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 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-8.5K- 7.32% |
$347K - $392K
|
108K
$2.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.57K- 7.99% |
$350K - $395K
|
98.6K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-8.6K- 10.33% |
$351K - $396K
|
74.7K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.62K- 33.26% |
$352K - $397K
|
17.3K
$454K
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.72K- 18.93% |
$356K - $402K
|
37.4K
$980K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.77K- 14.36% |
$358K - $404K
|
52.3K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-9.26K- 3.18% |
$378K - $427K
|
282K
$7.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-9.31K- 11.35% |
$380K - $429K
|
72.7K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-9.65K- 14.45% |
$394K - $445K
|
57.1K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.74K- 4.23% |
$398K - $449K
|
221K
$5.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10K- 7.05% |
$408K - $461K
|
132K
$3.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 9.37% |
$415K - $468K
|
98.2K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-10.6K- 20.95% |
$433K - $488K
|
40K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12K- 7.72% |
$489K - $551K
|
143K
$3.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-12K- 56.1% |
$491K - $554K
|
9.4K
$246K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12.7K- 4.84% |
$519K - $586K
|
250K
$6.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-13.2K- 42.53% |
$539K - $609K
|
17.8K
$468K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-13.5K- 40.75% |
$551K - $622K
|
19.6K
$514K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-14.4K- 21.16% |
$590K - $666K
|
53.8K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 1.52% |
$593K - $669K
|
943K
$24.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-15.5K- 17.07% |
$633K - $715K
|
75.3K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-15.8K- 21.63% |
$647K - $731K
|
57.4K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15.9K- 10.96% |
$649K - $733K
|
129K
$3.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-16.5K- 75.82% |
$673K - $760K
|
5.26K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.6K- 0.7% |
$677K - $765K
|
2.35M
$61.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-19.8K- 10.75% |
$808K - $912K
|
164K
$4.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-21.3K- 73.44% |
$870K - $982K
|
7.71K
$202K
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-21.8K- 39.07% |
$889K - $1M
|
33.9K
$889K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-24.4K- 1.98% |
$999K - $1.13M
|
1.21M
$31.6M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-24.9K- 15.24% |
$1.02M - $1.15M
|
138K
$3.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-25K- 15.12% |
$1.02M - $1.15M
|
140K
$3.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-25.4K- 40.43% |
$1.04M - $1.17M
|
37.4K
$981K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-26.6K- 13.51% |
$1.09M - $1.22M
|
170K
$4.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.6K- 27.25% |
$1.25M - $1.41M
|
81.7K
$2.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-32.9K- 8.47% |
$1.34M - $1.52M
|
355K
$9.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.7K- 28.07% |
$1.46M - $1.64M
|
91.4K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-35.7K- 6.35% |
$1.46M - $1.65M
|
527K
$13.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-36K- 12.72% |
$1.47M - $1.66M
|
247K
$6.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-36.3K- 15.42% |
$1.48M - $1.67M
|
199K
$5.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-44.2K- 1.62% |
$1.8M - $2.04M
|
2.68M
$70.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58.8K- 3.92% |
$2.4M - $2.71M
|
1.44M
$37.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-62.6K- 88.82% |
$2.56M - $2.89M
|
7.88K
$207K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-63.4K- 19.16% |
$2.59M - $2.92M
|
267K
$7.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-63.5K- 50.63% |
$2.59M - $2.93M
|
61.9K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-74.3K- 98.33% |
$3.03M - $3.42M
|
1.26K
$33K
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-84.9K- 40.23% |
$3.47M - $3.92M
|
126K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-90.6K- 55.17% |
$3.7M - $4.18M
|
73.6K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-139K- 88.66% |
$5.66M - $6.39M
|
17.7K
$465K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-139K- 75.93% |
$5.69M - $6.43M
|
44.2K
$1.16M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-235K- 6.38% |
$9.59M - $10.8M
|
3.45M
$90.3M
|