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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-20.1K- 14.18% |
$766K - $964K
|
121K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.1K- 1.66% |
$766K - $964K
|
1.19M
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.8K- 5.47% |
$830K - $1.05M
|
376K
$9.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.1K- 7.7% |
$844K - $1.06M
|
265K
$6.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22.7K- 0.85% |
$867K - $1.09M
|
2.65M
$69.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23.5K- 1.56% |
$898K - $1.13M
|
1.49M
$39M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.6K- 7.66% |
$900K - $1.13M
|
285K
$7.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-23.9K- 73.24% |
$910K - $1.15M
|
8.72K
$229K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-24.7K- 39.86% |
$940K - $1.18M
|
37.2K
$975K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-28.7K- 10.68% |
$1.1M - $1.38M
|
240K
$6.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-30K- 56.25% |
$1.14M - $1.44M
|
23.3K
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30.6K- 81.68% |
$1.17M - $1.47M
|
6.86K
$180K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-34K- 20.72% |
$1.3M - $1.63M
|
130K
$3.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-35.9K- 49.3% |
$1.37M - $1.72M
|
36.9K
$967K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-42.2K- 11.88% |
$1.61M - $2.03M
|
313K
$8.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-46K- 61.48% |
$1.76M - $2.21M
|
28.8K
$756K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-73.1K- 43.75% |
$2.79M - $3.51M
|
93.9K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-74.6K- 46.09% |
$2.84M - $3.58M
|
87.2K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-80.2K- 3.4% |
$3.06M - $3.85M
|
2.27M
$59.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100K- 48.0% |
$3.81M - $4.8M
|
108K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-105K- 37.36% |
$4.01M - $5.06M
|
176K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-192K- 37.22% |
$7.32M - $9.22M
|
324K
$8.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-194K- 11.58% |
$7.39M - $9.31M
|
1.48M
$38.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-267K- 27.41% |
$10.2M - $12.8M
|
708K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-408K- 90.63% |
$15.6M - $19.6M
|
42.2K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-602K- 49.93% |
$23M - $28.9M
|
604K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-621K- 65.87% |
$23.7M - $29.8M
|
322K
$8.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-952K- 96.69% |
$36.3M - $45.7M
|
32.6K
$854K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-974K- 98.0% |
$37.1M - $46.8M
|
19.9K
$522K
|