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 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
843+ 1.59% |
$34.4K - $38.9K
|
53.7K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
834+ 0.68% |
$34.1K - $38.4K
|
123K
$3.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
825+ 503.05% |
$33.7K - $38K
|
989
$25.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
794+ 3.2% |
$32.4K - $36.6K
|
25.6K
$670K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
785+ 0.41% |
$32.1K - $36.2K
|
190K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
784+ 0.34% |
$32K - $36.1K
|
229K
$5.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
783+ 6.9% |
$32K - $36.1K
|
12.1K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
779+ 0.68% |
$31.8K - $35.9K
|
115K
$3.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
777New |
$31.7K - $35.8K
|
777
$20.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
774+ 134.84% |
$31.6K - $35.7K
|
1.35K
$35.3K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
750+ 11.52% |
$30.6K - $34.6K
|
7.26K
$190K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
744+ 0.47% |
$30.4K - $34.3K
|
159K
$4.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
742+ 2.2% |
$30.3K - $34.2K
|
34.5K
$903K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
711+ 0.12% |
$29K - $32.8K
|
596K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
687+ 6.31% |
$28.1K - $31.7K
|
11.6K
$304K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
682+ 0.65% |
$27.9K - $31.4K
|
106K
$2.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
677+ 0.32% |
$27.7K - $31.2K
|
213K
$5.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
647+ 1.6% |
$26.4K - $29.8K
|
41K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
636+ 5.48% |
$26K - $29.3K
|
12.2K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
619+ 2.13% |
$25.3K - $28.5K
|
29.7K
$778K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
615+ 6.24% |
$25.1K - $28.4K
|
10.5K
$274K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
615+ 0.78% |
$25.1K - $28.4K
|
79.4K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
608+ 0.45% |
$24.8K - $28K
|
137K
$3.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
583+ 1.42% |
$23.8K - $26.9K
|
41.7K
$1.09M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
564+ 0.83% |
$23K - $26K
|
68.5K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
558+ 0.95% |
$22.8K - $25.7K
|
59K
$1.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
552+ 0.45% |
$22.5K - $25.4K
|
122K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
538+ 5.15% |
$22K - $24.8K
|
11K
$288K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
537+ 1.81% |
$21.9K - $24.8K
|
30.1K
$790K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
517+ 0.17% |
$21.1K - $23.8K
|
312K
$8.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
514+ 2.2% |
$21K - $23.7K
|
23.9K
$626K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
509+ 2.84% |
$20.8K - $23.5K
|
18.4K
$483K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
500+ 2.4% |
$20.4K - $23.1K
|
21.4K
$560K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
492+ 0.95% |
$20.1K - $22.7K
|
52.5K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
481+ 4.83% |
$19.6K - $22.2K
|
10.4K
$273K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
466+ 2.31% |
$19K - $21.5K
|
20.6K
$541K
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
465+ 3.24% |
$19K - $21.4K
|
14.8K
$388K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
450+ 5.58% |
$18.4K - $20.7K
|
8.52K
$223K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
435+ 8.16% |
$17.8K - $20.1K
|
5.77K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
400+ 1.61% |
$16.3K - $18.4K
|
25.2K
$662K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
399New |
$16.3K - $18.4K
|
399
$10.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
393+ 7.43% |
$16.1K - $18.1K
|
5.68K
$149K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
390+ 2.89% |
$15.9K - $18K
|
13.9K
$364K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
389+ 4.64% |
$15.9K - $17.9K
|
8.78K
$230K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
387+ 8.26% |
$15.8K - $17.8K
|
5.07K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
385+ 0.92% |
$15.7K - $17.7K
|
42.3K
$1.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
373+ 2.28% |
$15.2K - $17.2K
|
16.7K
$439K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
373+ 1.46% |
$15.2K - $17.2K
|
25.9K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
369+ 92.02% |
$15.1K - $17K
|
770
$20.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
361New |
$14.7K - $16.6K
|
361
$9.46K
|