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
|
Pfg Advisors
|
SELL
|
- |
-663- 1.84% |
$25.4K - $28.9K
|
35.3K
$830K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-683- 19.46% |
$26.1K - $29.7K
|
2.83K
$66.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-690- 1.08% |
$26.4K - $30K
|
63.2K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-706- 3.72% |
$27K - $30.7K
|
18.3K
$429K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-709- 7.32% |
$27.1K - $30.9K
|
8.98K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-739- 6.71% |
$28.3K - $32.2K
|
10.3K
$241K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-754- 0.69% |
$28.8K - $32.8K
|
109K
$2.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-767- 3.08% |
$29.3K - $33.4K
|
24.2K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-770- 4.82% |
$29.5K - $33.5K
|
15.2K
$357K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-784- 3.92% |
$30K - $34.1K
|
19.2K
$451K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-788- 22.32% |
$30.1K - $34.3K
|
2.74K
$64.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-846- 8.23% |
$32.4K - $36.8K
|
9.44K
$222K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-878- 1.55% |
$33.6K - $38.2K
|
55.7K
$1.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-880- 0.36% |
$33.7K - $38.3K
|
241K
$5.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-910- 17.14% |
$34.8K - $39.6K
|
4.4K
$103K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-918- 1.5% |
$35.1K - $40K
|
60.4K
$1.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-920- 1.35% |
$35.2K - $40.1K
|
67.4K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-947- 3.14% |
$36.2K - $41.2K
|
29.2K
$685K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-950- 2.72% |
$36.3K - $41.4K
|
33.9K
$797K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-957- 4.88% |
$36.6K - $41.7K
|
18.6K
$438K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-979- 1.0% |
$37.4K - $42.6K
|
97.3K
$2.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 62.74% |
$38.3K - $43.5K
|
594
$13.9K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1K- 0.9% |
$38.4K - $43.7K
|
111K
$2.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 7.53% |
$39.1K - $44.5K
|
12.6K
$295K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.03K- 12.75% |
$39.4K - $44.8K
|
7.04K
$165K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.06K- 17.24% |
$40.7K - $46.3K
|
5.11K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-1.07K- 8.84% |
$40.9K - $46.6K
|
11K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.08K- 2.06% |
$41.1K - $46.8K
|
51.2K
$1.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-1.08K- 1.99% |
$41.3K - $47K
|
53.1K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.09K- 3.41% |
$41.8K - $47.6K
|
31K
$727K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.13K- 8.85% |
$43.3K - $49.3K
|
11.7K
$274K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.13K- 0.58% |
$43.4K - $49.4K
|
195K
$4.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.19K- 1.94% |
$45.4K - $51.6K
|
60K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.2K- 99.92% |
$45.9K - $52.2K
|
1
$23.5
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-1.22K- 2.53% |
$46.8K - $53.2K
|
47.1K
$1.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.23K- 1.51% |
$47.1K - $53.6K
|
80.6K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.25K- 22.37% |
$47.9K - $54.5K
|
4.35K
$102K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.28K- 9.02% |
$48.9K - $55.6K
|
12.9K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.31K- 12.5% |
$49.9K - $56.8K
|
9.13K
$214K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 2.84% |
$50.1K - $57K
|
44.7K
$1.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.33K- 11.41% |
$50.8K - $57.8K
|
10.3K
$242K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.34K- 1.55% |
$51.2K - $58.3K
|
85.1K
$2M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.34K- 3.04% |
$51.2K - $58.3K
|
42.6K
$1M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 8.9% |
$51.3K - $58.4K
|
13.7K
$323K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.35K- 14.11% |
$51.5K - $58.6K
|
8.19K
$192K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.35K- 5.38% |
$51.5K - $58.6K
|
23.7K
$556K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.36K- 1.41% |
$51.9K - $59K
|
95K
$2.23M
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.44K- 0.91% |
$55.1K - $62.7K
|
158K
$3.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.45K- 5.17% |
$55.6K - $63.3K
|
26.6K
$625K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.46K- 1.23% |
$55.8K - $63.6K
|
117K
$2.75M
|