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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-426- 5.26% |
$20K - $22.1K
|
7.68K
$187K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-432- 0.86% |
$20.3K - $22.4K
|
49.7K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-436- 4.07% |
$20.4K - $22.7K
|
10.3K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-437- 59.46% |
$20.5K - $22.7K
|
298
$7.25K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-446- 1.77% |
$20.9K - $23.2K
|
24.8K
$602K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-454- 1.47% |
$21.3K - $23.6K
|
30.4K
$739K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-456- 3.15% |
$21.4K - $23.7K
|
14K
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-458- 0.78% |
$21.5K - $23.8K
|
58.1K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-463- 10.54% |
$21.7K - $24.1K
|
3.93K
$95.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-467- 3.85% |
$21.9K - $24.3K
|
11.7K
$284K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-474- 0.92% |
$22.2K - $24.6K
|
51.1K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-479- 4.65% |
$22.5K - $24.9K
|
9.83K
$239K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-485- 1.5% |
$22.7K - $25.2K
|
31.8K
$773K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-488- 0.59% |
$22.9K - $25.4K
|
82.4K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-492- 4.1% |
$23.1K - $25.6K
|
11.5K
$280K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-495- 2.44% |
$23.2K - $25.7K
|
19.8K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-499- 5.44% |
$23.4K - $25.9K
|
8.67K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-503- 4.63% |
$23.6K - $26.1K
|
10.4K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-505- 2.26% |
$23.7K - $26.2K
|
21.8K
$531K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-509- 1.63% |
$23.9K - $26.4K
|
30.7K
$747K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-515- 1.49% |
$24.2K - $26.8K
|
34K
$828K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-517- 3.64% |
$24.2K - $26.9K
|
13.7K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-527- 1.7% |
$24.7K - $27.4K
|
30.4K
$741K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-544- 7.36% |
$25.5K - $28.3K
|
6.85K
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-550- 0.82% |
$25.8K - $28.6K
|
66.6K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-555- 1.07% |
$26K - $28.8K
|
51.1K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-575- 1.09% |
$27K - $29.9K
|
51.9K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-586- 8.72% |
$27.5K - $30.4K
|
6.13K
$149K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-590- 4.42% |
$27.7K - $30.7K
|
12.7K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-592- 6.86% |
$27.8K - $30.8K
|
8.04K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-595- 2.31% |
$27.9K - $30.9K
|
25.2K
$613K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-615- 84.25% |
$28.8K - $32K
|
115
$2.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-643- 5.23% |
$30.2K - $33.4K
|
11.7K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-647- 3.03% |
$30.3K - $33.6K
|
20.7K
$503K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-649- 1.13% |
$30.4K - $33.7K
|
56.9K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-659- 7.35% |
$30.9K - $34.2K
|
8.31K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-678- 34.28% |
$31.8K - $35.2K
|
1.3K
$31.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-682- 14.36% |
$32K - $35.4K
|
4.07K
$99K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-685- 5.82% |
$32.1K - $35.6K
|
11.1K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-693- 3.91% |
$32.5K - $36K
|
17K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-693- 1.83% |
$32.5K - $36K
|
37.3K
$907K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-710- 1.21% |
$33.3K - $36.9K
|
57.9K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-723- 2.28% |
$33.9K - $37.6K
|
31.1K
$756K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-725- 5.85% |
$34K - $37.7K
|
11.7K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-729- 5.7% |
$34.2K - $37.9K
|
12.1K
$293K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-729- 3.98% |
$34.2K - $37.9K
|
17.6K
$428K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-738- 2.15% |
$34.6K - $38.3K
|
33.6K
$818K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-743- 5.06% |
$34.8K - $38.6K
|
13.9K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-753- 1.3% |
$35.3K - $39.1K
|
57K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-759- 6.19% |
$35.6K - $39.4K
|
11.5K
$280K
|