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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.4K- 2.3% |
$244K - $265K
|
229K
$5.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.63K- 7.57% |
$255K - $276K
|
68.8K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.7K- 3.98% |
$258K - $279K
|
138K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.85K- 12.31% |
$265K - $287K
|
41.7K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.95K- 11.58% |
$269K - $292K
|
45.4K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.21K- 6.9% |
$281K - $304K
|
83.8K
$2.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.25K- 22.99% |
$283K - $306K
|
20.9K
$506K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.51K- 2.61% |
$295K - $319K
|
243K
$5.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-6.67K- 7.25% |
$302K - $327K
|
85.4K
$2.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6.83K- 2.09% |
$309K - $335K
|
320K
$7.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-7.15K- 13.28% |
$323K - $351K
|
46.7K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-7.5K- 7.87% |
$339K - $368K
|
87.8K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7.75K- 71.86% |
$350K - $380K
|
3.03K
$73.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-7.78K- 12.62% |
$352K - $381K
|
53.8K
$1.3M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.86K- 39.49% |
$356K - $385K
|
12K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.13K- 11.54% |
$368K - $399K
|
62.3K
$1.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.78K- 10.0% |
$397K - $430K
|
79K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.87K- 37.04% |
$401K - $435K
|
15.1K
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.05K- 1.83% |
$409K - $444K
|
485K
$11.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9.29K- 37.49% |
$420K - $456K
|
15.5K
$374K
|
|
|
Mar 28, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-9.58K- 47.1% |
$433K - $470K
|
10.8K
$260K
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-9.58K- 47.1% |
$433K - $470K
|
10.8K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.66K- 12.1% |
$437K - $474K
|
70.2K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.75K- 9.22% |
$441K - $478K
|
95.9K
$2.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.82K- 44.77% |
$444K - $482K
|
12.1K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10.8K- 13.73% |
$489K - $530K
|
67.8K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-11K- 7.25% |
$496K - $537K
|
140K
$3.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-11.4K- 6.45% |
$514K - $557K
|
165K
$3.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.4K- 22.24% |
$515K - $558K
|
39.8K
$961K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-11.8K- 12.66% |
$533K - $577K
|
81.2K
$1.96M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-12.2K- 8.71% |
$553K - $599K
|
128K
$3.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-12.3K- 13.12% |
$554K - $601K
|
81.1K
$1.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.8K- 99.2% |
$579K - $628K
|
103
$2.49K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-14.1K- 1.99% |
$640K - $693K
|
695K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.2K- 0.19% |
$642K - $695K
|
7.36M
$178M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15K- 11.32% |
$679K - $736K
|
118K
$2.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-16.5K- 15.12% |
$744K - $807K
|
92.3K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-17K- 52.88% |
$770K - $834K
|
15.2K
$366K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-17.8K- 68.76% |
$804K - $871K
|
8.07K
$195K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19.4K- 72.42% |
$878K - $952K
|
7.39K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.7K- 76.98% |
$892K - $966K
|
5.89K
$142K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-20.1K- 9.41% |
$909K - $986K
|
194K
$4.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20.1K- 9.41% |
$909K - $986K
|
194K
$4.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-21.2K- 19.27% |
$959K - $1.04M
|
88.8K
$2.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21.3K- 9.69% |
$964K - $1.05M
|
199K
$4.8M
|
|
|
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
$62.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.2K- 14.95% |
$1.05M - $1.14M
|
132K
$3.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-24.2K- 7.46% |
$1.1M - $1.19M
|
300K
$7.26M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-25.5K- 53.24% |
$1.15M - $1.25M
|
22.4K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.5K- 11.5% |
$1.16M - $1.25M
|
197K
$4.75M
|