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 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
91+ 0.28% |
$3.63K - $3.99K
|
33.1K
$930K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
89+ 52.98% |
$3.55K - $3.9K
|
257
$7.22K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
87+ 0.29% |
$3.47K - $3.81K
|
29.7K
$835K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
84+ 21.82% |
$3.35K - $3.68K
|
469
$13.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
81+ 0.28% |
$3.23K - $3.55K
|
29.1K
$819K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
72New |
$2.87K - $3.16K
|
72
$2.02K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
70+ 0.74% |
$2.79K - $3.07K
|
9.52K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
60+ 0.3% |
$2.39K - $2.63K
|
20.1K
$564K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
59+ 0.07% |
$2.35K - $2.59K
|
83.4K
$2.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
58+ 0.2% |
$2.31K - $2.54K
|
28.5K
$801K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
57+ 0.35% |
$2.27K - $2.5K
|
16.3K
$458K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
55+ 0.58% |
$2.2K - $2.41K
|
9.56K
$269K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
51+ 4.91% |
$2.04K - $2.23K
|
1.09K
$30.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
50+ 0.33% |
$2K - $2.19K
|
15.1K
$424K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
50+ 0.2% |
$2K - $2.19K
|
24.8K
$698K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
48New |
$1.92K - $2.1K
|
48
$1.35K
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
47+ 0.27% |
$1.88K - $2.06K
|
17.3K
$486K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
41+ 0.67% |
$1.64K - $1.8K
|
6.16K
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
40+ 0.55% |
$1.6K - $1.75K
|
7.27K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
39+ 0.6% |
$1.56K - $1.71K
|
6.59K
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
37+ 0.36% |
$1.48K - $1.62K
|
10.3K
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
36+ 0.45% |
$1.44K - $1.58K
|
8.05K
$226K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
36+ 0.73% |
$1.44K - $1.58K
|
4.95K
$139K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
32+ 0.01% |
$1.28K - $1.4K
|
283K
$7.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
BUY
|
- |
32+ 0.1% |
$1.28K - $1.4K
|
32.4K
$912K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
31+ 0.34% |
$1.24K - $1.36K
|
9.07K
$255K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
30+ 0.21% |
$1.2K - $1.31K
|
14.7K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
26+ 0.01% |
$1.04K - $1.14K
|
509K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25+ 0.21% |
$998 - $1.1K
|
12K
$337K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
23+ 9.43% |
$918 - $1.01K
|
267
$7.51K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 1.41% |
$918 - $1.01K
|
1.65K
$46.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
23+ 0.45% |
$918 - $1.01K
|
5.18K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
23+ 0.36% |
$918 - $1.01K
|
6.47K
$182K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
23+ 0.25% |
$918 - $1.01K
|
9.06K
$255K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20New |
$798 - $876
|
20
$562
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
20New |
$798 - $876
|
20
$562
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
19+ 0.26% |
$758 - $833
|
7.22K
$203K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.09% |
$758 - $833
|
20.5K
$575K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
19+ 0.32% |
$758 - $833
|
6.05K
$170K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
18+ 0.15% |
$718 - $789
|
12.3K
$347K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18+ 0.36% |
$718 - $789
|
5.02K
$141K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
18New |
$718 - $789
|
18
$506
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.31% |
$639 - $701
|
5.19K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
14New |
$559 - $613
|
14
$394
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12New |
$479 - $526
|
12
$337
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
11+ 1.39% |
$439 - $482
|
803
$22.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 0.36% |
$200 - $219
|
1.41K
$39.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 0.04% |
$200 - $219
|
13.7K
$384K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$160 - $175
|
61.2K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4+ 0.02% |
$160 - $175
|
22.7K
$639K
|