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 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-4.49K- 12.07% |
$179K - $197K
|
32.7K
$904K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.56K- 2.69% |
$182K - $200K
|
165K
$4.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4.59K- 94.79% |
$183K - $201K
|
252
$6.96K
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-4.65K- 20.68% |
$186K - $204K
|
17.8K
$493K
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.74K- 1.96% |
$189K - $208K
|
237K
$6.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.02K- 37.23% |
$200K - $220K
|
8.47K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.04K- 43.14% |
$201K - $221K
|
6.64K
$183K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.23K- 8.32% |
$209K - $229K
|
57.5K
$1.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5.23K- 21.44% |
$209K - $229K
|
19.2K
$529K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.25K- 3.43% |
$210K - $230K
|
148K
$4.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.26K- 8.46% |
$210K - $230K
|
56.9K
$1.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.29K- 3.22% |
$211K - $232K
|
159K
$4.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.7K- 13.7% |
$227K - $250K
|
35.9K
$992K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.9K- 5.93% |
$236K - $259K
|
93.7K
$2.59M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6.25K- 18.23% |
$250K - $274K
|
28.1K
$775K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.28K- 6.82% |
$251K - $275K
|
85.8K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-6.45K- 23.15% |
$257K - $283K
|
21.4K
$592K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-6.74K- 2.26% |
$269K - $295K
|
291K
$8.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-6.9K- 13.01% |
$275K - $302K
|
46.1K
$1.27M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-6.91K- 11.42% |
$276K - $303K
|
53.6K
$1.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-6.91K- 11.42% |
$276K - $303K
|
53.6K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.98K- 57.28% |
$279K - $306K
|
5.21K
$144K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-7.12K- 20.44% |
$284K - $312K
|
27.7K
$765K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.23K- 4.75% |
$289K - $317K
|
145K
$4.01M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7.37K- 13.38% |
$294K - $323K
|
47.7K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.41K- 19.26% |
$296K - $325K
|
31.1K
$858K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-7.56K- 8.44% |
$302K - $331K
|
82.1K
$2.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7.63K- 4.33% |
$305K - $335K
|
168K
$4.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.06K- 99.89% |
$322K - $353K
|
9
$249
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.12K- 50.72% |
$324K - $356K
|
7.89K
$218K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-8.19K- 9.89% |
$327K - $359K
|
74.6K
$2.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-8.22K- 3.45% |
$328K - $360K
|
230K
$6.36M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-8.36K- 14.19% |
$334K - $367K
|
50.6K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.6K- 3.67% |
$383K - $421K
|
252K
$6.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-9.64K- 44.29% |
$385K - $422K
|
12.1K
$335K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-9.99K- 68.5% |
$399K - $438K
|
4.59K
$127K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10K- 3.09% |
$401K - $440K
|
315K
$8.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 36.7% |
$405K - $445K
|
17.5K
$484K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-10.3K- 3.36% |
$410K - $450K
|
295K
$8.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 3.08% |
$419K - $460K
|
331K
$9.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.8K- 47.81% |
$431K - $474K
|
11.8K
$326K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10.8K- 9.02% |
$432K - $474K
|
109K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-10.9K- 22.82% |
$434K - $477K
|
36.8K
$1.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.4K- 64.48% |
$453K - $498K
|
6.26K
$173K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-11.4K- 4.1% |
$456K - $501K
|
267K
$7.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.8K- 45.06% |
$470K - $516K
|
14.4K
$397K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-12.1K- 57.87% |
$481K - $528K
|
8.78K
$242K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-12.5K- 27.44% |
$500K - $549K
|
33.1K
$915K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-12.7K- 4.53% |
$505K - $555K
|
267K
$7.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 29.12% |
$511K - $561K
|
31.2K
$861K
|