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 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.06K- 1.69% |
$82K - $95.5K
|
120K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.08K- 55.23% |
$82.8K - $96.4K
|
1.69K
$45.4K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.12K- 0.36% |
$84.4K - $98.2K
|
591K
$15.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.19K- 51.83% |
$87.4K - $102K
|
2.04K
$54.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.25K- 1.62% |
$89.5K - $104K
|
137K
$3.68M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.25K- 2.16% |
$89.7K - $104K
|
102K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.37K- 4.79% |
$94.3K - $110K
|
47.1K
$1.27M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.37K- 4.79% |
$94.3K - $110K
|
47.1K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.38K- 4.54% |
$94.8K - $110K
|
50K
$1.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-2.46K- 6.96% |
$97.9K - $114K
|
32.9K
$885K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.62K- 16.24% |
$104K - $121K
|
13.5K
$363K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.63K- 1.09% |
$105K - $122K
|
238K
$6.41M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-2.65K- 3.61% |
$105K - $123K
|
70.6K
$1.9M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.71K- 2.45% |
$108K - $126K
|
108K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2.73K- 2.24% |
$109K - $126K
|
119K
$3.2M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-2.79K- 0.99% |
$111K - $129K
|
280K
$7.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.84K- 23.14% |
$113K - $132K
|
9.43K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.86K- 9.88% |
$114K - $133K
|
26.1K
$703K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.89K- 3.37% |
$115K - $134K
|
82.8K
$2.23M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.04K- 27.99% |
$121K - $141K
|
7.83K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.04K- 15.09% |
$121K - $141K
|
17.1K
$461K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.07K- 4.93% |
$122K - $142K
|
59.2K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.16K- 0.96% |
$126K - $146K
|
325K
$8.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.2K- 35.47% |
$127K - $148K
|
5.82K
$157K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.21K- 5.13% |
$128K - $149K
|
59.4K
$1.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.27K- 39.91% |
$130K - $152K
|
4.92K
$133K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 97.61% |
$130K - $152K
|
80
$2.15K
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-3.29K- 8.66% |
$131K - $152K
|
34.7K
$933K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.31K- 4.96% |
$132K - $153K
|
63.3K
$1.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.33K- 11.86% |
$133K - $154K
|
24.7K
$666K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.39K- 12.87% |
$135K - $157K
|
23K
$618K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.43K- 15.03% |
$136K - $159K
|
19.4K
$522K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.55K- 18.83% |
$141K - $165K
|
15.3K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.62K- 3.32% |
$144K - $168K
|
105K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.65K- 0.2% |
$146K - $169K
|
1.79M
$48.3M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-3.66K- 17.5% |
$146K - $170K
|
17.3K
$465K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.68K- 8.12% |
$146K - $170K
|
41.6K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.78K- 1.15% |
$151K - $175K
|
326K
$8.78M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.82K- 14.38% |
$152K - $177K
|
22.7K
$612K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.05K- 6.91% |
$161K - $188K
|
54.5K
$1.47M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.12K- 9.43% |
$164K - $191K
|
39.5K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.12K- 9.43% |
$164K - $191K
|
39.5K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-4.16K- 40.5% |
$166K - $193K
|
6.12K
$165K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.19K- 19.55% |
$167K - $194K
|
17.2K
$464K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.19K- 1.95% |
$167K - $194K
|
211K
$5.67M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.22K- 34.32% |
$168K - $195K
|
8.07K
$217K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4.48K- 6.27% |
$179K - $208K
|
67.1K
$1.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-4.48K- 10.75% |
$179K - $208K
|
37.2K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.53K- 19.69% |
$180K - $210K
|
18.5K
$498K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.55K- 14.78% |
$181K - $211K
|
26.2K
$706K
|