Purchases and Sales Made in Q1 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 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
|
- |
11.2MNew |
$444M - $517M
|
11.2M
$307M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
654K+ 8.66% |
$26M - $30.3M
|
8.21M
$226M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
508K+ 5.82% |
$20.2M - $23.5M
|
9.23M
$254M
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
406KNew |
$16.2M - $18.8M
|
406K
$11.2M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
282K+ 3516.35% |
$11.2M - $13.1M
|
290K
$7.98M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
247K+ 25.31% |
$9.83M - $11.4M
|
1.22M
$33.6M
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
156K+ 126.8% |
$6.2M - $7.22M
|
279K
$7.66M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
153K+ 89.77% |
$6.08M - $7.08M
|
323K
$8.87M
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
133K+ 68.32% |
$5.3M - $6.17M
|
328K
$9.01M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
116K+ 34.65% |
$4.61M - $5.37M
|
450K
$12.4M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
106KNew |
$4.21M - $4.9M
|
106K
$2.91M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
91.8K+ 2.86% |
$3.66M - $4.26M
|
3.3M
$90.8M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
91.8K+ 2.86% |
$3.66M - $4.26M
|
3.3M
$90.8M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
89.6KNew |
$3.57M - $4.15M
|
89.6K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
84.5K+ 219.56% |
$3.37M - $3.92M
|
123K
$3.38M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
83.4KNew |
$3.32M - $3.86M
|
83.4K
$2.29M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
75.6KNew |
$3.01M - $3.5M
|
75.6K
$2.08M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
74.9K+ 34.83% |
$2.98M - $3.47M
|
290K
$7.97M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72.9K+ 27.16% |
$2.9M - $3.38M
|
341K
$9.38M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
64.6K+ 105.36% |
$2.57M - $2.99M
|
126K
$3.46M
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
56.2KNew |
$2.24M - $2.61M
|
56.2K
$1.55M
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
54.8K+ 35.28% |
$2.18M - $2.54M
|
210K
$5.77M
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
47.4K+ 856.47% |
$1.89M - $2.2M
|
52.9K
$1.46M
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
45.8K+ 886.44% |
$1.82M - $2.12M
|
50.9K
$1.4M
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
45.3K+ 6.79% |
$1.8M - $2.1M
|
713K
$19.6M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.9K+ 92.96% |
$1.71M - $1.99M
|
89.1K
$2.45M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
42.9K+ 341.32% |
$1.71M - $1.99M
|
55.5K
$1.52M
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
41.7K+ 20.89% |
$1.66M - $1.94M
|
242K
$6.64M
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
40.2K+ 745.33% |
$1.6M - $1.87M
|
45.6K
$1.25M
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
39.4K+ 15.83% |
$1.57M - $1.83M
|
288K
$7.92M
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
35.5K+ 63.64% |
$1.41M - $1.64M
|
91.2K
$2.51M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
34.3K+ 175.21% |
$1.36M - $1.59M
|
53.8K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
33.5KNew |
$1.33M - $1.55M
|
33.5K
$920K
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
33.4KNew |
$1.33M - $1.55M
|
33.4K
$919K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
33.4KNew |
$1.33M - $1.55M
|
33.4K
$919K
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
33.2K+ 48.17% |
$1.32M - $1.54M
|
102K
$2.81M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33.1K+ 0.45% |
$1.32M - $1.53M
|
7.43M
$204M
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
32.4K+ 3.59% |
$1.29M - $1.5M
|
935K
$25.7M
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
32.2K+ 23.19% |
$1.28M - $1.49M
|
171K
$4.7M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29.7K+ 5.83% |
$1.18M - $1.38M
|
539K
$14.8M
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
29.4K+ 8.67% |
$1.17M - $1.36M
|
369K
$10.1M
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
28.7K+ 3.2% |
$1.14M - $1.33M
|
925K
$25.4M
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
27.1K+ 15.26% |
$1.08M - $1.26M
|
205K
$5.62M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.05M - $1.22M
|
26.4K
$726K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.9K+ 5.1% |
$1.03M - $1.2M
|
535K
$14.7M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25.7KNew |
$1.02M - $1.19M
|
25.7K
$705K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 1.66% |
$1.01M - $1.18M
|
1.55M
$42.7M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.3K+ 5.08% |
$1.01M - $1.17M
|
524K
$14.4M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
25.1KNew |
$1M - $1.16M
|
25.1K
$691K
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
24.9KNew |
$990K - $1.15M
|
24.9K
$684K
|