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
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
100+ 1.14% |
$3.98K - $4.64K
|
8.85K
$245K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
95+ 1.02% |
$3.78K - $4.4K
|
9.45K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
91+ 0.61% |
$3.62K - $4.22K
|
15.1K
$418K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
88+ 8.3% |
$3.5K - $4.08K
|
1.15K
$31.7K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
87+ 1.71% |
$3.46K - $4.03K
|
5.16K
$143K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
85+ 0.68% |
$3.38K - $3.94K
|
12.6K
$347K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
85+ 0.16% |
$3.38K - $3.94K
|
52.2K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
84+ 1.27% |
$3.34K - $3.89K
|
6.71K
$185K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
76+ 0.26% |
$3.03K - $3.52K
|
29K
$802K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
75+ 0.06% |
$2.99K - $3.48K
|
116K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
73+ 0.11% |
$2.91K - $3.38K
|
63.8K
$1.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
69+ 0.57% |
$2.75K - $3.2K
|
12.2K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
65+ 0.56% |
$2.59K - $3.01K
|
11.7K
$323K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
65+ 325.0% |
$2.59K - $3.01K
|
85
$2.35K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
64+ 0.33% |
$2.55K - $2.97K
|
19.2K
$531K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
59+ 2.51% |
$2.35K - $2.74K
|
2.41K
$66.5K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
53+ 6.3% |
$2.11K - $2.46K
|
894
$24.7K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
51+ 0.77% |
$2.03K - $2.36K
|
6.7K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
49+ 15.46% |
$1.95K - $2.27K
|
366
$10.1K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
46+ 22.55% |
$1.83K - $2.13K
|
250
$6.91K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
45+ 0.51% |
$1.79K - $2.09K
|
8.94K
$247K
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
44+ 0.58% |
$1.75K - $2.04K
|
7.64K
$211K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
44+ 0.78% |
$1.75K - $2.04K
|
5.71K
$158K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
43+ 0.71% |
$1.71K - $1.99K
|
6.11K
$169K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
43New |
$1.71K - $1.99K
|
43
$1.19K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
40+ 0.5% |
$1.59K - $1.85K
|
8.07K
$223K
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
40+ 0.68% |
$1.59K - $1.85K
|
5.93K
$164K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
37+ 7.97% |
$1.47K - $1.72K
|
501
$13.8K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
34New |
$1.35K - $1.58K
|
34
$939
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
33+ 0.51% |
$1.31K - $1.53K
|
6.55K
$181K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30+ 0.34% |
$1.19K - $1.39K
|
8.88K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
29+ 6.9% |
$1.15K - $1.34K
|
449
$12.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
27+ 0.13% |
$1.08K - $1.25K
|
20.8K
$575K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
27New |
$1.08K - $1.25K
|
27
$746
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
27+ 0.85% |
$1.08K - $1.25K
|
3.21K
$88.7K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
27+ 0.09% |
$1.08K - $1.25K
|
29.2K
$808K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
24+ 0.27% |
$956 - $1.11K
|
9.04K
$250K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
23+ 10.41% |
$916 - $1.07K
|
244
$6.74K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
22+ 0.28% |
$876 - $1.02K
|
8.02K
$222K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
22+ 0.24% |
$876 - $1.02K
|
9.12K
$252K
|
|
|
May 09, 2023
Q1 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
21+ 0.33% |
$836 - $974
|
6.45K
$178K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
19+ 0.32% |
$757 - $881
|
6K
$166K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
19New |
$757 - $881
|
19
$525
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
19+ 0.18% |
$757 - $881
|
10.5K
$289K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
18+ 0.33% |
$717 - $834
|
5.46K
$151K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
17+ 0.3% |
$677 - $788
|
5.66K
$156K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
17+ 0.34% |
$677 - $788
|
5K
$138K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
16+ 0.21% |
$637 - $742
|
7.49K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 1.64% |
$597 - $695
|
929
$25.7K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.27% |
$557 - $649
|
5.17K
$143K
|