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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 2.04% |
$62.5K - $68.6K
|
67K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.41K- 4.32% |
$63.1K - $69.3K
|
31.2K
$857K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.47K- 10.39% |
$65.8K - $72.3K
|
12.7K
$348K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.47K- 1.8% |
$66.1K - $72.6K
|
80.5K
$2.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.49K- 3.39% |
$66.7K - $73.3K
|
42.3K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.52K- 3.59% |
$68K - $74.6K
|
40.7K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.55K- 18.19% |
$69.5K - $76.3K
|
6.97K
$191K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 26.38% |
$70K - $76.8K
|
4.35K
$120K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.57K- 8.81% |
$70.4K - $77.3K
|
16.3K
$447K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.57K- 0.63% |
$70.6K - $77.5K
|
249K
$6.85M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.61K- 7.64% |
$72.2K - $79.3K
|
19.5K
$535K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-1.64K- 12.64% |
$73.7K - $80.9K
|
11.4K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.68K- 23.99% |
$75.5K - $82.9K
|
5.34K
$147K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.73K- 33.28% |
$77.3K - $84.9K
|
3.46K
$95.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.74K- 49.77% |
$77.8K - $85.4K
|
1.75K
$48.1K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.74K- 3.12% |
$78K - $85.6K
|
54K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.76K- 8.43% |
$78.7K - $86.5K
|
19.1K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.76K- 6.95% |
$78.8K - $86.6K
|
23.5K
$647K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.78K- 72.02% |
$79.8K - $87.6K
|
691
$19K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.78K- 23.03% |
$79.8K - $87.6K
|
5.95K
$164K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.8K- 5.03% |
$80.8K - $88.7K
|
34K
$935K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.81K- 6.05% |
$81K - $88.9K
|
28.1K
$771K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.82K- 16.07% |
$81.4K - $89.4K
|
9.48K
$261K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.83K- 22.59% |
$82.1K - $90.1K
|
6.27K
$172K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.83K- 65.73% |
$82.1K - $90.2K
|
955
$26.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.88K- 1.97% |
$84.3K - $92.6K
|
93.4K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.89K- 6.19% |
$84.5K - $92.8K
|
28.6K
$785K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.91K- 21.24% |
$85.7K - $94.1K
|
7.09K
$195K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.95K- 7.99% |
$87.5K - $96.1K
|
22.5K
$618K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.97K- 10.87% |
$88.1K - $96.8K
|
16.1K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.97K- 4.9% |
$88.3K - $97K
|
38.2K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.98K- 5.72% |
$88.6K - $97.3K
|
32.6K
$896K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.02K- 1.24% |
$90.7K - $99.6K
|
161K
$4.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.02K- 2.73% |
$90.8K - $99.7K
|
72.2K
$1.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 2.33% |
$91.2K - $100K
|
85.3K
$2.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.05K- 17.34% |
$91.7K - $101K
|
9.75K
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 9.98% |
$92K - $101K
|
18.5K
$509K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.06K- 4.04% |
$92.3K - $101K
|
49K
$1.35M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.1K- 3.29% |
$94.1K - $103K
|
61.7K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.17K- 7.48% |
$97.3K - $107K
|
26.9K
$738K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-2.18K- 2.71% |
$97.8K - $107K
|
78.4K
$2.16M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 9.1% |
$98.3K - $108K
|
21.9K
$602K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.22K- 17.3% |
$99.4K - $109K
|
10.6K
$291K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.22K- 12.75% |
$99.6K - $109K
|
15.2K
$418K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.23K- 3.11% |
$99.8K - $110K
|
69.4K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.24K- 3.21% |
$101K - $110K
|
67.6K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.25K- 5.2% |
$101K - $111K
|
41K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.26K- 1.41% |
$101K - $111K
|
158K
$4.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.42K- 23.53% |
$109K - $119K
|
7.87K
$216K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.46K- 32.83% |
$110K - $121K
|
5.04K
$138K
|