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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
597New |
$22.8K - $28.7K
|
597
$15.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
586+ 5.59% |
$22.3K - $28.1K
|
11.1K
$290K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
581+ 2.37% |
$22.2K - $27.9K
|
25.1K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
579+ 3.61% |
$22.1K - $27.8K
|
16.6K
$436K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
578+ 5.28% |
$22K - $27.8K
|
11.5K
$302K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
573+ 10.32% |
$21.8K - $27.5K
|
6.12K
$160K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
568+ 6.05% |
$21.7K - $27.3K
|
9.96K
$261K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
564+ 5.35% |
$21.5K - $27.1K
|
11.1K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
532New |
$20.3K - $25.5K
|
532
$13.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
530+ 4.71% |
$20.2K - $25.5K
|
11.8K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
523+ 1.04% |
$19.9K - $25.1K
|
51K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
517+ 16.47% |
$19.7K - $24.8K
|
3.66K
$95.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
517+ 3.26% |
$19.7K - $24.8K
|
16.4K
$429K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
510+ 5.75% |
$19.4K - $24.5K
|
9.38K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
475+ 1.07% |
$18.1K - $22.8K
|
44.9K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
475+ 6.54% |
$18.1K - $22.8K
|
7.74K
$203K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
472+ 7.13% |
$18K - $22.7K
|
7.09K
$186K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
470+ 1.62% |
$17.9K - $22.6K
|
29.6K
$775K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
466+ 1.74% |
$17.8K - $22.4K
|
27.3K
$715K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
462New |
$17.6K - $22.2K
|
462
$12.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
460+ 5.24% |
$17.5K - $22.1K
|
9.24K
$242K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
454New |
$17.3K - $21.8K
|
454
$11.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
450+ 0.74% |
$17.2K - $21.6K
|
61.4K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
447+ 126.27% |
$17K - $21.5K
|
801
$21K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
441+ 0.93% |
$16.8K - $21.2K
|
48.1K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
420+ 0.75% |
$16K - $20.2K
|
56.1K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
416+ 6.92% |
$15.9K - $20K
|
6.43K
$168K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
413+ 3.28% |
$15.7K - $19.8K
|
13K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
412+ 0.43% |
$15.7K - $19.8K
|
95.3K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
409+ 4.58% |
$15.6K - $19.6K
|
9.35K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
408+ 3.33% |
$15.6K - $19.6K
|
12.7K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
408+ 0.28% |
$15.6K - $19.6K
|
146K
$3.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
407+ 0.35% |
$15.5K - $19.5K
|
118K
$3.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
398New |
$15.2K - $19.1K
|
398
$10.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
395+ 372.64% |
$15.1K - $19K
|
501
$13.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
BUY
|
- |
390+ 0.6% |
$14.9K - $18.7K
|
64.9K
$1.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
388+ 2.19% |
$14.8K - $18.6K
|
18.1K
$474K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
384+ 7.57% |
$14.6K - $18.4K
|
5.46K
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
379+ 0.72% |
$14.5K - $18.2K
|
52.9K
$1.39M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
364New |
$13.9K - $17.5K
|
364
$9.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
356+ 0.81% |
$13.6K - $17.1K
|
44.1K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
352+ 2.35% |
$13.4K - $16.9K
|
15.4K
$402K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
339+ 1.5% |
$12.9K - $16.3K
|
22.9K
$600K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
318+ 1.77% |
$12.1K - $15.3K
|
18.3K
$480K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
314+ 9.25% |
$12K - $15.1K
|
3.71K
$97.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
308+ 2.56% |
$11.7K - $14.8K
|
12.3K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
302+ 0.68% |
$11.5K - $14.5K
|
45K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
300New |
$11.4K - $14.4K
|
300
$7.86K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
294+ 0.98% |
$11.2K - $14.1K
|
30.4K
$797K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
286+ 3.54% |
$10.9K - $13.7K
|
8.36K
$219K
|