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 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.3K+ 60.09% |
$663K - $755K
|
46.2K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
17.3K+ 26.7% |
$661K - $752K
|
82K
$2.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17.2KNew |
$659K - $750K
|
17.2K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
17.1K+ 28.17% |
$655K - $745K
|
77.9K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16.9K+ 79.24% |
$646K - $735K
|
38.2K
$1M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
16.7K+ 12.07% |
$640K - $728K
|
155K
$4.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.7K+ 257.77% |
$637K - $725K
|
23.1K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
16.4KNew |
$628K - $715K
|
16.4K
$430K
|
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
15.9K+ 2.44% |
$607K - $691K
|
667K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
15.8K+ 11.23% |
$606K - $689K
|
157K
$4.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
15.8KNew |
$604K - $688K
|
15.8K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.6K+ 25.81% |
$595K - $678K
|
75.9K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15.3K+ 227.85% |
$586K - $667K
|
22.1K
$578K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 4.5% |
$582K - $662K
|
353K
$9.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
15.2K+ 2.71% |
$582K - $662K
|
577K
$15.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$579K - $659K
|
15.1K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15KNew |
$575K - $655K
|
15K
$394K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
14.4K+ 12.1% |
$551K - $627K
|
133K
$3.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
14.3K+ 3.04% |
$547K - $622K
|
484K
$12.7M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
14.2KNew |
$542K - $617K
|
14.2K
$372K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
14KNew |
$535K - $609K
|
14K
$367K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
13.5K+ 112.61% |
$516K - $588K
|
25.5K
$668K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.4K+ 5.79% |
$513K - $583K
|
245K
$6.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.3KNew |
$509K - $580K
|
13.3K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.5KNew |
$476K - $542K
|
12.5K
$326K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.5KNew |
$476K - $542K
|
12.5K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
12.4K+ 11.05% |
$475K - $541K
|
125K
$3.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
12.2K+ 2.88% |
$466K - $531K
|
436K
$11.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
12.2KNew |
$466K - $531K
|
12.2K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 20.36% |
$464K - $529K
|
71.8K
$1.88M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
12.1K+ 32.72% |
$463K - $527K
|
49.1K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.8K+ 81.98% |
$452K - $514K
|
26.2K
$687K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
11.6K+ 2.54% |
$443K - $504K
|
467K
$12.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
11.5KNew |
$441K - $502K
|
11.5K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.5KNew |
$438K - $499K
|
11.5K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.5K+ 3.6% |
$438K - $499K
|
330K
$8.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
11.3K+ 2.01% |
$431K - $491K
|
571K
$15M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
11K+ 1092.36% |
$421K - $479K
|
12K
$315K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11K+ 7.36% |
$420K - $479K
|
160K
$4.2M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.8K+ 7.16% |
$414K - $471K
|
162K
$4.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6K+ 46.23% |
$406K - $462K
|
33.6K
$880K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.5K+ 20.62% |
$402K - $458K
|
61.5K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.5K+ 5.38% |
$401K - $456K
|
205K
$5.38M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
10.4K+ 15.96% |
$398K - $453K
|
75.6K
$1.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10.3K+ 119.92% |
$394K - $448K
|
18.9K
$495K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10.3KNew |
$393K - $448K
|
10.3K
$270K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.2KNew |
$389K - $443K
|
10.2K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10K+ 5.03% |
$384K - $437K
|
210K
$5.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.64K+ 62.46% |
$369K - $420K
|
25.1K
$657K
|
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
9.63K+ 2.92% |
$368K - $419K
|
339K
$8.9M
|