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 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-60- 19.74% |
$2.3K - $2.61K
|
244
$6.74K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-62- 0.89% |
$2.37K - $2.7K
|
6.88K
$190K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-63- 0.06% |
$2.41K - $2.74K
|
106K
$2.92M
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-66- 0.08% |
$2.52K - $2.87K
|
84.2K
$2.33M
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-70- 0.27% |
$2.68K - $3.05K
|
26.2K
$723K
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-71- 0.1% |
$2.72K - $3.09K
|
69.2K
$1.91M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-72- 4.23% |
$2.75K - $3.13K
|
1.63K
$45.1K
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-77- 72.64% |
$2.95K - $3.35K
|
29
$801
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-78Closed |
$2.98K - $3.4K
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-84- 0.34% |
$3.21K - $3.66K
|
24.7K
$681K
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-95- 0.09% |
$3.63K - $4.14K
|
111K
$3.08M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-96- 1.78% |
$3.67K - $4.18K
|
5.3K
$146K
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
SELL
|
- |
-96- 0.65% |
$3.67K - $4.18K
|
14.6K
$404K
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-96- 0.72% |
$3.67K - $4.18K
|
13.2K
$364K
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-113- 1.22% |
$4.32K - $4.92K
|
9.18K
$254K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-115- 3.54% |
$4.4K - $5.01K
|
3.13K
$86.5K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-120- 1.39% |
$4.59K - $5.22K
|
8.51K
$235K
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-126- 0.56% |
$4.82K - $5.49K
|
22.6K
$623K
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-133- 1.48% |
$5.09K - $5.79K
|
8.85K
$244K
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-137- 0.56% |
$5.24K - $5.96K
|
24.3K
$670K
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-140- 1.72% |
$5.36K - $6.1K
|
8K
$221K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-144Closed |
$5.51K - $6.27K
|
0
$0
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-146- 2.49% |
$5.58K - $6.36K
|
5.72K
$158K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-147- 0.7% |
$5.62K - $6.4K
|
21K
$580K
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-148- 1.11% |
$5.66K - $6.44K
|
13.2K
$363K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-149- 0.42% |
$5.7K - $6.49K
|
35.3K
$975K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-154- 4.3% |
$5.89K - $6.71K
|
3.42K
$94.6K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-160- 0.85% |
$6.12K - $6.97K
|
18.7K
$516K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-161- 0.96% |
$6.16K - $7.01K
|
16.6K
$460K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-167- 38.39% |
$6.39K - $7.27K
|
268
$7.4K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-172- 1.07% |
$6.58K - $7.49K
|
15.9K
$438K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-174- 0.47% |
$6.66K - $7.58K
|
37.2K
$1.03M
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-185- 0.78% |
$7.08K - $8.05K
|
23.6K
$653K
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-186- 0.88% |
$7.11K - $8.1K
|
20.9K
$577K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-189- 0.13% |
$7.23K - $8.23K
|
149K
$4.1M
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-194- 2.58% |
$7.42K - $8.45K
|
7.33K
$203K
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-202- 0.29% |
$7.73K - $8.8K
|
68.3K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-203- 67.0% |
$7.76K - $8.84K
|
100
$2.76K
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-207- 2.31% |
$7.92K - $9.01K
|
8.75K
$242K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-221- 5.38% |
$8.45K - $9.62K
|
3.89K
$107K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-231- 3.04% |
$8.84K - $10.1K
|
7.36K
$203K
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-233- 8.33% |
$8.91K - $10.1K
|
2.56K
$70.8K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-235- 2.04% |
$8.99K - $10.2K
|
11.3K
$311K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-235- 63.69% |
$8.99K - $10.2K
|
134
$3.7K
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-236- 1.19% |
$9.03K - $10.3K
|
19.6K
$541K
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-237- 3.51% |
$9.07K - $10.3K
|
6.52K
$180K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-239- 31.28% |
$9.14K - $10.4K
|
525
$14.5K
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-259- 2.31% |
$9.91K - $11.3K
|
10.9K
$302K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-263- 33.5% |
$10.1K - $11.5K
|
522
$14.4K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-270- 2.15% |
$10.3K - $11.8K
|
12.3K
$339K
|