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 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.77K- 30.86% |
$177K - $196K
|
8.46K
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.86K- 2.53% |
$181K - $201K
|
149K
$3.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.9K- 2.69% |
$183K - $203K
|
141K
$3.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.96K- 1.45% |
$186K - $206K
|
270K
$6.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-4.04K- 2.91% |
$189K - $210K
|
135K
$3.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.11K- 7.63% |
$193K - $213K
|
49.7K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.14K- 2.45% |
$194K - $215K
|
165K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-4.3K- 16.08% |
$202K - $223K
|
22.4K
$546K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.35K- 39.31% |
$204K - $226K
|
6.72K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.43K- 25.52% |
$208K - $230K
|
12.9K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.5K- 86.56% |
$211K - $234K
|
698
$17K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-4.7K- 2.19% |
$220K - $244K
|
209K
$5.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-4.74K- 18.5% |
$222K - $246K
|
20.9K
$508K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.77K- 2.97% |
$224K - $248K
|
156K
$3.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.8K- 2.23% |
$225K - $249K
|
210K
$5.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.9K- 24.24% |
$230K - $255K
|
15.3K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.95K- 1.24% |
$232K - $257K
|
393K
$9.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-5K- 18.52% |
$235K - $260K
|
22K
$535K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.02K- 12.61% |
$235K - $261K
|
34.8K
$846K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.1K- 34.32% |
$239K - $265K
|
9.76K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-5.17K- 8.33% |
$242K - $269K
|
56.9K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.32K- 6.65% |
$250K - $276K
|
74.6K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-5.34K- 7.74% |
$250K - $277K
|
63.6K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.35K- 9.14% |
$251K - $278K
|
53.2K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.36K- 6.78% |
$251K - $278K
|
73.6K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.38K- 1.79% |
$252K - $279K
|
295K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.41K- 36.28% |
$253K - $281K
|
9.49K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.69K- 43.55% |
$267K - $296K
|
7.38K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.91K- 8.6% |
$277K - $307K
|
62.9K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.38K- 10.24% |
$299K - $332K
|
55.9K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-6.63K- 7.55% |
$311K - $345K
|
81.2K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-7.26K- 1.3% |
$340K - $377K
|
551K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.3K- 55.78% |
$343K - $379K
|
5.79K
$141K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.32K- 47.24% |
$343K - $380K
|
8.18K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7.58K- 9.33% |
$355K - $394K
|
73.6K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-7.62K- 5.39% |
$357K - $396K
|
134K
$3.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.68K- 6.97% |
$360K - $399K
|
102K
$2.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.84K- 4.28% |
$368K - $407K
|
175K
$4.27M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.82K- 18.91% |
$414K - $458K
|
37.8K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.88K- 13.05% |
$416K - $461K
|
59.1K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-8.98K- 59.25% |
$421K - $467K
|
6.18K
$150K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.14K- 16.77% |
$429K - $475K
|
45.4K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.65K- 32.06% |
$452K - $501K
|
20.4K
$498K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.65K- 32.06% |
$452K - $501K
|
20.4K
$498K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.7K- 7.58% |
$455K - $504K
|
118K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.74K- 4.95% |
$457K - $506K
|
187K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-10K- 93.91% |
$470K - $521K
|
650
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.6K- 4.6% |
$495K - $548K
|
219K
$5.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 3.76% |
$520K - $576K
|
284K
$6.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-11.2K- 3.81% |
$526K - $582K
|
283K
$6.88M
|