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 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.44KNew |
$169K - $213K
|
4.44K
$116K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.44K+ 6.36% |
$169K - $213K
|
74.2K
$1.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.44KNew |
$169K - $213K
|
4.44K
$116K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42KNew |
$169K - $212K
|
4.42K
$116K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.41K+ 10.3% |
$168K - $212K
|
47.3K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.4KNew |
$168K - $211K
|
4.4K
$115K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.4KNew |
$168K - $211K
|
4.4K
$115K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4.36K+ 8.62% |
$166K - $210K
|
55K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.36K+ 2.77% |
$166K - $209K
|
162K
$4.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4.35K+ 15.6% |
$166K - $209K
|
32.2K
$844K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.34KNew |
$165K - $208K
|
4.34K
$114K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.32KNew |
$165K - $207K
|
4.32K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$164K - $207K
|
4.3K
$113K
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
4.3KNew |
$164K - $206K
|
4.3K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.28KNew |
$163K - $206K
|
4.28K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.27KNew |
$163K - $205K
|
4.27K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.27KNew |
$163K - $205K
|
4.27K
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4.24KNew |
$162K - $203K
|
4.24K
$111K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.2K+ 12.18% |
$160K - $201K
|
38.6K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.19K+ 25.43% |
$160K - $201K
|
20.7K
$542K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.13K+ 1.87% |
$157K - $198K
|
225K
$5.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
4.05K+ 13.66% |
$155K - $195K
|
33.7K
$884K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
4K+ 6.77% |
$152K - $192K
|
63K
$1.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.93K+ 69.21% |
$150K - $189K
|
9.61K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.86K+ 60.42% |
$147K - $185K
|
10.3K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.75K+ 2.15% |
$143K - $180K
|
178K
$4.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.75K+ 2.31% |
$143K - $180K
|
166K
$4.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.75K+ 45.92% |
$143K - $180K
|
11.9K
$312K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.62K+ 4.1% |
$138K - $174K
|
92K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.62K+ 9.13% |
$138K - $174K
|
43.3K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3.57K+ 3.2% |
$136K - $172K
|
115K
$3.02M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.57K+ 17.08% |
$136K - $172K
|
24.5K
$642K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.55K+ 12.65% |
$135K - $170K
|
31.6K
$828K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.47K+ 23.0% |
$132K - $167K
|
18.6K
$487K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
3.44KNew |
$131K - $165K
|
3.44K
$90.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.41K+ 7.71% |
$130K - $164K
|
47.6K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.26K+ 3.15% |
$124K - $156K
|
107K
$2.8M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
3.18K+ 1.43% |
$121K - $153K
|
226K
$5.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
3.13K+ 2.34% |
$119K - $150K
|
137K
$3.59M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
3.13K+ 2.01% |
$119K - $150K
|
159K
$4.16M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.08K+ 2.48% |
$117K - $148K
|
127K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.04K+ 12.32% |
$116K - $146K
|
27.7K
$726K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.03K+ 7.26% |
$115K - $145K
|
44.7K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.02K+ 22.0% |
$115K - $145K
|
16.8K
$439K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.01K+ 4.51% |
$115K - $145K
|
69.8K
$1.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
3K+ 19.58% |
$114K - $144K
|
18.3K
$480K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.88K+ 31.56% |
$110K - $138K
|
12K
$314K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.86K+ 2.11% |
$109K - $138K
|
139K
$3.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.75K+ 40.33% |
$105K - $132K
|
9.56K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.74K+ 29.89% |
$104K - $131K
|
11.9K
$312K
|