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 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-7.15K- 13.28% |
$323K - $351K
|
46.7K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-7.5K- 7.87% |
$339K - $368K
|
87.8K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7.75K- 71.86% |
$350K - $380K
|
3.03K
$83.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-7.78K- 12.62% |
$352K - $381K
|
53.8K
$1.48M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.86K- 39.49% |
$356K - $385K
|
12K
$331K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.13K- 11.54% |
$368K - $399K
|
62.3K
$1.71M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.78K- 10.0% |
$397K - $430K
|
79K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.87K- 37.04% |
$401K - $435K
|
15.1K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.05K- 1.83% |
$409K - $444K
|
485K
$13.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9.29K- 37.49% |
$420K - $456K
|
15.5K
$426K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.66K- 12.1% |
$437K - $474K
|
70.2K
$1.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.75K- 9.22% |
$441K - $478K
|
95.9K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.82K- 44.77% |
$444K - $482K
|
12.1K
$333K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10.8K- 13.73% |
$489K - $530K
|
67.8K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-11K- 7.25% |
$496K - $537K
|
140K
$3.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-11.4K- 6.45% |
$514K - $557K
|
165K
$4.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.4K- 22.24% |
$515K - $558K
|
39.8K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-11.8K- 12.66% |
$533K - $577K
|
81.2K
$2.23M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-12.2K- 8.71% |
$553K - $599K
|
128K
$3.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-12.3K- 13.12% |
$554K - $601K
|
81.1K
$2.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.8K- 99.2% |
$579K - $628K
|
103
$2.83K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-14.1K- 1.99% |
$640K - $693K
|
695K
$19.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.2K- 0.19% |
$642K - $695K
|
7.36M
$202M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15K- 11.32% |
$679K - $736K
|
118K
$3.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-16.5K- 15.12% |
$744K - $807K
|
92.3K
$2.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-17K- 52.88% |
$770K - $834K
|
15.2K
$417K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-17.8K- 68.76% |
$804K - $871K
|
8.07K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19.4K- 72.42% |
$878K - $952K
|
7.39K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.7K- 76.98% |
$892K - $966K
|
5.89K
$162K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20.1K- 9.41% |
$909K - $986K
|
194K
$5.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-20.1K- 9.41% |
$909K - $986K
|
194K
$5.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-21.2K- 19.27% |
$959K - $1.04M
|
88.8K
$2.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21.3K- 9.69% |
$964K - $1.05M
|
199K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22.4K- 0.86% |
$1.01M - $1.1M
|
2.59M
$71.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.2K- 14.95% |
$1.05M - $1.14M
|
132K
$3.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-24.2K- 7.46% |
$1.1M - $1.19M
|
300K
$8.26M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.5K- 11.5% |
$1.16M - $1.25M
|
197K
$5.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-25.8K- 8.08% |
$1.17M - $1.27M
|
294K
$8.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-26.9K- 48.87% |
$1.22M - $1.32M
|
28.2K
$774K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-27K- 82.02% |
$1.22M - $1.32M
|
5.92K
$163K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-32.2K- 11.88% |
$1.46M - $1.58M
|
239K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-33.2K- 8.41% |
$1.5M - $1.63M
|
362K
$9.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-33.3K- 28.36% |
$1.51M - $1.63M
|
84.2K
$2.31M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-34.3K- 2.95% |
$1.55M - $1.68M
|
1.13M
$31M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.2K- 3.37% |
$1.82M - $1.97M
|
1.15M
$31.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.2K- 3.37% |
$1.82M - $1.97M
|
1.15M
$31.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.2K- 3.37% |
$1.86M - $2.02M
|
1.18M
$32.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42.7K- 70.67% |
$1.93M - $2.09M
|
17.7K
$487K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-46.5K- 4.03% |
$2.11M - $2.28M
|
1.11M
$30.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54K- 2.23% |
$2.44M - $2.65M
|
2.37M
$65M
|