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 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-52- 2.15% |
$2.07K - $2.41K
|
2.37K
$65.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.97% |
$2.11K - $2.46K
|
5.4K
$148K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-53- 23.98% |
$2.11K - $2.46K
|
168
$4.62K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-57- 0.23% |
$2.27K - $2.64K
|
24.2K
$665K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-58- 47.93% |
$2.31K - $2.69K
|
63
$1.73K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-60- 0.66% |
$2.39K - $2.78K
|
9.05K
$249K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-61- 0.16% |
$2.43K - $2.83K
|
37.6K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-64- 0.5% |
$2.55K - $2.97K
|
12.8K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 0.42% |
$2.59K - $3.01K
|
15.5K
$425K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-76- 0.31% |
$3.03K - $3.52K
|
24.1K
$662K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-77Closed |
$3.07K - $3.57K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-79- 42.25% |
$3.15K - $3.66K
|
108
$2.97K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-82- 0.85% |
$3.27K - $3.8K
|
9.61K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-90- 1.79% |
$3.58K - $4.17K
|
4.94K
$136K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-94- 0.23% |
$3.74K - $4.36K
|
40.7K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-95- 0.78% |
$3.78K - $4.4K
|
12K
$331K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-95- 0.16% |
$3.78K - $4.4K
|
59.9K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-100- 1.37% |
$3.98K - $4.64K
|
7.23K
$199K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-100- 1.37% |
$3.98K - $4.64K
|
7.2K
$198K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-102- 0.49% |
$4.06K - $4.73K
|
20.6K
$565K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-106- 17.1% |
$4.22K - $4.91K
|
514
$14.1K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-107- 0.51% |
$4.26K - $4.96K
|
20.9K
$574K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-110- 16.37% |
$4.38K - $5.1K
|
562
$15.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-110- 0.72% |
$4.38K - $5.1K
|
15.3K
$420K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-112- 0.72% |
$4.46K - $5.19K
|
15.5K
$427K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-112- 44.44% |
$4.46K - $5.19K
|
140
$3.85K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-112- 1.93% |
$4.46K - $5.19K
|
5.71K
$157K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-115- 0.34% |
$4.58K - $5.33K
|
33.3K
$914K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-116- 1.96% |
$4.62K - $5.38K
|
5.79K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-119- 1.81% |
$4.74K - $5.52K
|
6.45K
$177K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-120- 0.65% |
$4.78K - $5.56K
|
18.4K
$507K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-124- 1.28% |
$4.94K - $5.75K
|
9.55K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-125- 0.91% |
$4.98K - $5.8K
|
13.7K
$376K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-130- 1.17% |
$5.18K - $6.03K
|
10.9K
$301K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-137- 0.39% |
$5.46K - $6.35K
|
35K
$962K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-140- 2.06% |
$5.57K - $6.49K
|
6.66K
$183K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-142- 77.17% |
$5.65K - $6.58K
|
42
$1.15K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-142- 12.32% |
$5.65K - $6.58K
|
1.01K
$27.8K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-146- 0.75% |
$5.81K - $6.77K
|
19.4K
$534K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-152- 2.66% |
$6.05K - $7.05K
|
5.57K
$153K
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-159- 3.17% |
$6.33K - $7.37K
|
4.85K
$133K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-163- 0.45% |
$6.49K - $7.56K
|
35.7K
$982K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-164- 0.72% |
$6.53K - $7.6K
|
22.7K
$625K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-166- 0.5% |
$6.61K - $7.7K
|
33K
$907K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-168- 62.69% |
$6.69K - $7.79K
|
100
$2.75K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-169- 3.84% |
$6.73K - $7.83K
|
4.23K
$116K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-171- 22.18% |
$6.81K - $7.93K
|
600
$16.5K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-174- 3.41% |
$6.93K - $8.07K
|
4.93K
$136K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-181- 11.41% |
$7.21K - $8.39K
|
1.41K
$38.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-182- 1.88% |
$7.25K - $8.44K
|
9.5K
$261K
|