Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-40- 2.37% |
$1.6K - $1.75K
|
1.65K
$38.6K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-40- 66.67% |
$1.6K - $1.75K
|
20
$470
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-44- 0.46% |
$1.76K - $1.93K
|
9.5K
$223K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-44- 0.58% |
$1.76K - $1.93K
|
7.6K
$178K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-46- 0.18% |
$1.84K - $2.02K
|
24.9K
$586K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-47- 0.31% |
$1.88K - $2.06K
|
15.1K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-50- 0.56% |
$2K - $2.19K
|
8.89K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.07% |
$2K - $2.19K
|
67.2K
$1.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.33% |
$2K - $2.19K
|
15.2K
$356K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-51- 2.74% |
$2.04K - $2.23K
|
1.81K
$42.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-52- 0.48% |
$2.08K - $2.28K
|
10.9K
$256K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-53- 5.93% |
$2.12K - $2.32K
|
841
$19.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-60- 0.82% |
$2.39K - $2.63K
|
7.28K
$171K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-62- 3.87% |
$2.47K - $2.72K
|
1.54K
$36.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-66- 0.97% |
$2.63K - $2.89K
|
6.72K
$158K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-67- 1.12% |
$2.67K - $2.94K
|
5.92K
$139K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-74- 0.64% |
$2.95K - $3.24K
|
11.4K
$268K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-75- 1.12% |
$2.99K - $3.29K
|
6.63K
$156K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-88- 0.72% |
$3.51K - $3.86K
|
12.2K
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-89- 1.01% |
$3.55K - $3.9K
|
8.68K
$204K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-95- 0.37% |
$3.79K - $4.16K
|
25.6K
$600K
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
SELL
|
- |
-99- 0.24% |
$3.95K - $4.34K
|
41.3K
$970K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-113- 21.98% |
$4.51K - $4.95K
|
401
$9.42K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-114- 1.22% |
$4.55K - $5K
|
9.2K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-115- 5.36% |
$4.59K - $5.04K
|
2.03K
$47.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-126- 2.45% |
$5.03K - $5.52K
|
5.02K
$118K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-130- 2.19% |
$5.19K - $5.7K
|
5.8K
$136K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-132- 5.87% |
$5.27K - $5.78K
|
2.12K
$49.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-133- 2.33% |
$5.31K - $5.83K
|
5.58K
$131K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-134- 1.6% |
$5.35K - $5.87K
|
8.24K
$193K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-135- 0.19% |
$5.39K - $5.92K
|
71.5K
$1.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-135- 0.9% |
$5.39K - $5.92K
|
14.9K
$349K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-137- 0.25% |
$5.47K - $6K
|
55.4K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-140- 1.38% |
$5.59K - $6.13K
|
10K
$235K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-140- 0.11% |
$5.59K - $6.13K
|
132K
$3.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-142- 0.68% |
$5.67K - $6.22K
|
20.8K
$489K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-144- 40.0% |
$5.75K - $6.31K
|
216
$5.07K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-146- 4.02% |
$5.83K - $6.4K
|
3.49K
$81.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-146- 57.48% |
$5.83K - $6.4K
|
108
$2.54K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-148- 0.42% |
$5.91K - $6.49K
|
34.8K
$818K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-149- 2.4% |
$5.95K - $6.53K
|
6.06K
$142K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-162- 1.81% |
$6.47K - $7.1K
|
8.77K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-170- 0.5% |
$6.78K - $7.45K
|
33.7K
$790K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-176- 1.89% |
$7.02K - $7.71K
|
9.15K
$215K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-178- 0.99% |
$7.1K - $7.8K
|
17.8K
$417K
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-185- 0.28% |
$7.38K - $8.11K
|
65.3K
$1.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-185- 3.43% |
$7.38K - $8.11K
|
5.2K
$122K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-202- 3.74% |
$8.06K - $8.85K
|
5.2K
$122K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-203- 0.57% |
$8.1K - $8.9K
|
35.5K
$833K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-205- 22.07% |
$8.18K - $8.98K
|
724
$17K
|