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
|
Old Mission Capital LLC
|
BUY
|
- |
25.6KNew |
$1.02M - $1.12M
|
25.6K
$671K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
25.6K+ 1.99% |
$1.02M - $1.12M
|
1.31M
$34.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
25.5KNew |
$1.02M - $1.12M
|
25.5K
$668K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.1K+ 69.59% |
$1M - $1.1M
|
61.1K
$1.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
25K+ 6.13% |
$998K - $1.1M
|
433K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5K+ 95.3% |
$978K - $1.07M
|
50.2K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
24.5KNew |
$978K - $1.07M
|
24.5K
$642K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
23.7K+ 8.21% |
$945K - $1.04M
|
312K
$8.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
23.4K+ 6.42% |
$933K - $1.02M
|
387K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
23.2KNew |
$928K - $1.02M
|
23.2K
$609K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.9K+ 16.47% |
$915K - $1M
|
162K
$4.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
19.9K+ 10.69% |
$796K - $874K
|
206K
$5.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
19.5K+ 38.37% |
$780K - $856K
|
70.5K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
18.7KNew |
$748K - $821K
|
18.7K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 1.44% |
$728K - $799K
|
1.29M
$33.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
17.9K+ 8.51% |
$713K - $783K
|
228K
$5.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.4K+ 46.19% |
$695K - $764K
|
55.1K
$1.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
17.3K+ 3.68% |
$691K - $758K
|
488K
$12.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.2K+ 10.37% |
$688K - $756K
|
184K
$4.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17.2K+ 14.18% |
$688K - $756K
|
139K
$3.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
16.5K+ 56.22% |
$659K - $723K
|
45.9K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.8K+ 14.23% |
$632K - $694K
|
127K
$3.33M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
15.8KNew |
$631K - $693K
|
15.8K
$414K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
15.5K+ 228.71% |
$620K - $681K
|
22.3K
$585K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
15.3K+ 7.18% |
$610K - $670K
|
228K
$5.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
15.1K+ 29.25% |
$603K - $662K
|
66.8K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
14.9K+ 8.51% |
$593K - $651K
|
190K
$4.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
14.7KNew |
$588K - $645K
|
14.7K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.6K+ 19.98% |
$581K - $638K
|
87.4K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
14.1K+ 3.1% |
$564K - $619K
|
470K
$12.3M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
14.1K+ 7.06% |
$563K - $619K
|
214K
$5.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.9KNew |
$554K - $608K
|
13.9K
$364K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 4.99% |
$536K - $588K
|
283K
$7.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.4K+ 6.68% |
$536K - $588K
|
214K
$5.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 19.6% |
$510K - $560K
|
78K
$2.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.7K+ 7.33% |
$508K - $558K
|
186K
$4.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
12.5KNew |
$500K - $549K
|
12.5K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.4K+ 6.22% |
$497K - $546K
|
212K
$5.57M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.3K+ 46.21% |
$491K - $539K
|
38.9K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
12K+ 7.95% |
$480K - $526K
|
163K
$4.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12K+ 5.76% |
$478K - $525K
|
220K
$5.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.9K+ 32.74% |
$474K - $521K
|
48.2K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11.6K+ 1.51% |
$462K - $508K
|
779K
$20.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
10.9K+ 9.27% |
$434K - $477K
|
128K
$3.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.9K+ 8.43% |
$434K - $477K
|
140K
$3.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
10.6K+ 12.67% |
$424K - $466K
|
94.5K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.4KNew |
$417K - $458K
|
10.4K
$274K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3KNew |
$409K - $449K
|
10.3K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.2K+ 4.89% |
$409K - $449K
|
220K
$5.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10.2K+ 2.26% |
$407K - $447K
|
460K
$12.1M
|