Purchases and Sales Made in Q2 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 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 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
1.28K
+ 2.72%
$51.2K - $56.2K
48.5K $1.27M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.27K
+ 13.22%
$50.8K - $55.7K
10.9K $286K
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.27K
+ 4.25%
$50.7K - $55.7K
31.2K $817K
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.27K
+ 2.58%
$50.6K - $55.6K
50.4K $1.32M
Jul 20, 2023 Q2 2023
Blossom Wealth Management

BUY
 -
1.25K
+ 6.86%
$49.9K - $54.8K
19.5K $510K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
1.23K
+ 20.72%
$48.9K - $53.7K
7.14K $187K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
1.22K
+ 2.58%
$48.8K - $53.6K
48.6K $1.27M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
1.18K
+ 17.04%
$46.9K - $51.5K
8.07K $212K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.17K
+ 42.06%
$46.8K - $51.4K
3.96K $104K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
1.17K
+ 4.48%
$46.7K - $51.2K
27.3K $714K
Aug 07, 2023 Q2 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
1.15K
+ 6.56%
$45.8K - $50.3K
18.6K $489K
Aug 28, 2023 Q2 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
1.15K
+ 0.76%
$45.7K - $50.2K
153K $4M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
1.12K
+ 7.8%
$44.9K - $49.3K
15.5K $407K
Jul 17, 2023 Q2 2023
Carolina Wealth Advisors, LLC

BUY
 -
1.12K
+ 1.05%
$44.8K - $49.2K
108K $2.84M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
1.09K
+ 1.7%
$43.6K - $47.9K
65.4K $1.71M
Aug 21, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
1.08K
+ 108.0%
$43.1K - $47.3K
2.08K $54.5K
Aug 03, 2023 Q2 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
1.08K
+ 6.73%
$42.9K - $47.1K
17.1K $447K
Aug 15, 2023 Q2 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
1.06K
+ 15.79%
$42.3K - $46.4K
7.77K $204K
Aug 09, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
1K
New
$39.9K - $43.8K
1K $26.2K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
994
+ 61.43%
$39.7K - $43.6K
2.61K $68.5K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
949
+ 1.94%
$37.9K - $41.6K
49.9K $1.31M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
944
+ 944.0%
$37.7K - $41.4K
1.04K $27.4K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
938
+ 0.23%
$37.4K - $41.1K
409K $10.7M
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
936
+ 0.59%
$37.4K - $41K
161K $4.21M
Aug 09, 2023 Q2 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
930
+ 5.75%
$37.1K - $40.8K
17.1K $448K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
924
+ 6.73%
$36.9K - $40.5K
14.7K $384K
Jul 19, 2023 Q2 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
875
+ 0.77%
$34.9K - $38.3K
114K $3M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
864
+ 9.92%
$34.5K - $37.9K
9.57K $251K
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
861
+ 6.95%
$34.4K - $37.7K
13.2K $347K
Nov 19, 2024 Q2 2023
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
855
+ 1.27%
$34.1K - $37.5K
67.9K $1.78M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
810
+ 3.24%
$32.3K - $35.5K
25.8K $676K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
794
+ 6.76%
$31.7K - $34.8K
12.5K $328K
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
791
New
$31.6K - $34.7K
791 $20.7K
Aug 09, 2023 Q2 2023
Hendershot Investments Inc.

BUY
 -
786
+ 8.27%
$31.4K - $34.4K
10.3K $270K
Jul 20, 2023 Q2 2023
Blb&B Advisors, LLC

BUY
 -
780
+ 6.01%
$31.1K - $34.2K
13.8K $361K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
764
+ 2.24%
$30.5K - $33.5K
34.8K $913K
Jul 11, 2023 Q2 2023
Selective Wealth Management, Inc.

BUY
 -
751
+ 6.86%
$30K - $32.9K
11.7K $307K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
750
+ 1.33%
$29.9K - $32.9K
57K $1.49M
Aug 09, 2023 Q2 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
740
+ 11.24%
$29.5K - $32.4K
7.32K $192K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
688
+ 33.74%
$27.5K - $30.1K
2.73K $71.5K
Jul 25, 2023 Q2 2023
Upper Left Wealth Management, LLC

BUY
 -
661
+ 1.27%
$26.4K - $29K
52.9K $1.39M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
658
+ 10.92%
$26.3K - $28.8K
6.68K $175K
Aug 10, 2023 Q2 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
633
+ 7.98%
$25.3K - $27.7K
8.56K $224K
Aug 09, 2023 Q2 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
615
+ 8.99%
$24.5K - $26.9K
7.46K $195K
Jul 24, 2023 Q2 2023
Diligent Investors, LLC

BUY
 -
608
+ 0.68%
$24.3K - $26.6K
89.7K $2.35M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
604
New
$24.1K - $26.5K
604 $15.8K
Jul 31, 2023 Q2 2023
Jeppson Wealth Management, LLC

BUY
 -
598
+ 7.15%
$23.9K - $26.2K
8.96K $235K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
589
+ 1.25%
$23.5K - $25.8K
47.7K $1.25M
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
589
+ 1.25%
$23.5K - $25.8K
47.7K $1.25M

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