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 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.4K+ 86.93% |
$395K - $497K
|
22.3K
$538K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
10.4K+ 4.45% |
$395K - $497K
|
243K
$5.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 47.73% |
$394K - $496K
|
32K
$772K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
10.3K+ 127.99% |
$394K - $496K
|
18.4K
$444K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
10.2K+ 28.21% |
$390K - $491K
|
46.4K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
10.1KNew |
$384K - $484K
|
10.1K
$243K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 12.23% |
$381K - $480K
|
91.7K
$2.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.94K+ 58.27% |
$379K - $477K
|
27K
$652K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9.79KNew |
$373K - $470K
|
9.79K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
9.74KNew |
$372K - $468K
|
9.74K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.61K+ 11.17% |
$366K - $461K
|
95.6K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9.44KNew |
$360K - $453K
|
9.44K
$228K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9.23KNew |
$352K - $443K
|
9.23K
$223K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
9.22KNew |
$352K - $443K
|
9.22K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
9.1KNew |
$347K - $437K
|
9.1K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9KNew |
$343K - $432K
|
9K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8.99K+ 171.7% |
$343K - $431K
|
14.2K
$344K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
8.92K+ 3.53% |
$340K - $428K
|
262K
$6.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.63K+ 8.14% |
$329K - $414K
|
115K
$2.77M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.54K+ 155.22% |
$326K - $410K
|
14K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
8.27KNew |
$315K - $397K
|
8.27K
$200K
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.25KNew |
$315K - $396K
|
8.25K
$199K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
8.25KNew |
$314K - $396K
|
8.25K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8.23K+ 3402.48% |
$314K - $395K
|
8.48K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.92K+ 13.1% |
$302K - $380K
|
68.4K
$1.65M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7.89KNew |
$301K - $379K
|
7.89K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.84K+ 15.63% |
$299K - $376K
|
58K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.79K+ 32.44% |
$297K - $374K
|
31.8K
$768K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.71K+ 1.25% |
$294K - $370K
|
625K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.7KNew |
$294K - $370K
|
7.7K
$186K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
7.42KNew |
$283K - $356K
|
7.42K
$179K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.27KNew |
$277K - $349K
|
7.27K
$176K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
7.21K+ 4.26% |
$275K - $346K
|
177K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.17K+ 5.9% |
$273K - $344K
|
129K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
7.13KNew |
$272K - $342K
|
7.13K
$172K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.07K+ 6.05% |
$269K - $339K
|
124K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.06K+ 109.99% |
$269K - $339K
|
13.5K
$326K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
7.02K+ 12.59% |
$268K - $337K
|
62.8K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6.95K+ 5.51% |
$265K - $334K
|
133K
$3.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.91K+ 1.83% |
$263K - $332K
|
385K
$9.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
6.9K+ 6.63% |
$263K - $331K
|
111K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.9K+ 3.44% |
$263K - $331K
|
207K
$5.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.89K+ 9.31% |
$263K - $331K
|
80.9K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.87KNew |
$262K - $330K
|
6.87K
$166K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
6.8KNew |
$259K - $326K
|
6.8K
$164K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.76K+ 7.17% |
$258K - $325K
|
101K
$2.44M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6.76K+ 26.07% |
$258K - $325K
|
32.7K
$790K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
6.76KNew |
$258K - $324K
|
6.76K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.64KNew |
$253K - $319K
|
6.64K
$161K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
6.63KNew |
$253K - $318K
|
6.63K
$160K
|