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 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.28KNew |
$125K - $143K
|
3.28K
$90.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
3.26K+ 50.39% |
$125K - $142K
|
9.74K
$268K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 2.75% |
$124K - $141K
|
121K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.25KNew |
$124K - $141K
|
3.25K
$89.2K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
3.22K+ 35.41% |
$123K - $140K
|
12.3K
$338K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.16K+ 2.34% |
$121K - $137K
|
138K
$3.79M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
3.1K+ 2.04% |
$118K - $135K
|
155K
$4.27M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.92K+ 5.25% |
$112K - $127K
|
58.6K
$1.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.89K+ 47.24% |
$111K - $126K
|
9.02K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
2.89K+ 30.39% |
$110K - $126K
|
12.4K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.81K+ 6.24% |
$107K - $122K
|
47.8K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.78KNew |
$106K - $121K
|
2.78K
$76.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.76K+ 18.14% |
$106K - $120K
|
18K
$494K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.74K+ 1.22% |
$105K - $119K
|
227K
$6.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.74K+ 9.85% |
$105K - $119K
|
30.5K
$839K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 2.76% |
$104K - $118K
|
101K
$2.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.69K+ 11.35% |
$103K - $117K
|
26.4K
$725K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.64K+ 0.87% |
$101K - $115K
|
305K
$8.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.64K+ 1.54% |
$101K - $115K
|
173K
$4.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.57K+ 3.27% |
$98.3K - $112K
|
81.2K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.56K+ 806.94% |
$97.8K - $111K
|
2.88K
$79K
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
2.5K+ 4.44% |
$95.4K - $109K
|
58.7K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
2.47K+ 10.84% |
$94.5K - $108K
|
25.3K
$694K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.45KNew |
$93.6K - $106K
|
2.45K
$67.2K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.44K+ 1.29% |
$93.3K - $106K
|
191K
$5.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.4K+ 13.53% |
$92K - $105K
|
20.2K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.35K+ 30.86% |
$89.7K - $102K
|
9.94K
$273K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.32K+ 1.2% |
$88.7K - $101K
|
195K
$5.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.27K+ 32.07% |
$86.6K - $98.6K
|
9.33K
$256K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.25K+ 9.22% |
$85.9K - $97.8K
|
26.6K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.19K+ 13.21% |
$83.8K - $95.4K
|
18.8K
$516K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.18K+ 2.87% |
$83.2K - $94.7K
|
78K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.12K+ 5.82% |
$80.9K - $92.1K
|
38.5K
$1.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.11K+ 7.53% |
$80.5K - $91.7K
|
30.1K
$826K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.1K+ 12.49% |
$80.2K - $91.3K
|
18.9K
$519K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.1K+ 5.2% |
$80.2K - $91.3K
|
42.4K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
2.06KNew |
$78.9K - $89.9K
|
2.06K
$56.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.02K+ 2.36% |
$77.3K - $88K
|
87.9K
$2.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.01K+ 1.46% |
$76.7K - $87.3K
|
139K
$3.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.99KNew |
$76.2K - $86.7K
|
1.99K
$54.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
1.96K+ 12.23% |
$75.1K - $85.5K
|
18K
$495K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.94K+ 31.69% |
$74K - $84.2K
|
8.04K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79KNew |
$68.5K - $78K
|
1.79K
$49.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.7KNew |
$65K - $74K
|
1.7K
$46.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.7K+ 7.59% |
$65K - $74K
|
24.1K
$662K
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
1.67K+ 1.05% |
$63.9K - $72.8K
|
160K
$4.41M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.6KNew |
$61.4K - $69.8K
|
1.6K
$44.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.6K+ 18.97% |
$61.2K - $69.7K
|
10K
$276K
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
1.6K+ 5.11% |
$61.2K - $69.6K
|
32.9K
$904K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.57K+ 0.99% |
$60.2K - $68.5K
|
160K
$4.41M
|