Purchases and Sales Made in Q4 2023 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 2023. 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 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8M+ 754.95% |
$564M - $711M
|
16.8M
$439M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.43M+ 13.16% |
$54.3M - $68.4M
|
12.3M
$321M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
842K+ 1.14% |
$32.1M - $40.4M
|
74.6M
$1.96B
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
726KNew |
$27.7M - $34.8M
|
726K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
723K+ 153.79% |
$27.6M - $34.7M
|
1.19M
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
432K+ 4.62% |
$16.5M - $20.7M
|
9.79M
$257M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
324K+ 324.02% |
$12.4M - $15.6M
|
425K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
313KNew |
$11.9M - $15M
|
313K
$8.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
277K+ 3.64% |
$10.6M - $13.3M
|
7.89M
$207M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
253K+ 262.28% |
$9.64M - $12.1M
|
349K
$9.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
235K+ 6.81% |
$8.95M - $11.3M
|
3.68M
$96.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
214KNew |
$8.15M - $10.3M
|
214K
$5.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
213K+ 21.03% |
$8.14M - $10.2M
|
1.23M
$32.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
210KNew |
$8M - $10.1M
|
210K
$5.5M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
207KNew |
$7.91M - $9.96M
|
207K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200K+ 12.78% |
$7.64M - $9.63M
|
1.77M
$46.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
185KNew |
$7.07M - $8.9M
|
185K
$4.86M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
183KNew |
$6.99M - $8.8M
|
183K
$4.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
179K+ 16.13% |
$6.83M - $8.6M
|
1.29M
$33.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
179KNew |
$6.81M - $8.58M
|
179K
$4.68M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
144KNew |
$5.49M - $6.91M
|
144K
$3.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
143K+ 566.38% |
$5.43M - $6.84M
|
168K
$4.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
141K+ 62.23% |
$5.38M - $6.78M
|
368K
$9.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
139KNew |
$5.32M - $6.7M
|
139K
$3.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
130K+ 1.45% |
$4.96M - $6.25M
|
9.11M
$239M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
118KNew |
$4.5M - $5.67M
|
118K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
111K+ 104.55% |
$4.22M - $5.32M
|
217K
$5.68M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
104KNew |
$3.97M - $5M
|
104K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
103KNew |
$3.94M - $4.96M
|
103K
$2.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
100K+ 191.77% |
$3.82M - $4.82M
|
153K
$4M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
97.3K+ 4.86% |
$3.71M - $4.67M
|
2.1M
$55M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
91.4KNew |
$3.48M - $4.39M
|
91.4K
$2.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
87.3KNew |
$3.33M - $4.19M
|
87.3K
$2.29M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
87.1KNew |
$3.32M - $4.18M
|
87.1K
$2.28M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
86.3K+ 222.7% |
$3.29M - $4.14M
|
125K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.9KNew |
$3.08M - $3.88M
|
80.9K
$2.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
79.4KNew |
$3.03M - $3.82M
|
79.4K
$2.08M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
77.8KNew |
$2.97M - $3.73M
|
77.8K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
76.3K+ 309.13% |
$2.91M - $3.66M
|
101K
$2.65M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.2K+ 6.53% |
$2.87M - $3.61M
|
1.23M
$32.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
68.6KNew |
$2.61M - $3.29M
|
68.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
68.3K+ 2.8% |
$2.61M - $3.28M
|
2.51M
$65.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
65.2KNew |
$2.48M - $3.13M
|
65.2K
$1.71M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
63.8KNew |
$2.43M - $3.06M
|
63.8K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
62.6KNew |
$2.39M - $3.01M
|
62.6K
$1.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
60.5K+ 21.9% |
$2.31M - $2.91M
|
337K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
60.5K+ 275.85% |
$2.31M - $2.91M
|
82.5K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.1KNew |
$2.29M - $2.89M
|
60.1K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
59.9K+ 133.86% |
$2.29M - $2.88M
|
105K
$2.74M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
56.9KNew |
$2.17M - $2.73M
|
56.9K
$1.49M
|