Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
9.63K+ 2.92% |
$368K - $419K
|
339K
$8.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
9.61KNew |
$368K - $419K
|
9.61K
$243K
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
9.58KNew |
$367K - $417K
|
9.58K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
9.48K+ 18.57% |
$363K - $413K
|
60.6K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9.46K+ 7.43% |
$362K - $412K
|
137K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.2KNew |
$352K - $400K
|
9.2K
$232K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
9.19K+ 63.18% |
$352K - $400K
|
23.7K
$600K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.99K+ 7.93% |
$344K - $391K
|
122K
$3.09M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.88K+ 11.71% |
$340K - $387K
|
84.7K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.87KNew |
$339K - $386K
|
8.87K
$224K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
8.83K+ 9.45% |
$338K - $385K
|
102K
$2.58M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.51KNew |
$325K - $370K
|
8.51K
$215K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8.42K+ 2.49% |
$322K - $366K
|
346K
$8.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
8.38K+ 19.93% |
$320K - $365K
|
50.4K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
8.28K+ 33.21% |
$317K - $360K
|
33.2K
$839K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
8.08K+ 47.05% |
$309K - $352K
|
25.3K
$638K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7.96K+ 3.72% |
$304K - $346K
|
222K
$5.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
7.64K+ 23.19% |
$292K - $333K
|
40.6K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
7.52K+ 4.73% |
$288K - $328K
|
167K
$4.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
7.44KNew |
$285K - $324K
|
7.44K
$188K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.37K+ 497.64% |
$282K - $321K
|
8.85K
$224K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.29K+ 13.26% |
$279K - $317K
|
62.2K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.24KNew |
$277K - $315K
|
7.24K
$183K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
7.21K+ 469.64% |
$276K - $314K
|
8.74K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
7.15KNew |
$273K - $311K
|
7.15K
$181K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.14K+ 4.89% |
$273K - $311K
|
153K
$3.87M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.03KNew |
$269K - $306K
|
7.03K
$178K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
6.96K+ 12.88% |
$266K - $303K
|
61K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
6.92K+ 5.74% |
$265K - $301K
|
127K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.76K+ 16.58% |
$258K - $294K
|
47.5K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
6.74K+ 4.41% |
$258K - $293K
|
160K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
6.65KNew |
$254K - $290K
|
6.65K
$168K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.61K+ 3.86% |
$253K - $288K
|
178K
$4.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
6.57KNew |
$251K - $286K
|
6.57K
$166K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.51K+ 6.2% |
$249K - $283K
|
112K
$2.82M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
6.45K+ 2.88% |
$247K - $281K
|
231K
$5.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.45K+ 62.44% |
$247K - $281K
|
16.8K
$424K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.45KNew |
$247K - $281K
|
6.45K
$163K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6.44K+ 2.99% |
$246K - $281K
|
222K
$5.61M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
6.35K+ 2.3% |
$243K - $276K
|
282K
$7.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.31K+ 9.56% |
$241K - $275K
|
72.2K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.26K+ 25.68% |
$240K - $273K
|
30.6K
$774K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.24K+ 3.31% |
$238K - $271K
|
195K
$4.92M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.12K+ 3998.69% |
$234K - $266K
|
6.27K
$158K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.07KNew |
$232K - $264K
|
6.07K
$153K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6.03K+ 5.22% |
$231K - $263K
|
122K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.93K+ 2.84% |
$227K - $258K
|
215K
$5.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.9K+ 2.81% |
$225K - $257K
|
216K
$5.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.88K+ 86.45% |
$225K - $256K
|
12.7K
$320K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5.88K+ 14.91% |
$225K - $256K
|
45.3K
$1.14M
|