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 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
8.63K+ 41.59% |
$344K - $400K
|
29.4K
$818K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
8.39K+ 4.38% |
$334K - $389K
|
200K
$5.57M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
8.31K+ 2.94% |
$331K - $385K
|
291K
$8.12M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
8K+ 4.8% |
$319K - $371K
|
175K
$4.87M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
7.87K+ 8.81% |
$313K - $365K
|
97.2K
$2.71M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.86K+ 25.4% |
$313K - $365K
|
38.8K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.85KNew |
$312K - $364K
|
7.85K
$219K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.74K+ 40.96% |
$308K - $359K
|
26.6K
$742K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
7.73K+ 2.63% |
$308K - $358K
|
302K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.68KNew |
$306K - $356K
|
7.68K
$214K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
7.58K+ 231.22% |
$302K - $352K
|
10.9K
$303K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.49KNew |
$298K - $347K
|
7.49K
$209K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.4K+ 13.1% |
$295K - $343K
|
63.9K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.38KNew |
$294K - $342K
|
7.38K
$206K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7.19K+ 2283.49% |
$286K - $333K
|
7.51K
$209K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
7.12K+ 50.05% |
$284K - $330K
|
21.3K
$595K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
7.1KNew |
$283K - $329K
|
7.1K
$198K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.1KNew |
$283K - $329K
|
7.1K
$198K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
6.99K+ 9.08% |
$278K - $324K
|
83.9K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.84K+ 76.18% |
$272K - $317K
|
15.8K
$441K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.83K+ 4.47% |
$272K - $317K
|
160K
$4.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.41KNew |
$255K - $297K
|
6.41K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
6.41KNew |
$255K - $297K
|
6.41K
$179K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
6.37K+ 7.68% |
$254K - $295K
|
89.2K
$2.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.36KNew |
$253K - $295K
|
6.36K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.28K+ 1.05% |
$250K - $291K
|
607K
$16.9M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.18K+ 5.63% |
$246K - $287K
|
116K
$3.23M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.11K+ 6.4% |
$243K - $283K
|
102K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
6.03KNew |
$240K - $280K
|
6.03K
$168K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.01K+ 3.67% |
$239K - $278K
|
170K
$4.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6K+ 3.74% |
$239K - $278K
|
166K
$4.63M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.96KNew |
$237K - $276K
|
5.96K
$166K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.77K+ 11.15% |
$230K - $267K
|
57.5K
$1.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
5.74KNew |
$229K - $266K
|
5.74K
$160K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.73K+ 9.62% |
$228K - $265K
|
65.2K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.7KNew |
$227K - $264K
|
5.7K
$159K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5.67K+ 64.89% |
$226K - $263K
|
14.4K
$402K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.49K+ 4.45% |
$219K - $255K
|
129K
$3.59M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
5.42KNew |
$216K - $251K
|
5.42K
$151K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.4KNew |
$215K - $250K
|
5.4K
$150K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
5.39KNew |
$214K - $250K
|
5.39K
$150K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.35K+ 7.67% |
$213K - $248K
|
75.1K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.28KNew |
$210K - $245K
|
5.28K
$147K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.12K+ 3.75% |
$204K - $238K
|
142K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
5.11K+ 10.98% |
$204K - $237K
|
51.7K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.06KNew |
$201K - $234K
|
5.06K
$141K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5KNew |
$199K - $232K
|
5K
$139K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.98KNew |
$198K - $231K
|
4.98K
$139K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.95K+ 113.97% |
$197K - $230K
|
9.3K
$259K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.92KNew |
$196K - $228K
|
4.92K
$137K
|