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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.8K- 5.49% |
$1.17M - $1.27M
|
445K
$10.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-25.8K- 8.08% |
$1.17M - $1.27M
|
294K
$7.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-26.9K- 48.87% |
$1.22M - $1.32M
|
28.2K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-27K- 82.02% |
$1.22M - $1.32M
|
5.92K
$143K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-27.6K- 47.86% |
$1.25M - $1.35M
|
30.1K
$727K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-32.2K- 11.88% |
$1.46M - $1.58M
|
239K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-33.2K- 8.41% |
$1.5M - $1.63M
|
362K
$8.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-33.3K- 28.36% |
$1.51M - $1.63M
|
84.2K
$2.03M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-34.3K- 2.95% |
$1.55M - $1.68M
|
1.13M
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.2K- 3.37% |
$1.82M - $1.97M
|
1.15M
$27.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.2K- 3.37% |
$1.82M - $1.97M
|
1.15M
$27.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.2K- 3.37% |
$1.86M - $2.02M
|
1.18M
$28.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42.7K- 70.67% |
$1.93M - $2.09M
|
17.7K
$428K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-46.5K- 4.03% |
$2.11M - $2.28M
|
1.11M
$26.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54K- 2.23% |
$2.44M - $2.65M
|
2.37M
$57.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-55.4K- 21.68% |
$2.51M - $2.72M
|
200K
$4.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-60.6K- 51.9% |
$2.74M - $2.97M
|
56.1K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-69K- 54.53% |
$3.12M - $3.39M
|
57.6K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-104K- 91.7% |
$4.71M - $5.1M
|
9.42K
$228K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-120K- 90.26% |
$5.45M - $5.91M
|
13K
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-123K- 8.04% |
$5.55M - $6.02M
|
1.4M
$33.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-218K- 53.85% |
$9.85M - $10.7M
|
187K
$4.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-257K- 98.34% |
$11.6M - $12.6M
|
4.33K
$105K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-328K- 89.5% |
$14.8M - $16.1M
|
38.5K
$929K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-362K- 55.04% |
$16.4M - $17.7M
|
295K
$7.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-851K- 24.23% |
$38.5M - $41.7M
|
2.66M
$64.3M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.14M- 49.78% |
$51.7M - $56M
|
1.15M
$27.9M
|