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 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-17.7K- 26.12% |
$831K - $921K
|
50.1K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-19.6K- 35.6% |
$920K - $1.02M
|
35.5K
$948K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.2K- 1.79% |
$948K - $1.05M
|
1.11M
$29.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-23.3K- 2.72% |
$1.09M - $1.21M
|
832K
$22.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-24.2K- 34.48% |
$1.13M - $1.26M
|
46K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.6K- 6.08% |
$1.16M - $1.28M
|
381K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26.3K- 19.92% |
$1.23M - $1.36M
|
106K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.5K- 49.87% |
$1.43M - $1.59M
|
30.7K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.7K- 6.33% |
$1.44M - $1.6M
|
454K
$12.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-31.5K- 4.54% |
$1.48M - $1.64M
|
663K
$17.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32.2K- 1.36% |
$1.51M - $1.67M
|
2.33M
$62.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35.7K- 39.36% |
$1.68M - $1.86M
|
55K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-38.6K- 0.52% |
$1.81M - $2.01M
|
7.32M
$196M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-41.3K- 27.63% |
$1.94M - $2.14M
|
108K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-46.2K- 83.48% |
$2.17M - $2.4M
|
9.14K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.3K- 4.43% |
$2.45M - $2.71M
|
1.13M
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-53.1K- 76.48% |
$2.49M - $2.76M
|
16.3K
$436K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-62.2K- 47.1% |
$2.92M - $3.23M
|
69.9K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-66.7K- 21.06% |
$3.13M - $3.47M
|
250K
$6.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-77.9K- 38.92% |
$3.65M - $4.05M
|
122K
$3.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-83.9K- 7.57% |
$3.93M - $4.36M
|
1.02M
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-88.4K- 41.74% |
$4.15M - $4.59M
|
123K
$3.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-88.7K- 81.01% |
$4.16M - $4.61M
|
20.8K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-93.4K- 66.29% |
$4.38M - $4.85M
|
47.5K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-116K- 8.39% |
$5.42M - $6.01M
|
1.26M
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-132K- 84.83% |
$6.18M - $6.85M
|
23.6K
$629K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-148K- 96.85% |
$6.93M - $7.68M
|
4.8K
$128K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-151K- 44.67% |
$7.08M - $7.84M
|
187K
$4.99M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-154K- 78.21% |
$7.22M - $8M
|
42.9K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-179K- 95.24% |
$8.4M - $9.31M
|
8.95K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-196K- 73.19% |
$9.19M - $10.2M
|
71.8K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-232K- 10.44% |
$10.9M - $12.1M
|
1.99M
$53.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-565K- 91.63% |
$26.5M - $29.4M
|
51.6K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.05M- 59.35% |
$49.5M - $54.8M
|
722K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.22M- 98.03% |
$104M - $115M
|
44.5K
$1.19M
|