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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.55K- 10.77% |
$173K - $218K
|
37.7K
$910K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-4.61K- 16.89% |
$176K - $222K
|
22.7K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.73K- 2.22% |
$180K - $227K
|
208K
$5.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-4.85K- 20.72% |
$185K - $233K
|
18.6K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.02K- 1.92% |
$191K - $241K
|
256K
$6.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.07K- 99.96% |
$193K - $244K
|
2
$48.3
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.12K- 5.21% |
$195K - $246K
|
93.1K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.21K- 40.76% |
$199K - $250K
|
7.57K
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.24K- 2.21% |
$200K - $251K
|
232K
$5.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.25K- 29.41% |
$200K - $252K
|
12.6K
$304K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.3K- 16.8% |
$202K - $254K
|
26.2K
$634K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.54K- 2.14% |
$211K - $266K
|
253K
$6.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.61K- 2.44% |
$214K - $269K
|
225K
$5.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.69K- 2.9% |
$217K - $273K
|
190K
$4.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-5.99K- 6.92% |
$229K - $288K
|
80.6K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.1KClosed |
$232K - $293K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-6.14K- 15.53% |
$234K - $295K
|
33.4K
$807K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-6.37K- 54.21% |
$243K - $306K
|
5.38K
$130K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.72K- 7.34% |
$256K - $323K
|
84.8K
$2.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-6.79K- 21.76% |
$259K - $326K
|
24.4K
$590K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.33K- 28.16% |
$279K - $352K
|
18.7K
$452K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.51K- 4.42% |
$286K - $361K
|
163K
$3.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-7.61K- 8.54% |
$290K - $365K
|
81.5K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-7.79K- 47.03% |
$297K - $374K
|
8.78K
$212K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8K- 5.08% |
$305K - $384K
|
150K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-8.09K- 38.6% |
$308K - $388K
|
12.9K
$311K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.34K- 22.31% |
$318K - $400K
|
29K
$701K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-8.45K- 23.33% |
$322K - $406K
|
27.8K
$671K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.57K- 10.3% |
$327K - $412K
|
74.7K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.8K- 8.46% |
$336K - $423K
|
95.3K
$2.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-8.89K- 32.34% |
$339K - $427K
|
18.6K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.57K- 8.05% |
$365K - $460K
|
109K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.9K- 61.87% |
$378K - $475K
|
6.1K
$147K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.2K- 22.24% |
$388K - $488K
|
35.6K
$859K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.6K- 38.25% |
$402K - $507K
|
17K
$411K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-10.7K- 4.72% |
$410K - $516K
|
217K
$5.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.9K- 24.46% |
$414K - $521K
|
33.5K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11.5K- 4.38% |
$438K - $551K
|
251K
$6.06M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-11.8K- 42.56% |
$448K - $565K
|
15.9K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12.5K- 4.99% |
$475K - $599K
|
237K
$5.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-13.4K- 32.51% |
$510K - $643K
|
27.8K
$671K
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-13.7K- 28.62% |
$523K - $658K
|
34.2K
$826K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.4K- 14.38% |
$548K - $690K
|
85.6K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-14.4K- 49.04% |
$550K - $692K
|
15K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 3.5% |
$554K - $698K
|
401K
$9.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15.6K- 34.59% |
$596K - $751K
|
29.6K
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-16.6K- 15.99% |
$631K - $795K
|
87K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-16.8K- 5.56% |
$641K - $807K
|
285K
$6.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.9K- 53.18% |
$646K - $813K
|
14.9K
$360K
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-17K- 2.92% |
$649K - $817K
|
567K
$13.7M
|