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 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
747+ 5.04% |
$28.6K - $32.5K
|
15.6K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
732New |
$28K - $31.9K
|
732
$20.2K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
726+ 1.35% |
$27.8K - $31.6K
|
54.5K
$1.51M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
726+ 1.35% |
$27.8K - $31.6K
|
54.5K
$1.51M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
715New |
$27.3K - $31.1K
|
715
$19.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
710+ 59.27% |
$27.2K - $30.9K
|
1.91K
$52.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
694+ 2.14% |
$26.5K - $30.2K
|
33.1K
$916K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
659+ 13.92% |
$25.2K - $28.7K
|
5.39K
$149K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
642+ 17.88% |
$24.6K - $28K
|
4.23K
$117K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
639+ 0.67% |
$24.4K - $27.8K
|
95.4K
$2.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
625+ 5.66% |
$23.9K - $27.2K
|
11.7K
$322K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
600New |
$23K - $26.1K
|
600
$16.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
587+ 9.54% |
$22.5K - $25.6K
|
6.74K
$186K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
585+ 1.34% |
$22.4K - $25.5K
|
44.4K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
581+ 2.1% |
$22.2K - $25.3K
|
28.3K
$781K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
560+ 0.49% |
$21.4K - $24.4K
|
114K
$3.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
542New |
$20.7K - $23.6K
|
542
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
536New |
$20.5K - $23.3K
|
536
$14.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
531+ 331.88% |
$20.3K - $23.1K
|
691
$19.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
529+ 1.39% |
$20.2K - $23K
|
38.6K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
517+ 0.49% |
$19.8K - $22.5K
|
105K
$2.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
514+ 9.53% |
$19.7K - $22.4K
|
5.91K
$163K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
502+ 5.47% |
$19.2K - $21.9K
|
9.68K
$268K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
500+ 3.62% |
$19.1K - $21.8K
|
14.3K
$395K
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
496+ 2.66% |
$19K - $21.6K
|
19.1K
$529K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
485New |
$18.6K - $21.1K
|
485
$13.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
479+ 4.78% |
$18.3K - $20.9K
|
10.5K
$290K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
479+ 52.52% |
$18.3K - $20.9K
|
1.39K
$38.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
475+ 3.57% |
$18.2K - $20.7K
|
13.8K
$381K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
469+ 1.05% |
$17.9K - $20.4K
|
45.3K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
466+ 23300.0% |
$17.8K - $20.3K
|
468
$12.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
464New |
$17.7K - $20.2K
|
464
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
455+ 2.53% |
$17.4K - $19.8K
|
18.4K
$510K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
452New |
$17.3K - $19.7K
|
452
$12.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
448+ 7.06% |
$17.1K - $19.5K
|
6.79K
$188K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
448+ 216.43% |
$17.1K - $19.5K
|
655
$18.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
440+ 2.03% |
$16.8K - $19.2K
|
22.1K
$610K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
431+ 2.14% |
$16.5K - $18.8K
|
20.6K
$569K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
417+ 7.28% |
$16K - $18.2K
|
6.15K
$170K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
415+ 4.95% |
$15.9K - $18.1K
|
8.79K
$243K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
409+ 4.57% |
$15.6K - $17.8K
|
9.35K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
409+ 7.34% |
$15.6K - $17.8K
|
5.98K
$165K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
403+ 2.11% |
$15.4K - $17.5K
|
19.5K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$15.3K - $17.4K
|
400
$11.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
399+ 18.48% |
$15.3K - $17.4K
|
2.56K
$70.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
391New |
$15K - $17K
|
391
$10.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
390+ 0.22% |
$14.9K - $17K
|
181K
$5M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
390+ 0.52% |
$14.9K - $17K
|
76K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
389+ 1.42% |
$14.9K - $16.9K
|
27.7K
$767K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
372+ 1.41% |
$14.2K - $16.2K
|
26.7K
$739K
|