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 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-35- 0.51% |
$1.64K - $1.82K
|
6.87K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-36- 0.59% |
$1.69K - $1.87K
|
6.08K
$170K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.07% |
$1.88K - $2.08K
|
55K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-41- 0.24% |
$1.92K - $2.13K
|
17.2K
$482K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 4.8% |
$2.11K - $2.34K
|
893
$25K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-47- 4.18% |
$2.2K - $2.44K
|
1.08K
$30.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-47- 0.41% |
$2.2K - $2.44K
|
11.4K
$318K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-48- 19.2% |
$2.25K - $2.49K
|
202
$5.65K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 8.18% |
$2.35K - $2.6K
|
561
$15.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-52- 1.2% |
$2.44K - $2.7K
|
4.27K
$120K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-53- 0.87% |
$2.49K - $2.75K
|
6.03K
$169K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-55- 1.18% |
$2.58K - $2.86K
|
4.63K
$129K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-59- 0.44% |
$2.77K - $3.07K
|
13.5K
$377K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-62- 13.42% |
$2.91K - $3.22K
|
400
$11.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-65- 1.5% |
$3.05K - $3.38K
|
4.26K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-70- 0.82% |
$3.28K - $3.64K
|
8.49K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-75- 0.8% |
$3.52K - $3.9K
|
9.3K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-80- 4.31% |
$3.75K - $4.16K
|
1.78K
$49.7K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-81- 1.62% |
$3.8K - $4.21K
|
4.92K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-82- 1.47% |
$3.85K - $4.26K
|
5.5K
$154K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-82- 0.15% |
$3.85K - $4.26K
|
55.5K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-84- 0.58% |
$3.94K - $4.36K
|
14.5K
$406K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-84- 0.2% |
$3.94K - $4.36K
|
41.6K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-89- 0.33% |
$4.17K - $4.62K
|
27.2K
$762K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-89- 0.34% |
$4.17K - $4.62K
|
26K
$726K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-91- 0.34% |
$4.27K - $4.73K
|
26.9K
$753K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 2.03% |
$4.69K - $5.2K
|
4.83K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-105- 3.16% |
$4.92K - $5.46K
|
3.22K
$90K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-108- 1.39% |
$5.07K - $5.61K
|
7.65K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-119- 2.35% |
$5.58K - $6.18K
|
4.95K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-120- 0.46% |
$5.63K - $6.24K
|
25.7K
$719K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-120- 3.62% |
$5.63K - $6.24K
|
3.2K
$89.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-125- 1.54% |
$5.86K - $6.5K
|
8.02K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-127- 0.64% |
$5.96K - $6.6K
|
19.8K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-133- 0.57% |
$6.24K - $6.91K
|
23.2K
$648K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-140- 2.11% |
$6.57K - $7.27K
|
6.51K
$182K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-141- 3.34% |
$6.61K - $7.33K
|
4.09K
$114K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-144- 1.42% |
$6.75K - $7.48K
|
9.97K
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-145- 1.8% |
$6.8K - $7.53K
|
7.92K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-151- 50.5% |
$7.08K - $7.85K
|
148
$4.14K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-158- 3.07% |
$7.41K - $8.21K
|
4.98K
$139K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 1.35% |
$7.5K - $8.31K
|
11.7K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-164- 0.41% |
$7.69K - $8.52K
|
40K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-172- 0.63% |
$8.07K - $8.94K
|
27.3K
$765K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-177- 2.64% |
$8.3K - $9.2K
|
6.54K
$183K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-193- 1.9% |
$9.05K - $10K
|
9.96K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-193- 1.73% |
$9.05K - $10K
|
11K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-194- 1.68% |
$9.1K - $10.1K
|
11.3K
$317K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-195- 4.56% |
$9.15K - $10.1K
|
4.08K
$114K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-200- 3.09% |
$9.38K - $10.4K
|
6.27K
$175K
|