Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
64New |
$2.44K - $3.07K
|
64
$1.76K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
64+ 0.95% |
$2.44K - $3.07K
|
6.79K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
58+ 0.43% |
$2.21K - $2.79K
|
13.4K
$369K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
57+ 0.53% |
$2.17K - $2.74K
|
10.7K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
56+ 26.54% |
$2.14K - $2.69K
|
267
$7.34K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
55+ 0.83% |
$2.1K - $2.64K
|
6.68K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
55+ 0.53% |
$2.1K - $2.64K
|
10.4K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
54+ 0.41% |
$2.06K - $2.59K
|
13.2K
$364K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
50+ 0.69% |
$1.91K - $2.4K
|
7.27K
$200K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50+ 0.6% |
$1.91K - $2.4K
|
8.38K
$230K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
48+ 25.67% |
$1.83K - $2.3K
|
235
$6.46K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
43+ 0.16% |
$1.64K - $2.06K
|
26.7K
$733K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
38New |
$1.45K - $1.82K
|
38
$1.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36+ 3.1% |
$1.37K - $1.73K
|
1.2K
$32.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
36+ 0.09% |
$1.37K - $1.73K
|
38.9K
$1.07M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
36+ 0.72% |
$1.37K - $1.73K
|
5.05K
$139K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
36+ 0.73% |
$1.37K - $1.73K
|
4.95K
$136K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
36+ 0.4% |
$1.37K - $1.73K
|
9.12K
$251K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
34+ 0.52% |
$1.3K - $1.63K
|
6.53K
$180K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
32+ 13.01% |
$1.22K - $1.54K
|
278
$7.64K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
31+ 0.52% |
$1.18K - $1.49K
|
5.95K
$164K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
30+ 0.26% |
$1.14K - $1.44K
|
11.4K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
29+ 0.23% |
$1.11K - $1.39K
|
12.5K
$343K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
28+ 0.01% |
$1.07K - $1.34K
|
210K
$5.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
28+ 0.14% |
$1.07K - $1.34K
|
20.7K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 1.28% |
$1.07K - $1.34K
|
2.22K
$61K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
27+ 0.54% |
$1.03K - $1.3K
|
5.07K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
25New |
$953 - $1.2K
|
25
$687
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24+ 7.79% |
$915 - $1.15K
|
332
$9.13K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 0.19% |
$763 - $960
|
10.6K
$292K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
20New |
$763 - $960
|
20
$550
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
18+ 0.05% |
$686 - $864
|
34.8K
$956K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18New |
$686 - $864
|
18
$495
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
14+ 0.52% |
$534 - $672
|
2.7K
$74.3K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12New |
$458 - $576
|
12
$330
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8New |
$305 - $384
|
8
$220
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.45% |
$267 - $336
|
489
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
6New |
$229 - $288
|
6
$165
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6+ 0.29% |
$229 - $288
|
2.09K
$57.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.03% |
$153 - $192
|
12.1K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4+ 0.02% |
$153 - $192
|
20.6K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.33% |
$153 - $192
|
1.22K
$33.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.03% |
$114 - $144
|
10.2K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.15% |
$114 - $144
|
1.95K
$53.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$76.3 - $96
|
5.6K
$154K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.21% |
$76.3 - $96
|
935
$25.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.48% |
$76.3 - $96
|
416
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.38% |
$76.3 - $96
|
533
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$76.3 - $96
|
2
$55
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$76.3 - $96
|
9.33K
$256K
|