Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.08K
+ 1.91%
$82.8K - $96.4K
111K $3.1M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
2.03K
+ 2.67%
$80.7K - $94K
77.9K $2.17M
May 11, 2023 Q1 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
2K
+ 10.86%
$79.8K - $92.9K
20.4K $570K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2K
+ 2.19%
$79.8K - $92.9K
93.5K $2.6M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.98K
+ 0.49%
$78.7K - $91.7K
408K $11.4M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.95K
+ 28.3%
$77.8K - $90.5K
8.85K $247K
Apr 26, 2023 Q1 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
1.89K
+ 1.7%
$75.3K - $87.7K
113K $3.16M
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
1.87K
+ 5.87%
$74.5K - $86.7K
33.7K $940K
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
1.84K
+ 12.76%
$73.1K - $85.2K
16.2K $452K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
1.83K
+ 100.55%
$72.9K - $84.9K
3.65K $102K
Apr 19, 2023 Q1 2023
Providence First Trust CO

BUY
 -
1.68K
+ 3.06%
$67.1K - $78.1K
56.8K $1.58M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.67K
+ 17.01%
$66.6K - $77.6K
11.5K $321K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.66K
+ 3.5%
$66.2K - $77.1K
49.2K $1.37M
May 02, 2023 Q1 2023
Jacobsen Capital Management

BUY
 -
1.66K
+ 1.76%
$66.1K - $76.9K
96.1K $2.68M
May 15, 2023 Q1 2023
Ddd Partners, LLC

BUY
 -
1.62K
+ 12.89%
$64.5K - $75.1K
14.2K $395K
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
1.6K
+ 3.43%
$63.9K - $74.4K
48.4K $1.35M
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
1.57K
New
$62.5K - $72.7K
1.57K $43.7K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
1.56K
+ 2.86%
$62.2K - $72.5K
56.2K $1.57M
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
1.55K
+ 4.24%
$61.6K - $71.7K
38K $1.06M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.54K
+ 3.63%
$61.4K - $71.4K
43.9K $1.22M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.51K
+ 10.48%
$60K - $69.8K
15.9K $443K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
1.45K
+ 4.09%
$57.7K - $67.2K
36.9K $1.03M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.44K
+ 5.19%
$57.3K - $66.8K
29.2K $813K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.41K
+ 2.64%
$56.3K - $65.5K
55K $1.53M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.41K
New
$55.9K - $65.1K
1.41K $39.1K
Apr 28, 2023 Q1 2023
Summit Place Financial Advisors, LLC

BUY
 -
1.36K
+ 4.11%
$54.3K - $63.2K
34.6K $963K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
1.36K
+ 1.29%
$54.2K - $63.1K
107K $2.98M
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.34K
+ 3.14%
$53.3K - $62K
43.9K $1.22M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1.33K
New
$53K - $61.7K
1.33K $37.1K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
1.3K
+ 0.75%
$51.9K - $60.5K
175K $4.87M
Apr 25, 2023 Q1 2023
Chesapeake Wealth Management

BUY
 -
1.26K
+ 1.63%
$50.1K - $58.3K
78.3K $2.18M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.25K
+ 338.48%
$49.7K - $57.9K
1.62K $45.1K
May 10, 2023 Q1 2023
Athena Investment Management

BUY
 -
1.24K
+ 0.8%
$49.4K - $57.5K
157K $4.36M
Apr 21, 2023 Q1 2023
Janiczek Wealth Management, LLC

BUY
 -
1.22K
+ 0.35%
$48.7K - $56.7K
347K $9.68M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.18K
+ 2.47%
$46.9K - $54.7K
48.9K $1.36M
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
1.18K
+ 2.86%
$46.8K - $54.5K
42.3K $1.18M
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
1.12K
New
$44.8K - $52.1K
1.12K $31.3K
Apr 11, 2023 Q1 2023
Buckingham Capital Management, Inc.

BUY
 -
1.1K
+ 0.49%
$43.8K - $50.9K
223K $6.22M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
1.06K
+ 3312.5%
$42.2K - $49.1K
1.09K $30.4K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
1.06K
+ 20.23%
$42.1K - $49K
6.29K $175K
Apr 21, 2023 Q1 2023
Leverty Financial Group, LLC

BUY
 -
1.04K
+ 20.45%
$41.5K - $48.3K
6.13K $171K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.04K
+ 13.18%
$41.4K - $48.2K
8.93K $249K
May 12, 2023 Q1 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
1.03K
+ 2.48%
$40.9K - $47.7K
42.5K $1.18M
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
956
+ 4.58%
$38.1K - $44.3K
21.8K $608K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
939
New
$37.4K - $43.5K
939 $26.2K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
933
+ 186.6%
$37.2K - $43.3K
1.43K $39.9K
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
923
+ 2.9%
$36.8K - $42.8K
32.8K $913K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
903
+ 75.76%
$36K - $41.9K
2.1K $58.4K
Apr 17, 2023 Q1 2023
Rba Wealth Management, LLC

BUY
 -
880
+ 17.8%
$35K - $40.8K
5.83K $162K

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