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 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 12.04% |
$53.4K - $60.3K
|
9.56K
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.32K- 3.39% |
$54K - $60.9K
|
37.6K
$999K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.34K- 1.53% |
$54.7K - $61.8K
|
86.4K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.34K- 15.2% |
$54.8K - $61.9K
|
7.49K
$199K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 2.09% |
$55.7K - $62.9K
|
63.9K
$1.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.37K- 2.79% |
$56K - $63.2K
|
47.7K
$1.27M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.43K- 5.81% |
$58.6K - $66.1K
|
23.3K
$617K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.45K- 2.91% |
$59.4K - $67K
|
48.4K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.5K- 8.94% |
$61.3K - $69.2K
|
15.3K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.55K- 56.61% |
$63.1K - $71.2K
|
1.18K
$31.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.55K- 2.71% |
$63.2K - $71.3K
|
55.6K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.57K- 11.56% |
$64.1K - $72.4K
|
12K
$319K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.6K- 0.71% |
$65.4K - $73.9K
|
223K
$5.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.62K- 19.17% |
$66.1K - $74.6K
|
6.82K
$181K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.62K- 4.81% |
$66.2K - $74.7K
|
32.1K
$852K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.65K- 2.15% |
$67.3K - $76K
|
74.9K
$1.99M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.66K- 1.82% |
$67.7K - $76.4K
|
89.2K
$2.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.75K- 12.7% |
$71.4K - $80.6K
|
12K
$319K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.79K- 4.97% |
$72.9K - $82.3K
|
34.1K
$906K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.82K- 19.77% |
$74.3K - $83.9K
|
7.38K
$196K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.93K- 1.74% |
$78.9K - $89K
|
109K
$2.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.93K- 5.3% |
$78.9K - $89.1K
|
34.5K
$916K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.97K- 5.69% |
$80.3K - $90.6K
|
32.6K
$865K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.02K- 1.85% |
$82.7K - $93.3K
|
107K
$2.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.08K- 0.75% |
$85K - $95.9K
|
276K
$7.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.12K- 5.76% |
$86.6K - $97.7K
|
34.7K
$921K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.65% |
$86.7K - $97.9K
|
43.6K
$1.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.21K- 0.96% |
$90.2K - $102K
|
228K
$6.05M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.25K- 1.47% |
$91.8K - $104K
|
150K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.34K- 7.34% |
$95.6K - $108K
|
29.6K
$785K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-2.34K- 2.41% |
$95.7K - $108K
|
94.9K
$2.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.38K- 32.96% |
$97.4K - $110K
|
4.85K
$129K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.42K- 6.26% |
$98.8K - $111K
|
36.2K
$962K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.43K- 4.14% |
$99.4K - $112K
|
56.4K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-2.44K- 5.88% |
$99.5K - $112K
|
39K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.45K- 5.08% |
$100K - $113K
|
45.7K
$1.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
SELL
|
- |
-2.48K- 6.0% |
$101K - $114K
|
38.8K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.48K- 5.21% |
$101K - $115K
|
45.2K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 2.92% |
$102K - $115K
|
83.3K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-2.51K- 4.73% |
$102K - $116K
|
50.5K
$1.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.54K- 9.16% |
$104K - $117K
|
25.2K
$668K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.63K- 4.85% |
$107K - $121K
|
51.6K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2.72K- 9.62% |
$111K - $126K
|
25.6K
$679K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.76K- 24.94% |
$113K - $127K
|
8.3K
$220K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2.84K- 0.96% |
$116K - $131K
|
292K
$7.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.85K- 8.29% |
$116K - $131K
|
31.5K
$836K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.87K- 8.08% |
$117K - $132K
|
32.6K
$866K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.88K- 15.36% |
$118K - $133K
|
15.9K
$421K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.89K- 9.73% |
$118K - $133K
|
26.8K
$712K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.92K- 0.78% |
$119K - $135K
|
372K
$9.89M
|