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 |
|---|---|---|---|---|---|---|---|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.51K- 2.96% |
$95.8K - $121K
|
82.3K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.54K- 1.97% |
$97K - $122K
|
127K
$3.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.64K- 16.88% |
$101K - $127K
|
13K
$329K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.69K- 6.36% |
$103K - $129K
|
39.6K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-2.71K- 0.99% |
$103K - $130K
|
273K
$6.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.74K- 13.98% |
$105K - $132K
|
16.9K
$427K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.75K- 19.21% |
$105K - $132K
|
11.6K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-2.84K- 28.54% |
$108K - $136K
|
7.11K
$180K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.89K- 12.62% |
$110K - $139K
|
20K
$506K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.91K- 9.12% |
$111K - $140K
|
29K
$732K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.94K- 38.39% |
$112K - $141K
|
4.71K
$119K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.96K- 36.11% |
$113K - $142K
|
5.23K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.99K- 1.32% |
$114K - $144K
|
224K
$5.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.02K- 7.99% |
$115K - $145K
|
34.7K
$878K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.04K- 4.08% |
$116K - $146K
|
71.4K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.04K- 2.04% |
$116K - $146K
|
146K
$3.69M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.08K- 1.64% |
$117K - $148K
|
185K
$4.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.11K- 5.79% |
$119K - $149K
|
50.7K
$1.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.24K- 9.27% |
$124K - $156K
|
31.7K
$802K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3.27K- 4.38% |
$125K - $157K
|
71.4K
$1.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3.28K- 7.64% |
$125K - $157K
|
39.6K
$1M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-3.4K- 28.23% |
$130K - $163K
|
8.64K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.42K- 0.3% |
$130K - $164K
|
1.16M
$29.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.44K- 16.47% |
$131K - $165K
|
17.4K
$440K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.45K- 29.26% |
$131K - $165K
|
8.33K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.45K- 28.72% |
$131K - $166K
|
8.56K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 11.23% |
$134K - $169K
|
27.8K
$703K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.56K- 7.51% |
$136K - $171K
|
43.8K
$1.11M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-3.57K- 42.24% |
$136K - $171K
|
4.88K
$123K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.67K- 2.44% |
$140K - $176K
|
147K
$3.71M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.68K- 34.36% |
$140K - $177K
|
7.03K
$178K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.69K- 8.94% |
$141K - $177K
|
37.5K
$948K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.92K- 49.93% |
$149K - $188K
|
3.93K
$99.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-3.92K- 15.02% |
$150K - $188K
|
22.2K
$561K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4K- 27.98% |
$152K - $192K
|
10.3K
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.08K- 28.17% |
$156K - $196K
|
10.4K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.12K- 2.9% |
$157K - $198K
|
138K
$3.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.24K- 25.3% |
$162K - $204K
|
12.5K
$317K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.27K- 6.55% |
$163K - $205K
|
60.9K
$1.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.28K- 30.6% |
$163K - $206K
|
9.71K
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.33K- 0.85% |
$165K - $208K
|
502K
$12.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.4K- 9.29% |
$168K - $211K
|
43K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.43K- 40.31% |
$169K - $213K
|
6.55K
$166K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.43K- 19.34% |
$169K - $213K
|
18.5K
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.43K- 15.32% |
$169K - $213K
|
24.5K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.46K- 1.95% |
$170K - $214K
|
224K
$5.67M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.55K- 10.77% |
$173K - $218K
|
37.7K
$952K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-4.61K- 16.89% |
$176K - $222K
|
22.7K
$574K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.73K- 2.22% |
$180K - $227K
|
208K
$5.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-4.85K- 20.72% |
$185K - $233K
|
18.6K
$469K
|