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 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-10.4K- 18.25% |
$398K - $453K
|
46.6K
$1.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 31.57% |
$403K - $458K
|
22.8K
$598K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-12.2K- 11.43% |
$466K - $531K
|
94.5K
$2.48M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
SELL
|
- |
-12.5K- 15.37% |
$479K - $545K
|
68.9K
$1.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-12.9K- 17.0% |
$492K - $560K
|
62.8K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.5K- 9.69% |
$516K - $587K
|
126K
$3.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-14.7K- 85.39% |
$561K - $639K
|
2.51K
$65.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-14.8K- 5.35% |
$566K - $644K
|
262K
$6.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.9K- 8.23% |
$570K - $649K
|
166K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 1.13% |
$587K - $668K
|
1.34M
$35.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-16K- 1.21% |
$612K - $697K
|
1.31M
$34.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16.7K- 11.73% |
$637K - $726K
|
125K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.8K- 1.72% |
$642K - $731K
|
959K
$25.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-16.9K- 28.85% |
$647K - $736K
|
41.7K
$1.09M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17K- 11.14% |
$648K - $738K
|
135K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17K- 2.75% |
$651K - $741K
|
601K
$15.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-17.1K- 7.93% |
$654K - $745K
|
199K
$5.2M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.7K- 23.6% |
$678K - $772K
|
57.4K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.8K- 85.43% |
$682K - $776K
|
3.04K
$79.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.3K- 6.76% |
$699K - $795K
|
252K
$6.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-19.2K- 10.23% |
$736K - $837K
|
169K
$4.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20.2K- 20.21% |
$774K - $881K
|
79.9K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-22.4K- 67.38% |
$858K - $977K
|
10.9K
$285K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-23.3K- 26.83% |
$893K - $1.02M
|
63.7K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-23.7K- 32.1% |
$906K - $1.03M
|
50.1K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-24.7K- 13.97% |
$944K - $1.08M
|
152K
$3.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25.3K- 27.48% |
$969K - $1.1M
|
66.9K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25.5K- 7.21% |
$974K - $1.11M
|
328K
$8.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-25.9K- 57.01% |
$992K - $1.13M
|
19.6K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.1K- 22.19% |
$998K - $1.14M
|
91.5K
$2.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-26.9K- 6.38% |
$1.03M - $1.17M
|
394K
$10.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-33.4K- 9.82% |
$1.28M - $1.45M
|
307K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-33.6K- 81.86% |
$1.28M - $1.46M
|
7.44K
$195K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-33.8K- 54.65% |
$1.29M - $1.47M
|
28.1K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-33.9K- 31.93% |
$1.29M - $1.47M
|
72.2K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-40.8K- 16.69% |
$1.56M - $1.77M
|
203K
$5.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42.6K- 50.0% |
$1.63M - $1.86M
|
42.6K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-46.4K- 43.93% |
$1.77M - $2.02M
|
59.2K
$1.55M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-48.4K- 75.92% |
$1.85M - $2.11M
|
15.3K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-51.4K- 9.34% |
$1.97M - $2.24M
|
499K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-54.8K- 51.84% |
$2.1M - $2.39M
|
50.9K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-58.3K- 11.35% |
$2.23M - $2.54M
|
456K
$11.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-63K- 6.56% |
$2.41M - $2.74M
|
896K
$23.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-66.3K- 28.41% |
$2.53M - $2.89M
|
167K
$4.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-84.9K- 20.64% |
$3.25M - $3.7M
|
326K
$8.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-92.2K- 85.24% |
$3.53M - $4.02M
|
16K
$419K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-107K- 3.37% |
$4.08M - $4.64M
|
3.06M
$80.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-107K- 8.05% |
$4.09M - $4.66M
|
1.22M
$32M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-139K- 57.37% |
$5.33M - $6.07M
|
104K
$2.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-146K- 90.25% |
$5.57M - $6.34M
|
15.7K
$412K
|