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
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.5K- 9.69% |
$516K - $587K
|
126K
$6.46M
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-14.7K- 85.39% |
$561K - $639K
|
2.51K
$129K
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-14.8K- 5.35% |
$566K - $644K
|
262K
$13.5M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.9K- 8.23% |
$570K - $649K
|
166K
$8.54M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 1.13% |
$587K - $668K
|
1.34M
$68.9M
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-16K- 1.21% |
$612K - $697K
|
1.31M
$67.4M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16.7K- 11.73% |
$637K - $726K
|
125K
$6.45M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.8K- 1.72% |
$642K - $731K
|
959K
$49.3M
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-16.9K- 28.85% |
$647K - $736K
|
41.7K
$2.14M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17K- 11.14% |
$648K - $738K
|
135K
$6.95M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17K- 2.75% |
$651K - $741K
|
601K
$30.9M
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-17.1K- 7.93% |
$654K - $745K
|
199K
$10.2M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.7K- 23.6% |
$678K - $772K
|
57.4K
$2.95M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.8K- 85.43% |
$682K - $776K
|
3.04K
$156K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.3K- 6.76% |
$699K - $795K
|
252K
$13M
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-19.2K- 10.23% |
$736K - $837K
|
169K
$8.68M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20.2K- 20.21% |
$774K - $881K
|
79.9K
$4.11M
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-22.4K- 67.38% |
$858K - $977K
|
10.9K
$558K
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-23.3K- 26.83% |
$893K - $1.02M
|
63.7K
$3.27M
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-23.7K- 32.1% |
$906K - $1.03M
|
50.1K
$2.58M
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-24.7K- 13.97% |
$944K - $1.08M
|
152K
$7.82M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25.3K- 27.48% |
$969K - $1.1M
|
66.9K
$3.44M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25.5K- 7.21% |
$974K - $1.11M
|
328K
$16.9M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-25.9K- 57.01% |
$992K - $1.13M
|
19.6K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.1K- 22.19% |
$998K - $1.14M
|
91.5K
$4.7M
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-26.9K- 6.38% |
$1.03M - $1.17M
|
394K
$20.3M
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-33.4K- 9.82% |
$1.28M - $1.45M
|
307K
$15.8M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-33.6K- 81.86% |
$1.28M - $1.46M
|
7.44K
$383K
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-33.8K- 54.65% |
$1.29M - $1.47M
|
28.1K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-33.9K- 31.93% |
$1.29M - $1.47M
|
72.2K
$3.71M
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-40.8K- 16.69% |
$1.56M - $1.77M
|
203K
$10.5M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42.6K- 50.0% |
$1.63M - $1.86M
|
42.6K
$2.19M
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-46.4K- 43.93% |
$1.77M - $2.02M
|
59.2K
$3.04M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-51.4K- 9.34% |
$1.97M - $2.24M
|
499K
$25.6M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-54.8K- 51.84% |
$2.1M - $2.39M
|
50.9K
$2.62M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-58.3K- 11.35% |
$2.23M - $2.54M
|
456K
$23.4M
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-63K- 6.56% |
$2.41M - $2.74M
|
896K
$46.1M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-66.3K- 28.41% |
$2.53M - $2.89M
|
167K
$8.59M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-84.9K- 20.64% |
$3.25M - $3.7M
|
326K
$16.8M
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-92.2K- 85.24% |
$3.53M - $4.02M
|
16K
$821K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-107K- 3.37% |
$4.08M - $4.64M
|
3.06M
$157M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-107K- 8.05% |
$4.09M - $4.66M
|
1.22M
$62.9M
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-139K- 57.37% |
$5.33M - $6.07M
|
104K
$5.33M
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-146K- 90.25% |
$5.57M - $6.34M
|
15.7K
$808K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-152KClosed |
$5.8M - $6.6M
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-188K- 52.55% |
$7.2M - $8.2M
|
170K
$8.74M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-215K- 7.17% |
$8.22M - $9.36M
|
2.78M
$143M
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-277K- 3.61% |
$10.6M - $12.1M
|
7.4M
$380M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-409M- 100.0% |
$15.6B - $17.8B
|
7.91K
$407K
|