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 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-236- 1.53% |
$11.1K - $12.3K
|
15.1K
$368K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-237- 0.99% |
$11.1K - $12.3K
|
23.8K
$579K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-239- 1.61% |
$11.2K - $12.4K
|
14.6K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-240- 1.05% |
$11.3K - $12.5K
|
22.7K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-241- 0.6% |
$11.3K - $12.5K
|
39.8K
$970K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-242- 1.16% |
$11.3K - $12.6K
|
20.7K
$503K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 0.26% |
$11.7K - $13K
|
94.7K
$2.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-252- 0.12% |
$11.8K - $13.1K
|
216K
$5.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-254- 1.05% |
$11.9K - $13.2K
|
24K
$583K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-255- 0.6% |
$12K - $13.2K
|
42.6K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-257- 45.17% |
$12.1K - $13.4K
|
312
$7.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-277- 2.51% |
$13K - $14.4K
|
10.7K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-278- 13.87% |
$13K - $14.4K
|
1.73K
$42K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-280- 1.37% |
$13.1K - $14.5K
|
20.1K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-281- 0.68% |
$13.2K - $14.6K
|
41.1K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-282- 1.13% |
$13.2K - $14.7K
|
24.6K
$598K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-282- 0.22% |
$13.2K - $14.7K
|
129K
$3.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-282- 1.54% |
$13.2K - $14.7K
|
18.1K
$440K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-291- 3.63% |
$13.6K - $15.1K
|
7.73K
$188K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-293- 2.54% |
$13.7K - $15.2K
|
11.2K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-297- 0.24% |
$13.9K - $15.4K
|
124K
$3.03M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-299- 2.02% |
$14K - $15.5K
|
14.5K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-301- 0.73% |
$14.1K - $15.6K
|
40.9K
$995K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-302- 1.06% |
$14.2K - $15.7K
|
28.2K
$686K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-305- 5.22% |
$14.3K - $15.8K
|
5.54K
$135K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-311- 6.51% |
$14.6K - $16.2K
|
4.46K
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-314- 2.74% |
$14.7K - $16.3K
|
11.2K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-319- 3.83% |
$15K - $16.6K
|
8K
$195K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-331- 6.22% |
$15.5K - $17.2K
|
4.99K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-333- 4.81% |
$15.6K - $17.3K
|
6.58K
$160K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-340- 2.97% |
$15.9K - $17.7K
|
11.1K
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-340- 0.97% |
$15.9K - $17.7K
|
34.8K
$847K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-343- 1.24% |
$16.1K - $17.8K
|
27.2K
$663K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-352- 1.73% |
$16.5K - $18.3K
|
20K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-361- 1.14% |
$16.9K - $18.8K
|
31.3K
$761K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-363- 0.78% |
$17K - $18.9K
|
46.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-385- 0.18% |
$18.1K - $20K
|
218K
$5.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-387- 0.63% |
$18.2K - $20.1K
|
60.7K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-387- 0.49% |
$18.2K - $20.1K
|
78.9K
$1.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-388- 6.06% |
$18.2K - $20.2K
|
6.02K
$147K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-388- 8.83% |
$18.2K - $20.2K
|
4.01K
$97.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-389- 1.43% |
$18.2K - $20.2K
|
26.8K
$653K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-394- 1.43% |
$18.5K - $20.5K
|
27.1K
$660K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-396- 3.29% |
$18.6K - $20.6K
|
11.6K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-397- 2.23% |
$18.6K - $20.6K
|
17.4K
$423K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-397- 18.93% |
$18.6K - $20.6K
|
1.7K
$41.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-407- 2.26% |
$19.1K - $21.1K
|
17.6K
$429K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-409- 8.38% |
$19.2K - $21.3K
|
4.47K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-416- 72.1% |
$19.5K - $21.6K
|
161
$3.92K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-420- 3.82% |
$19.7K - $21.8K
|
10.6K
$257K
|