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 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
966+ 7.97% |
$43.7K - $47.4K
|
13.1K
$360K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
960+ 0.88% |
$43.4K - $47.1K
|
110K
$3.03M
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
949+ 3954.17% |
$42.9K - $46.5K
|
973
$26.7K
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
938+ 1.1% |
$42.4K - $46K
|
86.2K
$2.37M
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
933+ 4.99% |
$42.2K - $45.8K
|
19.6K
$540K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
896+ 1.08% |
$40.5K - $43.9K
|
83.7K
$2.3M
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
BUY
|
- |
894+ 0.56% |
$40.4K - $43.8K
|
161K
$4.43M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
884+ 0.95% |
$40K - $43.4K
|
93.9K
$2.58M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
882+ 9.05% |
$39.9K - $43.3K
|
10.6K
$292K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
875+ 3.26% |
$39.6K - $42.9K
|
27.7K
$763K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
874+ 367.23% |
$39.5K - $42.9K
|
1.11K
$30.6K
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
862+ 5.04% |
$39K - $42.3K
|
18K
$494K
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
855+ 13.63% |
$38.7K - $41.9K
|
7.13K
$196K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
851+ 8.87% |
$38.5K - $41.7K
|
10.5K
$287K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
849+ 10.04% |
$38.4K - $41.6K
|
9.31K
$256K
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
BUY
|
- |
824+ 6.05% |
$37.3K - $40.4K
|
14.4K
$397K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
824+ 5.67% |
$37.3K - $40.4K
|
15.4K
$422K
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
799+ 0.52% |
$36.1K - $39.2K
|
156K
$4.28M
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794New |
$35.9K - $38.9K
|
794
$21.8K
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
786+ 8.39% |
$35.6K - $38.5K
|
10.2K
$279K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
780+ 4.3% |
$35.3K - $38.3K
|
18.9K
$520K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
768New |
$34.7K - $37.7K
|
768
$21.1K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
748New |
$33.8K - $36.7K
|
748
$20.6K
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
735New |
$33.3K - $36K
|
735
$20.2K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
723+ 10.92% |
$32.7K - $35.5K
|
7.34K
$202K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
688+ 4.12% |
$31.1K - $33.7K
|
17.4K
$478K
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
679+ 15.47% |
$30.7K - $33.3K
|
5.07K
$139K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
673+ 1.2% |
$30.4K - $33K
|
56.6K
$1.55M
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
669+ 3.31% |
$30.3K - $32.8K
|
20.9K
$574K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
650New |
$29.4K - $31.9K
|
650
$17.9K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
641+ 2.52% |
$29K - $31.4K
|
26K
$716K
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
633+ 11.84% |
$28.6K - $31K
|
5.98K
$164K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
631+ 4.97% |
$28.5K - $30.9K
|
13.3K
$367K
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
603+ 8.96% |
$27.3K - $29.6K
|
7.33K
$202K
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
BUY
|
- |
595+ 0.89% |
$26.9K - $29.2K
|
67.2K
$1.85M
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
591+ 1.44% |
$26.7K - $29K
|
41.6K
$1.14M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
568+ 0.53% |
$25.7K - $27.9K
|
108K
$2.96M
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
567+ 2.4% |
$25.7K - $27.8K
|
24.2K
$665K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
547+ 1.05% |
$24.7K - $26.8K
|
52.5K
$1.44M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
542New |
$24.5K - $26.6K
|
542
$14.9K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
539+ 1.05% |
$24.4K - $26.4K
|
52.1K
$1.43M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
530+ 212.0% |
$24K - $26K
|
780
$21.4K
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
524+ 2.09% |
$23.7K - $25.7K
|
25.6K
$704K
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
524+ 5.74% |
$23.7K - $25.7K
|
9.66K
$266K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
514New |
$23.3K - $25.2K
|
514
$14.1K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
513+ 1.73% |
$23.2K - $25.2K
|
30.1K
$827K
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
478+ 10.58% |
$21.6K - $23.4K
|
5K
$137K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
470+ 0.03% |
$21.3K - $23K
|
1.78M
$48.8M
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
468+ 0.79% |
$21.2K - $23K
|
60K
$1.65M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
465+ 15.64% |
$21K - $22.8K
|
3.44K
$94.5K
|