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 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.57K+ 9812.5% |
$60.1K - $68.4K
|
1.59K
$43.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.56K+ 115.77% |
$59.5K - $67.7K
|
2.9K
$80.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.55K+ 14.68% |
$59.4K - $67.7K
|
12.1K
$335K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 6.69% |
$58.4K - $66.5K
|
24.4K
$673K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.52K+ 32.75% |
$58.1K - $66.2K
|
6.16K
$170K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.5KNew |
$57.3K - $65.2K
|
1.5K
$41.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.49KNew |
$57.1K - $65K
|
1.49K
$41.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
1.48KNew |
$56.5K - $64.3K
|
1.48K
$40.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.43K+ 4.06% |
$54.5K - $62K
|
36.5K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 22.08% |
$54K - $61.4K
|
7.8K
$216K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.39K+ 2.61% |
$53.1K - $60.5K
|
54.7K
$1.51M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.36K+ 5.78% |
$52.1K - $59.3K
|
25K
$690K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.36K+ 1.61% |
$52.1K - $59.3K
|
85.7K
$2.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.36K+ 4.63% |
$52K - $59.2K
|
30.8K
$850K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 11.21% |
$51.1K - $58.2K
|
13.3K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.33K+ 22.66% |
$50.7K - $57.7K
|
7.18K
$198K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 35.29% |
$48.5K - $55.2K
|
4.86K
$134K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 9.73% |
$48.2K - $54.9K
|
14.2K
$393K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.26K+ 9.17% |
$48K - $54.6K
|
14.9K
$413K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.23K+ 1.39% |
$47K - $53.5K
|
89.4K
$2.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.22K+ 2.68% |
$46.7K - $53.2K
|
46.8K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.19K+ 5.5% |
$45.7K - $52K
|
22.9K
$632K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.17K+ 5.98% |
$44.6K - $50.8K
|
20.7K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.15K+ 72.61% |
$43.9K - $50K
|
2.73K
$75.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.11K+ 1.53% |
$42.3K - $48.2K
|
73.3K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 28.29% |
$41.9K - $47.7K
|
4.97K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07K+ 111.67% |
$41K - $46.7K
|
2.03K
$56.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.04KNew |
$39.8K - $45.3K
|
1.04K
$28.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.04K+ 479.63% |
$39.6K - $45.1K
|
1.25K
$34.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
1.02K+ 3.48% |
$39.1K - $44.5K
|
30.4K
$839K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.02K+ 3.6% |
$38.9K - $44.2K
|
29.2K
$807K
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1K+ 1.66% |
$38.3K - $43.6K
|
61.5K
$1.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
1K+ 7.25% |
$38.3K - $43.5K
|
14.8K
$409K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
994+ 12.82% |
$38K - $43.3K
|
8.75K
$242K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
965+ 10.21% |
$36.9K - $42K
|
10.4K
$288K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
961+ 9.29% |
$36.8K - $41.8K
|
11.3K
$312K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
949+ 4.42% |
$36.3K - $41.3K
|
22.4K
$620K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
943+ 6.48% |
$36.1K - $41.1K
|
15.5K
$428K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
BUY
|
- |
929+ 10.64% |
$35.5K - $40.4K
|
9.66K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
914New |
$35K - $39.8K
|
914
$25.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
905+ 2.11% |
$34.6K - $39.4K
|
43.7K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
868+ 2.03% |
$33.2K - $37.8K
|
43.6K
$1.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
867+ 5.17% |
$33.2K - $37.7K
|
17.7K
$488K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
851New |
$32.6K - $37.1K
|
851
$23.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
820+ 9.65% |
$31.4K - $35.7K
|
9.31K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
819+ 490.42% |
$31.3K - $35.7K
|
986
$27.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
815+ 1.96% |
$31.2K - $35.5K
|
42.4K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
797+ 0.84% |
$30.5K - $34.7K
|
95.6K
$2.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
763+ 8.31% |
$29.2K - $33.2K
|
9.95K
$275K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
750+ 4.12% |
$28.7K - $32.7K
|
19K
$524K
|