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 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
38+ 2.0% |
$1.55K - $1.75K
|
1.94K
$50.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
38+ 0.37% |
$1.55K - $1.75K
|
10.3K
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
34+ 0.52% |
$1.39K - $1.57K
|
6.63K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
34+ 16.35% |
$1.39K - $1.57K
|
242
$6.34K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
31+ 0.92% |
$1.27K - $1.43K
|
3.4K
$89K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
30+ 0.06% |
$1.23K - $1.38K
|
49.5K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
30+ 0.37% |
$1.23K - $1.38K
|
8.07K
$212K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
29+ 0.27% |
$1.18K - $1.34K
|
10.6K
$279K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28+ 0.04% |
$1.14K - $1.29K
|
74.4K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.3% |
$1.1K - $1.24K
|
9.11K
$239K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
26+ 0.29% |
$1.06K - $1.2K
|
9.09K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
24+ 0.37% |
$980 - $1.11K
|
6.5K
$170K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 0.42% |
$980 - $1.11K
|
5.79K
$152K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
24New |
$980 - $1.11K
|
24
$629
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
24New |
$980 - $1.11K
|
24
$629
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
24+ 0.32% |
$980 - $1.11K
|
7.56K
$198K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
23+ 0.29% |
$940 - $1.06K
|
7.82K
$205K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 1.27% |
$940 - $1.06K
|
1.84K
$48.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
21+ 1.37% |
$858 - $968
|
1.55K
$40.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
21+ 0.35% |
$858 - $968
|
6.07K
$159K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 6.45% |
$817 - $922
|
330
$8.65K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 0.02% |
$817 - $922
|
132K
$3.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19+ 0.38% |
$776 - $876
|
5.07K
$133K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18+ 0.36% |
$735 - $830
|
5.04K
$132K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17+ 5.7% |
$694 - $784
|
315
$8.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.2% |
$531 - $599
|
6.65K
$174K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
13+ 0.04% |
$531 - $599
|
34.8K
$911K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 0.12% |
$531 - $599
|
10.6K
$278K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.04% |
$490 - $553
|
29.6K
$775K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$449 - $507
|
11
$288
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
10+ 0.37% |
$409 - $461
|
2.69K
$70.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
10+ 0.15% |
$409 - $461
|
6.72K
$176K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$368 - $415
|
9
$236
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
8+ 57.14% |
$327 - $369
|
22
$577
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8+ 0.07% |
$327 - $369
|
10.9K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.08% |
$286 - $323
|
8.78K
$230K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$245 - $277
|
8.45K
$221K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 1.14% |
$245 - $277
|
531
$13.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
6+ 50.0% |
$245 - $277
|
18
$472
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5New |
$204 - $231
|
5
$131
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.02% |
$204 - $231
|
23.5K
$615K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 0.35% |
$204 - $231
|
1.42K
$37.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4+ 0.06% |
$163 - $184
|
6.78K
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4+ 0.06% |
$163 - $184
|
7.23K
$189K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4New |
$163 - $184
|
4
$105
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3+ 0.06% |
$123 - $138
|
4.88K
$128K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.01% |
$81.7 - $92.2
|
27.5K
$720K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.48% |
$81.7 - $92.2
|
417
$10.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2+ 0.51% |
$81.7 - $92.2
|
395
$10.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$81.7 - $92.2
|
7.08K
$186K
|