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 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.25K+ 8.74% |
$47.7K - $60.1K
|
15.6K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.25K+ 14.41% |
$47.5K - $59.8K
|
9.88K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.23K+ 14.05% |
$46.7K - $58.8K
|
9.94K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.21K+ 36.25% |
$46.1K - $58.1K
|
4.55K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.16K+ 0.85% |
$44.3K - $55.8K
|
138K
$3.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 15.33% |
$43.2K - $54.4K
|
8.51K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.12K+ 3.8% |
$42.8K - $53.9K
|
30.7K
$776K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 83.23% |
$42.8K - $53.9K
|
2.47K
$62.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.1K+ 4.36% |
$41.9K - $52.8K
|
26.3K
$666K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.07K+ 1.42% |
$40.6K - $51.2K
|
76.2K
$1.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.07K+ 2.88% |
$40.6K - $51.1K
|
38K
$960K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 2.19% |
$39.7K - $49.9K
|
48.6K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 4.02% |
$38.7K - $48.8K
|
26.3K
$664K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
976+ 6.14% |
$37.2K - $46.9K
|
16.9K
$426K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
972+ 0.61% |
$37.1K - $46.7K
|
160K
$4.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
958+ 6.47% |
$36.5K - $46K
|
15.8K
$399K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
956+ 5.76% |
$36.5K - $45.9K
|
17.6K
$444K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
953+ 263.99% |
$36.3K - $45.8K
|
1.31K
$33.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
940+ 9.64% |
$35.8K - $45.1K
|
10.7K
$270K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
914+ 2.33% |
$34.9K - $43.9K
|
40.1K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
890+ 4.24% |
$33.9K - $42.7K
|
21.9K
$553K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
890+ 8.58% |
$33.9K - $42.7K
|
11.3K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
860+ 9.63% |
$32.8K - $41.3K
|
9.8K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
858+ 16.67% |
$32.7K - $41.2K
|
6.01K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
848+ 7.86% |
$32.3K - $40.7K
|
11.6K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
843+ 10.77% |
$32.1K - $40.5K
|
8.67K
$219K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
820+ 3.49% |
$31.3K - $39.4K
|
24.3K
$614K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
816+ 4.42% |
$31.1K - $39.2K
|
19.3K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
814New |
$31K - $39.1K
|
814
$20.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
795+ 13.83% |
$30.3K - $38.2K
|
6.54K
$165K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
767+ 5.63% |
$29.2K - $36.8K
|
14.4K
$363K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
742+ 4.25% |
$28.3K - $35.6K
|
18.2K
$460K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
741+ 1.42% |
$28.3K - $35.6K
|
52.8K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
727+ 1.4% |
$27.7K - $34.9K
|
52.6K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
723+ 26.17% |
$27.6K - $34.7K
|
3.49K
$88.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
708+ 11.94% |
$27K - $34K
|
6.64K
$168K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
704+ 0.37% |
$26.8K - $33.8K
|
192K
$4.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
701+ 2.42% |
$26.7K - $33.7K
|
29.6K
$748K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
689+ 2.66% |
$26.3K - $33.1K
|
26.6K
$673K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
688+ 0.8% |
$26.2K - $33K
|
87.1K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
676+ 8.64% |
$25.8K - $32.5K
|
8.5K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
667+ 12.24% |
$25.4K - $32K
|
6.12K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
639+ 0.05% |
$24.4K - $30.7K
|
1.32M
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
635+ 0.83% |
$24.2K - $30.5K
|
77.4K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
627+ 1.49% |
$23.9K - $30.1K
|
42.7K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
620+ 1.59% |
$23.6K - $29.8K
|
39.5K
$999K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
616+ 1.74% |
$23.5K - $29.6K
|
36.1K
$912K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
616+ 4.1% |
$23.5K - $29.6K
|
15.6K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
614New |
$23.4K - $29.5K
|
614
$15.5K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
610+ 4.63% |
$23.3K - $29.3K
|
13.8K
$348K
|