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
|
Larson Financial Group LLC
|
BUY
|
- |
55K+ 724.76% |
$2.1M - $2.39M
|
62.6K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
54.7KNew |
$2.09M - $2.38M
|
54.7K
$1.43M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
51.7KNew |
$1.98M - $2.25M
|
51.7K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
46.3K+ 3.72% |
$1.77M - $2.02M
|
1.29M
$33.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
46.2K+ 118.58% |
$1.77M - $2.01M
|
85.2K
$2.23M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.1K+ 4.05% |
$1.76M - $2.01M
|
1.19M
$31.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
45KNew |
$1.72M - $1.96M
|
45K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
44.9K+ 37.89% |
$1.72M - $1.95M
|
163K
$4.28M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
44.3K+ 212.05% |
$1.69M - $1.93M
|
65.1K
$1.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
43.6KNew |
$1.67M - $1.9M
|
43.6K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
39.2K+ 15.34% |
$1.5M - $1.71M
|
295K
$7.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 5.25% |
$1.49M - $1.69M
|
779K
$20.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.6K+ 265.21% |
$1.44M - $1.64M
|
51.7K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37.3K+ 49.95% |
$1.43M - $1.62M
|
112K
$2.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
37.1K+ 48.09% |
$1.42M - $1.61M
|
114K
$2.99M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
36.4K+ 93.63% |
$1.39M - $1.59M
|
75.3K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
35.9KNew |
$1.37M - $1.56M
|
35.9K
$941K
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
35.6KNew |
$1.36M - $1.55M
|
35.6K
$934K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
35.6K+ 7.53% |
$1.36M - $1.55M
|
509K
$13.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
33.4K+ 24.95% |
$1.28M - $1.46M
|
167K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
32.7KNew |
$1.25M - $1.42M
|
32.7K
$858K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
30.5K+ 85.66% |
$1.17M - $1.33M
|
66.1K
$1.73M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
29.9KNew |
$1.14M - $1.3M
|
29.9K
$784K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
29.6K+ 29.05% |
$1.13M - $1.29M
|
132K
$3.45M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29.4KNew |
$1.12M - $1.28M
|
29.4K
$771K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
28.6K+ 32.81% |
$1.09M - $1.25M
|
116K
$3.04M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
28.3KNew |
$1.08M - $1.23M
|
28.3K
$742K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27.8K+ 51.68% |
$1.06M - $1.21M
|
81.6K
$2.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
26.4KNew |
$1.01M - $1.15M
|
26.4K
$693K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
25.2K+ 105.99% |
$965K - $1.1M
|
49K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
25.2KNew |
$965K - $1.1M
|
25.2K
$661K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
24.9K+ 138.32% |
$954K - $1.09M
|
43K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
24.7K+ 2.82% |
$946K - $1.08M
|
903K
$23.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24KNew |
$918K - $1.05M
|
24K
$629K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
23.6KNew |
$903K - $1.03M
|
23.6K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.9K+ 68.48% |
$878K - $999K
|
56.5K
$1.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
22.8K+ 11.01% |
$871K - $991K
|
230K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
21.8K+ 99.73% |
$834K - $949K
|
43.7K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
21.6K+ 63.16% |
$828K - $942K
|
55.9K
$1.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
21.6KNew |
$828K - $942K
|
21.6K
$567K
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
20.9KNew |
$800K - $910K
|
20.9K
$548K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
20.7KNew |
$793K - $903K
|
20.7K
$544K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
20.4K+ 3.57% |
$781K - $890K
|
593K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.1K+ 191.36% |
$767K - $873K
|
30.5K
$800K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.5K+ 8.31% |
$747K - $850K
|
255K
$6.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
19.3K+ 18.83% |
$739K - $841K
|
122K
$3.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19.3K+ 21.5% |
$738K - $840K
|
109K
$2.86M
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
18.4K+ 11.56% |
$702K - $800K
|
177K
$4.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
18.2KNew |
$695K - $791K
|
18.2K
$476K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17.4K+ 4.69% |
$665K - $757K
|
388K
$10.2M
|