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 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.86K+ 2.11% |
$109K - $138K
|
139K
$3.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.75K+ 40.33% |
$105K - $132K
|
9.56K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.74K+ 29.89% |
$104K - $131K
|
11.9K
$305K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.73K+ 2.23% |
$104K - $131K
|
125K
$3.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.65K+ 1.47% |
$101K - $127K
|
183K
$4.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.65K+ 0.76% |
$101K - $127K
|
352K
$9.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.63KNew |
$100K - $126K
|
2.63K
$67.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
2.57K+ 3.24% |
$98.1K - $124K
|
82K
$2.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.55K+ 20.4% |
$97K - $122K
|
15K
$386K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2.48K+ 5.6% |
$94.6K - $119K
|
46.8K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.46K+ 46.8% |
$93.9K - $118K
|
7.72K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.44K+ 1.81% |
$92.9K - $117K
|
137K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.43K+ 11.55% |
$92.6K - $117K
|
23.5K
$602K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.36K+ 102.47% |
$90K - $113K
|
4.67K
$120K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.28K+ 1.39% |
$87.1K - $110K
|
167K
$4.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.28K+ 1.63% |
$87K - $110K
|
142K
$3.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.27K+ 1.39% |
$86.5K - $109K
|
166K
$4.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.24K+ 1.63% |
$85.5K - $108K
|
139K
$3.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.2K+ 20.0% |
$84K - $106K
|
13.2K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.09K+ 2.15% |
$79.6K - $100K
|
99.2K
$2.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.06K+ 9.52% |
$78.4K - $98.8K
|
23.7K
$608K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.04K+ 7.73% |
$77.7K - $97.9K
|
28.4K
$730K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.03K+ 3.13% |
$77.4K - $97.5K
|
66.9K
$1.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.96K+ 3.65% |
$74.8K - $94.2K
|
55.8K
$1.43M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.96K+ 3.65% |
$74.8K - $94.2K
|
55.8K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.84K+ 0.52% |
$70.3K - $88.5K
|
359K
$9.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.8K+ 1800.0% |
$68.6K - $86.4K
|
1.9K
$48.8K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.79K+ 3.5% |
$68.2K - $85.9K
|
52.9K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.75K+ 7.43% |
$66.6K - $83.8K
|
25.2K
$648K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.69K+ 11.46% |
$64.3K - $81K
|
16.4K
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.67K+ 1.37% |
$63.8K - $80.4K
|
124K
$3.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.64K+ 14.12% |
$62.3K - $78.5K
|
13.2K
$339K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.62K+ 8.25% |
$61.7K - $77.7K
|
21.2K
$545K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.6KNew |
$61K - $76.8K
|
1.6K
$41.1K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 2.2% |
$58.1K - $73.2K
|
70.7K
$1.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 11.57% |
$57.2K - $72K
|
14.5K
$371K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.49K+ 87.24% |
$56.8K - $71.5K
|
3.2K
$82.1K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.48KNew |
$56.6K - $71.3K
|
1.48K
$38.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.48K+ 6.18% |
$56.5K - $71.2K
|
25.5K
$654K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.44K+ 1.63% |
$54.9K - $69.1K
|
89.6K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.43K+ 367.44% |
$54.6K - $68.8K
|
1.82K
$46.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.42K+ 25.65% |
$54.1K - $68.2K
|
6.96K
$179K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.41K+ 2.86% |
$53.9K - $67.9K
|
50.9K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.38K+ 13.32% |
$52.7K - $66.4K
|
11.8K
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.34K+ 10.92% |
$50.9K - $64.2K
|
13.6K
$348K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.33K+ 10.36% |
$50.6K - $63.7K
|
14.1K
$363K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.33K+ 10.36% |
$50.6K - $63.7K
|
14.1K
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.31K+ 18.55% |
$50.1K - $63.1K
|
8.39K
$216K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.29K+ 8.31% |
$49.2K - $61.9K
|
16.8K
$432K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.29K+ 1.86% |
$49.1K - $61.9K
|
70.5K
$1.81M
|