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 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
1.7K
+ 16.69%
$69.6K - $78.5K
11.9K $312K
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
1.7K
+ 4.83%
$69.5K - $78.5K
36.9K $968K
Oct 16, 2023 Q3 2023
Reitz Capital Advisors LLC

BUY
 -
1.69K
New
$68.9K - $77.7K
1.69K $44.2K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
1.67K
New
$68.3K - $77.1K
1.67K $43.8K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
1.66K
+ 6.07%
$67.6K - $76.3K
28.9K $758K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.65K
+ 14.78%
$67.2K - $75.9K
12.8K $335K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
1.62K
+ 1.01%
$66.1K - $74.5K
162K $4.25M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.6K
+ 4.26%
$65.4K - $73.8K
39.2K $1.03M
Nov 07, 2023 Q3 2023
Warwick Investment Management, Inc.

BUY
 -
1.55K
+ 6.03%
$63.5K - $71.6K
27.3K $716K
Oct 19, 2023 Q3 2023
Sunburst Financial Group, LLC

BUY
 -
1.53K
+ 2.34%
$62.4K - $70.4K
66.8K $1.75M
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
1.49K
+ 5.42%
$60.7K - $68.5K
28.9K $758K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.48K
+ 5.95%
$60.5K - $68.3K
26.4K $691K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.47K
+ 5.59%
$60.1K - $67.9K
27.8K $729K
Oct 24, 2023 Q3 2023
Forth Right Wealth Management, LLC

BUY
 -
1.46K
+ 0.41%
$59.6K - $67.3K
357K $9.37M
Oct 10, 2023 Q3 2023
Curbstone Financial Management Corp

BUY
 -
1.45K
+ 0.81%
$59.2K - $66.8K
180K $4.72M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
1.42K
+ 1.67%
$58K - $65.4K
86.6K $2.27M
Nov 14, 2023 Q3 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
1.39K
+ 1.71%
$56.9K - $64.2K
82.7K $2.17M
Oct 11, 2023 Q3 2023
First Financial Corp

BUY
 -
1.39K
New
$56.7K - $64K
1.39K $36.4K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
1.39K
+ 11.76%
$56.7K - $64K
13.2K $346K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.39K
+ 4.94%
$56.6K - $63.8K
29.4K $771K
Nov 13, 2023 Q3 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
1.35K
+ 4.58%
$55.2K - $62.3K
30.8K $808K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
1.33K
+ 0.9%
$54.5K - $61.5K
149K $3.91M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
1.33K
+ 2.74%
$54.4K - $61.4K
49.8K $1.31M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1.3K
+ 1.82%
$53.2K - $60.1K
72.8K $1.91M
Oct 19, 2023 Q3 2023
Mendel Capital Management LLC

BUY
 -
1.25K
+ 8.85%
$50.9K - $57.4K
15.3K $402K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
1.25K
+ 119.35%
$50.9K - $57.4K
2.29K $60K
Nov 08, 2023 Q3 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
1.24K
+ 2.05%
$50.8K - $57.3K
62K $1.62M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.22K
New
$49.7K - $56.1K
1.22K $31.9K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.21K
+ 1.93%
$49.3K - $55.6K
63.8K $1.67M
Nov 07, 2023 Q3 2023
Copperwynd Financial, LLC

BUY
 -
1.21K
+ 1.66%
$49.3K - $55.6K
74K $1.94M
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
1.17K
+ 10.41%
$48K - $54.1K
12.5K $326K
Nov 13, 2023 Q3 2023
Madden Advisory Services, Inc.

BUY
 -
1.15K
+ 11.96%
$47.1K - $53.2K
10.8K $283K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
1.15K
+ 9.84%
$47K - $53.1K
12.8K $337K
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.13K
+ 9.28%
$46.3K - $52.3K
13.4K $350K
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
1.13K
+ 3.34%
$46.2K - $52.1K
35K $917K
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
1.11K
+ 7.19%
$45.2K - $51K
16.5K $432K
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
1.06K
+ 12.22%
$43.4K - $49K
9.75K $256K
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
1.02K
+ 6.59%
$41.8K - $47.2K
16.6K $434K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
1.01K
+ 9.86%
$41.3K - $46.6K
11.3K $295K
Nov 15, 2023 Q3 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
952
+ 12.26%
$38.9K - $43.9K
8.72K $228K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
946
+ 3.99%
$38.6K - $43.6K
24.7K $647K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
940
+ 12.21%
$38.4K - $43.3K
8.64K $226K
Nov 14, 2023 Q3 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
939
+ 5.76%
$38.4K - $43.3K
17.2K $452K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
928
+ 66.05%
$37.9K - $42.8K
2.33K $61.1K
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
926
+ 3.92%
$37.8K - $42.7K
24.5K $643K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
923
+ 0.32%
$37.7K - $42.6K
290K $7.59M
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
875
+ 6.83%
$35.7K - $40.3K
13.7K $359K
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

BUY
 -
848
+ 8.03%
$34.6K - $39.1K
11.4K $299K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
843
+ 1.36%
$34.4K - $38.9K
62.9K $1.65M

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