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 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-712- 39.29% |
$29.1K - $32.8K
|
1.1K
$30.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-715- 1.64% |
$29.2K - $33K
|
42.9K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-737- 8.21% |
$30.1K - $34K
|
8.24K
$226K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-747- 1.31% |
$30.5K - $34.4K
|
56.1K
$1.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-749- 5.08% |
$30.6K - $34.5K
|
14K
$385K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-760- 10.61% |
$31K - $35K
|
6.41K
$176K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-780- 4.91% |
$31.9K - $36K
|
15.1K
$415K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-780- 1.8% |
$31.9K - $36K
|
42.4K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-786- 10.82% |
$32.1K - $36.2K
|
6.48K
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-791- 4.91% |
$32.3K - $36.5K
|
15.3K
$421K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-798- 11.11% |
$32.6K - $36.8K
|
6.39K
$176K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-812- 4.07% |
$33.2K - $37.4K
|
19.1K
$526K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-820- 8.55% |
$33.5K - $37.8K
|
8.77K
$241K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-823- 9.72% |
$33.6K - $37.9K
|
7.65K
$210K
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-824- 4.62% |
$33.7K - $38K
|
17K
$468K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-829- 86.99% |
$33.9K - $38.2K
|
124
$3.41K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-834- 3.56% |
$34.1K - $38.4K
|
22.6K
$620K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-834- 10.63% |
$34.1K - $38.4K
|
7.01K
$193K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-858- 1.62% |
$35K - $39.6K
|
52K
$1.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-884- 14.36% |
$36.1K - $40.8K
|
5.27K
$145K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-909- 1.3% |
$37.1K - $41.9K
|
69.2K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-919- 2.85% |
$37.5K - $42.4K
|
31.3K
$861K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-925- 2.23% |
$37.8K - $42.6K
|
40.6K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-933- 0.18% |
$38.1K - $43K
|
530K
$14.6M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-951- 5.02% |
$38.8K - $43.8K
|
18K
$495K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-995- 8.51% |
$40.6K - $45.9K
|
10.7K
$294K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-995- 4.59% |
$40.6K - $45.9K
|
20.7K
$569K
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1K- 15.09% |
$40.9K - $46.1K
|
5.63K
$155K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1K- 14.67% |
$41K - $46.3K
|
5.84K
$160K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 0.45% |
$41.4K - $46.7K
|
224K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.03K- 0.7% |
$41.9K - $47.3K
|
146K
$4.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.04K- 6.26% |
$42.4K - $47.8K
|
15.5K
$427K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.08K- 2.98% |
$44.2K - $49.8K
|
35.2K
$967K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.09K- 16.41% |
$44.4K - $50.1K
|
5.54K
$152K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.1K- 1.23% |
$44.8K - $50.6K
|
88.2K
$2.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.1K- 6.44% |
$44.9K - $50.7K
|
16K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.12K- 15.94% |
$45.9K - $51.8K
|
5.93K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 0.83% |
$46.4K - $52.3K
|
135K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.18K- 1.78% |
$48.2K - $54.4K
|
65.1K
$1.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.19K- 5.77% |
$48.5K - $54.8K
|
19.4K
$533K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.19K- 0.7% |
$48.7K - $55K
|
169K
$4.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.19K- 6.39% |
$48.7K - $55K
|
17.4K
$480K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.2K- 3.67% |
$49.1K - $55.4K
|
31.5K
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.22K- 1.56% |
$49.8K - $56.2K
|
77.1K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.23K- 17.16% |
$50.1K - $56.5K
|
5.92K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.27K- 4.08% |
$51.9K - $58.6K
|
29.9K
$821K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 2.66% |
$53.2K - $60.1K
|
47.7K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 12.04% |
$53.4K - $60.3K
|
9.56K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.32K- 3.39% |
$54K - $60.9K
|
37.6K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.34K- 1.53% |
$54.7K - $61.8K
|
86.4K
$2.37M
|