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 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 8.87% |
$111K - $121K
|
25.3K
$697K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.48K- 2.84% |
$111K - $122K
|
84.6K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-2.49K- 4.37% |
$112K - $123K
|
54.5K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.58K- 20.45% |
$116K - $127K
|
10K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.62K- 2.74% |
$117K - $129K
|
93K
$2.56M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.63K- 10.88% |
$118K - $130K
|
21.6K
$593K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.64K- 4.59% |
$118K - $130K
|
54.8K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.66K- 57.04% |
$119K - $131K
|
2K
$55.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.72K- 5.14% |
$122K - $134K
|
50.2K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.76K- 1.16% |
$124K - $136K
|
235K
$6.45M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.81K- 0.99% |
$126K - $139K
|
282K
$7.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.93K- 3.95% |
$131K - $144K
|
71.2K
$1.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-3K- 6.45% |
$134K - $148K
|
43.4K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-3.1K- 2.01% |
$139K - $152K
|
151K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.14K- 12.82% |
$141K - $155K
|
21.3K
$587K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.19K- 2.18% |
$143K - $157K
|
143K
$3.94M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.23K- 1.52% |
$145K - $159K
|
209K
$5.73M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.32K- 20.93% |
$149K - $164K
|
12.5K
$345K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.34K- 3.59% |
$150K - $164K
|
89.8K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.35K- 10.0% |
$150K - $165K
|
30.2K
$829K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.36K- 7.87% |
$151K - $165K
|
39.4K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.48K- 32.54% |
$156K - $171K
|
7.21K
$198K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-3.54K- 2.23% |
$159K - $174K
|
155K
$4.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.56K- 2.02% |
$160K - $175K
|
173K
$4.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-3.59K- 2.9% |
$161K - $177K
|
120K
$3.3M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.64K- 7.44% |
$163K - $179K
|
45.3K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.74K- 6.81% |
$168K - $184K
|
51.2K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.75K- 1.8% |
$168K - $185K
|
205K
$5.63M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.85K- 2.03% |
$173K - $190K
|
186K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.85K- 12.55% |
$173K - $190K
|
26.8K
$738K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-3.89K- 67.79% |
$175K - $192K
|
1.85K
$50.9K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.94K- 52.86% |
$176K - $194K
|
3.51K
$96.5K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-4.1K- 1.27% |
$184K - $202K
|
320K
$8.79M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.22K- 10.36% |
$189K - $208K
|
36.5K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4.38K- 15.81% |
$196K - $216K
|
23.3K
$641K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.41K- 9.34% |
$198K - $217K
|
42.9K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-4.47K- 3.1% |
$200K - $220K
|
139K
$3.83M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.58K- 8.18% |
$205K - $225K
|
51.3K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-4.68K- 29.33% |
$210K - $230K
|
11.3K
$310K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.69K- 2.44% |
$210K - $231K
|
188K
$5.16M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.78K- 14.95% |
$214K - $235K
|
27.2K
$747K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-4.85K- 17.56% |
$217K - $239K
|
22.8K
$625K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5K- 5.75% |
$224K - $246K
|
81.9K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-5.07K- 15.75% |
$227K - $250K
|
27.1K
$746K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.07K- 9.58% |
$227K - $250K
|
47.8K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.12K- 49.15% |
$229K - $252K
|
5.29K
$146K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.27K- 29.32% |
$236K - $260K
|
12.7K
$349K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.32K- 1.67% |
$239K - $262K
|
314K
$8.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.47K- 0.75% |
$245K - $269K
|
720K
$19.8M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.52K- 4.0% |
$247K - $272K
|
133K
$3.64M
|