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 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
278+ 0.68% |
$11.1K - $12.2K
|
41K
$1.14M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
271+ 1.05% |
$10.8K - $11.9K
|
26K
$725K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
265+ 2.91% |
$10.6K - $11.6K
|
9.39K
$262K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
262New |
$10.5K - $11.5K
|
262
$7.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
248+ 1.07% |
$9.9K - $10.9K
|
23.5K
$654K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
245+ 2.24% |
$9.78K - $10.7K
|
11.2K
$311K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
244+ 46.74% |
$9.74K - $10.7K
|
766
$21.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
240+ 2.03% |
$9.58K - $10.5K
|
12.1K
$337K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
236+ 168.57% |
$9.42K - $10.3K
|
376
$10.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
236+ 2.28% |
$9.42K - $10.3K
|
10.6K
$295K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
230+ 0.43% |
$9.18K - $10.1K
|
54.3K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
219+ 6.96% |
$8.74K - $9.6K
|
3.36K
$93.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
214+ 2.86% |
$8.54K - $9.38K
|
7.7K
$214K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
212+ 0.99% |
$8.46K - $9.29K
|
21.7K
$604K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
208+ 0.47% |
$8.3K - $9.11K
|
44.1K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
208New |
$8.3K - $9.11K
|
208
$5.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
206+ 2.66% |
$8.22K - $9.03K
|
7.96K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
195+ 2.66% |
$7.78K - $8.54K
|
7.53K
$210K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
188+ 1.05% |
$7.5K - $8.24K
|
18.1K
$505K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
187+ 0.89% |
$7.46K - $8.19K
|
21.2K
$590K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
186New |
$7.42K - $8.15K
|
186
$5.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
181New |
$7.22K - $7.93K
|
181
$5.04K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
180+ 5.61% |
$7.18K - $7.89K
|
3.39K
$94.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
172+ 1.6% |
$6.86K - $7.54K
|
10.9K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
171+ 0.35% |
$6.82K - $7.49K
|
48.6K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
164New |
$6.55K - $7.19K
|
164
$4.57K
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
160+ 1.13% |
$6.39K - $7.01K
|
14.4K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
156+ 0.41% |
$6.23K - $6.84K
|
37.9K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
150+ 1.59% |
$5.99K - $6.57K
|
9.61K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
148+ 8.89% |
$5.91K - $6.49K
|
1.81K
$50.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
142New |
$5.67K - $6.22K
|
142
$3.96K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
139New |
$5.55K - $6.09K
|
139
$3.87K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
137+ 185.14% |
$5.47K - $6K
|
211
$5.88K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
132+ 0.19% |
$5.27K - $5.78K
|
71.1K
$1.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
131+ 2.59% |
$5.23K - $5.74K
|
5.19K
$145K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
130+ 0.08% |
$5.19K - $5.7K
|
163K
$4.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
125+ 0.74% |
$4.99K - $5.48K
|
17K
$474K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
122+ 5.07% |
$4.87K - $5.35K
|
2.53K
$70.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
117+ 0.39% |
$4.67K - $5.13K
|
29.8K
$830K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
107+ 0.71% |
$4.27K - $4.69K
|
15.1K
$422K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
105+ 0.45% |
$4.19K - $4.6K
|
23.4K
$652K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
104+ 4.05% |
$4.15K - $4.56K
|
2.67K
$74.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 0.08% |
$3.99K - $4.38K
|
119K
$3.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
100+ 1.1% |
$3.99K - $4.38K
|
9.22K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
99+ 0.9% |
$3.95K - $4.34K
|
11.1K
$310K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
99New |
$3.95K - $4.34K
|
99
$2.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
99+ 0.23% |
$3.95K - $4.34K
|
43.6K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
97+ 0.41% |
$3.87K - $4.25K
|
23.7K
$661K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
95+ 1.79% |
$3.79K - $4.16K
|
5.39K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
92+ 0.17% |
$3.67K - $4.03K
|
53K
$1.48M
|