Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA) during Q4 2023. 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 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
262
New
$9.99K - $12.6K
262 $7.2K
Sep 25, 2024 Q4 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
259
+ 1.0%
$9.88K - $12.4K
26.1K $718K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
256
+ 1.23%
$9.76K - $12.3K
21.1K $581K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
250
New
$9.53K - $12K
250 $6.87K
Feb 13, 2024 Q4 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
249
+ 3.41%
$9.49K - $12K
7.55K $208K
Aug 06, 2024 Q4 2023
Hantz Financial Services, Inc.

BUY
 -
236
+ 74.92%
$9K - $11.3K
551 $15.1K
Feb 13, 2024 Q4 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
222
+ 3.48%
$8.46K - $10.7K
6.61K $182K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
222
+ 4.94%
$8.46K - $10.7K
4.72K $130K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
221
+ 1.46%
$8.43K - $10.6K
15.4K $423K
Feb 02, 2024 Q4 2023
Addison Advisors LLC

BUY
 -
215
+ 1194.44%
$8.2K - $10.3K
233 $6.41K
Feb 09, 2024 Q4 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
207
+ 3.24%
$7.89K - $9.94K
6.59K $181K
Jan 18, 2024 Q4 2023
Access Financial Services, Inc.

BUY
 -
205
+ 0.83%
$7.82K - $9.84K
24.8K $682K
Jan 24, 2024 Q4 2023
Capital Insight Partners, LLC

BUY
 -
203
+ 0.32%
$7.74K - $9.75K
64.6K $1.78M
Feb 02, 2024 Q4 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
201
New
$7.66K - $9.65K
201 $5.53K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
200
New
$7.63K - $9.6K
200 $5.5K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
198
New
$7.55K - $9.51K
198 $5.44K
Jan 29, 2024 Q4 2023
Bray Capital Advisors

BUY
 -
190
New
$7.24K - $9.12K
190 $5.22K
Jan 24, 2024 Q4 2023
Capital Management Associates, Inc

Minneapolis, MN
BUY
 -
188
New
$7.17K - $9.03K
188 $5.17K
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

BUY
 -
179
+ 2.85%
$6.83K - $8.6K
6.46K $177K
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
175
+ 2.39%
$6.67K - $8.4K
7.5K $206K
Jan 29, 2024 Q4 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
170
+ 0.97%
$6.48K - $8.16K
17.6K $484K
Jan 18, 2024 Q4 2023
Geometric Wealth Advisors

BUY
 -
168
+ 2.77%
$6.41K - $8.07K
6.24K $171K
Jan 08, 2024 Q4 2023
Optimum Investment Advisors

BUY
 -
167
+ 4.83%
$6.37K - $8.02K
3.63K $99.7K
Jan 22, 2024 Q4 2023
Parsons Capital Management Inc

BUY
 -
165
+ 1.37%
$6.29K - $7.92K
12.2K $335K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
157
+ 0.06%
$5.99K - $7.54K
276K $7.6M
Jan 25, 2024 Q4 2023
Sol Capital Management CO

BUY
 -
155
+ 0.79%
$5.91K - $7.44K
19.8K $544K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
149
+ 0.97%
$5.68K - $7.15K
15.5K $425K
Feb 12, 2024 Q4 2023
Fortis Capital Management LLC

BUY
 -
146
+ 0.16%
$5.57K - $7.01K
93.6K $2.57M
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
144
+ 2.5%
$5.49K - $6.91K
5.91K $163K
Feb 05, 2024 Q4 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
141
+ 1.72%
$5.38K - $6.77K
8.35K $229K
Feb 07, 2024 Q4 2023
Rba Wealth Management, LLC

BUY
 -
133
+ 2.53%
$5.07K - $6.39K
5.4K $148K
Jan 12, 2024 Q4 2023
Greenhouse Wealth Management, LLC

BUY
 -
122
+ 0.42%
$4.65K - $5.86K
29.3K $806K
Feb 12, 2024 Q4 2023
Wms Partners, LLC

BUY
 -
119
+ 0.83%
$4.54K - $5.71K
14.4K $397K
Jan 19, 2024 Q4 2023
Cornerstone Wealth Advisors, Inc.

BUY
 -
116
+ 1.03%
$4.42K - $5.57K
11.4K $312K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
111
New
$4.23K - $5.33K
111 $3.05K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
108
+ 125.58%
$4.12K - $5.19K
194 $5.33K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
107
New
$4.08K - $5.14K
107 $2.94K
Feb 07, 2024 Q4 2023
Great Diamond Partners, LLC

BUY
 -
106
+ 1.0%
$4.04K - $5.09K
10.7K $295K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
103
New
$3.93K - $4.95K
103 $2.83K
Jan 19, 2024 Q4 2023
Abacus Planning Group, Inc.

BUY
 -
100
+ 1.09%
$3.81K - $4.8K
9.25K $254K
Feb 12, 2024 Q4 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
100
+ 1.54%
$3.81K - $4.8K
6.58K $181K
Jan 23, 2024 Q4 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
90
+ 0.52%
$3.43K - $4.32K
17.3K $476K
Jan 19, 2024 Q4 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
84
+ 0.53%
$3.2K - $4.03K
16K $438K
Jan 17, 2024 Q4 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
81
+ 4.1%
$3.09K - $3.89K
2.06K $56.5K
Feb 14, 2024 Q4 2023
Index Fund Advisors, Inc.

BUY
 -
79
+ 0.46%
$3.01K - $3.79K
17.4K $477K
Jan 31, 2024 Q4 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
76
+ 2.8%
$2.9K - $3.65K
2.79K $76.6K
Jan 25, 2024 Q4 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
71
+ 0.47%
$2.71K - $3.41K
15.1K $416K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
68
New
$2.59K - $3.27K
68 $1.87K
Jan 17, 2024 Q4 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
66
New
$2.52K - $3.17K
66 $1.81K

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