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 15, 2023 Q1 2023
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
SELL
 -
-185
- 0.27%
$7.37K - $8.58K
67.3K $1.87M
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

SELL
 -
-185
- 37.37%
$7.37K - $8.58K
310 $8.64K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

SELL
 -
-191
- 1.04%
$7.61K - $8.85K
18.1K $504K
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

SELL
 -
-194
- 0.33%
$7.73K - $8.99K
58.5K $1.63M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

SELL
 -
-200
- 0.13%
$7.96K - $9.27K
148K $4.13M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-200
- 4.45%
$7.96K - $9.27K
4.29K $120K
Apr 17, 2023 Q1 2023
Ulland Investment Advisors, LLC

SELL
 -
-200
- 25.0%
$7.96K - $9.27K
600 $16.7K
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-203
- 2.88%
$8.08K - $9.41K
6.84K $191K
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
SELL
 -
-209
- 1.72%
$8.32K - $9.69K
12K $334K
May 02, 2023 Q1 2023
Joseph P. Lucia & Associates, LLC

SELL
 -
-214
- 0.42%
$8.52K - $9.92K
51K $1.42M
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

SELL
 -
-220
- 1.77%
$8.76K - $10.2K
12.2K $340K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-237
- 3.19%
$9.44K - $11K
7.2K $201K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
SELL
 -
-241
- 4.48%
$9.6K - $11.2K
5.14K $143K
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

SELL
 -
-255
- 0.75%
$10.2K - $11.8K
33.8K $941K
May 12, 2023 Q1 2023
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-260
- 1.03%
$10.4K - $12.1K
25K $696K
Apr 07, 2023 Q1 2023
Austin Private Wealth, LLC

SELL
 -
-262
- 4.81%
$10.4K - $12.1K
5.18K $144K
Apr 21, 2023 Q1 2023
Bnc Wealth Management, LLC

SELL
 -
-272
- 4.08%
$10.8K - $12.6K
6.39K $178K
May 15, 2023 Q1 2023
ETF Store, Inc.

SELL
 -
-274
- 2.23%
$10.9K - $12.7K
12K $335K
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

SELL
 -
-295
- 0.21%
$11.7K - $13.7K
138K $3.83M
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

SELL
 -
-304
- 0.39%
$12.1K - $14.1K
77.7K $2.16M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

SELL
 -
-307
- 4.85%
$12.2K - $14.2K
6.03K $168K
Apr 18, 2023 Q1 2023
Marshall Financial Group LLC

SELL
 -
-310
- 5.82%
$12.3K - $14.4K
5.02K $140K
Apr 11, 2023 Q1 2023
Gpwm LLC

SELL
 -
-321
- 74.13%
$12.8K - $14.9K
112 $3.12K
May 01, 2023 Q1 2023
Wooster Corthell Wealth Management, Inc.

SELL
 -
-333
- 1.5%
$13.3K - $15.4K
21.9K $610K
May 03, 2023 Q1 2023
Facet Wealth, Inc.

SELL
 -
-334
- 2.7%
$13.3K - $15.5K
12.1K $336K
Apr 28, 2023 Q1 2023
Elmwood Wealth Management, Inc.

SELL
 -
-335
- 0.9%
$13.3K - $15.5K
36.9K $1.03M
Apr 11, 2023 Q1 2023
Hurlow Wealth Management Group, Inc.

SELL
 -
-357
- 1.01%
$14.2K - $16.6K
35K $974K
May 05, 2023 Q1 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
SELL
 -
-359
- 0.31%
$14.3K - $16.6K
114K $3.18M
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

SELL
 -
-372
- 13.16%
$14.8K - $17.2K
2.45K $68.4K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-397
- 6.09%
$15.8K - $18.4K
6.12K $170K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

SELL
 -
-406
- 0.5%
$16.2K - $18.8K
80.8K $2.25M
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-408
Closed
$16.2K - $18.9K
0 $0
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

SELL
 -
-409
- 0.65%
$16.3K - $19K
62.8K $1.75M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-430
- 0.67%
$17.1K - $19.9K
63.7K $1.77M
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

SELL
 -
-441
- 1.47%
$17.6K - $20.4K
29.6K $825K
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-451
- 7.19%
$18K - $20.9K
5.82K $162K
May 04, 2023 Q1 2023
Castle Wealth Management LLC

SELL
 -
-452
- 6.2%
$18K - $21K
6.84K $191K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

SELL
 -
-453
- 2.43%
$18K - $21K
18.2K $507K
Apr 12, 2023 Q1 2023
Bridgewater Advisors Inc.

SELL
 -
-457
- 3.28%
$18.2K - $21.2K
13.5K $375K
May 02, 2023 Q1 2023
Ltg Capital LLC

SELL
 -
-466
- 1.42%
$18.6K - $21.6K
32.4K $903K
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

SELL
 -
-467
- 12.93%
$18.6K - $21.7K
3.15K $87.6K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-479
- 15.33%
$19.1K - $22.2K
2.65K $73.7K
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

SELL
 -
-482
- 6.86%
$19.2K - $22.3K
6.54K $182K
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-484
- 1.27%
$19.3K - $22.4K
37.7K $1.05M
Apr 28, 2023 Q1 2023
Garrison Asset Management, LLC

SELL
 -
-487
- 0.8%
$19.4K - $22.6K
60.5K $1.69M
May 24, 2024 Q1 2023
Garrison Asset Management, LLC

SELL
 -
-487
- 0.8%
$19.4K - $22.6K
60.5K $1.69M
Apr 28, 2023 Q1 2023
Next Capital Management LLC

SELL
 -
-488
- 0.92%
$19.4K - $22.6K
52.4K $1.46M
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

SELL
 -
-490
- 0.83%
$19.5K - $22.7K
58.7K $1.64M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

SELL
 -
-514
- 20.09%
$20.5K - $23.8K
2.04K $56.9K

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