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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-280- 62.78% |
$10.7K - $12.2K
|
166
$4.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-286- 4.14% |
$10.9K - $12.5K
|
6.62K
$183K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-287- 78.2% |
$11K - $12.5K
|
80
$2.21K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-288- 1.94% |
$11K - $12.5K
|
14.6K
$403K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-288- 0.67% |
$11K - $12.5K
|
42.4K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-289- 2.33% |
$11.1K - $12.6K
|
12.1K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-292- 2.28% |
$11.2K - $12.7K
|
12.5K
$345K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-294- 2.37% |
$11.2K - $12.8K
|
12.1K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-300- 2.26% |
$11.5K - $13.1K
|
13K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-302- 2.24% |
$11.6K - $13.1K
|
13.2K
$365K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-303- 1.3% |
$11.6K - $13.2K
|
23K
$636K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-309- 2.42% |
$11.8K - $13.5K
|
12.5K
$345K
|
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-339- 0.52% |
$13K - $14.8K
|
64.4K
$1.78M
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-342- 5.65% |
$13.1K - $14.9K
|
5.71K
$158K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-346- 3.54% |
$13.2K - $15.1K
|
9.42K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-349- 6.09% |
$13.3K - $15.2K
|
5.38K
$149K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-355- 0.86% |
$13.6K - $15.5K
|
41.1K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-379- 3.55% |
$14.5K - $16.5K
|
10.3K
$284K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-383- 17.79% |
$14.6K - $16.7K
|
1.77K
$48.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-403- 2.86% |
$15.4K - $17.5K
|
13.7K
$378K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-410- 18.06% |
$15.7K - $17.9K
|
1.86K
$51.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-423- 2.95% |
$16.2K - $18.4K
|
13.9K
$384K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-430- 4.87% |
$16.4K - $18.7K
|
8.39K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-468- 0.2% |
$17.9K - $20.4K
|
231K
$6.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-468- 0.2% |
$17.9K - $20.4K
|
231K
$6.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-489- 17.83% |
$18.7K - $21.3K
|
2.25K
$62.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-490- 0.91% |
$18.7K - $21.3K
|
53.3K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-494- 0.19% |
$18.9K - $21.5K
|
261K
$7.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-503- 0.75% |
$19.2K - $21.9K
|
66.7K
$1.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-506- 0.57% |
$19.4K - $22K
|
89K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-534- 57.48% |
$20.4K - $23.3K
|
395
$10.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-564- 15.29% |
$21.6K - $24.6K
|
3.13K
$86.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-566- 0.23% |
$21.6K - $24.6K
|
249K
$6.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-580- 2.54% |
$22.2K - $25.3K
|
22.2K
$614K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-584- 3.66% |
$22.3K - $25.4K
|
15.4K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-595- 0.25% |
$22.8K - $25.9K
|
234K
$6.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-603- 1.67% |
$23.1K - $26.3K
|
35.5K
$981K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-611- 2.98% |
$23.4K - $26.6K
|
19.9K
$549K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-619- 4.21% |
$23.7K - $27K
|
14.1K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-621- 3.19% |
$23.8K - $27K
|
18.9K
$521K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
SELL
|
- |
-623- 0.35% |
$23.8K - $27.1K
|
179K
$4.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-651- 0.4% |
$24.9K - $28.3K
|
162K
$4.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-663- 1.84% |
$25.4K - $28.9K
|
35.3K
$976K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-683- 19.46% |
$26.1K - $29.7K
|
2.83K
$78.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-690- 1.08% |
$26.4K - $30K
|
63.2K
$1.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-706- 3.72% |
$27K - $30.7K
|
18.3K
$505K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-709- 7.32% |
$27.1K - $30.9K
|
8.98K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-739- 6.71% |
$28.3K - $32.2K
|
10.3K
$284K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-754- 0.69% |
$28.8K - $32.8K
|
109K
$3.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-767- 3.08% |
$29.3K - $33.4K
|
24.2K
$668K
|