Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
163
+ 0.37%
$6.66K - $7.51K
43.8K $1.2M
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
160
+ 7.87%
$6.54K - $7.38K
2.19K $60.3K
Oct 23, 2023 Q3 2023
Sweet Financial Partners, LLC

BUY
 -
158
+ 3.22%
$6.45K - $7.28K
5.07K $139K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
151
+ 5.78%
$6.17K - $6.96K
2.76K $76K
Oct 19, 2023 Q3 2023
Blossom Wealth Management

BUY
 -
143
+ 0.73%
$5.84K - $6.59K
19.6K $539K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
138
+ 40.83%
$5.64K - $6.36K
476 $13.1K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
138
+ 53.7%
$5.64K - $6.36K
395 $10.9K
Oct 17, 2023 Q3 2023
Piscataqua Savings Bank

BUY
 -
128
+ 59.26%
$5.23K - $5.9K
344 $9.46K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
122
+ 0.82%
$4.98K - $5.62K
15K $413K
Oct 31, 2023 Q3 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
116
+ 2.4%
$4.74K - $5.35K
4.94K $136K
Oct 27, 2023 Q3 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
109
+ 1.32%
$4.45K - $5.02K
8.38K $230K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
108
New
$4.41K - $4.98K
108 $2.97K
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
106
New
$4.33K - $4.89K
106 $2.91K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
104
New
$4.25K - $4.79K
104 $2.86K
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

BUY
 -
101
+ 2.09%
$4.13K - $4.66K
4.93K $135K
Oct 18, 2023 Q3 2023
Brand Asset Management Group, Inc.

BUY
 -
100
+ 0.11%
$4.09K - $4.61K
94.4K $2.59M
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
100
+ 2.06%
$4.09K - $4.61K
4.96K $136K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
100
New
$4.09K - $4.61K
100 $2.75K
Oct 25, 2023 Q3 2023
Access Financial Services, Inc.

BUY
 -
98
+ 0.4%
$4K - $4.52K
24.6K $676K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
96
+ 1.09%
$3.92K - $4.43K
8.94K $246K
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
88
+ 0.43%
$3.59K - $4.06K
20.6K $565K
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
87
+ 0.46%
$3.55K - $4.01K
19.1K $525K
Oct 16, 2023 Q3 2023
Greenhouse Wealth Management, LLC

BUY
 -
85
+ 0.29%
$3.47K - $3.92K
29.2K $803K
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
80
+ 0.48%
$3.27K - $3.69K
16.6K $456K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
76
New
$3.1K - $3.5K
76 $2.09K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
73
+ 0.83%
$2.98K - $3.37K
8.85K $243K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
69
+ 2.04%
$2.82K - $3.18K
3.46K $95.1K
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
68
+ 0.13%
$2.78K - $3.13K
50.5K $1.39M
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
66
+ 7.61%
$2.7K - $3.04K
933 $25.6K
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
65
+ 0.44%
$2.66K - $3K
14.7K $405K
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
65
+ 0.75%
$2.66K - $3K
8.78K $241K
Nov 13, 2023 Q3 2023
Sawgrass Asset Management LLC

BUY
 -
62
+ 1.15%
$2.53K - $2.86K
5.45K $150K
Oct 20, 2023 Q3 2023
Fulton Breakefield Broenniman LLC

BUY
 -
62
+ 0.24%
$2.53K - $2.86K
25.9K $712K
Oct 16, 2023 Q3 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
60
+ 0.38%
$2.45K - $2.77K
15.9K $436K
Oct 20, 2023 Q3 2023
Outfitter Financial LLC

BUY
 -
60
+ 0.09%
$2.45K - $2.77K
64.5K $1.77M
Oct 19, 2023 Q3 2023
Rba Wealth Management, LLC

BUY
 -
59
+ 1.13%
$2.41K - $2.72K
5.26K $145K
Nov 13, 2023 Q3 2023
Rice Partnership, LLC

BUY
 -
56
New
$2.29K - $2.58K
56 $1.54K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
54
+ 3.26%
$2.21K - $2.49K
1.71K $47K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
48
+ 0.23%
$1.96K - $2.21K
20.9K $573K
Oct 10, 2023 Q3 2023
Contravisory Investment Management, Inc.

BUY
 -
47
+ 10.02%
$1.92K - $2.17K
516 $14.2K
Oct 25, 2023 Q3 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
46
+ 0.27%
$1.88K - $2.12K
17.3K $477K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
45
+ 300.0%
$1.84K - $2.07K
60 $1.65K
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
42
+ 0.84%
$1.72K - $1.94K
5.02K $138K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
41
+ 15.36%
$1.67K - $1.89K
308 $8.47K
Nov 08, 2023 Q3 2023
Ltg Capital LLC

BUY
 -
40
+ 0.12%
$1.63K - $1.84K
32.5K $893K
Oct 23, 2023 Q3 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
40
+ 200.0%
$1.63K - $1.84K
60 $1.65K
Apr 22, 2024 Q3 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
40
+ 200.0%
$1.63K - $1.84K
60 $1.65K
Nov 07, 2023 Q3 2023
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
38
+ 0.37%
$1.55K - $1.75K
10.3K $284K
Oct 20, 2023 Q3 2023
Evolution Advisers, Inc.

BUY
 -
38
+ 2.0%
$1.55K - $1.75K
1.94K $53.2K

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