Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.42% |
$81.7 - $92.2
|
481
$12.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2+ 0.51% |
$81.7 - $92.2
|
395
$9.98K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.48% |
$81.7 - $92.2
|
417
$10.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$40.9 - $46.1
|
5.8K
$147K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.0% |
$40.9 - $46.1
|
38.4K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$40.9 - $46.1
|
3.28K
$82.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.33% |
$40.9 - $46.1
|
76
$1.92K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.01% |
$40.9 - $46.1
|
7.57K
$191K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.06% |
$40.9 - $46.1
|
1.81K
$45.7K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$40.9 - $46.1
|
12.3K
$311K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1- 0.01% |
$40.9 - $46.1
|
18.5K
$466K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 1.03% |
$81.7 - $92.2
|
192
$4.85K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2- 0.03% |
$81.7 - $92.2
|
7.32K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-3- 0.09% |
$123 - $138
|
3.25K
$82.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.02% |
$204 - $231
|
21.6K
$546K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-8- 0.09% |
$327 - $369
|
9.15K
$231K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-10- 0.07% |
$409 - $461
|
15.1K
$381K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-12- 0.17% |
$490 - $553
|
7.22K
$182K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-14- 0.22% |
$572 - $645
|
6.35K
$160K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-14- 0.06% |
$572 - $645
|
23.5K
$594K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.36% |
$776 - $876
|
5.26K
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19- 57.58% |
$776 - $876
|
14
$354
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20- 0.27% |
$817 - $922
|
7.3K
$185K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.02% |
$817 - $922
|
1.94K
$49.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-22- 0.38% |
$899 - $1.01K
|
5.8K
$147K
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-24- 21.43% |
$980 - $1.11K
|
88
$2.22K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 0.28% |
$1.02K - $1.15K
|
8.87K
$224K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-26- 0.3% |
$1.06K - $1.2K
|
8.71K
$220K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-26- 0.29% |
$1.06K - $1.2K
|
8.94K
$226K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-28- 0.21% |
$1.14K - $1.29K
|
13.2K
$334K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-28- 0.5% |
$1.14K - $1.29K
|
5.55K
$140K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-29- 0.15% |
$1.18K - $1.34K
|
18.9K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-29- 6.46% |
$1.18K - $1.34K
|
420
$10.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-38- 0.35% |
$1.55K - $1.75K
|
10.8K
$274K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-38- 0.28% |
$1.55K - $1.75K
|
13.4K
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-43- 0.25% |
$1.76K - $1.98K
|
17.1K
$431K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48- 0.58% |
$1.96K - $2.21K
|
8.21K
$207K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-50- 0.28% |
$2.04K - $2.31K
|
18.1K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 0.37% |
$2.04K - $2.31K
|
13.6K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 3.35% |
$2.04K - $2.31K
|
1.44K
$36.5K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-51- 0.9% |
$2.08K - $2.35K
|
5.6K
$141K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-52- 0.3% |
$2.12K - $2.4K
|
17.4K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-55- 0.8% |
$2.25K - $2.54K
|
6.81K
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-58- 0.99% |
$2.37K - $2.67K
|
5.83K
$147K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-60- 14.49% |
$2.45K - $2.77K
|
354
$8.95K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-61- 0.24% |
$2.49K - $2.81K
|
24.9K
$629K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63- 0.94% |
$2.57K - $2.9K
|
6.62K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-64- 0.64% |
$2.61K - $2.95K
|
9.95K
$251K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-64- 1.84% |
$2.61K - $2.95K
|
3.42K
$86.4K
|