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 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
353
+ 1.66%
$14.4K - $16.3K
21.6K $593K
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
346
+ 7.21%
$14.1K - $16K
5.15K $141K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
335
+ 3.5%
$13.7K - $15.4K
9.91K $272K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
324
+ 5.96%
$13.2K - $14.9K
5.76K $158K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
321
+ 4.22%
$13.1K - $14.8K
7.92K $218K
Nov 14, 2023 Q3 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
321
+ 5.29%
$13.1K - $14.8K
6.39K $176K
Oct 30, 2023 Q3 2023
Leisure Capital Management

BUY
 -
317
+ 0.57%
$12.9K - $14.6K
55.7K $1.53M
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
301
+ 29.71%
$12.3K - $13.9K
1.31K $36.1K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
293
+ 1.51%
$12K - $13.5K
19.8K $543K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
284
+ 0.86%
$11.6K - $13.1K
33.3K $915K
Nov 01, 2023 Q3 2023
Madison Wealth Partners, Inc

BUY
 -
280
+ 5.65%
$11.4K - $12.9K
5.23K $144K
Oct 18, 2023 Q3 2023
Leverty Financial Group, LLC

BUY
 -
273
+ 4.46%
$11.2K - $12.6K
6.39K $176K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
264
+ 2.11%
$10.8K - $12.2K
12.8K $352K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
264
+ 2.11%
$10.8K - $12.2K
12.8K $352K
Oct 23, 2023 Q3 2023
Hendershot Investments Inc.

BUY
 -
260
+ 2.53%
$10.6K - $12K
10.5K $290K
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
258
+ 1.52%
$10.5K - $11.9K
17.3K $475K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
251
+ 1.08%
$10.3K - $11.6K
23.5K $646K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
250
New
$10.2K - $11.5K
250 $6.87K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
246
+ 56.68%
$10K - $11.3K
680 $18.7K
Oct 26, 2023 Q3 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
240
New
$9.8K - $11.1K
240 $6.6K
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
222
+ 0.07%
$9.07K - $10.2K
314K $8.65M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
221
New
$9.03K - $10.2K
221 $6.08K
Nov 14, 2023 Q3 2023
Biltmore Family Office, LLC

BUY
 -
216
New
$8.82K - $9.96K
216 $5.94K
Oct 23, 2023 Q3 2023
Garrison Asset Management, LLC

BUY
 -
213
+ 0.4%
$8.7K - $9.82K
53.8K $1.48M
May 24, 2024 Q3 2023
Garrison Asset Management, LLC

BUY
 -
213
+ 0.4%
$8.7K - $9.82K
53.8K $1.48M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
213
+ 1.77%
$8.7K - $9.82K
12.2K $336K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
213
+ 1.02%
$8.7K - $9.82K
21K $578K
Oct 13, 2023 Q3 2023
Summit Global Investments

Bountiful, UT
BUY
 -
204
+ 2.01%
$8.33K - $9.4K
10.4K $285K
Nov 15, 2023 Q3 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
202
+ 0.99%
$8.25K - $9.31K
20.6K $566K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
202
+ 2.64%
$8.25K - $9.31K
7.85K $216K
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
198
+ 0.87%
$8.09K - $9.13K
22.9K $630K
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
196
+ 2.09%
$8.01K - $9.04K
9.59K $264K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
193
+ 0.39%
$7.88K - $8.9K
50.1K $1.38M
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
188
+ 7.45%
$7.68K - $8.67K
2.71K $74.5K
Oct 05, 2023 Q3 2023
West Oak Capital, LLC

BUY
 -
185
+ 1.8%
$7.56K - $8.53K
10.5K $288K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
184
+ 2.0%
$7.52K - $8.48K
9.38K $258K
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
184
+ 1.17%
$7.52K - $8.48K
15.9K $437K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
183
New
$7.48K - $8.44K
183 $5.03K
Oct 17, 2023 Q3 2023
Planning Alternatives LTD

BUY
 -
175
+ 2.12%
$7.15K - $8.07K
8.42K $231K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
174
New
$7.11K - $8.02K
174 $4.78K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
174
+ 1450.0%
$7.11K - $8.02K
186 $5.11K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
173
+ 2.14%
$7.07K - $7.98K
8.25K $227K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
171
+ 156.88%
$6.99K - $7.88K
280 $7.7K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
170
+ 0.31%
$6.94K - $7.84K
54.4K $1.5M
Nov 09, 2023 Q3 2023
Innovis Asset Management LLC

Chicago, IL
BUY
 -
170
+ 2.57%
$6.94K - $7.84K
6.8K $187K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
169
+ 1.76%
$6.9K - $7.79K
9.78K $269K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
167
New
$6.82K - $7.7K
167 $4.59K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
166
+ 0.64%
$6.78K - $7.65K
25.9K $713K
Nov 14, 2023 Q3 2023
Lowe Brockenbrough & CO Inc

BUY
 -
165
+ 0.42%
$6.74K - $7.61K
39.7K $1.09M

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