Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-77- 30.56% |
$3.15K - $3.55K
|
175
$4.59K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-78- 1.0% |
$3.19K - $3.6K
|
7.76K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-82- 1.66% |
$3.35K - $3.78K
|
4.85K
$127K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-87- 3.16% |
$3.55K - $4.01K
|
2.67K
$70K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-95- 0.99% |
$3.88K - $4.38K
|
9.5K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-105- 3.8% |
$4.29K - $4.84K
|
2.66K
$69.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-118- 16.3% |
$4.82K - $5.44K
|
606
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-122- 4.82% |
$4.98K - $5.62K
|
2.41K
$63.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-122- 0.75% |
$4.98K - $5.62K
|
16.2K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-123- 2.16% |
$5.02K - $5.67K
|
5.57K
$146K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-125- 1.38% |
$5.11K - $5.76K
|
8.94K
$234K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-132- 1.16% |
$5.39K - $6.09K
|
11.2K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-133- 2.39% |
$5.43K - $6.13K
|
5.44K
$143K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-140- 0.26% |
$5.72K - $6.45K
|
53.4K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-142- 1.17% |
$5.8K - $6.55K
|
12K
$315K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-147- 2.39% |
$6K - $6.78K
|
6.01K
$157K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-150- 1.7% |
$6.13K - $6.92K
|
8.67K
$227K
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-150- 0.71% |
$6.13K - $6.92K
|
21K
$551K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-153- 1.45% |
$6.25K - $7.05K
|
10.4K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-158- 2.23% |
$6.45K - $7.28K
|
6.92K
$181K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-158- 1.46% |
$6.45K - $7.28K
|
10.7K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-162- 1.76% |
$6.62K - $7.47K
|
9.06K
$237K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-166- 0.64% |
$6.78K - $7.65K
|
25.8K
$677K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-171- 0.57% |
$6.99K - $7.88K
|
29.6K
$777K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-171- 6.91% |
$6.99K - $7.88K
|
2.31K
$60.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-174- 0.46% |
$7.11K - $8.02K
|
37.8K
$990K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 1.83% |
$7.11K - $8.02K
|
9.33K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-180- 32.03% |
$7.35K - $8.3K
|
382
$10K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-183- 0.73% |
$7.48K - $8.44K
|
25K
$656K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-189- 50.27% |
$7.72K - $8.71K
|
187
$4.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-189- 0.89% |
$7.72K - $8.71K
|
21K
$550K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-197- 1.1% |
$8.05K - $9.08K
|
17.7K
$464K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-203- 1.7% |
$8.29K - $9.36K
|
11.7K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-207- 1.33% |
$8.46K - $9.54K
|
15.3K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-208- 5.25% |
$8.5K - $9.59K
|
3.75K
$98.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-209- 2.29% |
$8.54K - $9.63K
|
8.94K
$234K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-221- 1.5% |
$9.03K - $10.2K
|
14.5K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-222- 0.56% |
$9.07K - $10.2K
|
39.2K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-224- 1.54% |
$9.15K - $10.3K
|
14.3K
$375K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-230- 1.52% |
$9.4K - $10.6K
|
14.9K
$392K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-233- 2.89% |
$9.52K - $10.7K
|
7.82K
$205K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-233- 2.23% |
$9.52K - $10.7K
|
10.2K
$268K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-237- 0.87% |
$9.68K - $10.9K
|
26.9K
$706K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-237- 1.3% |
$9.68K - $10.9K
|
18K
$472K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-237- 0.09% |
$9.68K - $10.9K
|
261K
$6.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-248- 1.64% |
$10.1K - $11.4K
|
14.8K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-267- 1.57% |
$10.9K - $12.3K
|
16.8K
$440K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-274- 4.97% |
$11.2K - $12.6K
|
5.23K
$137K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-276- 8.85% |
$11.3K - $12.7K
|
2.84K
$74.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-277- 0.49% |
$11.3K - $12.8K
|
56.6K
$1.48M
|