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 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.4K- 13.25% |
$91.4K - $115K
|
15.7K
$403K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.41K- 4.5% |
$91.9K - $116K
|
51.1K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.43K- 4.04% |
$92.8K - $117K
|
57.8K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.44K- 24.94% |
$93K - $117K
|
7.34K
$188K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-2.48K- 14.56% |
$94.5K - $119K
|
14.5K
$373K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.51K- 2.96% |
$95.8K - $121K
|
82.3K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.54K- 1.97% |
$97K - $122K
|
127K
$3.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.64K- 16.88% |
$101K - $127K
|
13K
$334K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.69K- 6.36% |
$103K - $129K
|
39.6K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-2.71K- 0.99% |
$103K - $130K
|
273K
$7M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.74K- 13.98% |
$105K - $132K
|
16.9K
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.75K- 19.21% |
$105K - $132K
|
11.6K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-2.84K- 28.54% |
$108K - $136K
|
7.11K
$183K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.89K- 12.62% |
$110K - $139K
|
20K
$514K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.91K- 9.12% |
$111K - $140K
|
29K
$744K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.94K- 38.39% |
$112K - $141K
|
4.71K
$121K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.96K- 36.11% |
$113K - $142K
|
5.23K
$134K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.99K- 1.32% |
$114K - $144K
|
224K
$5.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.02K- 7.99% |
$115K - $145K
|
34.7K
$892K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.04K- 4.08% |
$116K - $146K
|
71.4K
$1.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.04K- 2.04% |
$116K - $146K
|
146K
$3.75M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.08K- 1.64% |
$117K - $148K
|
185K
$4.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.11K- 5.79% |
$119K - $149K
|
50.7K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.24K- 9.27% |
$124K - $156K
|
31.7K
$815K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3.27K- 4.38% |
$125K - $157K
|
71.4K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3.28K- 7.64% |
$125K - $157K
|
39.6K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-3.4K- 28.23% |
$130K - $163K
|
8.64K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.42K- 0.3% |
$130K - $164K
|
1.16M
$29.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.44K- 16.47% |
$131K - $165K
|
17.4K
$447K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.45K- 29.26% |
$131K - $165K
|
8.33K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.45K- 28.72% |
$131K - $166K
|
8.56K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 11.23% |
$134K - $169K
|
27.8K
$714K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.56K- 7.51% |
$136K - $171K
|
43.8K
$1.13M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-3.57K- 42.24% |
$136K - $171K
|
4.88K
$125K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.67K- 2.44% |
$140K - $176K
|
147K
$3.77M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.68K- 34.36% |
$140K - $177K
|
7.03K
$180K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.69K- 8.94% |
$141K - $177K
|
37.5K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.92K- 49.93% |
$149K - $188K
|
3.93K
$101K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-3.92K- 15.02% |
$150K - $188K
|
22.2K
$570K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4K- 27.98% |
$152K - $192K
|
10.3K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.08K- 28.17% |
$156K - $196K
|
10.4K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.12K- 2.9% |
$157K - $198K
|
138K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.24K- 25.3% |
$162K - $204K
|
12.5K
$322K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.27K- 6.55% |
$163K - $205K
|
60.9K
$1.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.28K- 30.6% |
$163K - $206K
|
9.71K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.33K- 0.85% |
$165K - $208K
|
502K
$12.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.4K- 9.29% |
$168K - $211K
|
43K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.43K- 40.31% |
$169K - $213K
|
6.55K
$168K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.43K- 19.34% |
$169K - $213K
|
18.5K
$474K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.43K- 15.32% |
$169K - $213K
|
24.5K
$629K
|