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 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.16K- 20.54% |
$44.1K - $55.5K
|
4.47K
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.16K- 9.29% |
$44.1K - $55.6K
|
11.3K
$273K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.16K- 11.03% |
$44.1K - $55.6K
|
9.33K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.17K- 5.54% |
$44.8K - $56.4K
|
20K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 0.83% |
$45.1K - $56.9K
|
142K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.22K- 2.17% |
$46.4K - $58.5K
|
54.9K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 4.85% |
$46.9K - $59K
|
24.1K
$582K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.23K- 1.69% |
$46.9K - $59.1K
|
71.6K
$1.73M
|
|
|
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
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.29K- 2.77% |
$49.1K - $61.9K
|
45.3K
$1.09M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.29K- 5.08% |
$49.3K - $62.1K
|
24.2K
$585K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.3K- 6.82% |
$49.7K - $62.6K
|
17.8K
$431K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.31K- 22.57% |
$49.9K - $62.9K
|
4.49K
$109K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.31K- 11.57% |
$50K - $63K
|
10K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 1.82% |
$52.3K - $65.8K
|
74K
$1.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.37K- 1.86% |
$52.3K - $65.9K
|
72.2K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.4K- 1.46% |
$53.3K - $67.1K
|
94.1K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.49K- 3.99% |
$56.7K - $71.4K
|
35.8K
$865K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.52K- 11.09% |
$57.9K - $72.9K
|
12.2K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.56K- 20.75% |
$59.4K - $74.9K
|
5.95K
$144K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.65K- 11.47% |
$62.8K - $79.1K
|
12.7K
$307K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.66K- 0.65% |
$63.3K - $79.8K
|
256K
$6.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-1.69K- 5.25% |
$64.4K - $81.1K
|
30.4K
$735K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.69K- 92.02% |
$64.6K - $81.3K
|
147
$3.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.74K- 21.78% |
$66.4K - $83.6K
|
6.25K
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.75K- 26.27% |
$66.7K - $83.9K
|
4.91K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.76K- 6.88% |
$67.1K - $84.5K
|
23.8K
$575K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.8K- 1.53% |
$68.4K - $86.2K
|
116K
$2.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.8K- 1.36% |
$68.6K - $86.3K
|
130K
$3.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.86K- 5.81% |
$71.1K - $89.5K
|
30.2K
$730K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.88K- 18.2% |
$71.8K - $90.5K
|
8.47K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.9K- 1.22% |
$72.6K - $91.4K
|
153K
$3.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.91K- 1.78% |
$72.9K - $91.8K
|
105K
$2.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.91K- 5.55% |
$73K - $91.9K
|
32.6K
$787K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.93K- 22.29% |
$73.6K - $92.7K
|
6.73K
$163K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.96K- 14.6% |
$74.6K - $93.9K
|
11.4K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.98K- 6.69% |
$75.5K - $95.1K
|
27.6K
$667K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.01K- 25.45% |
$76.5K - $96.3K
|
5.88K
$142K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.04K- 3.74% |
$77.6K - $97.7K
|
52.4K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.09K- 13.99% |
$79.7K - $100K
|
12.9K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-2.1K- 22.33% |
$80K - $101K
|
7.3K
$176K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-2.12K- 11.74% |
$80.6K - $102K
|
15.9K
$384K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.15K- 4.02% |
$81.8K - $103K
|
51.3K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.17K- 3.49% |
$82.9K - $104K
|
60.1K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.19K- 18.25% |
$83.5K - $105K
|
9.82K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.31K- 4.31% |
$88.2K - $111K
|
51.4K
$1.24M
|
|
|
Mar 28, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.34K- 9.21% |
$89.2K - $112K
|
23K
$557K
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.34K- 9.21% |
$89.2K - $112K
|
23K
$557K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.36K- 13.52% |
$90.1K - $114K
|
15.1K
$365K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.4K- 13.25% |
$91.4K - $115K
|
15.7K
$379K
|