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 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-280- 1.58% |
$11.4K - $12.9K
|
17.5K
$458K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-283- 1.34% |
$11.6K - $13K
|
20.9K
$548K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284- 37.08% |
$11.6K - $13.1K
|
482
$12.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-286- 5.5% |
$11.7K - $13.2K
|
4.91K
$129K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-299- 1.11% |
$12.2K - $13.8K
|
26.6K
$698K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-300- 3.48% |
$12.3K - $13.8K
|
8.33K
$218K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-302- 17.41% |
$12.3K - $13.9K
|
1.43K
$37.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-305- 1.78% |
$12.5K - $14.1K
|
16.8K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-308- 0.85% |
$12.6K - $14.2K
|
35.9K
$940K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-310- 0.52% |
$12.7K - $14.3K
|
59.6K
$1.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-327- 0.94% |
$13.4K - $15.1K
|
34.5K
$904K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-330- 1.32% |
$13.5K - $15.2K
|
24.6K
$646K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-344- 2.66% |
$14.1K - $15.9K
|
12.6K
$330K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-348- 0.73% |
$14.2K - $16K
|
47.4K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-349- 0.36% |
$14.3K - $16.1K
|
95.3K
$2.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-351- 2.46% |
$14.3K - $16.2K
|
13.9K
$365K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-361- 3.36% |
$14.7K - $16.6K
|
10.4K
$272K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-361- 1.62% |
$14.7K - $16.6K
|
21.9K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-365- 99.73% |
$14.9K - $16.8K
|
1
$26.2
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-374- 0.91% |
$15.3K - $17.2K
|
40.8K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-382- 0.92% |
$15.6K - $17.6K
|
41.2K
$1.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-385- 3.67% |
$15.7K - $17.7K
|
10.1K
$265K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-398- 0.53% |
$16.3K - $18.3K
|
74.4K
$1.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-403- 26.78% |
$16.5K - $18.6K
|
1.1K
$28.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-442- 6.58% |
$18.1K - $20.4K
|
6.28K
$165K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-455- 2.27% |
$18.6K - $21K
|
19.6K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-458- 2.8% |
$18.7K - $21.1K
|
15.9K
$416K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-459- 1.08% |
$18.8K - $21.2K
|
42.1K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-459- 4.2% |
$18.8K - $21.2K
|
10.5K
$275K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-471- 5.66% |
$19.2K - $21.7K
|
7.86K
$206K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-471- 3.18% |
$19.2K - $21.7K
|
14.3K
$376K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-480- 5.62% |
$19.6K - $22.1K
|
8.06K
$211K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-487- 1.84% |
$19.9K - $22.5K
|
26K
$682K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-500- 86.66% |
$20.4K - $23.1K
|
77
$2.02K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-500- 0.74% |
$20.4K - $23.1K
|
66.7K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-516- 28.2% |
$21.1K - $23.8K
|
1.31K
$34.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-530- 2.77% |
$21.7K - $24.4K
|
18.6K
$488K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-532- 4.47% |
$21.7K - $24.5K
|
11.4K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-543- 7.28% |
$22.2K - $25K
|
6.91K
$181K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-557- 4.52% |
$22.8K - $25.7K
|
11.8K
$309K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-562- 0.08% |
$23K - $25.9K
|
707K
$18.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-567- 27.26% |
$23.2K - $26.1K
|
1.51K
$39.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-581- 1.58% |
$23.7K - $26.8K
|
36.2K
$949K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-584- 21.87% |
$23.9K - $26.9K
|
2.09K
$54.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-595- 1.82% |
$24.3K - $27.4K
|
32.1K
$842K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-627- 0.38% |
$25.6K - $28.9K
|
163K
$4.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-630- 10.17% |
$25.7K - $29K
|
5.57K
$146K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-631- 0.82% |
$25.8K - $29.1K
|
76.6K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-656- 0.46% |
$26.8K - $30.2K
|
143K
$3.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-659- 7.59% |
$26.9K - $30.4K
|
8.03K
$210K
|