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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-216- 1.78% |
$8.62K - $9.47K
|
11.9K
$333K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-227- 0.65% |
$9.06K - $9.95K
|
34.8K
$968K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-228- 2.19% |
$9.1K - $9.99K
|
10.2K
$284K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-228- 0.52% |
$9.1K - $9.99K
|
43.2K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-230- 2.6% |
$9.18K - $10.1K
|
8.63K
$240K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-231- 0.19% |
$9.22K - $10.1K
|
122K
$3.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-240- 7.5% |
$9.58K - $10.5K
|
2.96K
$82.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-257- 4.47% |
$10.3K - $11.3K
|
5.5K
$153K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-266- 1.6% |
$10.6K - $11.7K
|
16.4K
$456K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-272- 2.44% |
$10.9K - $11.9K
|
10.9K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-275- 3.66% |
$11K - $12.1K
|
7.23K
$202K
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-288- 4.47% |
$11.5K - $12.6K
|
6.16K
$172K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-292- 1.39% |
$11.7K - $12.8K
|
20.7K
$578K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-297- 1.44% |
$11.9K - $13K
|
20.4K
$568K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-300- 4.5% |
$12K - $13.1K
|
6.36K
$177K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-306- 5.1% |
$12.2K - $13.4K
|
5.69K
$159K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-313- 0.34% |
$12.5K - $13.7K
|
90.8K
$2.53M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-322- 96.41% |
$12.9K - $14.1K
|
12
$334
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-323- 0.4% |
$12.9K - $14.2K
|
81.3K
$2.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-325- 94.2% |
$13K - $14.2K
|
20
$557
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-325- 1.78% |
$13K - $14.2K
|
17.9K
$498K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-325- 2.09% |
$13K - $14.2K
|
15.2K
$425K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-327- 2.8% |
$13.1K - $14.3K
|
11.4K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-333- 0.32% |
$13.3K - $14.6K
|
105K
$2.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-342- 12.93% |
$13.6K - $15K
|
2.3K
$64.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-346- 1.0% |
$13.8K - $15.2K
|
34.3K
$956K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-348- 2.89% |
$13.9K - $15.2K
|
11.7K
$326K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-353- 2.66% |
$14.1K - $15.5K
|
12.9K
$360K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-354- 6.83% |
$14.1K - $15.5K
|
4.83K
$134K
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
SELL
|
- |
-355- 5.69% |
$14.2K - $15.6K
|
5.88K
$164K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-359- 15.28% |
$14.3K - $15.7K
|
1.99K
$55.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-362- 38.68% |
$14.4K - $15.9K
|
574
$16K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-363- 1.39% |
$14.5K - $15.9K
|
25.8K
$720K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-369- 3.37% |
$14.7K - $16.2K
|
10.6K
$294K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-385- 1.87% |
$15.4K - $16.9K
|
20.2K
$562K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-398- 49.01% |
$15.9K - $17.4K
|
414
$11.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-408- 0.97% |
$16.3K - $17.9K
|
41.6K
$1.16M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-426- 1.27% |
$17K - $18.7K
|
33K
$919K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-438- 0.46% |
$17.5K - $19.2K
|
94.3K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-446- 4.29% |
$17.8K - $19.5K
|
9.95K
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-449- 2.84% |
$17.9K - $19.7K
|
15.4K
$428K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-454- 1.82% |
$18.1K - $19.9K
|
24.5K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-458- 8.95% |
$18.3K - $20.1K
|
4.66K
$130K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-460- 2.75% |
$18.4K - $20.2K
|
16.3K
$454K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-464- 8.28% |
$18.5K - $20.3K
|
5.14K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-474- 6.59% |
$18.9K - $20.8K
|
6.71K
$187K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-481- 7.65% |
$19.2K - $21.1K
|
5.81K
$162K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-507- 4.05% |
$20.2K - $22.2K
|
12K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-528- 6.73% |
$21.1K - $23.1K
|
7.32K
$204K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-541- 0.96% |
$21.6K - $23.7K
|
55.7K
$1.55M
|