Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 07, 2024 Q4 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
610
+ 4.63%
$23.3K - $29.3K
13.8K $333K
Jan 18, 2024 Q4 2023
Altfest L J & CO Inc

BUY
 -
610
+ 6.22%
$23.3K - $29.3K
10.4K $252K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
597
New
$22.8K - $28.7K
597 $14.4K
Feb 05, 2024 Q4 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
586
+ 5.59%
$22.3K - $28.1K
11.1K $267K
Jan 23, 2024 Q4 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
581
+ 2.37%
$22.2K - $27.9K
25.1K $607K
Feb 14, 2024 Q4 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
579
+ 3.61%
$22.1K - $27.8K
16.6K $402K
Jan 23, 2024 Q4 2023
Walkner Condon Financial Advisors LLC

BUY
 -
578
+ 5.28%
$22K - $27.8K
11.5K $278K
Jan 26, 2024 Q4 2023
Aspiriant, LLC

BUY
 -
573
+ 10.32%
$21.8K - $27.5K
6.12K $148K
Feb 05, 2024 Q4 2023
Sage Rhino Capital LLC

BUY
 -
568
+ 6.05%
$21.7K - $27.3K
9.96K $241K
Jan 26, 2024 Q4 2023
Hendershot Investments Inc.

BUY
 -
564
+ 5.35%
$21.5K - $27.1K
11.1K $268K
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
530
+ 4.71%
$20.2K - $25.5K
11.8K $285K
Feb 13, 2024 Q4 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
523
+ 1.04%
$19.9K - $25.1K
51K $1.23M
Jan 31, 2024 Q4 2023
Litman Gregory Wealth Management LLC

BUY
 -
517
+ 3.26%
$19.7K - $24.8K
16.4K $396K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
517
+ 16.47%
$19.7K - $24.8K
3.66K $88.3K
Feb 08, 2024 Q4 2023
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
510
+ 5.75%
$19.4K - $24.5K
9.38K $227K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
475
+ 6.54%
$18.1K - $22.8K
7.74K $187K
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
475
+ 1.07%
$18.1K - $22.8K
44.9K $1.08M
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
472
+ 7.13%
$18K - $22.7K
7.09K $171K
Feb 09, 2024 Q4 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
470
+ 1.62%
$17.9K - $22.6K
29.6K $714K
Jan 16, 2024 Q4 2023
Cambridge Advisors Inc.

BUY
 -
466
+ 1.74%
$17.8K - $22.4K
27.3K $659K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
462
New
$17.6K - $22.2K
462 $11.2K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
460
+ 5.24%
$17.5K - $22.1K
9.24K $223K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
454
New
$17.3K - $21.8K
454 $11K
Jan 19, 2024 Q4 2023
Pinnacle Associates LTD

BUY
 -
450
+ 0.74%
$17.2K - $21.6K
61.4K $1.48M
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
447
+ 126.27%
$17K - $21.5K
801 $19.4K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
441
+ 0.93%
$16.8K - $21.2K
48.1K $1.16M
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

BUY
 -
420
+ 0.75%
$16K - $20.2K
56.1K $1.35M
Feb 13, 2024 Q4 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
416
+ 6.92%
$15.9K - $20K
6.43K $155K
Feb 01, 2024 Q4 2023
Acas, LLC

BUY
 -
413
+ 3.28%
$15.7K - $19.8K
13K $314K
Feb 09, 2024 Q4 2023
Mai Capital Management

BUY
 -
412
+ 0.43%
$15.7K - $19.8K
95.3K $2.3M
Jan 31, 2024 Q4 2023
Waterfront Wealth Inc.

BUY
 -
409
+ 4.58%
$15.6K - $19.6K
9.35K $226K
Feb 13, 2024 Q4 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
408
+ 3.33%
$15.6K - $19.6K
12.7K $306K
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
408
+ 0.28%
$15.6K - $19.6K
146K $3.54M
Feb 12, 2024 Q4 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
407
+ 0.35%
$15.5K - $19.5K
118K $2.84M
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
398
New
$15.2K - $19.1K
398 $9.62K
Jan 24, 2024 Q4 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
395
+ 372.64%
$15.1K - $19K
501 $12.1K
Feb 06, 2024 Q4 2023
Outfitter Financial LLC

BUY
 -
390
+ 0.6%
$14.9K - $18.7K
64.9K $1.57M
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

BUY
 -
388
+ 2.19%
$14.8K - $18.6K
18.1K $437K
Jan 03, 2024 Q4 2023
Paragon Wealth Strategies, LLC

BUY
 -
384
+ 7.57%
$14.6K - $18.4K
5.46K $132K
Feb 05, 2024 Q4 2023
Mc Adam, LLC

BUY
 -
379
+ 0.72%
$14.5K - $18.2K
52.9K $1.28M
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
364
New
$13.9K - $17.5K
364 $8.79K
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
356
+ 0.81%
$13.6K - $17.1K
44.1K $1.07M
Jan 30, 2024 Q4 2023
Crescent Grove Advisors, LLC

BUY
 -
352
+ 2.35%
$13.4K - $16.9K
15.4K $371K
Jan 31, 2024 Q4 2023
Gradient Capital Advisors, LLC

BUY
 -
339
+ 1.5%
$12.9K - $16.3K
22.9K $553K
Jan 26, 2024 Q4 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
318
+ 1.77%
$12.1K - $15.3K
18.3K $443K
Jan 31, 2024 Q4 2023
Kathleen S. Wright Associates Inc.

BUY
 -
314
+ 9.25%
$12K - $15.1K
3.71K $89.6K
Jan 19, 2024 Q4 2023
Blb&B Advisors, LLC

BUY
 -
308
+ 2.56%
$11.7K - $14.8K
12.3K $298K
Feb 09, 2024 Q4 2023
Wealthfront Advisers LLC

BUY
 -
302
+ 0.68%
$11.5K - $14.5K
45K $1.09M
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
300
New
$11.4K - $14.4K
300 $7.25K

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