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 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
52.8KNew |
$2.01M - $2.54M
|
52.8K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
51.9K+ 29.83% |
$1.98M - $2.49M
|
226K
$6.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
48.5K+ 128.96% |
$1.85M - $2.33M
|
86.1K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
41.6KNew |
$1.59M - $2M
|
41.6K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40.7KNew |
$1.55M - $1.96M
|
40.7K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
39.7KNew |
$1.51M - $1.91M
|
39.7K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
38.9K+ 75.53% |
$1.48M - $1.87M
|
90.5K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38.9K+ 74.67% |
$1.48M - $1.87M
|
90.9K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
38.6KNew |
$1.47M - $1.85M
|
38.6K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
38.5KNew |
$1.47M - $1.85M
|
38.5K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
37.7K+ 29.99% |
$1.44M - $1.81M
|
163K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
37.4K+ 261.92% |
$1.43M - $1.8M
|
51.7K
$1.42M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
36.1KNew |
$1.38M - $1.73M
|
36.1K
$991K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.9K+ 6.58% |
$1.33M - $1.67M
|
565K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.6K+ 19.64% |
$1.32M - $1.66M
|
211K
$5.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
32.2KNew |
$1.23M - $1.55M
|
32.2K
$886K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31.1KNew |
$1.19M - $1.49M
|
31.1K
$856K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30.8K+ 24.95% |
$1.18M - $1.48M
|
154K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.5K+ 11.39% |
$1.16M - $1.46M
|
298K
$8.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.3K+ 41.64% |
$1.15M - $1.45M
|
103K
$2.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
30.2KNew |
$1.15M - $1.45M
|
30.2K
$830K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.8K+ 7.14% |
$1.14M - $1.43M
|
447K
$12.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
28.8K+ 5.16% |
$1.1M - $1.38M
|
588K
$16.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28.2K+ 21.39% |
$1.08M - $1.35M
|
160K
$4.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
27.6KNew |
$1.05M - $1.32M
|
27.6K
$758K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
26.7KNew |
$1.02M - $1.28M
|
26.7K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.5K+ 8.9% |
$1.01M - $1.27M
|
324K
$8.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
25.9K+ 277.37% |
$987K - $1.24M
|
35.2K
$968K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
25.8K+ 49.34% |
$984K - $1.24M
|
78.1K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25.6KNew |
$976K - $1.23M
|
25.6K
$704K
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25.3KNew |
$965K - $1.22M
|
25.3K
$696K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.7KNew |
$943K - $1.19M
|
24.7K
$680K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$851K - $1.07M
|
22.3K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
22K+ 6.98% |
$840K - $1.06M
|
338K
$9.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
21.4K+ 3.03% |
$818K - $1.03M
|
729K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
21.3KNew |
$812K - $1.02M
|
21.3K
$586K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
21K+ 2.59% |
$801K - $1.01M
|
833K
$22.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
20.9K+ 12.57% |
$796K - $1M
|
187K
$5.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
20.8KNew |
$792K - $997K
|
20.8K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20.5K+ 28.71% |
$780K - $983K
|
91.7K
$2.52M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.9K+ 12.81% |
$759K - $956K
|
175K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.1K+ 719.41% |
$729K - $919K
|
21.8K
$599K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
19K+ 9.97% |
$723K - $911K
|
209K
$5.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.9K+ 51.11% |
$721K - $908K
|
55.9K
$1.54M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18.8KNew |
$715K - $900K
|
18.8K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
18.7K+ 33.86% |
$715K - $900K
|
74.1K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
18.4K+ 366.53% |
$702K - $884K
|
23.4K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.1K+ 4.21% |
$690K - $868K
|
448K
$12.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
18.1KNew |
$689K - $868K
|
18.1K
$497K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
17.8K+ 25.43% |
$680K - $857K
|
88K
$2.42M
|