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 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-811- 41.89% |
$36.7K - $39.8K
|
1.13K
$30K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-828- 4.51% |
$37.5K - $40.6K
|
17.5K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-831- 0.58% |
$37.6K - $40.8K
|
141K
$3.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-850- 6.91% |
$38.5K - $41.7K
|
11.5K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-860- 3.06% |
$38.9K - $42.2K
|
27.2K
$727K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-863- 7.46% |
$39K - $42.3K
|
10.7K
$286K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-869- 1.66% |
$39.3K - $42.6K
|
51.6K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-900- 16.87% |
$40.7K - $44.1K
|
4.44K
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-906- 1.84% |
$41K - $44.4K
|
48.4K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-915- 31.63% |
$41.4K - $44.9K
|
1.98K
$52.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-932- 3.72% |
$42.2K - $45.7K
|
24.1K
$644K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-935- 4.38% |
$42.3K - $45.9K
|
20.4K
$545K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-952- 14.01% |
$43.1K - $46.7K
|
5.84K
$156K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-962- 9.6% |
$43.5K - $47.2K
|
9.06K
$242K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-984- 6.28% |
$44.5K - $48.3K
|
14.7K
$392K
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-984- 3.45% |
$44.5K - $48.3K
|
27.6K
$736K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-993- 14.66% |
$44.9K - $48.7K
|
5.78K
$154K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.02K- 8.42% |
$46K - $49.8K
|
11K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.02K- 0.78% |
$46.1K - $49.9K
|
130K
$3.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 58.31% |
$46.2K - $50.1K
|
730
$19.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 3.83% |
$46.5K - $50.4K
|
25.8K
$689K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.03K- 0.45% |
$46.5K - $50.4K
|
227K
$6.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.05K- 7.58% |
$47.5K - $51.5K
|
12.8K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.05K- 8.88% |
$47.7K - $51.7K
|
10.8K
$289K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.06K- 2.5% |
$47.8K - $51.8K
|
41.3K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.06K- 7.12% |
$48.1K - $52.2K
|
13.9K
$371K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.07K- 12.52% |
$48.4K - $52.4K
|
7.47K
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.08K- 0.77% |
$48.7K - $52.8K
|
139K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 32.93% |
$49.8K - $53.9K
|
2.24K
$59.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.11K- 4.08% |
$50K - $54.2K
|
26K
$694K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.14K- 0.73% |
$51.3K - $55.7K
|
154K
$4.11M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.16K- 15.28% |
$52.7K - $57.1K
|
6.46K
$172K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.19K- 13.55% |
$53.7K - $58.2K
|
7.57K
$202K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.22K- 86.65% |
$55.2K - $59.8K
|
188
$5.02K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.23K- 0.71% |
$55.7K - $60.4K
|
172K
$4.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.24K- 0.54% |
$56K - $60.7K
|
228K
$6.1M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.25K- 5.79% |
$56.5K - $61.2K
|
20.3K
$543K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.25K- 3.85% |
$56.5K - $61.2K
|
31.2K
$833K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.28K- 19.77% |
$57.9K - $62.8K
|
5.19K
$139K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 1.57% |
$58.1K - $63K
|
80.7K
$2.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.29K- 3.04% |
$58.3K - $63.2K
|
41.1K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.3K- 4.04% |
$58.9K - $63.9K
|
31K
$827K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.31K- 1.83% |
$59K - $64K
|
69.8K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.31K- 0.91% |
$59.1K - $64.1K
|
142K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.33K- 3.39% |
$60.1K - $65.1K
|
37.9K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.35K- 1.4% |
$60.8K - $66K
|
94.9K
$2.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 4.98% |
$61.1K - $66.2K
|
25.8K
$688K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.37K- 8.42% |
$61.9K - $67.1K
|
14.9K
$398K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.41K- 1.21% |
$63.9K - $69.3K
|
116K
$3.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.42K- 2.04% |
$64.4K - $69.8K
|
68.5K
$1.83M
|