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 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
356+ 1.93% |
$14.5K - $16.4K
|
18.8K
$492K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
354+ 0.6% |
$14.5K - $16.3K
|
59K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
353+ 1.66% |
$14.4K - $16.3K
|
21.6K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
346+ 7.21% |
$14.1K - $16K
|
5.15K
$135K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335+ 3.5% |
$13.7K - $15.4K
|
9.91K
$260K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
324+ 5.96% |
$13.2K - $14.9K
|
5.76K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
321+ 4.22% |
$13.1K - $14.8K
|
7.92K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
321+ 5.29% |
$13.1K - $14.8K
|
6.39K
$167K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
317+ 0.57% |
$12.9K - $14.6K
|
55.7K
$1.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
301+ 29.71% |
$12.3K - $13.9K
|
1.31K
$34.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
293+ 1.51% |
$12K - $13.5K
|
19.8K
$518K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
284+ 0.86% |
$11.6K - $13.1K
|
33.3K
$872K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
283+ 2.97% |
$11.6K - $13K
|
9.8K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
280+ 5.65% |
$11.4K - $12.9K
|
5.23K
$137K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
273+ 4.46% |
$11.2K - $12.6K
|
6.39K
$167K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
264+ 2.11% |
$10.8K - $12.2K
|
12.8K
$335K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
264+ 2.11% |
$10.8K - $12.2K
|
12.8K
$335K
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
260+ 2.53% |
$10.6K - $12K
|
10.5K
$276K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
258+ 1.52% |
$10.5K - $11.9K
|
17.3K
$453K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
251+ 1.08% |
$10.3K - $11.6K
|
23.5K
$616K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
250New |
$10.2K - $11.5K
|
250
$6.55K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
246+ 56.68% |
$10K - $11.3K
|
680
$17.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
240New |
$9.8K - $11.1K
|
240
$6.29K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
222+ 0.07% |
$9.07K - $10.2K
|
314K
$8.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
221New |
$9.03K - $10.2K
|
221
$5.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
216New |
$8.82K - $9.96K
|
216
$5.66K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
213+ 1.02% |
$8.7K - $9.82K
|
21K
$551K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
213+ 0.4% |
$8.7K - $9.82K
|
53.8K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
213+ 1.77% |
$8.7K - $9.82K
|
12.2K
$321K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
213+ 0.4% |
$8.7K - $9.82K
|
53.8K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
204+ 2.01% |
$8.33K - $9.4K
|
10.4K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
202+ 2.64% |
$8.25K - $9.31K
|
7.85K
$206K
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
202+ 0.99% |
$8.25K - $9.31K
|
20.6K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
198+ 0.87% |
$8.09K - $9.13K
|
22.9K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
196+ 2.09% |
$8.01K - $9.04K
|
9.59K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
193+ 0.39% |
$7.88K - $8.9K
|
50.1K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
188+ 7.45% |
$7.68K - $8.67K
|
2.71K
$71.1K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
185+ 1.8% |
$7.56K - $8.53K
|
10.5K
$275K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
184+ 1.17% |
$7.52K - $8.48K
|
15.9K
$416K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
184+ 2.0% |
$7.52K - $8.48K
|
9.38K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
183New |
$7.48K - $8.44K
|
183
$4.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
BUY
|
- |
175+ 2.12% |
$7.15K - $8.07K
|
8.42K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
174+ 1450.0% |
$7.11K - $8.02K
|
186
$4.88K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
174New |
$7.11K - $8.02K
|
174
$4.56K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
173+ 2.14% |
$7.07K - $7.98K
|
8.25K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
171+ 156.88% |
$6.99K - $7.88K
|
280
$7.34K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
170+ 0.31% |
$6.94K - $7.84K
|
54.4K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
170+ 2.57% |
$6.94K - $7.84K
|
6.8K
$178K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
169+ 1.76% |
$6.9K - $7.79K
|
9.78K
$256K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
167New |
$6.82K - $7.7K
|
167
$4.38K
|