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
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4+ 0.02% |
$160 - $175
|
22.7K
$596K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.21% |
$120 - $131
|
1.43K
$37.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3+ 0.01% |
$120 - $131
|
37.6K
$986K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3+ 0.05% |
$120 - $131
|
5.82K
$153K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.06% |
$79.8 - $87.6
|
3.14K
$82.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2+ 0.04% |
$79.8 - $87.6
|
4.87K
$128K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$39.9 - $43.8
|
5.57K
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$39.9 - $43.8
|
1.49K
$39.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.01% |
$39.9 - $43.8
|
10.5K
$274K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$39.9 - $43.8
|
10.5K
$275K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$39.9 - $43.8
|
9.64K
$253K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.18% |
$39.9 - $43.8
|
86
$2.25K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.01% |
$39.9 - $43.8
|
6.88K
$180K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.85% |
$39.9 - $43.8
|
55
$1.44K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 7.14% |
$39.9 - $43.8
|
15
$393
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.93% |
$39.9 - $43.8
|
109
$2.86K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1- 0.01% |
$39.9 - $43.8
|
7.57K
$198K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3- 0.02% |
$120 - $131
|
12.2K
$320K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5- 0.05% |
$200 - $219
|
9.59K
$251K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.11% |
$239 - $263
|
5.28K
$138K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 0.61% |
$279 - $307
|
1.14K
$29.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-8- 2.74% |
$319 - $351
|
284
$7.44K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-8- 0.32% |
$319 - $351
|
2.52K
$66.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8- 0.16% |
$319 - $351
|
4.97K
$130K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-10- 0.52% |
$399 - $438
|
1.9K
$49.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-10- 0.07% |
$399 - $438
|
14.5K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11- 0.45% |
$439 - $482
|
2.44K
$64K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13- 0.23% |
$519 - $570
|
5.65K
$148K
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-15- 0.24% |
$599 - $657
|
6.12K
$160K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-15- 0.09% |
$599 - $657
|
17K
$447K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15- 0.16% |
$599 - $657
|
9.6K
$252K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 0.16% |
$639 - $701
|
10K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-17- 0.05% |
$678 - $745
|
33.2K
$870K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-18- 0.13% |
$718 - $789
|
13.4K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-21- 2.03% |
$838 - $920
|
1.01K
$26.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.07% |
$918 - $1.01K
|
31.9K
$836K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-24- 66.67% |
$958 - $1.05K
|
12
$315
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-25- 0.52% |
$998 - $1.1K
|
4.83K
$126K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-26- 0.03% |
$1.04K - $1.14K
|
76.5K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-34- 0.4% |
$1.36K - $1.49K
|
8.39K
$220K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-36- 0.64% |
$1.44K - $1.58K
|
5.58K
$146K
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-38- 0.06% |
$1.52K - $1.67K
|
64.5K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-38- 0.11% |
$1.52K - $1.67K
|
33.7K
$883K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.19% |
$1.56K - $1.71K
|
20.9K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-39- 0.23% |
$1.56K - $1.71K
|
17.1K
$448K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-39- 0.07% |
$1.56K - $1.71K
|
58.5K
$1.53M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-40- 66.67% |
$1.6K - $1.75K
|
20
$524
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-40- 2.37% |
$1.6K - $1.75K
|
1.65K
$43.1K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-44- 0.58% |
$1.76K - $1.93K
|
7.6K
$199K
|