Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-10K- 10.59% |
$398K - $464K
|
84.5K
$2.13M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-10.1K- 2.61% |
$404K - $470K
|
378K
$9.56M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-11.6K- 3.94% |
$462K - $538K
|
283K
$7.16M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-11.6K- 23.23% |
$463K - $539K
|
38.5K
$972K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.7K- 17.57% |
$468K - $545K
|
55.1K
$1.39M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.9K- 24.66% |
$473K - $551K
|
36.3K
$917K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.9K- 3.9% |
$476K - $554K
|
294K
$7.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12K- 5.12% |
$477K - $556K
|
222K
$5.61M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12K- 50.69% |
$478K - $557K
|
11.7K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12K- 24.48% |
$478K - $557K
|
37K
$936K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.5K- 35.62% |
$498K - $580K
|
22.6K
$571K
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-13K- 10.42% |
$518K - $603K
|
112K
$2.83M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-13.2K- 19.89% |
$524K - $610K
|
53K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-13.3K- 13.66% |
$529K - $616K
|
84K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-13.5K- 24.1% |
$537K - $625K
|
42.4K
$1.07M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.3K- 28.5% |
$568K - $661K
|
35.8K
$904K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-14.5K- 13.27% |
$577K - $672K
|
94.7K
$2.39M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14.7K- 8.79% |
$585K - $681K
|
152K
$3.85M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-15.3KClosed |
$611K - $711K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.5K- 97.89% |
$618K - $720K
|
334
$8.44K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16.1K- 73.17% |
$642K - $748K
|
5.92K
$150K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-16.2K- 56.82% |
$645K - $751K
|
12.3K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-16.4K- 14.06% |
$655K - $763K
|
101K
$2.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-17.2K- 31.78% |
$685K - $798K
|
36.9K
$933K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-18.2K- 22.22% |
$726K - $845K
|
63.8K
$1.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-18.3K- 2.54% |
$728K - $847K
|
702K
$17.7M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 84.36% |
$732K - $852K
|
3.41K
$86.1K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-20.7K- 12.46% |
$823K - $959K
|
145K
$3.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-21.1K- 10.84% |
$841K - $979K
|
174K
$4.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-21.9K- 1.7% |
$873K - $1.02M
|
1.27M
$32.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.6K- 40.1% |
$902K - $1.05M
|
33.8K
$855K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-22.7K- 1.73% |
$902K - $1.05M
|
1.29M
$32.6M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23.5K- 99.82% |
$935K - $1.09M
|
42
$1.06K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-24.2K- 72.5% |
$964K - $1.12M
|
9.18K
$232K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.2K- 49.52% |
$1M - $1.17M
|
25.7K
$650K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.5K- 8.15% |
$1.05M - $1.23M
|
298K
$7.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-26.9K- 21.92% |
$1.07M - $1.25M
|
95.7K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.7K- 17.7% |
$1.1M - $1.28M
|
129K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29.6K- 1.07% |
$1.18M - $1.37M
|
2.74M
$69.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-30.8K- 70.54% |
$1.22M - $1.43M
|
12.8K
$325K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-34.2K- 4.39% |
$1.36M - $1.59M
|
745K
$18.8M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-35.9K- 37.84% |
$1.43M - $1.66M
|
58.9K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.1K- 11.81% |
$1.44M - $1.67M
|
269K
$6.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.8K- 16.49% |
$1.51M - $1.75M
|
192K
$4.84M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.3K- 3.75% |
$1.56M - $1.82M
|
1.01M
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.1K- 45.75% |
$1.76M - $2.05M
|
52.3K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-45.9K- 56.04% |
$1.83M - $2.13M
|
36K
$910K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-47.2K- 3.86% |
$1.88M - $2.19M
|
1.18M
$29.7M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48.9K- 36.32% |
$1.95M - $2.27M
|
85.8K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-49.1K- 89.87% |
$1.95M - $2.28M
|
5.53K
$140K
|