Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 05, 2024 Q2 2024
Hendershot Investments Inc.

BUY
 -
220
+ 1.95%
$9.95K - $10.8K
11.5K $317K
Jul 18, 2024 Q2 2024
Sawgrass Asset Management LLC

BUY
 -
213
+ 3.35%
$9.64K - $10.4K
6.57K $181K
Jul 24, 2024 Q2 2024
Planned Solutions, Inc.

BUY
 -
207
+ 0.18%
$9.36K - $10.2K
112K $3.08M
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
205
+ 82.0%
$9.27K - $10.1K
455 $12.5K
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
196
+ 100.0%
$8.87K - $9.61K
392 $10.8K
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

BUY
 -
184
+ 0.65%
$8.32K - $9.02K
28.7K $788K
Jul 25, 2024 Q2 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
183
+ 2.19%
$8.28K - $8.97K
8.55K $235K
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
182
+ 1400.0%
$8.23K - $8.93K
195 $5.36K
Jul 16, 2024 Q2 2024
Hengehold Capital Management LLC

BUY
 -
181
+ 0.76%
$8.19K - $8.88K
24.1K $661K
Aug 13, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
175
+ 2.17%
$7.92K - $8.58K
8.25K $227K
Jul 15, 2024 Q2 2024
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
170
+ 0.6%
$7.69K - $8.34K
28.3K $779K
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
169
+ 2.38%
$7.65K - $8.29K
7.26K $199K
Aug 05, 2024 Q2 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
167
+ 3.36%
$7.56K - $8.19K
5.14K $141K
Aug 13, 2024 Q2 2024
Chesapeake Wealth Management

BUY
 -
159
+ 0.2%
$7.19K - $7.8K
80.7K $2.22M
Aug 06, 2024 Q2 2024
North Rock Partners, LLC

BUY
 -
158
+ 1.26%
$7.15K - $7.75K
12.7K $349K
Jul 10, 2024 Q2 2024
Contravisory Investment Management, Inc.

BUY
 -
156
+ 24.41%
$7.06K - $7.65K
795 $21.9K
Jul 15, 2024 Q2 2024
Aspiriant, LLC

BUY
 -
153
+ 2.8%
$6.92K - $7.5K
5.62K $155K
Jul 24, 2024 Q2 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
142
New
$6.42K - $6.96K
142 $3.9K
Jul 15, 2024 Q2 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
139
+ 1.79%
$6.29K - $6.82K
7.91K $217K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
136
New
$6.15K - $6.67K
136 $3.74K
Aug 01, 2024 Q2 2024
Chilton Capital Management LLC

Houston, TX
BUY
 -
133
+ 0.13%
$6.02K - $6.52K
104K $2.85M
Aug 08, 2024 Q2 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
127
+ 1.49%
$5.75K - $6.23K
8.63K $237K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
126
+ 116.67%
$5.7K - $6.18K
234 $6.43K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
119
+ 68.0%
$5.38K - $5.84K
294 $8.08K
Jul 12, 2024 Q2 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
115
+ 0.21%
$5.2K - $5.64K
55K $1.51M
Jul 17, 2024 Q2 2024
Red Door Wealth Management, LLC

BUY
 -
114
+ 1.23%
$5.16K - $5.59K
9.35K $257K
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
109
+ 5.08%
$4.93K - $5.35K
2.25K $61.9K
Jul 05, 2024 Q2 2024
Collective Family Office LLC

BUY
 -
106
+ 0.39%
$4.8K - $5.2K
27.2K $748K
Aug 06, 2024 Q2 2024
Fusion Capital, LLC

BUY
 -
105
+ 2.49%
$4.75K - $5.15K
4.33K $119K
Aug 13, 2024 Q2 2024
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
104
+ 3.0%
$4.7K - $5.1K
3.57K $98.2K
Jul 30, 2024 Q2 2024
Sheets Smith Wealth Management

BUY
 -
102
+ 0.42%
$4.61K - $5K
24.4K $670K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
101
+ 1.69%
$4.57K - $4.95K
6.09K $167K
Aug 01, 2024 Q2 2024
Carret Asset Management, LLC

BUY
 -
100
+ 1.17%
$4.52K - $4.9K
8.62K $237K
Aug 08, 2024 Q2 2024
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
98
+ 1.04%
$4.43K - $4.81K
9.51K $261K
Aug 13, 2024 Q2 2024
J. L. Bainbridge & Co., Inc.

BUY
 -
98
+ 2.01%
$4.43K - $4.81K
4.98K $137K
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
96
+ 0.49%
$4.34K - $4.71K
19.6K $538K
Aug 12, 2024 Q2 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
91
+ 0.22%
$4.12K - $4.46K
41.4K $1.14M
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
87
+ 2.48%
$3.94K - $4.27K
3.6K $98.9K
Aug 06, 2024 Q2 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
86
+ 0.11%
$3.89K - $4.22K
78.3K $2.15M
Jul 12, 2024 Q2 2024
Hurlow Wealth Management Group, Inc.

BUY
 -
84
+ 0.25%
$3.8K - $4.12K
33.2K $913K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
84
+ 3.35%
$3.8K - $4.12K
2.59K $71.2K
Aug 15, 2024 Q2 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
84
+ 0.58%
$3.8K - $4.12K
14.6K $401K
Jul 19, 2024 Q2 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
84
+ 1.84%
$3.8K - $4.12K
4.64K $128K
Aug 12, 2024 Q2 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
79
+ 0.67%
$3.57K - $3.87K
11.8K $324K
Aug 12, 2024 Q2 2024
Ltg Capital LLC

BUY
 -
78
+ 0.24%
$3.53K - $3.83K
32.1K $883K
Aug 12, 2024 Q2 2024
Palouse Capital Management, Inc.

BUY
 -
76
+ 2.2%
$3.44K - $3.73K
3.54K $97.2K
Aug 13, 2024 Q2 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
66
+ 4.33%
$2.99K - $3.24K
1.59K $43.7K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
66
New
$2.99K - $3.24K
66 $1.81K
Jul 30, 2024 Q2 2024
Jmg Financial Group, Ltd.

BUY
 -
65
+ 0.28%
$2.94K - $3.19K
22.9K $630K

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