|
60.5K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-488- 0.92% |
$19.4K - $22.6K
|
52.4K
$1.33M
|