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 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-632- 57.88% |
$24.1K - $30.3K
|
460
$12.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-642- 7.09% |
$24.5K - $30.8K
|
8.41K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-657- 0.61% |
$25.1K - $31.5K
|
107K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-661- 1.95% |
$25.2K - $31.7K
|
33.3K
$914K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-676- 0.32% |
$25.8K - $32.5K
|
210K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-678- 6.36% |
$25.9K - $32.6K
|
9.98K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-702- 8.75% |
$26.8K - $33.7K
|
7.32K
$201K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-717- 1.22% |
$27.3K - $34.4K
|
58.3K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-726- 3.12% |
$27.7K - $34.9K
|
22.5K
$619K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-763- 5.27% |
$29.1K - $36.6K
|
13.7K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-777- 3.25% |
$29.6K - $37.3K
|
23.1K
$635K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-799- 34.89% |
$30.5K - $38.4K
|
1.49K
$41K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-801- 3.75% |
$30.5K - $38.5K
|
20.6K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-805- 11.64% |
$30.7K - $38.7K
|
6.11K
$168K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-816- 27.57% |
$31.1K - $39.2K
|
2.14K
$58.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-821- 1.93% |
$31.3K - $39.4K
|
41.6K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-852- 1.11% |
$32.5K - $40.9K
|
76.2K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-870- 1.75% |
$33.2K - $41.8K
|
49K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-892- 1.4% |
$34K - $42.8K
|
62.9K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-894- 10.27% |
$34.1K - $42.9K
|
7.81K
$215K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-895- 81.22% |
$34.1K - $43K
|
207
$5.69K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-899- 64.72% |
$34.3K - $43.2K
|
490
$13.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-909- 2.58% |
$34.7K - $43.7K
|
34.3K
$942K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-920- 6.96% |
$35.1K - $44.2K
|
12.3K
$338K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-934- 3.75% |
$35.6K - $44.9K
|
24K
$658K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-945- 4.16% |
$36K - $45.4K
|
21.8K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-947- 14.16% |
$36.1K - $45.5K
|
5.74K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-962- 3.12% |
$36.7K - $46.2K
|
29.9K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-975- 0.19% |
$37.2K - $46.8K
|
526K
$14.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-976- 12.67% |
$37.2K - $46.9K
|
6.73K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-983- 4.78% |
$37.5K - $47.2K
|
19.6K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.04K- 63.12% |
$39.6K - $49.9K
|
607
$16.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.05K- 1.84% |
$40K - $50.4K
|
56.1K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.06K- 15.46% |
$40.2K - $50.7K
|
5.77K
$159K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.06K- 16.9% |
$40.5K - $50.9K
|
5.22K
$143K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.07K- 18.45% |
$40.8K - $51.4K
|
4.73K
$130K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.12% |
$42.1K - $53K
|
97.1K
$2.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.11K- 5.59% |
$42.1K - $53.1K
|
18.6K
$513K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.11K- 19.84% |
$42.4K - $53.4K
|
4.49K
$123K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.14K- 17.74% |
$43.3K - $54.6K
|
5.27K
$145K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.16K- 20.54% |
$44.1K - $55.5K
|
4.47K
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.16K- 9.29% |
$44.1K - $55.6K
|
11.3K
$311K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.16K- 11.03% |
$44.1K - $55.6K
|
9.33K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.17K- 5.54% |
$44.8K - $56.4K
|
20K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 0.83% |
$45.1K - $56.9K
|
142K
$3.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.22K- 2.17% |
$46.4K - $58.5K
|
54.9K
$1.51M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 4.85% |
$46.9K - $59K
|
24.1K
$663K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.23K- 1.69% |
$46.9K - $59.1K
|
71.6K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.24K- 4.19% |
$47.4K - $59.6K
|
28.4K
$780K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.29K- 2.77% |
$49.1K - $61.9K
|
45.3K
$1.25M
|