Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.43% |
$842 - $958
|
5.16K
$138K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22New |
$842 - $958
|
22
$588
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
20+ 0.25% |
$765 - $871
|
8.04K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 8.87% |
$689 - $784
|
221
$5.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
16+ 0.05% |
$612 - $697
|
35.1K
$938K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
16+ 80.0% |
$612 - $697
|
36
$962
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
14+ 0.11% |
$536 - $610
|
12.6K
$336K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 0.13% |
$497 - $566
|
10.3K
$276K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12New |
$459 - $522
|
12
$321
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$344 - $392
|
6.49K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8+ 0.13% |
$306 - $348
|
6.33K
$169K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
7+ 0.06% |
$268 - $305
|
12.2K
$325K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7+ 0.5% |
$268 - $305
|
1.4K
$37.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6+ 0.02% |
$230 - $261
|
37.7K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.43% |
$191 - $218
|
1.17K
$31.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.06% |
$191 - $218
|
7.89K
$211K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5+ 0.08% |
$191 - $218
|
6.33K
$169K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
4+ 0.05% |
$153 - $174
|
8.03K
$214K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.71% |
$115 - $131
|
426
$11.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.29% |
$115 - $131
|
1.04K
$27.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.49% |
$76.5 - $87.1
|
409
$10.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$76.5 - $87.1
|
5.65K
$151K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.02% |
$76.5 - $87.1
|
10.4K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$38.3 - $43.5
|
1.52K
$40.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1New |
$38.3 - $43.5
|
1
$26.7
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1- -0.0% |
$38.3 - $43.5
|
20.1K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$38.3 - $43.5
|
42.8K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6- 0.06% |
$230 - $261
|
9.69K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7- 0.11% |
$268 - $305
|
6.52K
$174K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11- 3.46% |
$421 - $479
|
307
$8.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-12- 24.0% |
$459 - $522
|
38
$1.01K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-12- 0.15% |
$459 - $522
|
8.1K
$216K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-12- 0.16% |
$459 - $522
|
7.51K
$201K
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
SELL
|
- |
-13- 2.91% |
$497 - $566
|
433
$11.6K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-15- 1.61% |
$574 - $653
|
914
$24.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-24- 0.12% |
$918 - $1.04K
|
19.5K
$521K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-25- 0.05% |
$956 - $1.09K
|
48.6K
$1.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-26- 0.22% |
$995 - $1.13K
|
11.9K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-26- 32.5% |
$995 - $1.13K
|
54
$1.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28- 1.4% |
$1.07K - $1.22K
|
1.98K
$52.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-33- 2.27% |
$1.26K - $1.44K
|
1.42K
$38K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-35- 0.37% |
$1.34K - $1.52K
|
9.33K
$249K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-36- 0.46% |
$1.38K - $1.57K
|
7.72K
$206K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-37- 3.37% |
$1.42K - $1.61K
|
1.06K
$28.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-37- 0.05% |
$1.42K - $1.61K
|
73.7K
$1.97M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 7.58% |
$1.91K - $2.18K
|
610
$16.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-50- 0.84% |
$1.91K - $2.18K
|
5.87K
$157K
|