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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.65K- 13.18% |
$63.1K - $71.8K
|
10.9K
$285K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.66K- 2.93% |
$63.5K - $72.3K
|
55K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.68K- 12.92% |
$64.1K - $72.9K
|
11.3K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.68K- 2.98% |
$64.1K - $72.9K
|
54.6K
$1.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.69K- 22.36% |
$64.7K - $73.7K
|
5.87K
$154K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.72K- 4.54% |
$65.9K - $75K
|
36.2K
$949K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.78K- 3.13% |
$68.2K - $77.6K
|
55.1K
$1.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.78K- 24.66% |
$68.2K - $77.6K
|
5.44K
$143K
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 5.15% |
$69.3K - $78.9K
|
33.4K
$875K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.85K- 15.86% |
$70.9K - $80.7K
|
9.83K
$258K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.87K- 1.99% |
$71.5K - $81.4K
|
92.3K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.89K- 2.51% |
$72.2K - $82.2K
|
73.3K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.91K- 7.15% |
$72.9K - $83K
|
24.8K
$649K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.93K- 9.55% |
$73.9K - $84.1K
|
18.3K
$479K
|
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-1.95K- 23.76% |
$74.5K - $84.8K
|
6.25K
$164K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 6.64% |
$74.7K - $85.1K
|
27.5K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.96K- 2.32% |
$75K - $85.4K
|
82.4K
$2.16M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.06K- 14.44% |
$78.7K - $89.6K
|
12.2K
$320K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.13K- 7.27% |
$81.6K - $92.9K
|
27.2K
$714K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.15K- 0.14% |
$82.1K - $93.4K
|
1.53M
$40.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.24K- 3.97% |
$85.6K - $97.4K
|
54.1K
$1.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.28K- 38.33% |
$87.2K - $99.3K
|
3.67K
$96.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-2.32K- 2.27% |
$88.8K - $101K
|
100K
$2.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.33K- 9.18% |
$89K - $101K
|
23K
$603K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.35K- 1.72% |
$90K - $102K
|
134K
$3.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.37K- 0.95% |
$90.7K - $103K
|
247K
$6.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.4K- 1.52% |
$91.9K - $105K
|
156K
$4.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.42K- 17.94% |
$92.5K - $105K
|
11.1K
$290K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.44K- 12.73% |
$93.3K - $106K
|
16.7K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.57K- 1.57% |
$98.2K - $112K
|
161K
$4.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-2.58K- 7.5% |
$98.8K - $112K
|
31.8K
$835K
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
SELL
|
- |
-2.64K- 4.75% |
$101K - $115K
|
52.9K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.7K- 6.18% |
$103K - $118K
|
41.1K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.72K- 4.93% |
$104K - $118K
|
52.4K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.76K- 32.3% |
$105K - $120K
|
5.78K
$151K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.77K- 4.34% |
$106K - $121K
|
61K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.95K- 0.99% |
$113K - $128K
|
294K
$7.7M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.97K- 0.57% |
$114K - $129K
|
514K
$13.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-3.01K- 11.61% |
$115K - $131K
|
22.9K
$601K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.05K- 48.94% |
$117K - $133K
|
3.18K
$83.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.13K- 16.26% |
$120K - $136K
|
16.1K
$422K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.18K- 7.22% |
$122K - $138K
|
40.8K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.22K- 5.78% |
$123K - $140K
|
52.4K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.24K- 10.22% |
$124K - $141K
|
28.4K
$745K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.28K- 5.49% |
$126K - $143K
|
56.5K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.29K- 5.94% |
$126K - $143K
|
52.1K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.3K- 3.07% |
$126K - $144K
|
104K
$2.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.35K- 72.72% |
$128K - $146K
|
1.26K
$33K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.58K- 1.11% |
$137K - $156K
|
318K
$8.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.63K- 35.33% |
$139K - $158K
|
6.63K
$174K
|