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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
24.8K+ 6.29% |
$987K - $1.15M
|
419K
$11.6M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
24.7KNew |
$983K - $1.14M
|
24.7K
$682K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
24K+ 4.96% |
$958K - $1.11M
|
509K
$14.1M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
23.6K+ 56178.57% |
$940K - $1.09M
|
23.6K
$653K
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
22.5KNew |
$896K - $1.04M
|
22.5K
$622K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21.7K+ 5.62% |
$864K - $1.01M
|
408K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
21.5KNew |
$855K - $996K
|
21.5K
$593K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
21KNew |
$838K - $975K
|
21K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20K+ 272.28% |
$798K - $929K
|
27.4K
$757K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
19.4K+ 399.9% |
$773K - $900K
|
24.3K
$671K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
19.2K+ 11.45% |
$763K - $888K
|
187K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
19K+ 57.91% |
$755K - $879K
|
51.7K
$1.43M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
18.2K+ 3.2% |
$726K - $846K
|
589K
$16.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17K+ 15.2% |
$678K - $789K
|
129K
$3.56M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
16.7KNew |
$666K - $776K
|
16.7K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.7K+ 54.68% |
$665K - $774K
|
47.2K
$1.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16KNew |
$636K - $741K
|
16K
$441K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
15.2K+ 14.84% |
$604K - $703K
|
117K
$3.24M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.9K+ 17.62% |
$594K - $692K
|
99.6K
$2.75M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
14.7K+ 142.7% |
$586K - $682K
|
25K
$691K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
14.6KNew |
$581K - $676K
|
14.6K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
14.4K+ 7.23% |
$572K - $666K
|
213K
$5.88M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14.2K+ 5.78% |
$563K - $656K
|
259K
$7.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
14.1K+ 1.88% |
$563K - $656K
|
767K
$21.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
14.1K+ 3.24% |
$563K - $655K
|
450K
$12.4M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.1K+ 47.08% |
$560K - $652K
|
43.9K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14K+ 5.51% |
$559K - $650K
|
269K
$7.42M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13.9K+ 8.93% |
$553K - $644K
|
169K
$4.68M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13.8KNew |
$551K - $642K
|
13.8K
$383K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.6KNew |
$543K - $633K
|
13.6K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 10.7% |
$536K - $624K
|
139K
$3.85M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
12.8K+ 7.98% |
$508K - $591K
|
172K
$4.76M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 7.44% |
$492K - $573K
|
178K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
12.3KNew |
$488K - $568K
|
12.3K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12K+ 0.8% |
$480K - $558K
|
1.51M
$41.8M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.7KNew |
$467K - $544K
|
11.7K
$324K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.7K+ 8.75% |
$465K - $542K
|
145K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.2K+ 44.84% |
$447K - $521K
|
36.3K
$1M
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.2KNew |
$445K - $519K
|
11.2K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 3.16% |
$445K - $518K
|
364K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$443K - $516K
|
11.1K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11K+ 858.31% |
$436K - $508K
|
12.2K
$338K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
11K+ 78.24% |
$436K - $508K
|
24.9K
$689K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
10.5K+ 9.41% |
$417K - $486K
|
122K
$3.37M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 12.4% |
$403K - $469K
|
91.7K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.65K+ 693.46% |
$384K - $447K
|
11K
$305K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.59K+ 7.86% |
$382K - $444K
|
132K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.58K+ 9.95% |
$381K - $444K
|
106K
$2.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.44K+ 3.75% |
$376K - $437K
|
261K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.14K+ 730.35% |
$364K - $424K
|
10.4K
$287K
|