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 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
864+ 4.51% |
$34.4K - $40.1K
|
20K
$553K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
862New |
$34.3K - $40K
|
862
$23.8K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
830+ 2.47% |
$33.1K - $38.5K
|
34.4K
$951K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
826+ 6.52% |
$32.9K - $38.3K
|
13.5K
$373K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
807+ 3.19% |
$32.1K - $37.4K
|
26.1K
$721K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
803+ 1.98% |
$32K - $37.2K
|
41.4K
$1.14M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
801+ 2.83% |
$31.9K - $37.1K
|
29.1K
$804K
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
800+ 17.24% |
$31.9K - $37.1K
|
5.44K
$150K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
792New |
$31.5K - $36.7K
|
792
$21.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
790+ 3.29% |
$31.5K - $36.6K
|
24.8K
$685K
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
775+ 5.24% |
$30.9K - $35.9K
|
15.6K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
772+ 8.68% |
$30.7K - $35.8K
|
9.67K
$267K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
770+ 8.43% |
$30.7K - $35.7K
|
9.9K
$274K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
756+ 1.14% |
$30.1K - $35K
|
66.8K
$1.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
748New |
$29.8K - $34.7K
|
748
$20.7K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
747+ 8.42% |
$29.7K - $34.6K
|
9.62K
$266K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
BUY
|
- |
685+ 4.92% |
$27.3K - $31.8K
|
14.6K
$403K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
676+ 0.31% |
$26.9K - $31.3K
|
217K
$6M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
659+ 0.91% |
$26.2K - $30.6K
|
72.9K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
659+ 6.86% |
$26.2K - $30.6K
|
10.3K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
646+ 0.4% |
$25.7K - $29.9K
|
162K
$4.49M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
641+ 2.57% |
$25.5K - $29.7K
|
25.6K
$707K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
641+ 6.63% |
$25.5K - $29.7K
|
10.3K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
625+ 10.74% |
$24.9K - $29K
|
6.45K
$178K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
624+ 1.03% |
$24.8K - $28.9K
|
61.2K
$1.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
622+ 3.82% |
$24.8K - $28.8K
|
16.9K
$467K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
614+ 1.0% |
$24.4K - $28.5K
|
62.1K
$1.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
612+ 5.14% |
$24.4K - $28.4K
|
12.5K
$346K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
604+ 1.02% |
$24.1K - $28K
|
60K
$1.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
586+ 1.9% |
$23.3K - $27.2K
|
31.5K
$870K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
575+ 28.88% |
$22.9K - $26.7K
|
2.57K
$70.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
575+ 5.1% |
$22.9K - $26.7K
|
11.8K
$327K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
565+ 7.32% |
$22.5K - $26.2K
|
8.28K
$229K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
537New |
$21.4K - $24.9K
|
537
$14.8K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
529+ 0.44% |
$21.1K - $24.5K
|
122K
$3.37M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
521+ 1.79% |
$20.7K - $24.2K
|
29.7K
$820K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
503+ 3.67% |
$20K - $23.3K
|
14.2K
$392K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
486+ 2.56% |
$19.4K - $22.5K
|
19.5K
$538K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
483+ 4.7% |
$19.2K - $22.4K
|
10.8K
$297K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
463+ 8.74% |
$18.4K - $21.5K
|
5.76K
$159K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
433+ 3.46% |
$17.2K - $20.1K
|
12.9K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
433+ 7.49% |
$17.2K - $20.1K
|
6.21K
$172K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
431+ 0.58% |
$17.2K - $20K
|
74.1K
$2.05M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
416+ 3.14% |
$16.6K - $19.3K
|
13.7K
$378K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
415+ 0.32% |
$16.5K - $19.2K
|
132K
$3.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
414+ 1.17% |
$16.5K - $19.2K
|
35.7K
$987K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
408New |
$16.2K - $18.9K
|
408
$11.3K
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
388+ 2.49% |
$15.5K - $18K
|
15.9K
$441K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
386+ 1.87% |
$15.4K - $17.9K
|
21K
$579K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
380+ 2.4% |
$15.1K - $17.6K
|
16.2K
$449K
|