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 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
17.8K+ 25.43% |
$680K - $857K
|
88K
$2.31M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
17.6K+ 12.7% |
$670K - $843K
|
156K
$4.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.5K+ 102.24% |
$666K - $839K
|
34.6K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.4K+ 1586.18% |
$665K - $838K
|
18.5K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17K+ 341.95% |
$649K - $817K
|
22K
$577K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
16.9KNew |
$643K - $809K
|
16.9K
$442K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
16.6K+ 5.33% |
$635K - $799K
|
329K
$8.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5K+ 7.05% |
$629K - $792K
|
250K
$6.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.5K+ 71.9% |
$628K - $790K
|
39.3K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
16.4K+ 40.12% |
$627K - $790K
|
57.4K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.4KNew |
$627K - $790K
|
16.4K
$431K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
16.1KNew |
$613K - $773K
|
16.1K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16K+ 46.23% |
$612K - $770K
|
50.7K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
15.5KNew |
$591K - $744K
|
15.5K
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
15.5KNew |
$590K - $743K
|
15.5K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.4K+ 80.75% |
$587K - $739K
|
34.5K
$903K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
15.4K+ 42.8% |
$585K - $737K
|
51.2K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.1K+ 23.26% |
$575K - $725K
|
80K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14.9KNew |
$568K - $715K
|
14.9K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 10.37% |
$566K - $713K
|
158K
$4.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14.8K+ 3.97% |
$564K - $710K
|
387K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.7K+ 16.1% |
$561K - $707K
|
106K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.5K+ 5.86% |
$553K - $696K
|
262K
$6.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
14.3KNew |
$547K - $689K
|
14.3K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.3K+ 8.23% |
$546K - $688K
|
188K
$4.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
14.1KNew |
$537K - $676K
|
14.1K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
14.1K+ 29.59% |
$537K - $676K
|
61.7K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
14.1K+ 56.23% |
$537K - $676K
|
39.1K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
13.7K+ 5.52% |
$523K - $659K
|
262K
$6.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
13.6K+ 78.09% |
$518K - $653K
|
31K
$812K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
13.5KNew |
$517K - $650K
|
13.5K
$355K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13.1K+ 168.48% |
$499K - $628K
|
20.8K
$546K
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
12.9KNew |
$491K - $619K
|
12.9K
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
12.9K+ 2.59% |
$491K - $619K
|
510K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
12.8K+ 6.46% |
$490K - $617K
|
212K
$5.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.8KNew |
$489K - $616K
|
12.8K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12.7KNew |
$484K - $609K
|
12.7K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12.3KNew |
$470K - $591K
|
12.3K
$323K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
12.3K+ 5.05% |
$468K - $590K
|
255K
$6.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.2K+ 5.61% |
$467K - $588K
|
231K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.2K+ 23.51% |
$464K - $585K
|
64K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.9K+ 4.72% |
$453K - $571K
|
264K
$6.92M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
11.6KNew |
$444K - $559K
|
11.6K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
11.4KNew |
$434K - $547K
|
11.4K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
10.8K+ 3.68% |
$410K - $517K
|
303K
$7.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.7KNew |
$408K - $513K
|
10.7K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.6K+ 8.14% |
$405K - $510K
|
141K
$3.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.6KNew |
$405K - $510K
|
10.6K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10.6K+ 2.26% |
$404K - $508K
|
480K
$12.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.6K+ 8.1% |
$403K - $508K
|
141K
$3.7M
|