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 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
888+ 0.82% |
$39.8K - $43.7K
|
109K
$3.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
884+ 4.75% |
$39.6K - $43.5K
|
19.5K
$545K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
860+ 14.86% |
$38.6K - $42.3K
|
6.65K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
846New |
$37.9K - $41.7K
|
846
$23.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
842+ 3.16% |
$37.8K - $41.5K
|
27.5K
$770K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
839+ 3.95% |
$37.6K - $41.3K
|
22.1K
$618K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
831+ 0.58% |
$37.3K - $40.9K
|
143K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
816+ 20.76% |
$36.6K - $40.2K
|
4.75K
$133K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
808+ 3.5% |
$36.2K - $39.8K
|
23.9K
$669K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
790+ 4.97% |
$35.4K - $38.9K
|
16.7K
$467K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
754+ 6.41% |
$33.8K - $37.1K
|
12.5K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
720+ 7.18% |
$32.3K - $35.5K
|
10.8K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
697+ 3.37% |
$31.3K - $34.3K
|
21.4K
$598K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
687+ 5.4% |
$30.8K - $33.8K
|
13.4K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
686+ 4.82% |
$30.8K - $33.8K
|
14.9K
$417K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
679+ 0.68% |
$30.4K - $33.4K
|
99.9K
$2.79M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
639+ 9.4% |
$28.7K - $31.5K
|
7.44K
$208K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
631+ 0.11% |
$28.3K - $31.1K
|
596K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
629+ 2.77% |
$28.2K - $31K
|
23.3K
$653K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
622+ 0.39% |
$27.9K - $30.6K
|
160K
$4.48M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
603+ 2.8% |
$27K - $29.7K
|
22.1K
$620K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
576+ 2.21% |
$25.8K - $28.4K
|
26.7K
$747K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
568+ 4.88% |
$25.5K - $28K
|
12.2K
$342K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
565+ 3.22% |
$25.3K - $27.8K
|
18.1K
$507K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
541+ 5.28% |
$24.3K - $26.6K
|
10.8K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
536+ 1.36% |
$24K - $26.4K
|
39.9K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
533New |
$23.9K - $26.2K
|
533
$14.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
527+ 4.96% |
$23.6K - $25.9K
|
11.2K
$312K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
520+ 3.47% |
$23.3K - $25.6K
|
15.5K
$434K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
517+ 9.83% |
$23.2K - $25.5K
|
5.77K
$162K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
498+ 3.76% |
$22.3K - $24.5K
|
13.7K
$384K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
493+ 1.53% |
$22.1K - $24.3K
|
32.7K
$915K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
480+ 10.9% |
$21.5K - $23.6K
|
4.88K
$137K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
475+ 1.16% |
$21.3K - $23.4K
|
41.3K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
472+ 1.88% |
$21.2K - $23.2K
|
25.6K
$716K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
455+ 4.6% |
$20.4K - $22.4K
|
10.3K
$289K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
446+ 6.09% |
$20K - $22K
|
7.77K
$217K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
441+ 10.25% |
$19.8K - $21.7K
|
4.75K
$133K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
441+ 0.5% |
$19.8K - $21.7K
|
88.4K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
434+ 215.92% |
$19.5K - $21.4K
|
635
$17.8K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
428+ 1.68% |
$19.2K - $21.1K
|
25.8K
$723K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
421New |
$18.9K - $20.7K
|
421
$11.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
408+ 1.44% |
$18.3K - $20.1K
|
28.8K
$806K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
401+ 9.46% |
$18K - $19.7K
|
4.64K
$130K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
396+ 0.46% |
$17.8K - $19.5K
|
86.5K
$2.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
387+ 2.75% |
$17.4K - $19.1K
|
14.5K
$405K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
382+ 5.91% |
$17.1K - $18.8K
|
6.85K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
381+ 1.4% |
$17.1K - $18.8K
|
27.5K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
378+ 5.88% |
$16.9K - $18.6K
|
6.8K
$190K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
377+ 1.04% |
$16.9K - $18.6K
|
36.5K
$1.02M
|