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 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-4.09K- 28.01% |
$156K - $178K
|
10.5K
$540K
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.11K- 25.09% |
$157K - $179K
|
12.3K
$631K
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-4.16K- 34.89% |
$159K - $181K
|
7.76K
$399K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.26K- 3.73% |
$163K - $185K
|
110K
$5.64M
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.38K- 18.13% |
$167K - $191K
|
19.8K
$1.02M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.42K- 6.93% |
$169K - $192K
|
59.4K
$3.05M
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.43K- 43.22% |
$169K - $193K
|
5.82K
$299K
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.43K- 26.29% |
$169K - $193K
|
12.4K
$639K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.46K- 30.76% |
$171K - $194K
|
10K
$516K
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-4.6K- 12.11% |
$176K - $200K
|
33.4K
$1.72M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4.77K- 5.44% |
$182K - $208K
|
82.9K
$4.26M
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
SELL
|
- |
-4.78K- 8.16% |
$183K - $208K
|
53.8K
$2.77M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.8K- 41.0% |
$183K - $209K
|
6.9K
$355K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.89K- 8.71% |
$187K - $213K
|
51.2K
$2.63M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4.99K- 19.24% |
$191K - $217K
|
21K
$1.08M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.07K- 2.29% |
$194K - $221K
|
216K
$11.1M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.53K- 54.84% |
$211K - $241K
|
4.55K
$234K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.59K- 20.72% |
$214K - $244K
|
21.4K
$1.1M
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-5.63K- 13.03% |
$215K - $245K
|
37.6K
$1.93M
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.94K- 14.66% |
$227K - $258K
|
34.6K
$1.78M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.97K- 10.66% |
$228K - $260K
|
50K
$2.57M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.07K- 4.74% |
$232K - $264K
|
122K
$6.27M
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.21K- 6.03% |
$237K - $270K
|
96.8K
$4.98M
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-6.33K- 9.04% |
$242K - $276K
|
63.7K
$3.28M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.35K- 31.01% |
$243K - $276K
|
14.1K
$726K
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.58K- 4.15% |
$252K - $286K
|
152K
$7.82M
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.91K- 0.95% |
$264K - $301K
|
721K
$37.1M
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-7.26K- 2.34% |
$278K - $316K
|
302K
$15.5M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.71K- 10.49% |
$295K - $336K
|
65.9K
$3.39M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.93K- 18.28% |
$303K - $345K
|
35.4K
$1.82M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.33K- 14.41% |
$318K - $362K
|
49.4K
$2.54M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.33K- 14.41% |
$318K - $362K
|
49.4K
$2.54M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.34K- 32.09% |
$319K - $363K
|
17.7K
$908K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8.44K- 28.57% |
$323K - $367K
|
21.1K
$1.08M
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8.55K- 4.9% |
$327K - $372K
|
166K
$8.53M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.57K- 32.27% |
$328K - $373K
|
18K
$925K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.58K- 51.66% |
$328K - $373K
|
8.03K
$413K
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-8.71K- 19.79% |
$333K - $379K
|
35.3K
$1.82M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-8.99K- 21.03% |
$344K - $392K
|
33.8K
$1.74M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.16K- 24.03% |
$350K - $399K
|
29K
$1.49M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.92K- 4.06% |
$379K - $432K
|
235K
$12.1M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-9.97K- 63.8% |
$381K - $434K
|
5.66K
$291K
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-10.1K- 9.63% |
$386K - $440K
|
94.8K
$4.87M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-10.1K- 28.56% |
$387K - $440K
|
25.3K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.4K- 8.67% |
$396K - $451K
|
109K
$5.61M
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-10.4K- 18.25% |
$398K - $453K
|
46.6K
$2.4M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 31.57% |
$403K - $458K
|
22.8K
$1.17M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-12.2K- 11.43% |
$466K - $531K
|
94.5K
$4.86M
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
SELL
|
- |
-12.5K- 15.37% |
$479K - $545K
|
68.9K
$3.54M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12.9K- 17.0% |
$492K - $560K
|
62.8K
$3.23M
|