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 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 1.69% |
$41.5K - $48.3K
|
60.5K
$1.66M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.04K- 10.47% |
$41.5K - $48.3K
|
8.91K
$245K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 1.93% |
$41.8K - $48.7K
|
53.5K
$1.47M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.05K- 1.93% |
$41.8K - $48.7K
|
53.5K
$1.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.06K- 3.97% |
$42.1K - $49K
|
25.6K
$702K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 4.39% |
$42.6K - $49.6K
|
23.3K
$640K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-1.09K- 3.59% |
$43.4K - $50.5K
|
29.3K
$805K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.1K- 15.32% |
$43.6K - $50.8K
|
6.05K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.11K- 6.11% |
$44.2K - $51.4K
|
17.1K
$469K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.16K- 2.62% |
$46.4K - $54K
|
43.2K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 11.78% |
$46.6K - $54.3K
|
8.77K
$241K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.18K- 6.26% |
$46.9K - $54.6K
|
17.6K
$484K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.19K- 2.16% |
$47.3K - $55.1K
|
53.8K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.22K- 7.28% |
$48.5K - $56.4K
|
15.5K
$426K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.23K- 3.45% |
$48.9K - $57K
|
34.4K
$946K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 2.83% |
$50.5K - $58.7K
|
43.4K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.27K- 6.62% |
$50.7K - $59K
|
17.9K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.29K- 0.71% |
$51.3K - $59.8K
|
180K
$4.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.3K- 5.66% |
$51.9K - $60.5K
|
21.7K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.32K- 13.52% |
$52.4K - $61.1K
|
8.42K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.35K- 0.92% |
$53.6K - $62.4K
|
146K
$4.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.36K- 1.85% |
$54.1K - $63K
|
71.9K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.38K- 18.37% |
$54.9K - $63.9K
|
6.13K
$168K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.4K- 8.38% |
$55.5K - $64.7K
|
15.3K
$419K
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.4K- 14.64% |
$55.9K - $65K
|
8.18K
$225K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.4K- 16.66% |
$55.9K - $65.1K
|
7.02K
$193K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 1.4% |
$56.4K - $65.6K
|
99.7K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.46K- 18.12% |
$58K - $67.5K
|
6.58K
$181K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.46K- 2.18% |
$58.1K - $67.6K
|
65.5K
$1.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 23.98% |
$61.6K - $71.7K
|
4.9K
$135K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.56K- 13.21% |
$62K - $72.1K
|
10.2K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.56K- 2.37% |
$62.2K - $72.4K
|
64.3K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.58K- 48.72% |
$63K - $73.3K
|
1.66K
$45.7K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1.59K- 2.63% |
$63.2K - $73.6K
|
58.8K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.62K- 6.86% |
$64.5K - $75.1K
|
22K
$605K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-1.63K- 2.98% |
$64.7K - $75.4K
|
52.9K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.65K- 4.87% |
$65.8K - $76.6K
|
32.3K
$887K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.68K- 16.49% |
$66.9K - $77.8K
|
8.5K
$234K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.71K- 0.96% |
$68K - $79.1K
|
176K
$4.84M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 0.66% |
$68.7K - $80K
|
259K
$7.12M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.83K- 7.6% |
$72.8K - $84.8K
|
22.3K
$612K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.83K- 1.08% |
$73K - $84.9K
|
167K
$4.59M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.84K- 3.52% |
$73.3K - $85.4K
|
50.5K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.86K- 0.91% |
$74.2K - $86.4K
|
202K
$5.55M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.87K- 18.19% |
$74.5K - $86.7K
|
8.41K
$231K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.93K- 13.7% |
$77K - $89.7K
|
12.2K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.97K- 4.07% |
$78.6K - $91.5K
|
46.6K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.02K- 2.02% |
$80.6K - $93.8K
|
98.1K
$2.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 1.86% |
$80.9K - $94.2K
|
107K
$2.95M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.05K- 2.18% |
$81.6K - $95K
|
91.9K
$2.53M
|