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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.3KNew |
$1.03M - $1.17M
|
25.3K
$664K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
24.7K+ 11.86% |
$1.01M - $1.14M
|
233K
$6.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
23.7KNew |
$966K - $1.09M
|
23.7K
$620K
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
22.8KNew |
$931K - $1.05M
|
22.8K
$597K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
22.1K+ 98.77% |
$901K - $1.02M
|
44.4K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
21.4KNew |
$873K - $985K
|
21.4K
$560K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.2K+ 51.84% |
$868K - $980K
|
62.2K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.9K+ 192.18% |
$856K - $966K
|
31.8K
$835K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9K+ 442.21% |
$856K - $965K
|
25.7K
$673K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
20.6K+ 9.02% |
$840K - $948K
|
249K
$6.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
20.2K+ 24.09% |
$825K - $931K
|
104K
$2.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 15.76% |
$797K - $899K
|
143K
$3.76M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 23.52% |
$750K - $846K
|
96.4K
$2.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
17.9K+ 4.13% |
$731K - $824K
|
451K
$11.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
17.8K+ 1.84% |
$725K - $818K
|
985K
$25.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
17.2K+ 304.38% |
$704K - $795K
|
22.9K
$600K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.7KNew |
$684K - $772K
|
16.7K
$439K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.6K+ 6.38% |
$677K - $764K
|
276K
$7.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
16.5K+ 240.05% |
$675K - $762K
|
23.4K
$614K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
16.4K+ 21.22% |
$668K - $754K
|
93.4K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
16.2K+ 14.17% |
$662K - $747K
|
131K
$3.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.2K+ 14.19% |
$662K - $747K
|
130K
$3.42M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
16.1K+ 8.87% |
$658K - $743K
|
198K
$5.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16.1K+ 29.23% |
$658K - $743K
|
71.3K
$1.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
15.6K+ 6.56% |
$635K - $717K
|
253K
$6.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.5K+ 11.08% |
$633K - $714K
|
155K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.3K+ 278.18% |
$625K - $705K
|
20.8K
$545K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
15K+ 6.55% |
$611K - $689K
|
243K
$6.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14.2K+ 7.61% |
$580K - $654K
|
201K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 8.56% |
$567K - $640K
|
176K
$4.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
13.7KNew |
$561K - $633K
|
13.7K
$360K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.8K+ 11.78% |
$523K - $590K
|
121K
$3.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
12.5KNew |
$510K - $575K
|
12.5K
$327K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
12.3K+ 13.1% |
$501K - $566K
|
106K
$2.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11.3KNew |
$463K - $523K
|
11.3K
$297K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 4.94% |
$456K - $514K
|
237K
$6.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11KNew |
$450K - $508K
|
11K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7K+ 11.96% |
$437K - $493K
|
100K
$2.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
10.6K+ 17.77% |
$432K - $488K
|
70.2K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10K+ 159.77% |
$408K - $461K
|
16.3K
$426K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
9.91K+ 76.32% |
$405K - $457K
|
22.9K
$600K
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
9.17K+ 1.88% |
$375K - $423K
|
497K
$13M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
8.68K+ 1.89% |
$355K - $400K
|
469K
$12.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
8.56K+ 7.3% |
$349K - $394K
|
126K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.5K+ 2.08% |
$347K - $392K
|
417K
$10.9M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
8.39K+ 3.14% |
$343K - $387K
|
275K
$7.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.24K+ 12.79% |
$337K - $380K
|
72.7K
$1.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.23K+ 5.52% |
$336K - $379K
|
157K
$4.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
8.16KNew |
$333K - $376K
|
8.16K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.12K+ 102.93% |
$332K - $374K
|
16K
$419K
|