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 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.93K+ 9.47% |
$160K - $181K
|
45.4K
$1.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.9K+ 9.63% |
$159K - $180K
|
44.4K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.76K+ 21.83% |
$154K - $173K
|
21K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.73K+ 68.72% |
$152K - $172K
|
9.16K
$240K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.69K+ 3.91% |
$151K - $170K
|
98.2K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
3.63K+ 6.84% |
$148K - $168K
|
56.7K
$1.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.43K+ 7.78% |
$140K - $158K
|
47.6K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.42K+ 4.03% |
$140K - $158K
|
88.3K
$2.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.4K+ 68.81% |
$139K - $157K
|
8.34K
$219K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
3.37K+ 6.48% |
$138K - $155K
|
55.4K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.37K+ 1.63% |
$138K - $155K
|
210K
$5.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.35K+ 9.97% |
$137K - $155K
|
37K
$970K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.29K+ 6.78% |
$134K - $152K
|
51.8K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.27K+ 2.35% |
$133K - $151K
|
142K
$3.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.22K+ 5.26% |
$131K - $148K
|
64.4K
$1.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.21K+ 0.93% |
$131K - $148K
|
349K
$9.14M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.13KNew |
$128K - $144K
|
3.13K
$82K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3K+ 57.81% |
$123K - $138K
|
8.19K
$215K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.95K+ 5.86% |
$120K - $136K
|
53.2K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.77K+ 1.61% |
$113K - $128K
|
174K
$4.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.73K+ 19.04% |
$112K - $126K
|
17.1K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.68K+ 1.75% |
$109K - $124K
|
155K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.65K+ 6.03% |
$108K - $122K
|
46.6K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
2.63K+ 17.8% |
$107K - $121K
|
17.4K
$456K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.56K+ 1376.34% |
$105K - $118K
|
2.75K
$72K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.41K+ 7.28% |
$98.3K - $111K
|
35.5K
$930K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 2.29% |
$94.7K - $107K
|
104K
$2.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.29K+ 3.93% |
$93.4K - $105K
|
60.5K
$1.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.28K+ 2.4% |
$93.1K - $105K
|
97.1K
$2.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.28K+ 5.85% |
$92.9K - $105K
|
41.2K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.27K+ 6.63% |
$92.7K - $105K
|
36.5K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.24K+ 3.5% |
$91.6K - $103K
|
66.2K
$1.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.2K+ 70.15% |
$89.9K - $101K
|
5.34K
$140K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.17K+ 17.9% |
$88.6K - $100K
|
14.3K
$375K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.14K+ 41.25% |
$87.3K - $98.6K
|
7.32K
$192K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.14K+ 21.18% |
$87.3K - $98.6K
|
12.2K
$321K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.09K+ 3.32% |
$85.2K - $96.1K
|
64.8K
$1.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.05K+ 1.25% |
$83.6K - $94.3K
|
166K
$4.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 16.24% |
$81.9K - $92.5K
|
14.4K
$376K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2KNew |
$81.7K - $92.2K
|
2K
$52.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2K+ 175.11% |
$81.6K - $92.1K
|
3.14K
$82.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.99K+ 2.12% |
$81.2K - $91.6K
|
95.8K
$2.51M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.97KNew |
$80.6K - $91K
|
1.97K
$51.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.94K+ 0.64% |
$79K - $89.2K
|
302K
$7.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.92K+ 11.8% |
$78.5K - $88.6K
|
18.2K
$477K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.92K+ 2.42% |
$78.4K - $88.4K
|
81.1K
$2.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.86K+ 1.61% |
$75.9K - $85.6K
|
117K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.8K+ 14.21% |
$73.6K - $83.1K
|
14.5K
$380K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.77K+ 64.91% |
$72.3K - $81.6K
|
4.5K
$118K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.74K+ 23.52% |
$70.9K - $80K
|
9.12K
$239K
|