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 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
9.96K+ 10.24% |
$397K - $436K
|
107K
$2.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9.82KNew |
$392K - $430K
|
9.82K
$271K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
9.77K+ 4.38% |
$390K - $428K
|
233K
$6.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
9.6K+ 3.18% |
$383K - $420K
|
311K
$8.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.16K+ 4.78% |
$366K - $401K
|
201K
$5.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.09K+ 4.5% |
$363K - $398K
|
211K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
9.03K+ 8.84% |
$360K - $395K
|
111K
$3.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
9KNew |
$359K - $394K
|
9K
$249K
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.99K+ 1.55% |
$359K - $394K
|
590K
$16.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
8.88K+ 2.41% |
$354K - $389K
|
378K
$10.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
8.8K+ 34.61% |
$351K - $386K
|
34.2K
$946K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
8.73K+ 3.0% |
$348K - $382K
|
300K
$8.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.71KNew |
$348K - $382K
|
8.71K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
8.6KNew |
$343K - $377K
|
8.6K
$238K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.57K+ 47.64% |
$342K - $375K
|
26.5K
$734K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.52K+ 8.05% |
$340K - $373K
|
114K
$3.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.51K+ 69.1% |
$339K - $373K
|
20.8K
$575K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.5K+ 8.04% |
$339K - $373K
|
114K
$3.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
8.44KNew |
$337K - $370K
|
8.44K
$233K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.22KNew |
$328K - $360K
|
8.22K
$227K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
8.05K+ 133.49% |
$321K - $353K
|
14.1K
$389K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
8.04K+ 61.08% |
$321K - $352K
|
21.2K
$586K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8K+ 23.9% |
$319K - $351K
|
41.5K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.89KNew |
$315K - $346K
|
7.89K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.65KNew |
$305K - $335K
|
7.65K
$211K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
7.38KNew |
$295K - $323K
|
7.38K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.35K+ 5.72% |
$293K - $322K
|
136K
$3.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.25K+ 4.15% |
$290K - $318K
|
182K
$5.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.19KNew |
$287K - $315K
|
7.19K
$199K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.02K+ 6.91% |
$280K - $308K
|
109K
$3M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
7K+ 43.14% |
$280K - $307K
|
23.2K
$642K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.91K+ 128.06% |
$276K - $303K
|
12.3K
$340K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.53K+ 112.16% |
$261K - $286K
|
12.4K
$341K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.44KNew |
$257K - $282K
|
6.44K
$178K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 7.21% |
$257K - $282K
|
95.7K
$2.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6.4KNew |
$255K - $280K
|
6.4K
$177K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.19K+ 3158.67% |
$247K - $271K
|
6.39K
$176K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.91K+ 5.1% |
$236K - $259K
|
122K
$3.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.81KNew |
$232K - $254K
|
5.81K
$160K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.73KNew |
$228K - $251K
|
5.73K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.5KNew |
$220K - $241K
|
5.5K
$152K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
5.43KNew |
$217K - $238K
|
5.43K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.43KNew |
$217K - $238K
|
5.43K
$150K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.4K+ 4.83% |
$216K - $237K
|
117K
$3.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.39K+ 0.77% |
$215K - $236K
|
708K
$19.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.37K+ 9.34% |
$214K - $235K
|
62.9K
$1.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.25KNew |
$210K - $230K
|
5.25K
$145K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.21K+ 106.44% |
$208K - $228K
|
10.1K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
5.15KNew |
$206K - $226K
|
5.15K
$142K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
5.02KNew |
$200K - $220K
|
5.02K
$139K
|