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 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.65K- 31.09% |
$185K - $215K
|
10.3K
$283K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.71K- 5.36% |
$188K - $218K
|
83.1K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.73K- 23.94% |
$188K - $219K
|
15K
$413K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.75K- 20.89% |
$189K - $220K
|
18K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.93KClosed |
$196K - $229K
|
0
$0
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.94K- 0.52% |
$197K - $229K
|
953K
$26.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-5K- 15.63% |
$199K - $232K
|
27K
$742K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-5K- 21.81% |
$199K - $232K
|
17.9K
$493K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.01K- 6.27% |
$200K - $232K
|
74.9K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.06K- 7.05% |
$202K - $235K
|
66.7K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.15K- 2.08% |
$205K - $239K
|
242K
$6.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5.17K- 2.54% |
$206K - $240K
|
198K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.23K- 7.76% |
$208K - $242K
|
62.1K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-5.23K- 2.27% |
$208K - $243K
|
225K
$6.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.29K- 5.44% |
$211K - $245K
|
92K
$2.53M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.46K- 1.71% |
$217K - $253K
|
313K
$8.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.49K- 6.7% |
$219K - $255K
|
76.5K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.63K- 4.92% |
$224K - $261K
|
109K
$2.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-6.11K- 11.36% |
$243K - $283K
|
47.7K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.31K- 0.66% |
$251K - $292K
|
953K
$26.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-6.31K- 8.35% |
$251K - $292K
|
69.3K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-6.43K- 41.58% |
$256K - $298K
|
9.04K
$248K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-6.56K- 4.16% |
$261K - $304K
|
151K
$4.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.57K- 15.02% |
$261K - $304K
|
37.2K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-6.6K- 4.21% |
$263K - $306K
|
150K
$4.13M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.66K- 17.26% |
$265K - $309K
|
31.9K
$878K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.74K- 33.93% |
$268K - $312K
|
13.1K
$361K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.81K- 18.81% |
$271K - $316K
|
29.4K
$808K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-7K- 48.04% |
$279K - $325K
|
7.57K
$208K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.01K- 8.24% |
$279K - $325K
|
78.1K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7.19K- 95.8% |
$286K - $333K
|
315
$8.66K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.24K- 14.76% |
$288K - $336K
|
41.8K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-7.55K- 7.28% |
$300K - $350K
|
96.1K
$2.64M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.81K- 5.78% |
$311K - $362K
|
127K
$3.5M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-7.91K- 12.43% |
$315K - $367K
|
55.8K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-8.07K- 5.03% |
$321K - $374K
|
152K
$4.18M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-8.08K- 32.0% |
$322K - $375K
|
17.2K
$472K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-8.16K- 18.99% |
$325K - $378K
|
34.8K
$957K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.4K- 8.72% |
$335K - $390K
|
88K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-8.49K- 51.72% |
$338K - $394K
|
7.93K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-8.75K- 6.51% |
$348K - $406K
|
126K
$3.46M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-8.82K- 2.88% |
$351K - $409K
|
298K
$8.19M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-8.96K- 10.35% |
$357K - $416K
|
77.6K
$2.13M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-9.01K- 17.86% |
$359K - $417K
|
41.4K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9.02K- 33.13% |
$359K - $418K
|
18.2K
$501K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.66K- 31.63% |
$385K - $448K
|
20.9K
$574K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-10K- 10.59% |
$398K - $464K
|
84.5K
$2.32M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-10.1K- 2.61% |
$404K - $470K
|
378K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-11.6K- 3.94% |
$462K - $538K
|
283K
$7.79M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-11.6K- 23.23% |
$463K - $539K
|
38.5K
$1.06M
|