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 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-21.5K- 15.49% |
$962K - $1.06M
|
117K
$3.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-22.5K- 19.66% |
$1.01M - $1.11M
|
92.1K
$2.53M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.7K- 37.76% |
$1.02M - $1.12M
|
37.4K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23.1K- 22.43% |
$1.04M - $1.14M
|
79.8K
$2.19M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-23.5K- 30.43% |
$1.06M - $1.16M
|
53.8K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24.1K- 81.64% |
$1.08M - $1.19M
|
5.43K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25K- 39.75% |
$1.12M - $1.23M
|
37.9K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-25K- 2.12% |
$1.12M - $1.23M
|
1.15M
$31.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-26.2K- 2.21% |
$1.17M - $1.29M
|
1.16M
$31.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-29.4K- 26.93% |
$1.32M - $1.45M
|
79.9K
$2.2M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-30K- 16.79% |
$1.35M - $1.48M
|
149K
$4.09M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-31.4K- 33.1% |
$1.41M - $1.55M
|
63.4K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-33.7K- 50.93% |
$1.51M - $1.66M
|
32.5K
$894K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-34.6K- 38.84% |
$1.55M - $1.71M
|
54.5K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-34.8K- 33.24% |
$1.56M - $1.71M
|
69.9K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35K- 2.85% |
$1.57M - $1.72M
|
1.19M
$32.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35K- 2.85% |
$1.57M - $1.72M
|
1.19M
$32.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36.5K- 9.71% |
$1.64M - $1.8M
|
340K
$9.34M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.6K- 2.45% |
$1.64M - $1.8M
|
1.46M
$40M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-38.8K- 5.48% |
$1.74M - $1.91M
|
669K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-43.4K- 1.63% |
$1.94M - $2.14M
|
2.61M
$71.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-46K- 28.11% |
$2.06M - $2.26M
|
118K
$3.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-48.2K- 53.25% |
$2.16M - $2.37M
|
42.3K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-57.4K- 18.33% |
$2.57M - $2.83M
|
256K
$7.03M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.7K- 2.8% |
$2.86M - $3.14M
|
2.21M
$60.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-69.5K- 3.95% |
$3.12M - $3.42M
|
1.69M
$46.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-71.7K- 4.82% |
$3.22M - $3.53M
|
1.42M
$39M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-76.4K- 3.64% |
$3.43M - $3.76M
|
2.02M
$55.6M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-76.7K- 75.96% |
$3.44M - $3.78M
|
24.3K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-83.7K- 18.68% |
$3.75M - $4.12M
|
364K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-86.9K- 73.62% |
$3.9M - $4.28M
|
31.1K
$856K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-90.8K- 59.51% |
$4.07M - $4.47M
|
61.8K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93.2K- 3.71% |
$4.18M - $4.59M
|
2.42M
$66.5M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-99.6K- 30.95% |
$4.47M - $4.9M
|
222K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-107K- 49.62% |
$4.82M - $5.29M
|
109K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 17.83% |
$4.83M - $5.3M
|
496K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-131K- 24.91% |
$5.88M - $6.45M
|
395K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-169K- 4.58% |
$7.56M - $8.3M
|
3.51M
$96.6M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-179K- 96.43% |
$8.02M - $8.8M
|
6.62K
$182K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-188K- 89.55% |
$8.43M - $9.26M
|
21.9K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-240K- 95.88% |
$10.8M - $11.8M
|
10.3K
$283K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-467K- 3.81% |
$20.9M - $23M
|
11.8M
$324M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-504K- 5.53% |
$22.6M - $24.8M
|
8.61M
$237M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-518K- 6.56% |
$23.2M - $25.5M
|
7.37M
$203M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.8M- 88.59% |
$666M - $731M
|
1.91M
$52.6M
|