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 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.76K- 2.25% |
$144K - $164K
|
164K
$4.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.77K- 34.09% |
$144K - $164K
|
7.29K
$191K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.79K- 6.49% |
$145K - $165K
|
54.6K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.99K- 6.25% |
$153K - $174K
|
59.8K
$1.57M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-4.09K- 28.01% |
$156K - $178K
|
10.5K
$275K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.11K- 25.09% |
$157K - $179K
|
12.3K
$321K
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-4.16K- 34.89% |
$159K - $181K
|
7.76K
$203K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.26K- 3.73% |
$163K - $185K
|
110K
$2.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.38K- 18.13% |
$167K - $191K
|
19.8K
$518K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.42K- 6.93% |
$169K - $192K
|
59.4K
$1.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.43K- 43.22% |
$169K - $193K
|
5.82K
$152K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.43K- 26.29% |
$169K - $193K
|
12.4K
$326K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.46K- 30.76% |
$171K - $194K
|
10K
$263K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-4.6K- 12.11% |
$176K - $200K
|
33.4K
$875K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4.77K- 5.44% |
$182K - $208K
|
82.9K
$2.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
SELL
|
- |
-4.78K- 8.16% |
$183K - $208K
|
53.8K
$1.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.8K- 41.0% |
$183K - $209K
|
6.9K
$181K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.89K- 8.71% |
$187K - $213K
|
51.2K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4.99K- 19.24% |
$191K - $217K
|
21K
$549K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.07K- 2.29% |
$194K - $221K
|
216K
$5.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.53K- 54.84% |
$211K - $241K
|
4.55K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.59K- 20.72% |
$214K - $244K
|
21.4K
$561K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-5.63K- 13.03% |
$215K - $245K
|
37.6K
$985K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.94K- 14.66% |
$227K - $258K
|
34.6K
$906K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.97K- 10.66% |
$228K - $260K
|
50K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.07K- 4.74% |
$232K - $264K
|
122K
$3.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.21K- 6.03% |
$237K - $270K
|
96.8K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-6.33K- 9.04% |
$242K - $276K
|
63.7K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.35K- 31.01% |
$243K - $276K
|
14.1K
$370K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.58K- 4.15% |
$252K - $286K
|
152K
$3.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.91K- 0.95% |
$264K - $301K
|
721K
$18.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-7.26K- 2.34% |
$278K - $316K
|
302K
$7.93M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.71K- 10.49% |
$295K - $336K
|
65.9K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.93K- 18.28% |
$303K - $345K
|
35.4K
$929K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.33K- 14.41% |
$318K - $362K
|
49.4K
$1.3M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.33K- 14.41% |
$318K - $362K
|
49.4K
$1.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.34K- 32.09% |
$319K - $363K
|
17.7K
$463K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8.44K- 28.57% |
$323K - $367K
|
21.1K
$553K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8.55K- 4.9% |
$327K - $372K
|
166K
$4.35M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.57K- 32.27% |
$328K - $373K
|
18K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.58K- 51.66% |
$328K - $373K
|
8.03K
$210K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8.62K- 41.48% |
$330K - $375K
|
12.2K
$319K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-8.71K- 19.79% |
$333K - $379K
|
35.3K
$926K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-8.99K- 21.03% |
$344K - $392K
|
33.8K
$885K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.16K- 24.03% |
$350K - $399K
|
29K
$759K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.92K- 4.06% |
$379K - $432K
|
235K
$6.15M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-9.97K- 63.8% |
$381K - $434K
|
5.66K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-10.1K- 9.63% |
$386K - $440K
|
94.8K
$2.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-10.1K- 28.56% |
$387K - $440K
|
25.3K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.4K- 8.67% |
$396K - $451K
|
109K
$2.86M
|