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 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-561- 0.95% |
$22.4K - $24.6K
|
58.8K
$1.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-564- 5.42% |
$22.5K - $24.7K
|
9.85K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-564- 37.25% |
$22.5K - $24.7K
|
950
$26.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-569- 3.72% |
$22.7K - $24.9K
|
14.7K
$411K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-570- 1.65% |
$22.7K - $25K
|
34K
$947K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-571- 0.45% |
$22.8K - $25K
|
125K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-582- 6.57% |
$23.2K - $25.5K
|
8.27K
$230K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-605- 3.52% |
$24.1K - $26.5K
|
16.6K
$462K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-615- 1.45% |
$24.5K - $26.9K
|
41.9K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-616- 6.53% |
$24.6K - $27K
|
8.82K
$246K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-620- 10.64% |
$24.7K - $27.2K
|
5.21K
$145K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-625- 16.69% |
$24.9K - $27.4K
|
3.12K
$86.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-632- 1.25% |
$25.2K - $27.7K
|
49.9K
$1.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-636- 0.59% |
$25.4K - $27.9K
|
106K
$2.96M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-643- 18.87% |
$25.7K - $28.2K
|
2.76K
$77K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-643- 10.06% |
$25.7K - $28.2K
|
5.75K
$160K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-643- 18.87% |
$25.7K - $28.2K
|
2.76K
$77K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-645- 9.43% |
$25.7K - $28.3K
|
6.2K
$173K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-645- 2.39% |
$25.7K - $28.3K
|
26.4K
$734K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-658- 5.74% |
$26.3K - $28.8K
|
10.8K
$301K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-668- 2.18% |
$26.7K - $29.3K
|
29.9K
$834K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-668- 2.18% |
$26.7K - $29.3K
|
29.9K
$834K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-672- 71.57% |
$26.8K - $29.4K
|
267
$7.44K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-697- 6.09% |
$27.8K - $30.5K
|
10.7K
$299K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-714- 7.58% |
$28.5K - $31.3K
|
8.71K
$243K
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-720- 3.29% |
$28.7K - $31.6K
|
21.2K
$590K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-726- 3.01% |
$29K - $31.8K
|
23.4K
$651K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-728- 1.96% |
$29.1K - $31.9K
|
36.4K
$1.02M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-728- 9.15% |
$29.1K - $31.9K
|
7.23K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-742- 2.58% |
$29.6K - $32.5K
|
28K
$781K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-748- 6.22% |
$29.9K - $32.8K
|
11.3K
$314K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-759- 0.47% |
$30.3K - $33.3K
|
162K
$4.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-776- 1.83% |
$31K - $34K
|
41.5K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-804- 3.66% |
$32.1K - $35.2K
|
21.2K
$590K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-829- 1.06% |
$33.1K - $36.3K
|
77.3K
$2.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-852- 15.62% |
$34K - $37.3K
|
4.6K
$128K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-878- 78.11% |
$35K - $38.5K
|
246
$6.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-896- 0.98% |
$35.8K - $39.3K
|
90.8K
$2.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-910- 1.69% |
$36.3K - $39.9K
|
52.9K
$1.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-915- 3.57% |
$36.5K - $40.1K
|
24.7K
$688K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-924- 0.41% |
$36.9K - $40.5K
|
224K
$6.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-931- 1.86% |
$37.2K - $40.8K
|
49.1K
$1.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-932- 14.24% |
$37.2K - $40.8K
|
5.61K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-935- 44.63% |
$37.3K - $41K
|
1.16K
$32.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-949- 3.77% |
$37.9K - $41.6K
|
24.2K
$674K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-975- 10.35% |
$38.9K - $42.7K
|
8.44K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-978- 29.62% |
$39K - $42.9K
|
2.32K
$64.7K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-985- 12.58% |
$39.3K - $43.2K
|
6.84K
$191K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.02K- 4.58% |
$40.6K - $44.6K
|
21.2K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.02K- 2.71% |
$40.7K - $44.7K
|
36.6K
$1.02M
|