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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-490- 0.83% |
$19.5K - $22.7K
|
58.7K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-514- 20.09% |
$20.5K - $23.8K
|
2.04K
$54.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-515- 1.93% |
$20.5K - $23.9K
|
26.1K
$695K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-524- 2.21% |
$20.9K - $24.3K
|
23.2K
$618K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-527- 17.33% |
$21K - $24.4K
|
2.51K
$66.9K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-533- 1.24% |
$21.2K - $24.7K
|
42.3K
$1.13M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-537- 5.35% |
$21.4K - $24.9K
|
9.5K
$253K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-542- 0.36% |
$21.6K - $25.1K
|
152K
$4.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-544- 91.58% |
$21.7K - $25.2K
|
50
$1.33K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-552- 0.73% |
$22K - $25.6K
|
75.4K
$2.01M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-554- 11.15% |
$22.1K - $25.7K
|
4.42K
$117K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-562- 1.66% |
$22.4K - $26.1K
|
33.2K
$883K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-567- 3.64% |
$22.6K - $26.3K
|
15K
$400K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-581- 1.06% |
$23.1K - $26.9K
|
54K
$1.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-585- 2.12% |
$23.3K - $27.1K
|
27K
$718K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-600- 3.08% |
$23.9K - $27.8K
|
18.9K
$503K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-607- 0.5% |
$24.2K - $28.1K
|
122K
$3.24M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-608- 1.29% |
$24.2K - $28.2K
|
46.5K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-610- 2.16% |
$24.3K - $28.3K
|
27.7K
$736K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-622- 5.14% |
$24.8K - $28.8K
|
11.5K
$305K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-626- 3.21% |
$24.9K - $29K
|
18.9K
$502K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-649- 12.03% |
$25.8K - $30.1K
|
4.75K
$126K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-650- 4.77% |
$25.9K - $30.1K
|
13K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-652- 5.88% |
$26K - $30.2K
|
10.4K
$278K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-660- 8.25% |
$26.3K - $30.6K
|
7.34K
$195K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-694- 3.14% |
$27.6K - $32.2K
|
21.4K
$569K
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-718- 5.91% |
$28.6K - $33.3K
|
11.4K
$304K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-724- 0.78% |
$28.8K - $33.6K
|
91.6K
$2.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-725- 6.22% |
$28.9K - $33.6K
|
10.9K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-740- 10.98% |
$29.5K - $34.3K
|
6K
$160K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-743- 2.61% |
$29.6K - $34.4K
|
27.7K
$737K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-745- 6.38% |
$29.7K - $34.5K
|
10.9K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-799- 0.97% |
$31.8K - $37K
|
81.6K
$2.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-807- 17.73% |
$32.1K - $37.4K
|
3.75K
$99.6K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-832- 12.21% |
$33.1K - $38.6K
|
5.98K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-843- 1.9% |
$33.6K - $39.1K
|
43.5K
$1.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-850- 1.01% |
$33.8K - $39.4K
|
83.4K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-857- 0.89% |
$34.1K - $39.7K
|
95.9K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-874- 7.93% |
$34.8K - $40.5K
|
10.2K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-885- 0.38% |
$35.2K - $41K
|
230K
$6.12M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-885- 0.38% |
$35.2K - $41K
|
230K
$6.12M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 0.5% |
$35.8K - $41.7K
|
180K
$4.79M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-914- 6.25% |
$36.4K - $42.4K
|
13.7K
$364K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-921- 3.5% |
$36.7K - $42.7K
|
25.4K
$676K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-941- 6.07% |
$37.5K - $43.6K
|
14.6K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-950- 2.46% |
$37.8K - $44K
|
37.6K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-978- 11.18% |
$38.9K - $45.3K
|
7.77K
$207K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-987- 0.52% |
$39.3K - $45.8K
|
189K
$5.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-995- 1.32% |
$39.6K - $46.1K
|
74.3K
$1.98M
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-996- 3.73% |
$39.7K - $46.2K
|
25.7K
$685K
|