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 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.62K- 1.68% |
$75.8K - $84K
|
94.3K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.73K- 4.81% |
$81.2K - $89.9K
|
34.2K
$833K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.74K- 0.55% |
$81.8K - $90.6K
|
318K
$7.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.76K- 7.47% |
$82.6K - $91.5K
|
21.8K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.77K- 77.57% |
$83.1K - $92K
|
512
$12.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.78K- 7.9% |
$83.6K - $92.6K
|
20.8K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.79K- 1.71% |
$83.8K - $92.8K
|
103K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.81K- 3.45% |
$84.7K - $93.8K
|
50.6K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.82K- 5.48% |
$85.5K - $94.7K
|
31.4K
$764K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 3.65% |
$87K - $96.3K
|
49K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.94K- 7.94% |
$90.8K - $101K
|
22.4K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.95K- 5.36% |
$91.6K - $101K
|
34.5K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.99K- 1.98% |
$93.3K - $103K
|
98.2K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2K- 16.98% |
$94K - $104K
|
9.8K
$238K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.05K- 7.08% |
$96.1K - $107K
|
26.9K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.05K- 2.94% |
$96.2K - $107K
|
67.8K
$1.65M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.1K- 4.92% |
$98.5K - $109K
|
40.6K
$987K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.2K- 2.71% |
$103K - $114K
|
78.9K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.23K- 4.91% |
$105K - $116K
|
43.2K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.31K- 1.06% |
$108K - $120K
|
215K
$5.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 6.97% |
$109K - $121K
|
31.1K
$757K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.47K- 7.14% |
$116K - $128K
|
32K
$780K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.5K- 11.24% |
$117K - $130K
|
19.7K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.63K- 8.45% |
$123K - $136K
|
28.5K
$693K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.65K- 1.93% |
$124K - $138K
|
135K
$3.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.67K- 2.7% |
$125K - $139K
|
96.2K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.71K- 25.64% |
$127K - $141K
|
7.87K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.74K- 4.84% |
$128K - $142K
|
53.8K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 2.61% |
$132K - $146K
|
105K
$2.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.83K- 10.14% |
$133K - $147K
|
25.1K
$610K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.87K- 10.03% |
$135K - $149K
|
25.8K
$627K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.9K- 9.68% |
$136K - $151K
|
27K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3K- 31.28% |
$141K - $156K
|
6.58K
$160K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.08K- 29.07% |
$144K - $160K
|
7.5K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.08K- 43.96% |
$144K - $160K
|
3.93K
$95.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.11K- 28.78% |
$146K - $161K
|
7.69K
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.14K- 1.89% |
$147K - $163K
|
164K
$3.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.15K- 1.1% |
$148K - $163K
|
282K
$6.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.18K- 1.73% |
$149K - $165K
|
181K
$4.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.22K- 1.41% |
$151K - $167K
|
225K
$5.48M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-3.25K- 0.75% |
$152K - $169K
|
429K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 1.78% |
$161K - $178K
|
189K
$4.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.46K- 3.8% |
$162K - $180K
|
87.4K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.47K- 3.23% |
$163K - $180K
|
104K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.53K- 23.83% |
$165K - $183K
|
11.3K
$274K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.54K- 36.8% |
$166K - $184K
|
6.08K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.54K- 5.0% |
$166K - $184K
|
67.2K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.59K- 7.73% |
$168K - $186K
|
42.8K
$1.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.67K- 13.49% |
$172K - $191K
|
23.5K
$573K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-3.76K- 4.47% |
$176K - $195K
|
80.4K
$1.96M
|