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 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2.47K+ 15.46% |
$98.4K - $108K
|
18.4K
$518K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.39K+ 6.95% |
$95.5K - $105K
|
36.8K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.34K+ 7.43% |
$93.4K - $103K
|
33.8K
$951K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.33K+ 9.95% |
$93.1K - $102K
|
25.8K
$724K
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 24.29% |
$90.6K - $99.4K
|
11.6K
$326K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
2.26K+ 3.84% |
$90K - $98.8K
|
61K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 41.72% |
$89.8K - $98.6K
|
7.65K
$215K
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.09K+ 1.36% |
$83.5K - $91.6K
|
156K
$4.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.09K+ 0.8% |
$83.2K - $91.4K
|
261K
$7.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.06K+ 22.14% |
$82.1K - $90.2K
|
11.4K
$319K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.06K+ 1.14% |
$82.1K - $90.1K
|
182K
$5.11M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.04K+ 3.4% |
$81.3K - $89.3K
|
62K
$1.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 14.87% |
$81.1K - $89.1K
|
15.7K
$441K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.02K+ 12.72% |
$80.7K - $88.6K
|
17.9K
$503K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2KNew |
$80K - $87.8K
|
2K
$56.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.63% |
$79.4K - $87.2K
|
124K
$3.48M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.98K+ 255.61% |
$79.1K - $86.8K
|
2.76K
$77.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.93K+ 43.64% |
$76.9K - $84.4K
|
6.34K
$178K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.92K+ 1.13% |
$76.7K - $84.2K
|
171K
$4.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.91K+ 3.07% |
$76.1K - $83.6K
|
64K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
1.89K+ 1.16% |
$75.3K - $82.6K
|
164K
$4.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1.85K+ 17.91% |
$73.8K - $81.1K
|
12.2K
$342K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.79K+ 5.01% |
$71.6K - $78.6K
|
37.6K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.79K+ 29.55% |
$71.4K - $78.4K
|
7.84K
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.78K+ 2.14% |
$70.9K - $77.8K
|
84.9K
$2.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.77K+ 30.91% |
$70.8K - $77.7K
|
7.51K
$211K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.76K+ 115.71% |
$70.2K - $77.1K
|
3.28K
$92.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.74KNew |
$69.4K - $76.2K
|
1.74K
$48.9K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.72K+ 183.94% |
$68.6K - $75.3K
|
2.65K
$74.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.68K+ 35.3% |
$66.8K - $73.4K
|
6.42K
$180K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.67K+ 1.14% |
$66.8K - $73.4K
|
149K
$4.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 4.24% |
$65.8K - $72.2K
|
40.5K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
1.64K+ 0.9% |
$65.6K - $72K
|
185K
$5.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.64K+ 2.78% |
$65.5K - $72K
|
60.7K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.64K+ 10.58% |
$65.3K - $71.7K
|
17.1K
$481K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.64K+ 7.83% |
$65.3K - $71.7K
|
22.5K
$633K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.55K+ 4.83% |
$62K - $68.1K
|
33.7K
$948K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.52K+ 9.53% |
$60.7K - $66.7K
|
17.5K
$492K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.52K+ 1.96% |
$60.7K - $66.6K
|
79.2K
$2.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.5K+ 9.82% |
$59.9K - $65.7K
|
16.8K
$471K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1.49K+ 3.2% |
$59.5K - $65.3K
|
48K
$1.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.46K+ 12.03% |
$58.2K - $63.9K
|
13.6K
$382K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 1.46% |
$57.9K - $63.6K
|
101K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.44K+ 2.79% |
$57.6K - $63.2K
|
53.1K
$1.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.43K+ 4.11% |
$57.2K - $62.8K
|
36.3K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
BUY
|
- |
1.41K+ 0.9% |
$56.3K - $61.8K
|
158K
$4.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.4K+ 1.09% |
$55.9K - $61.4K
|
130K
$3.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.29K+ 3.82% |
$51.6K - $56.6K
|
35.1K
$986K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.29K+ 0.41% |
$51.5K - $56.5K
|
314K
$8.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.29K+ 1.13% |
$51.4K - $56.4K
|
115K
$3.24M
|