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 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
6.46K+ 3.28% |
$246K - $310K
|
203K
$5.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
6.41KNew |
$244K - $308K
|
6.41K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.33KNew |
$241K - $304K
|
6.33K
$174K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6.3K+ 2.65% |
$240K - $303K
|
245K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.27KNew |
$239K - $301K
|
6.27K
$172K
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
6.02K+ 1.56% |
$229K - $289K
|
392K
$10.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.88K+ 85.81% |
$224K - $282K
|
12.7K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.85K+ 7594.81% |
$223K - $281K
|
5.93K
$163K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.82K+ 14.84% |
$222K - $279K
|
45K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.79K+ 1.42% |
$221K - $278K
|
414K
$11.4M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.74KNew |
$219K - $276K
|
5.74K
$158K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.73KNew |
$218K - $275K
|
5.73K
$157K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.62K+ 2.52% |
$214K - $270K
|
229K
$6.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.59KNew |
$213K - $269K
|
5.59K
$154K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
5.51K+ 15.1% |
$210K - $265K
|
42K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.49KNew |
$209K - $264K
|
5.49K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.44KNew |
$208K - $261K
|
5.44K
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.43K+ 43.31% |
$207K - $261K
|
18K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.41K+ 266.7% |
$206K - $260K
|
7.44K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.32K+ 8.58% |
$203K - $255K
|
67.3K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.26KNew |
$200K - $252K
|
5.26K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.24KNew |
$200K - $252K
|
5.24K
$144K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
5.23K+ 25.32% |
$199K - $251K
|
25.9K
$711K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.14KNew |
$196K - $247K
|
5.14K
$141K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.08KNew |
$194K - $244K
|
5.08K
$140K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.07KNew |
$193K - $243K
|
5.07K
$139K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.02K+ 6.18% |
$191K - $241K
|
86.1K
$2.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.98K+ 4.33% |
$190K - $239K
|
120K
$3.3M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.97K+ 61.59% |
$190K - $239K
|
13K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.95K+ 3.46% |
$189K - $238K
|
148K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.95KNew |
$189K - $237K
|
4.95K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.79K+ 4.63% |
$183K - $230K
|
108K
$2.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.75KNew |
$181K - $228K
|
4.75K
$130K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
4.73KNew |
$180K - $227K
|
4.73K
$130K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
4.67KNew |
$178K - $224K
|
4.67K
$128K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.66K+ 22.47% |
$178K - $224K
|
25.4K
$699K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.62KNew |
$176K - $222K
|
4.62K
$127K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.62KNew |
$176K - $222K
|
4.62K
$127K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.62K+ 7.62% |
$176K - $222K
|
65.1K
$1.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4.61K+ 1.47% |
$176K - $221K
|
319K
$8.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.6K+ 9.51% |
$176K - $221K
|
53K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
4.6KNew |
$175K - $221K
|
4.6K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.6KNew |
$175K - $221K
|
4.6K
$126K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.59KNew |
$175K - $221K
|
4.59K
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
4.59KNew |
$175K - $220K
|
4.59K
$126K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.48KNew |
$171K - $215K
|
4.48K
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.48KNew |
$171K - $215K
|
4.48K
$123K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.47K+ 19.62% |
$171K - $215K
|
27.3K
$750K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.44KNew |
$169K - $213K
|
4.44K
$122K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.44K+ 6.36% |
$169K - $213K
|
74.2K
$2.04M
|