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 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-3.03K- 12.62% |
$124K - $140K
|
21K
$549K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.08K- 28.29% |
$126K - $142K
|
7.81K
$205K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.1K- 10.88% |
$127K - $143K
|
25.4K
$666K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-3.14K- 3.5% |
$128K - $145K
|
86.6K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.18K- 9.07% |
$130K - $147K
|
31.9K
$836K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.22K- 61.35% |
$132K - $149K
|
2.03K
$53.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.26K- 3.07% |
$133K - $150K
|
103K
$2.7M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3.29K- 6.48% |
$134K - $152K
|
47.4K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.34K- 27.82% |
$136K - $154K
|
8.66K
$227K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.34K- 2.96% |
$137K - $154K
|
110K
$2.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.46K- 0.84% |
$142K - $160K
|
408K
$10.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.47K- 35.61% |
$142K - $160K
|
6.28K
$165K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.52K- 3.55% |
$144K - $162K
|
95.5K
$2.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.58K- 5.88% |
$146K - $165K
|
57.4K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-3.71K- 7.73% |
$152K - $171K
|
44.3K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.72K- 1.74% |
$152K - $172K
|
210K
$5.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.74K- 5.83% |
$153K - $172K
|
60.4K
$1.58M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.81K- 2.26% |
$156K - $176K
|
165K
$4.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.91K- 8.03% |
$160K - $180K
|
44.7K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.97K- 76.52% |
$162K - $183K
|
1.22K
$31.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.01K- 6.97% |
$164K - $185K
|
53.5K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-4.17K- 8.53% |
$171K - $192K
|
44.8K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.19K- 2.59% |
$171K - $193K
|
158K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.24K- 2.21% |
$173K - $195K
|
188K
$4.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.4K- 5.93% |
$180K - $203K
|
69.8K
$1.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.42K- 14.48% |
$181K - $204K
|
26.1K
$685K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.46K- 29.43% |
$182K - $205K
|
10.7K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.62K- 18.15% |
$189K - $213K
|
20.9K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.65K- 15.54% |
$190K - $214K
|
25.3K
$663K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.65K- 15.54% |
$190K - $214K
|
25.3K
$663K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-4.65K- 6.51% |
$190K - $215K
|
66.8K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.92K- 18.53% |
$201K - $227K
|
21.6K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.13K- 21.2% |
$210K - $236K
|
19.1K
$500K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-5.16K- 11.54% |
$211K - $238K
|
39.5K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.58K- 5.29% |
$228K - $257K
|
100K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.73K- 4.59% |
$234K - $264K
|
119K
$3.12M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.03K- 4.63% |
$246K - $278K
|
124K
$3.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-6.14K- 18.07% |
$251K - $283K
|
27.8K
$730K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-6.26K- 1.06% |
$256K - $289K
|
584K
$15.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.27K- 3.94% |
$256K - $289K
|
153K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.33K- 10.84% |
$258K - $292K
|
52K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.39K- 49.88% |
$261K - $294K
|
6.42K
$168K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.45K- 2.34% |
$264K - $297K
|
269K
$7.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.46K- 2.05% |
$264K - $298K
|
308K
$8.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.82K- 55.48% |
$279K - $314K
|
5.48K
$143K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-6.9K- 7.19% |
$282K - $318K
|
89.1K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.61K- 3.74% |
$311K - $351K
|
196K
$5.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8K- 4.4% |
$327K - $369K
|
174K
$4.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.36K- 36.58% |
$341K - $385K
|
14.5K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-8.45K- 34.49% |
$345K - $389K
|
16K
$421K
|