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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.02K- 4.58% |
$40.6K - $44.6K
|
21.2K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.02K- 2.71% |
$40.7K - $44.7K
|
36.6K
$960K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 3.07% |
$40.8K - $44.8K
|
32.2K
$845K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.03K- 10.1% |
$41K - $45K
|
9.15K
$240K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 8.03% |
$41.5K - $45.5K
|
11.9K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 4.31% |
$41.7K - $45.8K
|
23.2K
$609K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 35.03% |
$42.3K - $46.4K
|
1.96K
$51.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.06K- 97.07% |
$42.3K - $46.4K
|
32
$839
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.09K- 1.71% |
$43.6K - $47.9K
|
62.8K
$1.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.09K- 1.14% |
$43.6K - $47.9K
|
94.8K
$2.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.1K- 6.54% |
$43.7K - $48K
|
15.6K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.11K- 25.87% |
$44.3K - $48.6K
|
3.18K
$83.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.19K- 3.0% |
$47.3K - $52K
|
38.4K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.2K- 1.42% |
$47.7K - $52.4K
|
83.3K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.23K- 6.33% |
$49.2K - $54K
|
18.2K
$478K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.25K- 8.86% |
$49.7K - $54.6K
|
12.8K
$336K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.26K- 6.83% |
$50.4K - $55.3K
|
17.2K
$451K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 6.54% |
$50.6K - $55.6K
|
18.1K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.27K- 2.99% |
$50.7K - $55.7K
|
41.2K
$1.08M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.28K- 0.44% |
$51.2K - $56.3K
|
289K
$7.57M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.3K- 0.87% |
$51.7K - $56.8K
|
147K
$3.85M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.32K- 0.73% |
$52.7K - $57.8K
|
179K
$4.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.36K- 1.79% |
$54.2K - $59.5K
|
74.4K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.36K- 0.91% |
$54.4K - $59.8K
|
149K
$3.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.39K- 13.63% |
$55.6K - $61.1K
|
8.83K
$231K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.45K- 2.56% |
$58K - $63.7K
|
55.3K
$1.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 18.85% |
$58.5K - $64.2K
|
6.31K
$165K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.48K- 3.54% |
$59.1K - $64.9K
|
40.3K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.51K- 10.62% |
$60.1K - $66K
|
12.7K
$332K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.52K- 12.6% |
$60.6K - $66.6K
|
10.5K
$276K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.54K- 3.02% |
$61.4K - $67.4K
|
49.4K
$1.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.55K- 2.32% |
$61.8K - $67.9K
|
65.3K
$1.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.59K- 24.39% |
$63.3K - $69.5K
|
4.91K
$129K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.59K- 22.39% |
$63.4K - $69.6K
|
5.51K
$144K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.59K- 11.26% |
$63.5K - $69.7K
|
12.5K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.61K- 5.6% |
$64.3K - $70.6K
|
27.2K
$712K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.63K- 1.18% |
$64.9K - $71.3K
|
136K
$3.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.63K- 13.0% |
$65.2K - $71.6K
|
10.9K
$287K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.68K- 4.87% |
$66.8K - $73.4K
|
32.7K
$858K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.68K- 2.81% |
$67.2K - $73.8K
|
58.2K
$1.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.71K- 0.49% |
$68.2K - $74.8K
|
346K
$9.06M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.71K- 1.58% |
$68.2K - $74.8K
|
106K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.73K- 6.26% |
$69K - $75.8K
|
25.9K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.75K- 41.45% |
$70K - $76.8K
|
2.48K
$64.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.76K- 1.02% |
$70.4K - $77.3K
|
171K
$4.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.78K- 8.21% |
$71.2K - $78.1K
|
19.9K
$523K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.8K- 3.34% |
$71.9K - $78.9K
|
52K
$1.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.86K- 10.24% |
$74.4K - $81.7K
|
16.3K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.88K- 4.04% |
$75K - $82.4K
|
44.7K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2K- 1.37% |
$79.8K - $87.6K
|
144K
$3.77M
|