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 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
66+ 4.33% |
$2.99K - $3.24K
|
1.59K
$42.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
65+ 0.28% |
$2.94K - $3.19K
|
22.9K
$611K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
60New |
$2.71K - $2.94K
|
60
$1.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
56+ 1.11% |
$2.53K - $2.75K
|
5.11K
$136K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
55+ 1.52% |
$2.49K - $2.7K
|
3.68K
$97.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
54+ 0.05% |
$2.44K - $2.65K
|
110K
$2.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
50+ 0.09% |
$2.26K - $2.45K
|
54.6K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 25.0% |
$2.26K - $2.45K
|
250
$6.66K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
49+ 0.99% |
$2.22K - $2.4K
|
5K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
46+ 0.72% |
$2.08K - $2.26K
|
6.47K
$172K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
46+ 13.03% |
$2.08K - $2.26K
|
399
$10.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
40+ 2.14% |
$1.81K - $1.96K
|
1.91K
$50.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
40+ 2.2% |
$1.81K - $1.96K
|
1.86K
$49.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
38New |
$1.72K - $1.86K
|
38
$1.01K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
37+ 0.66% |
$1.67K - $1.81K
|
5.64K
$150K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36+ 6.75% |
$1.63K - $1.77K
|
569
$15.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
35+ 0.42% |
$1.58K - $1.72K
|
8.31K
$221K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.21% |
$1.54K - $1.67K
|
16.3K
$435K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32+ 0.03% |
$1.45K - $1.57K
|
100K
$2.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
32+ 0.61% |
$1.45K - $1.57K
|
5.29K
$141K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30New |
$1.36K - $1.47K
|
30
$799
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
30+ 0.11% |
$1.36K - $1.47K
|
27.1K
$722K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
27+ 0.31% |
$1.22K - $1.32K
|
8.61K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$1.13K - $1.23K
|
25
$666
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
24+ 0.51% |
$1.09K - $1.18K
|
4.78K
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
20+ 0.31% |
$905 - $981
|
6.54K
$174K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
20+ 0.41% |
$905 - $981
|
4.87K
$130K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
19+ 0.26% |
$860 - $932
|
7.23K
$193K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
19+ 0.23% |
$860 - $932
|
8.42K
$224K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
17+ 0.25% |
$769 - $834
|
6.72K
$179K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
16+ 0.37% |
$724 - $785
|
4.33K
$115K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
15+ 0.32% |
$679 - $736
|
4.76K
$127K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 0.35% |
$679 - $736
|
4.25K
$113K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
13+ 0.06% |
$588 - $638
|
22.2K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
13+ 0.19% |
$588 - $638
|
6.71K
$179K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
8+ 0.17% |
$362 - $392
|
4.63K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8New |
$362 - $392
|
8
$213
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7+ 0.16% |
$317 - $343
|
4.3K
$115K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
7+ 0.06% |
$317 - $343
|
10.9K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5New |
$226 - $245
|
5
$133
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.2% |
$181 - $196
|
2.01K
$53.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3+ 0.76% |
$136 - $147
|
398
$10.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 50.0% |
$136 - $147
|
9
$240
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.12% |
$90.5 - $98.1
|
1.69K
$44.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.02% |
$90.5 - $98.1
|
12.3K
$328K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
2New |
$90.5 - $98.1
|
2
$53.3
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$45.2 - $49
|
16.5K
$440K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$45.2 - $49
|
13.7K
$365K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.16% |
$45.2 - $49
|
615
$16.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$45.2 - $49
|
7.75K
$206K
|