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
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.75K+ 20.87% |
$176K - $195K
|
21.7K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.67K+ 73.69% |
$172K - $191K
|
8.65K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.63K+ 82.99% |
$170K - $189K
|
8K
$195K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 37.35% |
$169K - $188K
|
13.3K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.61K+ 30.41% |
$169K - $188K
|
15.5K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.59K+ 3.18% |
$168K - $186K
|
116K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.57K+ 2.55% |
$167K - $186K
|
144K
$3.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.57K+ 4.68% |
$167K - $185K
|
79.8K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.54K+ 43.16% |
$166K - $184K
|
11.7K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.42K+ 25.26% |
$160K - $178K
|
17K
$413K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.32K+ 1.34% |
$156K - $172K
|
251K
$6.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.16K+ 60.46% |
$148K - $164K
|
8.38K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.15K+ 2.23% |
$148K - $164K
|
144K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.15K+ 20.28% |
$148K - $164K
|
18.7K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.1K+ 0.27% |
$145K - $161K
|
1.16M
$28.1M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.1K+ 0.27% |
$145K - $161K
|
1.16M
$28.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.06K+ 5.23% |
$143K - $159K
|
61.4K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.05K+ 2.95% |
$143K - $158K
|
107K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.05K+ 38.12% |
$143K - $158K
|
11K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3K+ 2.61% |
$141K - $156K
|
118K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.79K+ 57.93% |
$131K - $145K
|
7.61K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.75K+ 38.61% |
$129K - $143K
|
9.88K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.75K+ 5.55% |
$129K - $143K
|
52.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.74K+ 1.47% |
$128K - $142K
|
189K
$4.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.7K+ 0.19% |
$126K - $140K
|
1.41M
$34.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
2.67K+ 0.87% |
$125K - $139K
|
309K
$7.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.63K+ 25.64% |
$123K - $137K
|
12.9K
$314K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.59K+ 36.28% |
$122K - $135K
|
9.74K
$237K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.57K+ 3.08% |
$120K - $133K
|
86K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.5K+ 9.78% |
$117K - $130K
|
28.1K
$683K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.5KNew |
$117K - $130K
|
2.5K
$60.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 4.19% |
$117K - $129K
|
61.8K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.43K+ 9.6% |
$114K - $126K
|
27.8K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.43K+ 8.09% |
$114K - $126K
|
32.5K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.41K+ 1.7% |
$113K - $125K
|
144K
$3.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.36K+ 48.05% |
$111K - $123K
|
7.27K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.35K+ 11.24% |
$110K - $122K
|
23.3K
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.33K+ 10.4% |
$109K - $121K
|
24.7K
$601K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 1.34% |
$107K - $118K
|
172K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 44.68% |
$100K - $111K
|
6.92K
$169K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.13K+ 6.61% |
$99.9K - $111K
|
34.3K
$836K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 5.52% |
$99.7K - $110K
|
40.7K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 1.59% |
$98.3K - $109K
|
134K
$3.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.09K+ 43.42% |
$97.9K - $108K
|
6.9K
$168K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.97K+ 8.8% |
$92.4K - $102K
|
24.4K
$593K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.96KNew |
$92.1K - $102K
|
1.96K
$47.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.9K+ 1.25% |
$89.3K - $98.9K
|
154K
$3.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.88K+ 2.23% |
$88.1K - $97.6K
|
86.2K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.8K+ 10.17% |
$84.2K - $93.3K
|
19.5K
$474K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.79K+ 3.3% |
$83.8K - $92.8K
|
55.9K
$1.36M
|