Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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
Feb 01, 2024 Q4 2023
Adviser Investments LLC

BUY
 -
279
+ 0.38%
$10.6K - $13.4K
74.7K $1.96M
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
278
+ 1.65%
$10.6K - $13.3K
17.1K $448K
Feb 13, 2024 Q4 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
271
+ 0.48%
$10.3K - $13K
57K $1.49M
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
262
New
$9.99K - $12.6K
262 $6.87K
Sep 25, 2024 Q4 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
259
+ 1.0%
$9.88K - $12.4K
26.1K $684K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
256
+ 1.23%
$9.76K - $12.3K
21.1K $553K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
250
New
$9.53K - $12K
250 $6.55K
Feb 13, 2024 Q4 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
249
+ 3.41%
$9.49K - $12K
7.55K $198K
Aug 06, 2024 Q4 2023
Hantz Financial Services, Inc.

BUY
 -
236
+ 74.92%
$9K - $11.3K
551 $14.4K
Feb 13, 2024 Q4 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
222
+ 3.48%
$8.46K - $10.7K
6.61K $173K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
221
+ 1.46%
$8.43K - $10.6K
15.4K $403K
Feb 02, 2024 Q4 2023
Addison Advisors LLC

BUY
 -
215
+ 1194.44%
$8.2K - $10.3K
233 $6.11K
Feb 14, 2024 Q4 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
208
+ 0.77%
$7.93K - $9.99K
27.1K $711K
Feb 09, 2024 Q4 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
207
+ 3.24%
$7.89K - $9.94K
6.59K $173K
Jan 18, 2024 Q4 2023
Access Financial Services, Inc.

BUY
 -
205
+ 0.83%
$7.82K - $9.84K
24.8K $650K
Jan 24, 2024 Q4 2023
Capital Insight Partners, LLC

BUY
 -
203
+ 0.32%
$7.74K - $9.75K
64.6K $1.69M
Feb 02, 2024 Q4 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
201
New
$7.66K - $9.65K
201 $5.27K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
200
New
$7.63K - $9.6K
200 $5.24K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
198
New
$7.55K - $9.51K
198 $5.19K
Jan 29, 2024 Q4 2023
Bray Capital Advisors

BUY
 -
190
New
$7.24K - $9.12K
190 $4.98K
Jan 24, 2024 Q4 2023
Capital Management Associates, Inc

Minneapolis, MN
BUY
 -
188
New
$7.17K - $9.03K
188 $4.93K
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

BUY
 -
179
+ 2.85%
$6.83K - $8.6K
6.46K $169K
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
175
+ 2.39%
$6.67K - $8.4K
7.5K $196K
Jan 29, 2024 Q4 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
170
+ 0.97%
$6.48K - $8.16K
17.6K $462K
Jan 18, 2024 Q4 2023
Geometric Wealth Advisors

BUY
 -
168
+ 2.77%
$6.41K - $8.07K
6.24K $163K
Jan 08, 2024 Q4 2023
Optimum Investment Advisors

BUY
 -
167
+ 4.83%
$6.37K - $8.02K
3.63K $95K
Jan 22, 2024 Q4 2023
Parsons Capital Management Inc

BUY
 -
165
+ 1.37%
$6.29K - $7.92K
12.2K $319K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
157
+ 0.06%
$5.99K - $7.54K
276K $7.25M
Jan 25, 2024 Q4 2023
Sol Capital Management CO

BUY
 -
155
+ 0.79%
$5.91K - $7.44K
19.8K $518K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
149
+ 0.97%
$5.68K - $7.15K
15.5K $406K
Feb 12, 2024 Q4 2023
Fortis Capital Management LLC

BUY
 -
146
+ 0.16%
$5.57K - $7.01K
93.6K $2.45M
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
144
+ 2.5%
$5.49K - $6.91K
5.91K $155K
Feb 05, 2024 Q4 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
141
+ 1.72%
$5.38K - $6.77K
8.35K $219K
Feb 07, 2024 Q4 2023
Rba Wealth Management, LLC

BUY
 -
133
+ 2.53%
$5.07K - $6.39K
5.4K $141K
Jan 12, 2024 Q4 2023
Greenhouse Wealth Management, LLC

BUY
 -
122
+ 0.42%
$4.65K - $5.86K
29.3K $769K
Feb 12, 2024 Q4 2023
Wms Partners, LLC

BUY
 -
119
+ 0.83%
$4.54K - $5.71K
14.4K $378K
Jan 19, 2024 Q4 2023
Cornerstone Wealth Advisors, Inc.

BUY
 -
116
+ 1.03%
$4.42K - $5.57K
11.4K $298K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
111
New
$4.23K - $5.33K
111 $2.91K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
108
+ 125.58%
$4.12K - $5.19K
194 $5.08K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
107
New
$4.08K - $5.14K
107 $2.8K
Feb 07, 2024 Q4 2023
Great Diamond Partners, LLC

BUY
 -
106
+ 1.0%
$4.04K - $5.09K
10.7K $282K
Dec 12, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
103
New
$3.93K - $4.95K
103 $2.7K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
103
New
$3.93K - $4.95K
103 $2.7K
Jan 19, 2024 Q4 2023
Abacus Planning Group, Inc.

BUY
 -
100
+ 1.09%
$3.81K - $4.8K
9.25K $242K
Feb 12, 2024 Q4 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
100
+ 1.54%
$3.81K - $4.8K
6.58K $172K
Jan 23, 2024 Q4 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
90
+ 0.52%
$3.43K - $4.32K
17.3K $454K
Jan 19, 2024 Q4 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
84
+ 0.53%
$3.2K - $4.03K
16K $418K
Jan 17, 2024 Q4 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
81
+ 4.1%
$3.09K - $3.89K
2.06K $53.9K
Feb 14, 2024 Q4 2023
Index Fund Advisors, Inc.

BUY
 -
79
+ 0.46%
$3.01K - $3.79K
17.4K $455K

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