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
|
Evoke Wealth, LLC
|
BUY
|
- |
581+ 11.43% |
$23.2K - $25.5K
|
5.67K
$148K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
578+ 7.53% |
$23.1K - $25.3K
|
8.25K
$216K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
577New |
$23K - $25.3K
|
577
$15.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
572+ 45.47% |
$22.8K - $25.1K
|
1.83K
$48K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
519+ 0.82% |
$20.7K - $22.7K
|
64.2K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
510+ 9.93% |
$20.4K - $22.3K
|
5.65K
$148K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
510+ 142.86% |
$20.4K - $22.3K
|
867
$22.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
503+ 0.64% |
$20.1K - $22K
|
78.8K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
500+ 0.33% |
$20K - $21.9K
|
153K
$4M
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
BUY
|
- |
495+ 3.39% |
$19.8K - $21.7K
|
15.1K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
479New |
$19.1K - $21K
|
479
$12.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
464+ 6.5% |
$18.5K - $20.3K
|
7.6K
$199K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
464+ 0.88% |
$18.5K - $20.3K
|
52.9K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
455+ 1.27% |
$18.2K - $19.9K
|
36.2K
$948K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
454+ 7.08% |
$18.1K - $19.9K
|
6.86K
$180K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
444+ 88.62% |
$17.7K - $19.5K
|
945
$24.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
442+ 41.58% |
$17.6K - $19.4K
|
1.51K
$39.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
434+ 8.86% |
$17.3K - $19K
|
5.33K
$140K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
431+ 1.97% |
$17.2K - $18.9K
|
22.3K
$583K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
430+ 6.47% |
$17.2K - $18.8K
|
7.08K
$185K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
426+ 6.87% |
$17K - $18.7K
|
6.63K
$174K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
425+ 5.05% |
$17K - $18.6K
|
8.84K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
408+ 1.56% |
$16.3K - $17.9K
|
26.5K
$695K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
407+ 4.91% |
$16.2K - $17.8K
|
8.69K
$228K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
396+ 2084.21% |
$15.8K - $17.4K
|
415
$10.9K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
395+ 6.46% |
$15.8K - $17.3K
|
6.51K
$171K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
393New |
$15.7K - $17.2K
|
393
$10.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
390New |
$15.6K - $17.1K
|
390
$10.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
388+ 0.21% |
$15.5K - $17K
|
189K
$4.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
380+ 0.71% |
$15.2K - $16.7K
|
53.8K
$1.41M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
380+ 0.71% |
$15.2K - $16.7K
|
53.8K
$1.41M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
377+ 1.08% |
$15K - $16.5K
|
35.4K
$927K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
374+ 4.29% |
$14.9K - $16.4K
|
9.08K
$238K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
370+ 0.86% |
$14.8K - $16.2K
|
43.6K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
364+ 4.45% |
$14.5K - $16K
|
8.54K
$224K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
360+ 1.99% |
$14.4K - $15.8K
|
18.5K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
355+ 1.66% |
$14.2K - $15.6K
|
21.7K
$570K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
352+ 1.4% |
$14K - $15.4K
|
25.5K
$668K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
350New |
$14K - $15.3K
|
350
$9.17K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
347+ 4.63% |
$13.8K - $15.2K
|
7.84K
$205K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
344+ 1.84% |
$13.7K - $15.1K
|
19K
$498K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
342+ 1.17% |
$13.6K - $15K
|
29.6K
$775K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
341+ 3.77% |
$13.6K - $14.9K
|
9.39K
$246K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
336+ 0.15% |
$13.4K - $14.7K
|
230K
$6.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
336+ 0.15% |
$13.4K - $14.7K
|
230K
$6.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
326+ 5.06% |
$13K - $14.3K
|
6.77K
$178K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
308+ 2.99% |
$12.3K - $13.5K
|
10.6K
$278K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
302+ 21.07% |
$12.1K - $13.2K
|
1.74K
$45.5K
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
300+ 6.46% |
$12K - $13.1K
|
4.94K
$130K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
285+ 42.66% |
$11.4K - $12.5K
|
953
$25K
|