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
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
14
+ 0.27%
$557 - $649
5.17K $138K
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
13
+ 0.2%
$518 - $603
6.65K $177K
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
11
+ 0.15%
$438 - $510
7.19K $191K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
11
+ 0.11%
$438 - $510
10.4K $275K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
10
+ 0.14%
$398 - $464
7.14K $190K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9
+ 0.26%
$358 - $417
3.41K $90.6K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
8
New
$319 - $371
8 $213
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
7
+ 0.25%
$279 - $325
2.79K $74.2K
Apr 11, 2023 Q1 2023
Liberty Capital Management, Inc.

BUY
 -
6
+ 0.02%
$239 - $278
32.2K $855K
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
6
+ 0.05%
$239 - $278
12.2K $324K
May 09, 2023 Q1 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
5
New
$199 - $232
5 $133
May 11, 2023 Q1 2023
Plancorp, LLC

BUY
 -
5
+ 0.07%
$199 - $232
6.88K $183K
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
3
+ 0.1%
$119 - $139
3.13K $83.4K
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
3
+ 0.21%
$119 - $139
1.43K $37.9K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
2
+ 0.27%
$79.6 - $92.7
734 $19.5K
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
2
+ 0.01%
$79.6 - $92.7
17.2K $458K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
2
+ 0.0%
$79.6 - $92.7
153K $4.07M
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
2
+ 0.19%
$79.6 - $92.7
1.04K $27.6K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
2
+ 0.49%
$79.6 - $92.7
411 $10.9K
May 11, 2023 Q1 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
2
+ 0.01%
$79.6 - $92.7
20.7K $550K
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

BUY
 -
1
+ 0.01%
$39.8 - $46.4
9.64K $256K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1
+ 1.37%
$39.8 - $46.4
74 $1.97K
May 12, 2023 Q1 2023
Clear Street Markets LLC

BUY
 -
1
New
$39.8 - $46.4
1 $26.6
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
1
+ 0.01%
$39.8 - $46.4
6.79K $181K
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
May 11, 2023 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Apr 14, 2023 Q1 2023
Piscataqua Savings Bank

SELL
 -
-2
- 0.55%
$79.6 - $92.7
360 $9.58K
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

SELL
 -
-3
- 0.02%
$119 - $139
12.1K $322K
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-4
- 0.18%
$159 - $185
2.25K $59.9K
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

SELL
 -
-9
- 2.93%
$358 - $417
298 $7.93K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

SELL
 -
-9
- 0.1%
$358 - $417
9.32K $248K
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
SELL
 -
-9
- 0.04%
$358 - $417
21K $557K
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
SELL
 -
-14
- 0.14%
$557 - $649
10.2K $270K
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
SELL
 -
-14
- 0.26%
$557 - $649
5.46K $145K
Apr 18, 2023 Q1 2023
Flower City Capital

SELL
 -
-14
- 0.22%
$557 - $649
6.24K $166K
May 09, 2023 Q1 2023
Armbruster Capital Management, Inc.

SELL
 -
-15
- 0.14%
$597 - $695
11K $293K
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-17
- 0.12%
$677 - $788
14.1K $374K
May 15, 2023 Q1 2023
Aire Advisors, LLC

Beverly Hills, CA
SELL
 -
-20
- 0.2%
$796 - $927
10K $266K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-22
Closed
$876 - $1.02K
0 $0
May 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

SELL
 -
-25
- 0.13%
$996 - $1.16K
18.7K $496K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-27
- 45.0%
$1.08K - $1.25K
33 $878
May 10, 2023 Q1 2023
Cooper Financial Group

SELL
 -
-27
- 0.09%
$1.08K - $1.25K
29.9K $795K
Apr 27, 2023 Q1 2023
Jeppson Wealth Management, LLC

SELL
 -
-30
- 0.36%
$1.19K - $1.39K
8.36K $222K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-30
- 1.69%
$1.19K - $1.39K
1.74K $46.3K
May 03, 2023 Q1 2023
Vista Capital Partners, Inc.

SELL
 -
-36
- 0.21%
$1.43K - $1.67K
16.7K $445K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-37
- 1.01%
$1.47K - $1.72K
3.63K $96.6K
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-38
- 0.39%
$1.51K - $1.76K
9.59K $255K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

SELL
 -
-44
- 5.14%
$1.75K - $2.04K
812 $21.6K
May 11, 2023 Q1 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-50
- 0.51%
$1.99K - $2.32K
9.81K $261K

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