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 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.22K- 0.46% |
$54.7K - $60.1K
|
264K
$7.39M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-1.24K- 0.45% |
$55.4K - $60.8K
|
271K
$7.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.25K- 3.65% |
$56.2K - $61.7K
|
33.1K
$927K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.26K- 2.61% |
$56.4K - $61.9K
|
46.8K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.18% |
$57.1K - $62.7K
|
107K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 0.94% |
$57.6K - $63.2K
|
136K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.29K- 23.36% |
$57.7K - $63.4K
|
4.22K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.3K- 62.19% |
$58.3K - $64.1K
|
791
$22.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.36K- 8.03% |
$60.8K - $66.8K
|
15.5K
$434K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 11.98% |
$60.9K - $66.9K
|
9.99K
$279K
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.36K- 4.06% |
$61K - $67K
|
32.2K
$900K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.38K- 0.95% |
$62K - $68.1K
|
145K
$4.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 2.04% |
$62.5K - $68.6K
|
67K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.41K- 4.32% |
$63.1K - $69.3K
|
31.2K
$872K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.47K- 10.39% |
$65.8K - $72.3K
|
12.7K
$354K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.47K- 1.8% |
$66.1K - $72.6K
|
80.5K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.49K- 3.39% |
$66.7K - $73.3K
|
42.3K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.52K- 3.59% |
$68K - $74.6K
|
40.7K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.55K- 18.19% |
$69.5K - $76.3K
|
6.97K
$195K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 26.38% |
$70K - $76.8K
|
4.35K
$122K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.57K- 8.81% |
$70.4K - $77.3K
|
16.3K
$455K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.57K- 0.63% |
$70.6K - $77.5K
|
249K
$6.97M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.61K- 7.64% |
$72.2K - $79.3K
|
19.5K
$545K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-1.64K- 12.64% |
$73.7K - $80.9K
|
11.4K
$318K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.68K- 13.63% |
$75.2K - $82.6K
|
10.6K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.68K- 23.99% |
$75.5K - $82.9K
|
5.34K
$149K
|
|
|
Sep 24, 2025
Q1 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-1.7K- 48.34% |
$76.4K - $83.9K
|
1.82K
$50.9K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.73K- 33.28% |
$77.3K - $84.9K
|
3.46K
$96.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.74K- 49.77% |
$77.8K - $85.4K
|
1.75K
$49K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.74K- 3.12% |
$78K - $85.6K
|
54K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.76K- 8.43% |
$78.7K - $86.5K
|
19.1K
$534K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.76K- 6.95% |
$78.8K - $86.6K
|
23.5K
$658K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.78K- 72.02% |
$79.8K - $87.6K
|
691
$19.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.78K- 23.03% |
$79.8K - $87.6K
|
5.95K
$166K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.8K- 5.03% |
$80.8K - $88.7K
|
34K
$952K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.81K- 6.05% |
$81K - $88.9K
|
28.1K
$785K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.82K- 16.07% |
$81.4K - $89.4K
|
9.48K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.83K- 22.59% |
$82.1K - $90.1K
|
6.27K
$175K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.83K- 65.73% |
$82.1K - $90.2K
|
955
$26.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.88K- 1.97% |
$84.3K - $92.6K
|
93.4K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.89K- 6.19% |
$84.5K - $92.8K
|
28.6K
$799K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.91K- 21.24% |
$85.7K - $94.1K
|
7.09K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.95K- 7.99% |
$87.5K - $96.1K
|
22.5K
$629K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.97K- 10.87% |
$88.1K - $96.8K
|
16.1K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.97K- 4.9% |
$88.3K - $97K
|
38.2K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.98K- 5.72% |
$88.6K - $97.3K
|
32.6K
$912K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.02K- 1.24% |
$90.7K - $99.6K
|
161K
$4.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.02K- 2.73% |
$90.8K - $99.7K
|
72.2K
$2.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 2.33% |
$91.2K - $100K
|
85.3K
$2.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.05K- 17.34% |
$91.7K - $101K
|
9.75K
$273K
|