Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.51M+ 2.08% |
$61.6M - $69.5M
|
73.8M
$2.03B
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.35M+ 222.37% |
$55.2M - $62.3M
|
1.96M
$53.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
979K+ 6488.74% |
$40M - $45.1M
|
994K
$27.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
867K+ 107.21% |
$35.4M - $39.9M
|
1.67M
$46M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
585K+ 31.46% |
$23.9M - $27M
|
2.44M
$67.2M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
470KNew |
$19.2M - $21.7M
|
470K
$12.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
378KNew |
$15.4M - $17.4M
|
378K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
323K+ 3.72% |
$13.2M - $14.9M
|
8.98M
$247M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
189K+ 78.51% |
$7.73M - $8.72M
|
430K
$11.8M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
162K+ 911.83% |
$6.6M - $7.45M
|
179K
$4.93M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
162K+ 1290.21% |
$6.6M - $7.45M
|
174K
$4.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
161K+ 8.73% |
$6.56M - $7.41M
|
2M
$55M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
142KNew |
$5.78M - $6.53M
|
142K
$3.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
120K+ 113.3% |
$4.92M - $5.55M
|
227K
$6.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
117KNew |
$4.8M - $5.42M
|
117K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
112K+ 10.22% |
$4.57M - $5.15M
|
1.21M
$33.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
103K+ 98.09% |
$4.21M - $4.75M
|
208K
$5.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
89.8K+ 65.55% |
$3.67M - $4.14M
|
227K
$6.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
89.6K+ 120.05% |
$3.66M - $4.13M
|
164K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
80.3K+ 2.39% |
$3.28M - $3.7M
|
3.45M
$94.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
72.6K+ 22.3% |
$2.96M - $3.35M
|
398K
$10.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71.5K+ 14.67% |
$2.92M - $3.3M
|
559K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
69.1K+ 15.8% |
$2.82M - $3.19M
|
506K
$13.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
61.5K+ 8.2% |
$2.51M - $2.84M
|
812K
$22.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
56.8K+ 3.31% |
$2.32M - $2.62M
|
1.78M
$48.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
52K+ 98.42% |
$2.13M - $2.4M
|
105K
$2.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51.8KNew |
$2.12M - $2.39M
|
51.8K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
51.7K+ 0.68% |
$2.11M - $2.38M
|
7.61M
$209M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50.6K+ 95.43% |
$2.07M - $2.33M
|
104K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.3K+ 19.38% |
$1.97M - $2.23M
|
297K
$8.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
47.8K+ 41.92% |
$1.95M - $2.2M
|
162K
$4.45M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
47.6KNew |
$1.94M - $2.19M
|
47.6K
$1.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
46.9K+ 39.06% |
$1.92M - $2.16M
|
167K
$4.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
43.4K+ 3.76% |
$1.77M - $2M
|
1.2M
$32.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
43.1KNew |
$1.76M - $1.99M
|
43.1K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
42.3K+ 19.22% |
$1.73M - $1.95M
|
262K
$7.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42K+ 3.76% |
$1.72M - $1.94M
|
1.16M
$31.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
38.8KNew |
$1.58M - $1.79M
|
38.8K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
37.9K+ 17.17% |
$1.55M - $1.75M
|
258K
$7.1M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35.2K+ 221.36% |
$1.44M - $1.62M
|
51.1K
$1.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.5K+ 3.52% |
$1.41M - $1.59M
|
1.01M
$27.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
33.2K+ 32.41% |
$1.36M - $1.53M
|
136K
$3.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
33.1K+ 16.49% |
$1.35M - $1.53M
|
234K
$6.43M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33K+ 2.56% |
$1.35M - $1.52M
|
1.32M
$36.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.5K+ 2.2% |
$1.33M - $1.5M
|
1.51M
$41.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
32.2K+ 14.63% |
$1.32M - $1.48M
|
252K
$6.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.8K+ 2.85% |
$1.26M - $1.42M
|
1.11M
$30.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.1K+ 86.31% |
$1.23M - $1.39M
|
64.9K
$1.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
28.2K+ 7.28% |
$1.15M - $1.3M
|
416K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
27.6KNew |
$1.13M - $1.27M
|
27.6K
$759K
|