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
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
380
+ 2.4%
$15.1K - $17.6K
16.2K $432K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
375
+ 7.47%
$14.9K - $17.4K
5.39K $143K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
348
+ 48.67%
$13.9K - $16.1K
1.06K $28.3K
Apr 05, 2023 Q1 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
344
+ 1.4%
$13.7K - $15.9K
25K $665K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
342
+ 57.58%
$13.6K - $15.9K
936 $24.9K
Apr 26, 2023 Q1 2023
Slow Capital, Inc.

BUY
 -
334
New
$13.3K - $15.5K
334 $8.88K
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

BUY
 -
330
+ 5.62%
$13.1K - $15.3K
6.2K $165K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
326
+ 3.71%
$13K - $15.1K
9.12K $243K
May 10, 2023 Q1 2023
Citizens Financial Group Inc

BUY
 -
322
+ 0.54%
$12.8K - $14.9K
60.1K $1.6M
May 01, 2023 Q1 2023
Geometric Wealth Advisors

BUY
 -
319
+ 5.59%
$12.7K - $14.8K
6.03K $160K
Apr 13, 2023 Q1 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
302
+ 0.55%
$12K - $14K
55K $1.46M
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
300
+ 150.0%
$11.9K - $13.9K
500 $13.3K
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
297
+ 4.58%
$11.8K - $13.8K
6.79K $180K
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
283
+ 1.92%
$11.3K - $13.1K
15K $400K
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
281
+ 10.25%
$11.2K - $13K
3.02K $80.4K
May 04, 2023 Q1 2023
Planning Alternatives LTD

BUY
 -
279
+ 3.45%
$11.1K - $12.9K
8.37K $223K
May 02, 2023 Q1 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
264
+ 1.68%
$10.5K - $12.2K
16K $425K
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
263
+ 0.76%
$10.5K - $12.2K
34.8K $927K
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
257
+ 4.67%
$10.2K - $11.9K
5.76K $153K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
254
New
$10.1K - $11.8K
254 $6.76K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
248
+ 2.93%
$9.88K - $11.5K
8.71K $232K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
239
+ 2.82%
$9.52K - $11.1K
8.71K $232K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
236
+ 3.54%
$9.4K - $10.9K
6.9K $183K
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
234
New
$9.32K - $10.8K
234 $6.22K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
211
+ 0.77%
$8.4K - $9.78K
27.7K $736K
May 12, 2023 Q1 2023
Crestwood Advisors Group LLC

BUY
 -
208
+ 4.01%
$8.28K - $9.64K
5.4K $144K
Apr 19, 2023 Q1 2023
Blossom Wealth Management

BUY
 -
206
+ 1.14%
$8.2K - $9.55K
18.2K $485K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
203
+ 0.26%
$8.08K - $9.41K
78.7K $2.09M
May 03, 2023 Q1 2023
Mainstay Capital Management LLC

BUY
 -
203
+ 0.57%
$8.08K - $9.41K
35.7K $949K
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
201
+ 1.26%
$8K - $9.32K
16.2K $430K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
200
+ 42.74%
$7.96K - $9.27K
668 $17.8K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
200
New
$7.96K - $9.27K
200 $5.32K
May 04, 2023 Q1 2023
Oakwell Private Wealth Management, LLC

BUY
 -
199
+ 0.53%
$7.92K - $9.23K
37.8K $1.01M
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
196
+ 426.09%
$7.8K - $9.09K
242 $6.44K
May 10, 2023 Q1 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
190
+ 3.51%
$7.57K - $8.81K
5.61K $149K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
183
+ 1.39%
$7.29K - $8.48K
13.4K $356K
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
183
+ 21.5%
$7.29K - $8.48K
1.03K $27.5K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
171
+ 2.26%
$6.81K - $7.93K
7.75K $206K
May 05, 2023 Q1 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
160
+ 1.74%
$6.37K - $7.42K
9.34K $248K
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
134
+ 1.09%
$5.34K - $6.21K
12.4K $329K
May 10, 2023 Q1 2023
Diligent Investors, LLC

BUY
 -
133
+ 0.15%
$5.3K - $6.17K
89.1K $2.37M
Apr 21, 2023 Q1 2023
Acas, LLC

BUY
 -
132
+ 1.0%
$5.26K - $6.12K
13.3K $353K
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
131
+ 1.4%
$5.22K - $6.07K
9.46K $252K
Apr 28, 2023 Q1 2023
Outfitter Financial LLC

BUY
 -
120
+ 0.19%
$4.78K - $5.56K
64.5K $1.72M
Apr 20, 2023 Q1 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
118
+ 0.28%
$4.7K - $5.47K
42.5K $1.13M
Apr 14, 2023 Q1 2023
John W. Brooker & Co., Cp As

BUY
 -
118
+ 0.97%
$4.7K - $5.47K
12.3K $327K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
115
+ 5.66%
$4.58K - $5.33K
2.15K $57.1K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
104
+ 0.92%
$4.14K - $4.82K
11.4K $303K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
102
New
$4.06K - $4.73K
102 $2.71K

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