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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-570- 3.53% |
$21.7K - $27.4K
|
15.6K
$412K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-573- 1.14% |
$21.8K - $27.5K
|
49.5K
$1.31M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-583- 1.7% |
$22.2K - $28K
|
33.8K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-597- 8.52% |
$22.8K - $28.7K
|
6.41K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-618- 49.09% |
$23.6K - $29.7K
|
641
$16.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-632- 57.88% |
$24.1K - $30.3K
|
460
$12.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-642- 7.09% |
$24.5K - $30.8K
|
8.41K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-657- 0.61% |
$25.1K - $31.5K
|
107K
$2.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-661- 1.95% |
$25.2K - $31.7K
|
33.3K
$879K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-676- 0.32% |
$25.8K - $32.5K
|
210K
$5.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-678- 6.36% |
$25.9K - $32.6K
|
9.98K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-702- 8.75% |
$26.8K - $33.7K
|
7.32K
$193K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-717- 1.22% |
$27.3K - $34.4K
|
58.3K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-726- 3.12% |
$27.7K - $34.9K
|
22.5K
$595K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-763- 5.27% |
$29.1K - $36.6K
|
13.7K
$363K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-777- 3.25% |
$29.6K - $37.3K
|
23.1K
$610K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-799- 34.89% |
$30.5K - $38.4K
|
1.49K
$39.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-801- 3.75% |
$30.5K - $38.5K
|
20.6K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-805- 11.64% |
$30.7K - $38.7K
|
6.11K
$161K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-816- 27.57% |
$31.1K - $39.2K
|
2.14K
$56.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-821- 1.93% |
$31.3K - $39.4K
|
41.6K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-852- 1.11% |
$32.5K - $40.9K
|
76.2K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-870- 1.75% |
$33.2K - $41.8K
|
49K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-892- 1.4% |
$34K - $42.8K
|
62.9K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-894- 10.27% |
$34.1K - $42.9K
|
7.81K
$206K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-895- 81.22% |
$34.1K - $43K
|
207
$5.47K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-899- 64.72% |
$34.3K - $43.2K
|
490
$12.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-909- 2.58% |
$34.7K - $43.7K
|
34.3K
$906K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-920- 6.96% |
$35.1K - $44.2K
|
12.3K
$325K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-934- 3.75% |
$35.6K - $44.9K
|
24K
$633K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-945- 4.16% |
$36K - $45.4K
|
21.8K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-947- 14.16% |
$36.1K - $45.5K
|
5.74K
$152K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-962- 3.12% |
$36.7K - $46.2K
|
29.9K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-975- 0.19% |
$37.2K - $46.8K
|
526K
$13.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-976- 12.67% |
$37.2K - $46.9K
|
6.73K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-983- 4.78% |
$37.5K - $47.2K
|
19.6K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.04K- 63.12% |
$39.6K - $49.9K
|
607
$16K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.05K- 1.84% |
$40K - $50.4K
|
56.1K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.06K- 15.46% |
$40.2K - $50.7K
|
5.77K
$152K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.06K- 16.9% |
$40.5K - $50.9K
|
5.22K
$138K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.07K- 18.45% |
$40.8K - $51.4K
|
4.73K
$125K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.12% |
$42.1K - $53K
|
97.1K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.11K- 5.59% |
$42.1K - $53.1K
|
18.6K
$493K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.11K- 19.84% |
$42.4K - $53.4K
|
4.49K
$119K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.14K- 17.74% |
$43.3K - $54.6K
|
5.27K
$139K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.16K- 20.54% |
$44.1K - $55.5K
|
4.47K
$118K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.16K- 11.03% |
$44.1K - $55.6K
|
9.33K
$247K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.16K- 9.29% |
$44.1K - $55.6K
|
11.3K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.17K- 5.54% |
$44.8K - $56.4K
|
20K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 0.83% |
$45.1K - $56.9K
|
142K
$3.75M
|