Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-72- 1.3% |
$3.26K - $3.53K
|
5.49K
$151K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-73- 0.81% |
$3.3K - $3.58K
|
8.89K
$244K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-73- 0.32% |
$3.3K - $3.58K
|
22.6K
$621K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-75- 9.0% |
$3.39K - $3.68K
|
758
$20.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-78- 1.4% |
$3.53K - $3.83K
|
5.49K
$151K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-78- 0.97% |
$3.53K - $3.83K
|
8K
$220K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-78- 2.8% |
$3.53K - $3.83K
|
2.71K
$74.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-83- 97.65% |
$3.75K - $4.07K
|
2
$55
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-95- 1.27% |
$4.3K - $4.66K
|
7.37K
$203K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 1.54% |
$4.3K - $4.66K
|
6.09K
$167K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-96- 0.53% |
$4.34K - $4.71K
|
18K
$496K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 3.14% |
$4.52K - $4.9K
|
3.08K
$84.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-100- 1.52% |
$4.52K - $4.9K
|
6.47K
$178K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-114- 1.06% |
$5.16K - $5.59K
|
10.6K
$292K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-117- 0.52% |
$5.29K - $5.74K
|
22.4K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-119Closed |
$5.38K - $5.84K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-119- 1.11% |
$5.38K - $5.84K
|
10.6K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-125- 0.32% |
$5.66K - $6.13K
|
39.2K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-128- 1.56% |
$5.79K - $6.28K
|
8.1K
$223K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-130- 2.39% |
$5.88K - $6.38K
|
5.32K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-133- 1.79% |
$6.02K - $6.52K
|
7.3K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-134- 3.07% |
$6.06K - $6.57K
|
4.23K
$116K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-134- 1.1% |
$6.06K - $6.57K
|
12.1K
$332K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-139- 0.59% |
$6.29K - $6.82K
|
23.6K
$649K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-143- 0.16% |
$6.47K - $7.01K
|
90.8K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-145- 0.22% |
$6.56K - $7.11K
|
66.5K
$1.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-145- 0.71% |
$6.56K - $7.11K
|
20.2K
$556K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-161- 1.09% |
$7.28K - $7.9K
|
14.7K
$403K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-166- 9.24% |
$7.51K - $8.14K
|
1.63K
$44.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-166- 3.68% |
$7.51K - $8.14K
|
4.35K
$120K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-172- 0.63% |
$7.78K - $8.43K
|
27K
$743K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-179- 2.65% |
$8.1K - $8.78K
|
6.57K
$180K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-180- 2.16% |
$8.14K - $8.83K
|
8.14K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-180- 0.38% |
$8.14K - $8.83K
|
46.7K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-180- 22.76% |
$8.14K - $8.83K
|
611
$16.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-190- 27.5% |
$8.6K - $9.32K
|
501
$13.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-198- 0.92% |
$8.96K - $9.71K
|
21.3K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 0.71% |
$9.05K - $9.81K
|
27.8K
$764K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-203- 0.24% |
$9.18K - $9.96K
|
83.4K
$2.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-203- 1.3% |
$9.18K - $9.96K
|
15.4K
$423K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-203- 3.74% |
$9.18K - $9.96K
|
5.22K
$144K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-211- 1.47% |
$9.55K - $10.3K
|
14.2K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-214- 2.53% |
$9.68K - $10.5K
|
8.25K
$227K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-215- 1.41% |
$9.73K - $10.5K
|
15K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-220- 3.9% |
$9.95K - $10.8K
|
5.42K
$149K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-223- 5.07% |
$10.1K - $10.9K
|
4.17K
$115K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-228- 67.66% |
$10.3K - $11.2K
|
109
$3K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-230- 61.83% |
$10.4K - $11.3K
|
142
$3.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-234- 36.85% |
$10.6K - $11.5K
|
401
$11K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-239- 5.24% |
$10.8K - $11.7K
|
4.32K
$119K
|