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 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$76.3 - $96
|
9.33K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.38% |
$76.3 - $96
|
533
$14K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.48% |
$76.3 - $96
|
416
$10.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
BUY
|
- |
2+ 0.01% |
$76.3 - $96
|
32.5K
$851K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.48% |
$76.3 - $96
|
419
$11K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.21% |
$76.3 - $96
|
935
$24.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$76.3 - $96
|
5.6K
$147K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.0% |
$38.1 - $48
|
38.4K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.55% |
$38.1 - $48
|
184
$4.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.21% |
$38.1 - $48
|
477
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$38.1 - $48
|
1
$26.2
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1+ 0.01% |
$38.1 - $48
|
8.25K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.02% |
$38.1 - $48
|
99
$2.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 2.38% |
$38.1 - $48
|
41
$1.07K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2- 0.02% |
$76.3 - $96
|
12.2K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7- 0.2% |
$267 - $336
|
3.41K
$89.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9- 0.01% |
$343 - $432
|
86.6K
$2.27M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-9- 0.64% |
$343 - $432
|
1.41K
$36.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-9- 0.18% |
$343 - $432
|
4.93K
$129K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10- 0.43% |
$381 - $480
|
2.32K
$60.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14- 1.82% |
$534 - $672
|
756
$19.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-16- 2.64% |
$610 - $768
|
590
$15.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-17- 0.08% |
$648 - $816
|
21.5K
$565K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-18- 0.16% |
$686 - $864
|
11.3K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-19- 0.35% |
$724 - $912
|
5.46K
$143K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 2.22% |
$801 - $1.01K
|
924
$24.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-21- 0.23% |
$801 - $1.01K
|
8.92K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-23- 0.41% |
$877 - $1.1K
|
5.56K
$146K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-24- 0.39% |
$915 - $1.15K
|
6.08K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-25- 2.53% |
$953 - $1.2K
|
964
$25.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.19% |
$991 - $1.25K
|
13.9K
$363K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-26- 0.46% |
$991 - $1.25K
|
5.62K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-27- 18.49% |
$1.03K - $1.3K
|
119
$3.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-27- 0.55% |
$1.03K - $1.3K
|
4.89K
$128K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-27- 0.06% |
$1.03K - $1.3K
|
47.7K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-28- 0.29% |
$1.07K - $1.34K
|
9.56K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-28- 0.27% |
$1.07K - $1.34K
|
10.3K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-30- 0.91% |
$1.14K - $1.44K
|
3.25K
$85.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.31% |
$1.14K - $1.44K
|
9.78K
$256K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-31- 0.19% |
$1.18K - $1.49K
|
16.7K
$438K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-33- 0.18% |
$1.26K - $1.58K
|
18.4K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-34- 0.18% |
$1.3K - $1.63K
|
19.4K
$508K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-40- 0.07% |
$1.53K - $1.92K
|
53.8K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.07% |
$1.53K - $1.92K
|
53.8K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-41- 0.28% |
$1.56K - $1.97K
|
14.6K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-43- 0.33% |
$1.64K - $2.06K
|
12.8K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-43- 0.05% |
$1.64K - $2.06K
|
89.1K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-45- 75.0% |
$1.72K - $2.16K
|
15
$393
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-56- 0.37% |
$2.14K - $2.69K
|
15.2K
$400K
|