Purchases and Sales Made in Q1 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 Q1 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
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
11.2M
New
$444M - $517M
11.2M $292M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
654K
+ 8.66%
$26M - $30.3M
8.21M $215M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
508K
+ 5.82%
$20.2M - $23.5M
9.23M $242M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
406K
New
$16.2M - $18.8M
406K $10.7M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
282K
+ 3516.35%
$11.2M - $13.1M
290K $7.61M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
247K
+ 25.31%
$9.83M - $11.4M
1.22M $32M
May 09, 2023 Q1 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
156K
+ 126.8%
$6.2M - $7.22M
279K $7.3M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
153K
+ 89.77%
$6.08M - $7.08M
323K $8.46M
Apr 18, 2023 Q1 2023
Forth Right Wealth Management, LLC

BUY
 -
133K
+ 68.32%
$5.3M - $6.17M
328K $8.59M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
116K
+ 34.65%
$4.61M - $5.37M
450K $11.8M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
91.8K
+ 2.86%
$3.66M - $4.26M
3.3M $86.5M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
91.8K
+ 2.86%
$3.66M - $4.26M
3.3M $86.5M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
89.6K
New
$3.57M - $4.15M
89.6K $2.35M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
84.5K
+ 219.56%
$3.37M - $3.92M
123K $3.22M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
83.4K
New
$3.32M - $3.86M
83.4K $2.18M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
75.6K
New
$3.01M - $3.5M
75.6K $1.98M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
74.9K
+ 34.83%
$2.98M - $3.47M
290K $7.6M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
72.9K
+ 27.16%
$2.9M - $3.38M
341K $8.94M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
64.6K
+ 105.36%
$2.57M - $2.99M
126K $3.3M
Apr 21, 2023 Q1 2023
Econ Financial Services Corp

BUY
 -
56.2K
New
$2.24M - $2.61M
56.2K $1.47M
Apr 13, 2023 Q1 2023
Joule Financial, LLC

BUY
 -
54.8K
+ 35.28%
$2.18M - $2.54M
210K $5.51M
May 18, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
47.4K
+ 856.47%
$1.89M - $2.2M
52.9K $1.39M
Apr 11, 2023 Q1 2023
Seneca House Advisors

BUY
 -
45.8K
+ 886.44%
$1.82M - $2.12M
50.9K $1.33M
Apr 24, 2023 Q1 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
45.3K
+ 6.79%
$1.8M - $2.1M
713K $18.7M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
42.9K
+ 92.96%
$1.71M - $1.99M
89.1K $2.34M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
42.9K
+ 341.32%
$1.71M - $1.99M
55.5K $1.45M
Apr 18, 2023 Q1 2023
Riversedge Advisors, LLC

BUY
 -
41.7K
+ 20.89%
$1.66M - $1.94M
242K $6.33M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
40.2K
+ 745.33%
$1.6M - $1.87M
45.6K $1.2M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
39.4K
+ 15.83%
$1.57M - $1.83M
288K $7.56M
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
35.5K
+ 63.64%
$1.41M - $1.64M
91.2K $2.39M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
34.3K
+ 175.21%
$1.36M - $1.59M
53.8K $1.41M
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
33.5K
New
$1.33M - $1.55M
33.5K $877K
May 15, 2023 Q1 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
33.4K
New
$1.33M - $1.55M
33.4K $877K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
33.4K
New
$1.33M - $1.55M
33.4K $876K
May 03, 2023 Q1 2023
Adams Wealth Management

BUY
 -
33.2K
+ 48.17%
$1.32M - $1.54M
102K $2.68M
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
33.1K
+ 0.45%
$1.32M - $1.53M
7.43M $195M
May 04, 2023 Q1 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
32.4K
+ 3.59%
$1.29M - $1.5M
935K $24.5M
Apr 28, 2023 Q1 2023
Capital Planning LLC

BUY
 -
32.2K
+ 23.19%
$1.28M - $1.49M
171K $4.48M
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
29.7K
+ 5.83%
$1.18M - $1.38M
539K $14.1M
Apr 26, 2023 Q1 2023
Fidelis I M, LLC

Medford, OR
BUY
 -
29.4K
+ 8.67%
$1.17M - $1.36M
369K $9.67M
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
28.7K
+ 3.2%
$1.14M - $1.33M
925K $24.2M
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
27.1K
+ 15.26%
$1.08M - $1.26M
205K $5.36M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
26.4K
New
$1.05M - $1.22M
26.4K $692K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
25.9K
+ 5.1%
$1.03M - $1.2M
535K $14M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
25.7K
New
$1.02M - $1.19M
25.7K $672K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
25.4K
+ 1.66%
$1.01M - $1.18M
1.55M $40.7M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
25.3K
+ 5.08%
$1.01M - $1.17M
524K $13.7M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
25.1K
New
$1M - $1.16M
25.1K $659K
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
24.9K
New
$990K - $1.15M
24.9K $652K

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