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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.84K+ 10.88% |
$223K - $254K
|
59.5K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
5.82KNew |
$223K - $253K
|
5.82K
$147K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
5.8K+ 4.18% |
$222K - $253K
|
145K
$3.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.74K+ 3.28% |
$220K - $250K
|
181K
$4.57M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.69K+ 42.78% |
$218K - $248K
|
19K
$480K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.65K+ 41.71% |
$216K - $246K
|
19.2K
$485K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.62KNew |
$215K - $245K
|
5.62K
$142K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.62K+ 21.17% |
$215K - $245K
|
32.2K
$812K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
5.6KNew |
$214K - $244K
|
5.6K
$142K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.47KNew |
$209K - $238K
|
5.47K
$138K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.45KNew |
$209K - $237K
|
5.45K
$138K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.44KNew |
$208K - $237K
|
5.44K
$137K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.42KNew |
$207K - $236K
|
5.42K
$137K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
5.4KNew |
$207K - $235K
|
5.4K
$136K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
5.37K+ 20.27% |
$205K - $234K
|
31.9K
$805K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.35K+ 17.17% |
$205K - $233K
|
36.5K
$923K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
5.33KNew |
$204K - $232K
|
5.33K
$135K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.29KNew |
$202K - $231K
|
5.29K
$134K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
5.26KNew |
$201K - $229K
|
5.26K
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.23KNew |
$200K - $228K
|
5.23K
$132K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
5.22K+ 18.1% |
$200K - $227K
|
34K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.19KNew |
$199K - $226K
|
5.19K
$131K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
5.16KNew |
$197K - $225K
|
5.16K
$130K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.15KNew |
$197K - $224K
|
5.15K
$130K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.11K+ 2.63% |
$196K - $223K
|
200K
$5.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.09KNew |
$195K - $222K
|
5.09K
$129K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.07KNew |
$194K - $221K
|
5.07K
$128K
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.04K+ 6.18% |
$193K - $219K
|
86.6K
$2.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.03KNew |
$192K - $219K
|
5.03K
$127K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.02KNew |
$192K - $218K
|
5.02K
$127K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
5.01KNew |
$192K - $218K
|
5.01K
$127K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.95KNew |
$189K - $216K
|
4.95K
$125K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$189K - $215K
|
4.95K
$125K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.94KNew |
$189K - $215K
|
4.94K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.76K+ 200.29% |
$182K - $207K
|
7.13K
$180K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.74K+ 2.22% |
$181K - $207K
|
219K
$5.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.65K+ 17.72% |
$178K - $203K
|
30.9K
$781K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
4.62K+ 5.17% |
$177K - $201K
|
94K
$2.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.59K+ 5.0% |
$176K - $200K
|
96.4K
$2.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.21K+ 2.83% |
$161K - $183K
|
153K
$3.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.18K+ 3.98% |
$160K - $182K
|
109K
$2.76M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.12K+ 10.41% |
$158K - $179K
|
43.7K
$1.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.81KNew |
$146K - $166K
|
3.81K
$96.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
3.8K+ 2.04% |
$145K - $165K
|
190K
$4.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.77KNew |
$144K - $164K
|
3.77K
$95.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.73K+ 43.36% |
$143K - $162K
|
12.3K
$312K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
3.72K+ 16.45% |
$142K - $162K
|
26.3K
$666K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.4KNew |
$130K - $148K
|
3.4K
$85.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.38K+ 9.61% |
$129K - $147K
|
38.6K
$975K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
3.37KNew |
$129K - $147K
|
3.37K
$85.3K
|