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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-267K- 30.21% |
$10.9M - $12.3M
|
617K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-461K- 22.7% |
$18.8M - $21.2M
|
1.57M
$43.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-941K- 8.0% |
$38.4M - $43.4M
|
10.8M
$298M
|