Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.22M+ 1.72% |
$48.7M - $53.4M
|
72.3M
$1.89B
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09M+ 49.42% |
$43.4M - $47.7M
|
3.29M
$86.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
613K+ 5.49% |
$24.4M - $26.8M
|
11.8M
$308M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
452K+ 5.51% |
$18M - $19.8M
|
8.66M
$227M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
339K+ 126.37% |
$13.5M - $14.9M
|
608K
$15.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
244K+ 1779.87% |
$9.73M - $10.7M
|
258K
$6.75M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
171K+ 800.52% |
$6.82M - $7.49M
|
192K
$5.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
164K+ 10.53% |
$6.53M - $7.17M
|
1.72M
$45M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
155KNew |
$6.2M - $6.81M
|
155K
$4.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
145KNew |
$5.77M - $6.34M
|
145K
$3.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
140K+ 18.8% |
$5.59M - $6.14M
|
885K
$23.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
139K+ 8.17% |
$5.55M - $6.1M
|
1.84M
$48.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
131K+ 1.77% |
$5.24M - $5.76M
|
7.56M
$198M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
131K+ 1.41% |
$5.21M - $5.72M
|
9.36M
$245M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
114K+ 2008.32% |
$4.56M - $5.01M
|
120K
$3.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
114KNew |
$4.55M - $4.99M
|
114K
$2.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 10.86% |
$4.37M - $4.79M
|
1.12M
$29.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
107KNew |
$4.28M - $4.7M
|
107K
$2.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
96.4K+ 414.93% |
$3.85M - $4.23M
|
120K
$3.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
74.8KNew |
$2.98M - $3.28M
|
74.8K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
72.8KNew |
$2.9M - $3.19M
|
72.8K
$1.91M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
66.5K+ 79.16% |
$2.65M - $2.91M
|
151K
$3.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.4K+ 3.71% |
$2.65M - $2.91M
|
1.86M
$48.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
64.6K+ 1.96% |
$2.58M - $2.83M
|
3.37M
$88.2M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
64.6K+ 1.96% |
$2.58M - $2.83M
|
3.37M
$88.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61.9K+ 453.46% |
$2.47M - $2.71M
|
75.5K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.4K+ 65.73% |
$2.45M - $2.69M
|
155K
$4.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
56.8KNew |
$2.27M - $2.49M
|
56.8K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
54.2KNew |
$2.16M - $2.37M
|
54.2K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
53KNew |
$2.11M - $2.32M
|
53K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
48.1K+ 591.78% |
$1.92M - $2.11M
|
56.2K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47.9K+ 53.69% |
$1.91M - $2.1M
|
137K
$3.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.2K+ 26.47% |
$1.89M - $2.07M
|
226K
$5.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
44K+ 4.75% |
$1.76M - $1.93M
|
969K
$25.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43.5K+ 208.54% |
$1.74M - $1.91M
|
64.4K
$1.69M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
43K+ 19.86% |
$1.72M - $1.89M
|
260K
$6.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
39.5KNew |
$1.57M - $1.73M
|
39.5K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
38KNew |
$1.52M - $1.67M
|
38K
$996K
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
37.5K+ 5.26% |
$1.5M - $1.64M
|
750K
$19.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37.3K+ 8.3% |
$1.49M - $1.64M
|
487K
$12.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
36.9K+ 15.27% |
$1.47M - $1.62M
|
279K
$7.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
35.2KNew |
$1.41M - $1.54M
|
35.2K
$924K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.6K+ 58.47% |
$1.38M - $1.52M
|
93.8K
$2.46M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.3KNew |
$1.37M - $1.5M
|
34.3K
$900K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.8KNew |
$1.35M - $1.48M
|
33.8K
$885K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
32K+ 3.42% |
$1.28M - $1.4M
|
967K
$25.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
29.1KNew |
$1.16M - $1.27M
|
29.1K
$762K
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
28.1K+ 8.58% |
$1.12M - $1.23M
|
356K
$9.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28.1K+ 6833.09% |
$1.12M - $1.23M
|
28.5K
$747K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.6KNew |
$1.1M - $1.21M
|
27.6K
$723K
|