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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.8K+ 5.81% |
$1.21M - $1.34M
|
470K
$11.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.9K+ 491.81% |
$1.17M - $1.29M
|
29.9K
$728K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 5.77% |
$1.13M - $1.26M
|
444K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24KNew |
$1.13M - $1.25M
|
24K
$585K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
23.9K+ 4.51% |
$1.12M - $1.24M
|
554K
$13.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.7K+ 8.65% |
$1.07M - $1.18M
|
285K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3K+ 0.84% |
$1.05M - $1.16M
|
2.68M
$65.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.6K+ 366.41% |
$1.01M - $1.12M
|
27.5K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.3K+ 7.23% |
$952K - $1.05M
|
301K
$7.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19.4KNew |
$910K - $1.01M
|
19.4K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
18.9K+ 6.85% |
$887K - $983K
|
295K
$7.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9KNew |
$885K - $981K
|
18.9K
$459K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18.9K+ 43.39% |
$884K - $979K
|
62.3K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.8K+ 3.73% |
$883K - $978K
|
523K
$12.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
18.7K+ 82.17% |
$876K - $970K
|
41.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.8K+ 36.09% |
$835K - $925K
|
67.1K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.6KNew |
$827K - $916K
|
17.6K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$785K - $870K
|
16.7K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7KNew |
$785K - $870K
|
16.7K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 5.94% |
$766K - $848K
|
291K
$7.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 4.84% |
$749K - $830K
|
346K
$8.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
15.9K+ 8.23% |
$744K - $824K
|
209K
$5.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
15.8K+ 3.92% |
$743K - $823K
|
420K
$10.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
15.5K+ 53.95% |
$728K - $807K
|
44.3K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
15.3K+ 94.98% |
$718K - $796K
|
31.4K
$765K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
15.2K+ 101.27% |
$711K - $788K
|
30.1K
$734K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
15K+ 8.8% |
$702K - $778K
|
185K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
14.9K+ 18.8% |
$698K - $773K
|
94K
$2.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
14.5K+ 99.77% |
$679K - $753K
|
29K
$706K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8K+ 99.32% |
$647K - $717K
|
27.7K
$674K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.8K+ 33.42% |
$647K - $716K
|
55K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.6KNew |
$639K - $708K
|
13.6K
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
13.3KNew |
$625K - $692K
|
13.3K
$324K
|
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
13.1KNew |
$617K - $683K
|
13.1K
$320K
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
12.8K+ 11.79% |
$600K - $664K
|
121K
$2.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
12.2KNew |
$573K - $635K
|
12.2K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
12.2K+ 15.44% |
$573K - $635K
|
91.4K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12K+ 23.59% |
$564K - $625K
|
63K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12KNew |
$563K - $624K
|
12K
$292K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
11.9K+ 4.98% |
$558K - $619K
|
251K
$6.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.9KNew |
$557K - $617K
|
11.9K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 3.08% |
$549K - $608K
|
391K
$9.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 99.15% |
$532K - $590K
|
22.8K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.2K+ 80.72% |
$527K - $584K
|
25.2K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.2K+ 7.87% |
$524K - $580K
|
153K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.1K+ 21.23% |
$520K - $576K
|
63.3K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 2.51% |
$518K - $574K
|
452K
$11M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.76% |
$509K - $564K
|
404K
$9.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.8KNew |
$505K - $559K
|
10.8K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.6KNew |
$499K - $552K
|
10.6K
$259K
|