Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
409M+ 129999.21% |
$15.6B - $17.8B
|
409M
$10.7B
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.27M+ 242.85% |
$87M - $99M
|
3.21M
$84.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.27M+ 242.85% |
$87M - $99M
|
3.21M
$84.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
669K+ 11585.51% |
$25.6M - $29.1M
|
675K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
608K+ 0.83% |
$23.3M - $26.5M
|
73.8M
$1.93B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
509KNew |
$19.5M - $22.1M
|
509K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
505K+ 5.05% |
$19.3M - $22M
|
10.5M
$276M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
421K+ 75.87% |
$16.1M - $18.3M
|
975K
$25.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
355K+ 1153.29% |
$13.6M - $15.5M
|
386K
$10.1M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
326K+ 4124.81% |
$12.5M - $14.2M
|
334K
$8.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
305K+ 4.21% |
$11.7M - $13.3M
|
7.55M
$198M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
294K+ 2419.88% |
$11.2M - $12.8M
|
306K
$8.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
283KNew |
$10.8M - $12.3M
|
283K
$7.42M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
269K+ 16.72% |
$10.3M - $11.7M
|
1.88M
$49.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
238K+ 2.8% |
$9.09M - $10.3M
|
8.72M
$229M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
208K+ 38.14% |
$7.96M - $9.06M
|
753K
$19.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
205K+ 1818.23% |
$7.86M - $8.94M
|
217K
$5.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
204KNew |
$7.8M - $8.88M
|
204K
$5.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
196KNew |
$7.5M - $8.54M
|
196K
$5.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
176K+ 6.79% |
$6.73M - $7.66M
|
2.77M
$72.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
169K+ 170.26% |
$6.47M - $7.36M
|
268K
$7.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
161K+ 9.47% |
$6.16M - $7.01M
|
1.86M
$48.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
139KNew |
$5.31M - $6.04M
|
139K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
132K+ 4380.24% |
$5.04M - $5.73M
|
135K
$3.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
123KNew |
$4.72M - $5.37M
|
123K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
123KNew |
$4.7M - $5.35M
|
123K
$3.22M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
121K+ 10656.23% |
$4.65M - $5.29M
|
123K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
96.4KNew |
$3.69M - $4.2M
|
96.4K
$2.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
96.3KNew |
$3.68M - $4.19M
|
96.3K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.6K+ 2.71% |
$3.58M - $4.08M
|
3.55M
$93.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
85.9K+ 1005.04% |
$3.29M - $3.74M
|
94.4K
$2.48M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
83.6K+ 610.05% |
$3.2M - $3.64M
|
97.3K
$2.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
81.9KNew |
$3.13M - $3.57M
|
81.9K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
78.7K+ 5.54% |
$3.01M - $3.43M
|
1.5M
$39.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
77.8K+ 77.98% |
$2.97M - $3.39M
|
177K
$4.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.4K+ 3.6% |
$2.92M - $3.33M
|
2.2M
$57.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.6K+ 4.39% |
$2.89M - $3.29M
|
1.8M
$47.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
72.7KNew |
$2.78M - $3.17M
|
72.7K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.9K+ 27.94% |
$2.71M - $3.09M
|
325K
$8.51M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
67KNew |
$2.56M - $2.92M
|
67K
$1.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
66.5K+ 39.86% |
$2.54M - $2.9M
|
233K
$6.12M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
66.2KNew |
$2.53M - $2.88M
|
66.2K
$1.73M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
65.9KNew |
$2.52M - $2.87M
|
65.9K
$1.73M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
64.1KNew |
$2.45M - $2.79M
|
64.1K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
62.9K+ 67.39% |
$2.41M - $2.74M
|
156K
$4.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
61.3KNew |
$2.34M - $2.67M
|
61.3K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.8K+ 5.95% |
$2.25M - $2.56M
|
1.05M
$27.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
56KNew |
$2.14M - $2.44M
|
56K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
55.3K+ 206.52% |
$2.11M - $2.41M
|
82K
$2.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
55K+ 92.5% |
$2.1M - $2.4M
|
114K
$3M
|