Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5M+ 117.84% |
$517M - $568M
|
21.3M
$586M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.74M+ 2.34% |
$78.2M - $85.9M
|
76.4M
$2.1B
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
438K+ 233177.12% |
$19.7M - $21.6M
|
439K
$12.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
327K+ 862.02% |
$14.7M - $16.1M
|
365K
$10M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300KNew |
$13.5M - $14.8M
|
300K
$8.26M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
299KNew |
$13.4M - $14.7M
|
299K
$8.23M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
298KNew |
$13.3M - $14.7M
|
298K
$8.18M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
272K+ 174.59% |
$12.2M - $13.4M
|
428K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
265K+ 4415.09% |
$11.9M - $13.1M
|
271K
$7.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
214KNew |
$9.6M - $10.5M
|
214K
$5.88M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
214KNew |
$9.58M - $10.5M
|
214K
$5.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
145KNew |
$6.5M - $7.14M
|
145K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
106K+ 35.75% |
$4.77M - $5.24M
|
404K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
105K+ 8.11% |
$4.69M - $5.15M
|
1.39M
$38.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 96.53% |
$4.59M - $5.04M
|
209K
$5.73M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
102K+ 2150.88% |
$4.55M - $5M
|
106K
$2.92M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
97.3K+ 16.56% |
$4.36M - $4.79M
|
685K
$18.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
96.6KNew |
$4.33M - $4.75M
|
96.6K
$2.65M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
79.7K+ 107.79% |
$3.57M - $3.93M
|
154K
$4.22M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
74.1K+ 71.25% |
$3.32M - $3.65M
|
178K
$4.9M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68.1K+ 1076.6% |
$3.05M - $3.35M
|
74.4K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.4K+ 5.66% |
$2.93M - $3.22M
|
1.22M
$33.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
62.9K+ 37.98% |
$2.82M - $3.1M
|
229K
$6.28M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
61.6KNew |
$2.76M - $3.03M
|
61.6K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.4K+ 27.83% |
$2.35M - $2.58M
|
241K
$6.62M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.3K+ 3.88% |
$2.3M - $2.53M
|
1.37M
$37.8M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.8K+ 189.28% |
$2.1M - $2.3M
|
71.5K
$1.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.6K+ 3.08% |
$2.05M - $2.25M
|
1.53M
$42M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.6K+ 19.68% |
$2.04M - $2.24M
|
277K
$7.62M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.2K+ 3.49% |
$1.8M - $1.98M
|
1.19M
$32.8M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
40K+ 11.44% |
$1.79M - $1.97M
|
389K
$10.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
39K+ 16.07% |
$1.75M - $1.92M
|
282K
$7.75M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
38.4K+ 248.04% |
$1.72M - $1.89M
|
53.9K
$1.48M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
37.3KNew |
$1.67M - $1.84M
|
37.3K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
36.3K+ 17.16% |
$1.63M - $1.79M
|
248K
$6.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
32.7K+ 14.46% |
$1.47M - $1.61M
|
259K
$7.11M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32.6KNew |
$1.46M - $1.61M
|
32.6K
$897K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
32.4K+ 127.86% |
$1.45M - $1.59M
|
57.7K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
32.2K+ 35.09% |
$1.44M - $1.58M
|
124K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
31.8K+ 5.09% |
$1.43M - $1.57M
|
657K
$18.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
31.3K+ 84.76% |
$1.4M - $1.54M
|
68.1K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26.3K+ 399.39% |
$1.18M - $1.3M
|
32.9K
$905K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
26.1K+ 406.32% |
$1.17M - $1.28M
|
32.5K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
24.8K+ 26.46% |
$1.11M - $1.22M
|
119K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
24.8KNew |
$1.11M - $1.22M
|
24.8K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.6K+ 11.23% |
$1.06M - $1.16M
|
234K
$6.44M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23.5K+ 8.89% |
$1.05M - $1.16M
|
288K
$7.91M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.1K+ 835.2% |
$1.04M - $1.14M
|
25.8K
$711K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
22.6K+ 8.85% |
$1.01M - $1.11M
|
278K
$7.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
22.4K+ 10.79% |
$1M - $1.1M
|
230K
$6.32M
|