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 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-45- 75.0% |
$1.72K - $2.16K
|
15
$379
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-56- 0.37% |
$2.14K - $2.69K
|
15.2K
$385K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-58- 0.77% |
$2.21K - $2.79K
|
7.43K
$188K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-59- 1.22% |
$2.25K - $2.83K
|
4.79K
$121K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-59- 0.34% |
$2.25K - $2.83K
|
17.3K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-60- 1.14% |
$2.29K - $2.88K
|
5.2K
$131K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-61- 1.09% |
$2.33K - $2.93K
|
5.51K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-70- 0.22% |
$2.67K - $3.36K
|
32.1K
$811K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-71- 11.83% |
$2.71K - $3.41K
|
529
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-73- 1.27% |
$2.78K - $3.51K
|
5.68K
$144K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-76- 26.76% |
$2.9K - $3.65K
|
208
$5.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-81- 0.89% |
$3.09K - $3.89K
|
9.03K
$228K
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-89- 1.69% |
$3.39K - $4.27K
|
5.18K
$131K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-90- 1.07% |
$3.43K - $4.32K
|
8.33K
$210K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100- 1.12% |
$3.81K - $4.8K
|
8.84K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.15% |
$3.81K - $4.8K
|
66.6K
$1.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-102- 0.3% |
$3.89K - $4.9K
|
34.4K
$869K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-103- 1.89% |
$3.93K - $4.95K
|
5.34K
$135K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-108- 87.1% |
$4.12K - $5.19K
|
16
$404
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-116- 0.46% |
$4.42K - $5.57K
|
25.3K
$639K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-120- 23.08% |
$4.58K - $5.76K
|
400
$10.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-120- 0.19% |
$4.58K - $5.76K
|
62.3K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-120- 0.57% |
$4.58K - $5.76K
|
20.9K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-120- 0.21% |
$4.58K - $5.76K
|
56.4K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-122- 0.67% |
$4.65K - $5.86K
|
18.1K
$457K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-125- 0.2% |
$4.77K - $6K
|
63.8K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-129- 0.5% |
$4.92K - $6.19K
|
25.8K
$651K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-129- 0.4% |
$4.92K - $6.19K
|
32.5K
$821K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-135- 0.85% |
$5.15K - $6.48K
|
15.7K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-135- 1.64% |
$5.15K - $6.48K
|
8.1K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-137- 1.73% |
$5.22K - $6.58K
|
7.79K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-144- 1.38% |
$5.49K - $6.91K
|
10.3K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-149- 1.5% |
$5.68K - $7.15K
|
9.76K
$247K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-150- 24.59% |
$5.72K - $7.2K
|
460
$11.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-156- 2.0% |
$5.95K - $7.49K
|
7.65K
$193K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-159- 2.2% |
$6.06K - $7.64K
|
7.07K
$179K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-169- 4.63% |
$6.44K - $8.12K
|
3.48K
$88K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-173- 0.25% |
$6.6K - $8.31K
|
70.4K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-174- 99.43% |
$6.63K - $8.36K
|
1
$25.3
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-194- 49.11% |
$7.4K - $9.32K
|
201
$5.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-194- 0.29% |
$7.4K - $9.32K
|
66.6K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-196- 3.07% |
$7.47K - $9.41K
|
6.19K
$156K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-196- 16.55% |
$7.47K - $9.41K
|
988
$25K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-198- 2.52% |
$7.55K - $9.51K
|
7.66K
$193K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-210- 2.37% |
$8.01K - $10.1K
|
8.64K
$218K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-220- 3.47% |
$8.39K - $10.6K
|
6.13K
$155K
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
SELL
|
- |
-224- 3.85% |
$8.54K - $10.8K
|
5.6K
$142K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-225- 80.36% |
$8.58K - $10.8K
|
55
$1.39K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-228- 4.7% |
$8.69K - $10.9K
|
4.62K
$117K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-234- 4.8% |
$8.92K - $11.2K
|
4.64K
$117K
|