Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
7.99K
New
$326K - $368K
7.99K $209K
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
7.86K
New
$321K - $362K
7.86K $206K
Oct 10, 2023 Q3 2023
Fidelis I M, LLC

Medford, OR
BUY
 -
7.8K
+ 2.06%
$318K - $359K
386K $10.1M
Nov 07, 2023 Q3 2023
Dravo Bay LLC

Wilmington, DE
BUY
 -
7.66K
+ 5.7%
$313K - $353K
142K $3.72M
Nov 03, 2023 Q3 2023
Meridian Management CO

BUY
 -
7.41K
+ 1.46%
$303K - $342K
516K $13.5M
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
7.22K
+ 3.81%
$295K - $333K
197K $5.16M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
6.9K
+ 122.1%
$282K - $318K
12.5K $329K
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
6.87K
+ 19.41%
$280K - $317K
42.2K $1.11M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
6.73K
New
$275K - $310K
6.73K $176K
Nov 13, 2023 Q3 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
6.69K
+ 26.26%
$273K - $308K
32.2K $843K
Oct 30, 2023 Q3 2023
Matrix Trust CO

BUY
 -
6.48K
+ 3.5%
$265K - $299K
192K $5.02M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
6.46K
+ 101.86%
$264K - $298K
12.8K $336K
Oct 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
6.4K
+ 13.96%
$262K - $295K
52.3K $1.37M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
6.3K
New
$257K - $291K
6.3K $165K
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
6.23K
+ 81.51%
$255K - $287K
13.9K $364K
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
6.21K
+ 11.06%
$254K - $286K
62.4K $1.64M
Nov 09, 2023 Q3 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
6.15K
+ 4.13%
$251K - $284K
155K $4.06M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
6.02K
+ 1.97%
$246K - $277K
312K $8.17M
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

BUY
 -
5.96K
+ 0.62%
$244K - $275K
975K $25.6M
Oct 04, 2023 Q3 2023
Bowman & CO S.C.

BUY
 -
5.92K
New
$242K - $273K
5.92K $155K
Oct 12, 2023 Q3 2023
Gleason Group, Inc.

BUY
 -
5.87K
+ 13.12%
$240K - $271K
50.6K $1.33M
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
5.73K
+ 17.27%
$234K - $264K
38.9K $1.02M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
5.6K
New
$229K - $258K
5.6K $147K
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
5.5K
New
$225K - $254K
5.5K $144K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.5K
+ 2.18%
$225K - $253K
257K $6.74M
Oct 13, 2023 Q3 2023
Veery Capital, LLC

BUY
 -
5.48K
+ 4.27%
$224K - $253K
134K $3.51M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
5.41K
New
$221K - $250K
5.41K $142K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.29K
+ 14.08%
$216K - $244K
42.9K $1.12M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
5.22K
+ 7.99%
$213K - $241K
70.6K $1.85M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
5.21K
+ 29.49%
$213K - $240K
22.9K $600K
Oct 13, 2023 Q3 2023
Buckingham Capital Management, Inc.

BUY
 -
5.15K
+ 2.21%
$210K - $237K
238K $6.24M
Oct 25, 2023 Q3 2023
Horizon Financial Services, LLC

BUY
 -
5.05K
+ 3.82%
$206K - $233K
137K $3.6M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
5K
+ 11.07%
$204K - $230K
50.1K $1.31M
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
4.98K
New
$203K - $229K
4.98K $130K
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
4.92K
New
$201K - $227K
4.92K $129K
Nov 02, 2023 Q3 2023
St. Louis Trust CO

BUY
 -
4.88K
+ 3.24%
$199K - $225K
155K $4.07M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.87K
+ 1.72%
$199K - $224K
288K $7.54M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
4.86K
+ 4.93%
$198K - $224K
103K $2.71M
Nov 09, 2023 Q3 2023
Strategic Financial Planning, Inc.

BUY
 -
4.74K
+ 1.52%
$194K - $219K
316K $8.28M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
4.72K
+ 49.42%
$193K - $218K
14.3K $374K
Nov 14, 2023 Q3 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
4.62K
+ 3.88%
$189K - $213K
124K $3.24M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
4.59K
+ 5.64%
$188K - $212K
86K $2.25M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
4.53K
+ 194.75%
$185K - $209K
6.85K $180K
Oct 10, 2023 Q3 2023
Lvw Advisors, LLC

BUY
 -
4.5K
+ 4.2%
$184K - $207K
112K $2.93M
Oct 25, 2023 Q3 2023
Smithbridge Asset Management Inc

BUY
 -
4.39K
+ 7.85%
$179K - $202K
60.3K $1.58M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
4.09K
+ 1.91%
$167K - $188K
218K $5.72M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
4.08K
+ 4.67%
$167K - $188K
91.5K $2.4M
Oct 18, 2023 Q3 2023
Powers Advisory Group, LLC

BUY
 -
4.06K
+ 5.71%
$166K - $187K
75.1K $1.97M
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
4K
+ 7.03%
$164K - $185K
61K $1.6M

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