Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
5.02KNew |
$200K - $220K
|
5.02K
$127K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.95K+ 1.22% |
$197K - $217K
|
411K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.94K+ 0.52% |
$197K - $216K
|
957K
$24.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.91K+ 7.37% |
$196K - $215K
|
71.5K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.91K+ 7.08% |
$196K - $215K
|
74.2K
$1.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.86KNew |
$194K - $213K
|
4.86K
$123K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.8KNew |
$192K - $210K
|
4.8K
$121K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4.74KNew |
$189K - $208K
|
4.74K
$120K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.74KNew |
$189K - $208K
|
4.74K
$120K
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
4.73KNew |
$189K - $207K
|
4.73K
$119K
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.69KNew |
$187K - $205K
|
4.69K
$118K
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.64KNew |
$185K - $203K
|
4.64K
$117K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
4.62K+ 4.65% |
$184K - $202K
|
104K
$2.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
4.59KNew |
$183K - $201K
|
4.59K
$116K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.46KNew |
$178K - $196K
|
4.46K
$113K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.38K+ 5.42% |
$175K - $192K
|
85.2K
$2.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.32K+ 0.73% |
$172K - $189K
|
595K
$15M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.29K+ 32.04% |
$171K - $188K
|
17.7K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.22K+ 69.06% |
$168K - $185K
|
10.3K
$261K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.21K+ 11.4% |
$168K - $184K
|
41.1K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.11K+ 7.4% |
$164K - $180K
|
59.6K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.09K+ 3.19% |
$163K - $179K
|
132K
$3.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.06K+ 20.91% |
$162K - $178K
|
23.5K
$594K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4.05K+ 7.42% |
$162K - $177K
|
58.6K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4KNew |
$160K - $175K
|
4K
$101K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
3.99K+ 15.94% |
$159K - $175K
|
29K
$733K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.8K+ 70.42% |
$152K - $167K
|
9.2K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.67K+ 4.28% |
$147K - $161K
|
89.4K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.5K+ 1.35% |
$140K - $153K
|
263K
$6.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 4.47% |
$139K - $153K
|
81.4K
$2.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.44K+ 1.68% |
$137K - $151K
|
208K
$5.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.41KNew |
$136K - $149K
|
3.41K
$86.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.38K+ 4.52% |
$135K - $148K
|
78.3K
$1.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
3.37K+ 8.86% |
$135K - $148K
|
41.4K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.37K+ 7.96% |
$134K - $148K
|
45.7K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.33K+ 66.59% |
$133K - $146K
|
8.33K
$210K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.26KNew |
$130K - $143K
|
3.26K
$82.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
3.1K+ 4.17% |
$124K - $136K
|
77.4K
$1.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.08K+ 31.09% |
$123K - $135K
|
13K
$328K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.01K+ 6.37% |
$120K - $132K
|
50.3K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.96K+ 40.04% |
$118K - $130K
|
10.3K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.8K+ 0.87% |
$112K - $123K
|
325K
$8.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.79KNew |
$111K - $122K
|
2.79K
$70.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.77K+ 6.72% |
$111K - $121K
|
44K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
2.68KNew |
$107K - $117K
|
2.68K
$67.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.65K+ 6.23% |
$106K - $116K
|
45.1K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.6K+ 1.17% |
$104K - $114K
|
225K
$5.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.57K+ 10.34% |
$103K - $113K
|
27.4K
$693K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2.56K+ 10.5% |
$102K - $112K
|
26.9K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.55K+ 1.94% |
$102K - $112K
|
134K
$3.39M
|