Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.04% |
$235 - $260
|
12.1K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.12% |
$235 - $260
|
4.19K
$102K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.24% |
$188 - $208
|
1.69K
$41.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.04% |
$188 - $208
|
10.2K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.25% |
$188 - $208
|
1.64K
$39.8K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.8% |
$188 - $208
|
503
$12.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4+ 0.06% |
$188 - $208
|
6.98K
$170K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$141 - $156
|
6.41K
$156K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.03% |
$141 - $156
|
9.23K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$141 - $156
|
538
$13.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.2% |
$141 - $156
|
1.49K
$36.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3+ 0.05% |
$141 - $156
|
5.61K
$136K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2+ 0.01% |
$93.8 - $104
|
22.9K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2+ 0.5% |
$93.8 - $104
|
400
$9.74K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.0% |
$93.8 - $104
|
202
$4.92K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.43% |
$46.9 - $52
|
235
$5.72K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$46.9 - $52
|
1
$24.3
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.2% |
$46.9 - $52
|
496
$12.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$46.9 - $52
|
1
$24.3
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.01% |
$46.9 - $52
|
8.52K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.21% |
$46.9 - $52
|
478
$11.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$46.9 - $52
|
4.87K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$46.9 - $52
|
9.77K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$46.9 - $52
|
1.26K
$30.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.08% |
$46.9 - $52
|
1.2K
$29.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-6- 0.01% |
$281 - $312
|
54K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-11- 0.07% |
$516 - $572
|
15K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-12- 0.05% |
$563 - $624
|
23.8K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-12- 0.02% |
$563 - $624
|
66.5K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 2.92% |
$704 - $779
|
499
$12.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15- 4.48% |
$704 - $779
|
320
$7.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-16- 0.24% |
$750 - $831
|
6.53K
$159K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-17- 0.04% |
$797 - $883
|
46.7K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-17- 0.21% |
$797 - $883
|
8.23K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-17- 0.48% |
$797 - $883
|
3.52K
$85.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-18- 0.31% |
$844 - $935
|
5.87K
$143K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.03% |
$891 - $987
|
59.5K
$1.45M
|
|
|
Mar 05, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-25- 0.23% |
$1.17K - $1.3K
|
10.7K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 0.23% |
$1.17K - $1.3K
|
11K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25- 0.33% |
$1.17K - $1.3K
|
7.49K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-29- 0.07% |
$1.36K - $1.51K
|
39.2K
$954K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-29- 0.3% |
$1.36K - $1.51K
|
9.59K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-32- 0.57% |
$1.5K - $1.66K
|
5.61K
$136K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-35- 0.51% |
$1.64K - $1.82K
|
6.87K
$167K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-36- 0.59% |
$1.69K - $1.87K
|
6.08K
$148K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.07% |
$1.88K - $2.08K
|
55K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-41- 0.24% |
$1.92K - $2.13K
|
17.2K
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 4.8% |
$2.11K - $2.34K
|
893
$21.7K
|