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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-58.1K- 17.81% |
$2.31M - $2.69M
|
268K
$7.22M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-60.5K- 75.15% |
$2.41M - $2.81M
|
20K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75.4K- 6.36% |
$3M - $3.5M
|
1.11M
$29.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-82.8K- 2.33% |
$3.3M - $3.84M
|
3.47M
$93.4M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-88.5K- 77.87% |
$3.52M - $4.1M
|
25.1K
$677K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-97.1K- 3.17% |
$3.87M - $4.5M
|
2.96M
$79.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-99.1K- 37.89% |
$3.95M - $4.6M
|
162K
$4.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-106K- 45.45% |
$4.22M - $4.92M
|
127K
$3.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-109K- 95.76% |
$4.35M - $5.07M
|
4.84K
$130K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-133K- 82.64% |
$5.28M - $6.15M
|
27.9K
$750K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-159K- 8.55% |
$6.33M - $7.37M
|
1.7M
$45.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-209K- 96.99% |
$8.33M - $9.7M
|
6.5K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 21.62% |
$11.5M - $13.4M
|
1.05M
$28.3M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-509K- 99.0% |
$20.3M - $23.6M
|
5.12K
$138K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-608K- 32.34% |
$24.2M - $28.2M
|
1.27M
$34.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-648K- 95.94% |
$25.8M - $30M
|
27.4K
$738K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.36M- 48.77% |
$54M - $62.9M
|
1.43M
$38.4M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.7M- 3.66% |
$107M - $125M
|
71.1M
$1.91B
|