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 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.78K+ 2.83% |
$83.3K - $92.3K
|
64.5K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.71K+ 1.56% |
$80.2K - $88.9K
|
111K
$2.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.7K+ 2.99% |
$79.6K - $88.2K
|
58.4K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.67K+ 8.44% |
$78.2K - $86.7K
|
21.4K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.64KNew |
$76.8K - $85.1K
|
1.64K
$39.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.62K+ 8.03% |
$76.2K - $84.4K
|
21.9K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 11.61% |
$76.2K - $84.4K
|
15.6K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.61K+ 9.19% |
$75.5K - $83.7K
|
19.1K
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
1.59K+ 2.39% |
$74.4K - $82.5K
|
68K
$1.66M
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.58KNew |
$74.1K - $82K
|
1.58K
$38.4K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.56K+ 8.88% |
$73.1K - $81K
|
19.1K
$465K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.54K+ 10.89% |
$72K - $79.8K
|
15.6K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.5K+ 100.0% |
$70.4K - $77.9K
|
3K
$73K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.46K+ 33.8% |
$68.7K - $76.1K
|
5.8K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.46K+ 5.08% |
$68.3K - $75.7K
|
30.1K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.46K+ 20.05% |
$68.2K - $75.6K
|
8.71K
$212K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.45K+ 0.68% |
$68K - $75.3K
|
214K
$5.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.44K+ 3.8% |
$67.5K - $74.8K
|
39.3K
$957K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.43K+ 3.89% |
$67.1K - $74.3K
|
38.2K
$929K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.41K+ 2.85% |
$66.3K - $73.4K
|
51.1K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.38K+ 27.76% |
$64.5K - $71.4K
|
6.33K
$154K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.37K+ 2.28% |
$64.3K - $71.2K
|
61.4K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.37K+ 4.86% |
$64.2K - $71.1K
|
29.5K
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.35K+ 4.19% |
$63.1K - $69.9K
|
33.5K
$815K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.35K+ 4.74% |
$63.1K - $69.9K
|
29.7K
$723K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.34K+ 3.23% |
$63K - $69.8K
|
43K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.34K+ 2.8% |
$62.9K - $69.7K
|
49.3K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 11.51% |
$62.7K - $69.5K
|
13K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.32K+ 1.23% |
$61.8K - $68.5K
|
108K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.27K+ 2.22% |
$59.8K - $66.2K
|
58.6K
$1.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.27K+ 25.77% |
$59.5K - $65.9K
|
6.19K
$151K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.27K+ 14.62% |
$59.4K - $65.8K
|
9.92K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.26K+ 1.46% |
$59.3K - $65.7K
|
88.1K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.26K+ 23.5% |
$59.2K - $65.6K
|
6.63K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.24K+ 6.4% |
$58.1K - $64.3K
|
20.6K
$501K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 9.79% |
$55.4K - $61.4K
|
13.3K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.16KNew |
$54.5K - $60.4K
|
1.16K
$28.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.15K+ 4.18% |
$54K - $59.8K
|
28.7K
$698K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.15K+ 1.42% |
$53.9K - $59.7K
|
81.8K
$1.99M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.11K+ 2.58% |
$51.8K - $57.4K
|
44K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.1KNew |
$51.4K - $56.9K
|
1.1K
$26.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.09K+ 4.62% |
$51.2K - $56.7K
|
24.7K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.08K+ 1.77% |
$50.6K - $56K
|
62K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 1.33% |
$50.2K - $55.6K
|
81.8K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.03K+ 1.65% |
$48.5K - $53.7K
|
63.9K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.01K+ 3.17% |
$47.5K - $52.6K
|
32.9K
$802K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.01K+ 9.31% |
$47.1K - $52.2K
|
11.8K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
990+ 0.44% |
$46.4K - $51.4K
|
228K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
984+ 5.99% |
$46.1K - $51.1K
|
17.4K
$424K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
979+ 129.16% |
$45.9K - $50.9K
|
1.74K
$42.3K
|