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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.9K+ 16.67% |
$195K - $227K
|
34.3K
$943K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.89KNew |
$195K - $227K
|
4.89K
$134K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.87KNew |
$194K - $226K
|
4.87K
$134K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
4.8KNew |
$191K - $223K
|
4.8K
$132K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.75K+ 26.4% |
$189K - $220K
|
22.7K
$625K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.67K+ 2.38% |
$186K - $217K
|
201K
$5.52M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.57K+ 2.34% |
$182K - $212K
|
200K
$5.5M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.55K+ 24.09% |
$181K - $211K
|
23.4K
$644K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.55K+ 158.09% |
$181K - $211K
|
7.42K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.46K+ 3.51% |
$178K - $207K
|
132K
$3.62M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.44K+ 9.47% |
$177K - $206K
|
51.3K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.25K+ 237.07% |
$169K - $197K
|
6.05K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.23K+ 35.18% |
$168K - $196K
|
16.2K
$447K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.22K+ 16.01% |
$168K - $196K
|
30.6K
$841K
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4.16K+ 53.58% |
$166K - $193K
|
11.9K
$328K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4.16K+ 53.58% |
$166K - $193K
|
11.9K
$328K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
4.13K+ 2.3% |
$165K - $192K
|
184K
$5.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
3.88K+ 0.83% |
$154K - $180K
|
471K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.81K+ 0.17% |
$152K - $177K
|
2.2M
$60.5M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.77K+ 6.0% |
$150K - $175K
|
66.6K
$1.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.73K+ 8.55% |
$148K - $173K
|
47.3K
$1.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
3.69K+ 3.86% |
$147K - $171K
|
99.3K
$2.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.67K+ 3.48% |
$146K - $170K
|
109K
$3M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
3.63K+ 16.08% |
$144K - $168K
|
26.2K
$720K
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.56K+ 0.62% |
$142K - $165K
|
581K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.46K+ 4.44% |
$138K - $160K
|
81.3K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.41K+ 11.12% |
$136K - $158K
|
34.1K
$936K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.32K+ 11080.0% |
$132K - $154K
|
3.35K
$92.2K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.26K+ 1.43% |
$130K - $151K
|
231K
$6.34M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.07K+ 1.9% |
$122K - $142K
|
164K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.06K+ 5.46% |
$122K - $142K
|
59.1K
$1.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3K+ 4.12% |
$119K - $139K
|
75.7K
$2.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
2.98K+ 0.99% |
$119K - $138K
|
305K
$8.4M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.77K+ 11.96% |
$110K - $128K
|
25.9K
$712K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2.74K+ 12.67% |
$109K - $127K
|
24.4K
$670K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.74K+ 1.89% |
$109K - $127K
|
147K
$4.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.62K+ 3.83% |
$104K - $121K
|
70.9K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.59K+ 1.26% |
$103K - $120K
|
208K
$5.72M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.55K+ 9.71% |
$101K - $118K
|
28.8K
$791K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.43K+ 313.94% |
$96.9K - $113K
|
3.21K
$88.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
2.41K+ 4.54% |
$96.1K - $112K
|
55.6K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.38K+ 12.3% |
$94.9K - $111K
|
21.8K
$598K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.38K+ 1543.51% |
$94.7K - $110K
|
2.53K
$69.6K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.36K+ 10.7% |
$93.9K - $109K
|
24.4K
$670K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.33K+ 8.82% |
$92.9K - $108K
|
28.8K
$791K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.27K+ 19.85% |
$90.6K - $105K
|
13.7K
$377K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.27K+ 8.68% |
$90.4K - $105K
|
28.4K
$782K
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.26K+ 1.48% |
$89.8K - $105K
|
154K
$4.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.13K+ 7.48% |
$84.8K - $98.7K
|
30.6K
$841K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.11K+ 4.65% |
$83.9K - $97.7K
|
47.4K
$1.3M
|