Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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
Holderness Investments CO

Greensboro, NC
BUY
 -
1.23K
+ 14.05%
$46.7K - $58.8K
9.94K $261K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1.21K
+ 36.25%
$46.1K - $58.1K
4.55K $119K
Feb 12, 2024 Q4 2023
Black Diamond Financial, LLC

BUY
 -
1.16K
+ 0.85%
$44.3K - $55.8K
138K $3.61M
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.13K
+ 15.33%
$43.2K - $54.4K
8.51K $223K
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.12K
+ 3.8%
$42.8K - $53.9K
30.7K $804K
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
1.12K
+ 83.23%
$42.8K - $53.9K
2.47K $64.7K
Feb 14, 2024 Q4 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
1.1K
+ 4.36%
$41.9K - $52.8K
26.3K $691K
Jan 17, 2024 Q4 2023
Powers Advisory Group, LLC

BUY
 -
1.07K
+ 1.42%
$40.6K - $51.2K
76.2K $2M
Jan 18, 2024 Q4 2023
Values Added Financial LLC

Washington, DC
BUY
 -
1.07K
+ 2.88%
$40.6K - $51.1K
38K $996K
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.04K
+ 2.19%
$39.7K - $49.9K
48.6K $1.27M
Feb 05, 2024 Q4 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
976
+ 6.14%
$37.2K - $46.9K
16.9K $442K
Feb 12, 2024 Q4 2023
Athena Investment Management

BUY
 -
972
+ 0.61%
$37.1K - $46.7K
160K $4.18M
Jan 17, 2024 Q4 2023
Ddd Partners, LLC

BUY
 -
958
+ 6.47%
$36.5K - $46K
15.8K $413K
Jan 22, 2024 Q4 2023
Sigma Investment Counselors Inc

BUY
 -
956
+ 5.76%
$36.5K - $45.9K
17.6K $460K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
953
+ 263.99%
$36.3K - $45.8K
1.31K $34.4K
Feb 14, 2024 Q4 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
940
+ 9.64%
$35.8K - $45.1K
10.7K $280K
Feb 15, 2024 Q4 2023
Hanseatic Management Services Inc

BUY
 -
914
+ 2.33%
$34.9K - $43.9K
40.1K $1.05M
Jan 22, 2024 Q4 2023
Capital Advantage, Inc.

BUY
 -
890
+ 8.58%
$33.9K - $42.7K
11.3K $295K
Jan 19, 2024 Q4 2023
Sharkey, Howes & Javer

BUY
 -
890
+ 4.24%
$33.9K - $42.7K
21.9K $573K
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
860
+ 9.63%
$32.8K - $41.3K
9.8K $257K
Feb 14, 2024 Q4 2023
Rmb Capital Management, LLC

BUY
 -
858
+ 16.67%
$32.7K - $41.2K
6.01K $157K
Feb 12, 2024 Q4 2023
Madden Advisory Services, Inc.

BUY
 -
848
+ 7.86%
$32.3K - $40.7K
11.6K $305K
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

BUY
 -
843
+ 10.77%
$32.1K - $40.5K
8.67K $227K
Jan 19, 2024 Q4 2023
Hengehold Capital Management LLC

BUY
 -
820
+ 3.49%
$31.3K - $39.4K
24.3K $637K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
816
+ 4.42%
$31.1K - $39.2K
19.3K $505K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
814
New
$31K - $39.1K
814 $21.3K
Jan 09, 2024 Q4 2023
Bnc Wealth Management, LLC

BUY
 -
795
+ 13.83%
$30.3K - $38.2K
6.54K $171K
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
767
+ 5.63%
$29.2K - $36.8K
14.4K $377K
Jan 22, 2024 Q4 2023
Claro Advisors LLC

Boston, MA
BUY
 -
742
+ 4.25%
$28.3K - $35.6K
18.2K $477K
Jan 19, 2024 Q4 2023
Next Capital Management LLC

BUY
 -
741
+ 1.42%
$28.3K - $35.6K
52.8K $1.38M
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

BUY
 -
727
+ 1.4%
$27.7K - $34.9K
52.6K $1.38M
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
723
+ 26.17%
$27.6K - $34.7K
3.49K $91.4K
Feb 13, 2024 Q4 2023
Gsb Wealth Management, LLC

BUY
 -
708
+ 11.94%
$27K - $34K
6.64K $174K
Feb 05, 2024 Q4 2023
Matrix Trust CO

BUY
 -
704
+ 0.37%
$26.8K - $33.8K
192K $5.04M
Feb 05, 2024 Q4 2023
Brighton Jones LLC

BUY
 -
701
+ 2.42%
$26.7K - $33.7K
29.6K $776K
Feb 13, 2024 Q4 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
689
+ 2.66%
$26.3K - $33.1K
26.6K $698K
Jan 26, 2024 Q4 2023
Prairie View Partners, LLC

BUY
 -
688
+ 0.8%
$26.2K - $33K
87.1K $2.28M
Jan 30, 2024 Q4 2023
Aurora Private Wealth, Inc.

BUY
 -
676
+ 8.64%
$25.8K - $32.5K
8.5K $223K
Feb 06, 2024 Q4 2023
Sawgrass Asset Management LLC

BUY
 -
667
+ 12.24%
$25.4K - $32K
6.12K $160K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
639
+ 0.05%
$24.4K - $30.7K
1.32M $34.7M
Feb 13, 2024 Q4 2023
Madden Securities Corp

BUY
 -
635
+ 0.83%
$24.2K - $30.5K
77.4K $2.03M
Feb 12, 2024 Q4 2023
American Investment Services, Inc.

BUY
 -
627
+ 1.49%
$23.9K - $30.1K
42.7K $1.12M
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
620
+ 1.59%
$23.6K - $29.8K
39.5K $1.04M
Feb 09, 2024 Q4 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
616
+ 1.74%
$23.5K - $29.6K
36.1K $946K
Feb 05, 2024 Q4 2023
Alpha Cubed Investments, LLC

BUY
 -
616
+ 4.1%
$23.5K - $29.6K
15.6K $409K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
614
New
$23.4K - $29.5K
614 $16.1K
Jan 18, 2024 Q4 2023
Altfest L J & CO Inc

BUY
 -
610
+ 6.22%
$23.3K - $29.3K
10.4K $273K
Jan 29, 2024 Q4 2023
Carnegie Capital Asset Management, LLC

BUY
 -
610
+ 4.99%
$23.3K - $29.3K
12.8K $337K
Feb 07, 2024 Q4 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
610
+ 4.63%
$23.3K - $29.3K
13.8K $361K

Track Institutional and Insider Activities on SCHA

Follow SCHWAB STRATEGIC TR US SMALL-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHA shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Small C insider buys or sells SCHA shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US SMALL-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHA