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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
454+ 5.71% |
$21.3K - $23.6K
|
8.4K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
448+ 0.96% |
$21K - $23.3K
|
46.9K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
443+ 7.66% |
$20.8K - $23K
|
6.23K
$152K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
437+ 4.52% |
$20.5K - $22.7K
|
10.1K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
429+ 3.74% |
$20.1K - $22.3K
|
11.9K
$289K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
425+ 7.36% |
$19.9K - $22.1K
|
6.2K
$151K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.97% |
$19.1K - $21.1K
|
21.1K
$513K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
390+ 8.01% |
$18.3K - $20.3K
|
5.26K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
370+ 0.76% |
$17.4K - $19.2K
|
49.3K
$1.2M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
366+ 43.47% |
$17.2K - $19K
|
1.21K
$29.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
355+ 65.14% |
$16.6K - $18.4K
|
900
$21.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
342+ 0.21% |
$16K - $17.8K
|
161K
$3.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
342+ 5.36% |
$16K - $17.8K
|
6.72K
$164K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
341+ 54.04% |
$16K - $17.7K
|
972
$23.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
339+ 7.31% |
$15.9K - $17.6K
|
4.98K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
338+ 4.1% |
$15.9K - $17.6K
|
8.59K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
332+ 1.77% |
$15.6K - $17.3K
|
19.1K
$465K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
329+ 4.21% |
$15.4K - $17.1K
|
8.15K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
312+ 1.91% |
$14.6K - $16.2K
|
16.7K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
304+ 0.39% |
$14.3K - $15.8K
|
78K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
292New |
$13.7K - $15.2K
|
292
$7.11K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
286+ 1.5% |
$13.4K - $14.9K
|
19.3K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
284+ 3.21% |
$13.3K - $14.8K
|
9.14K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
272+ 3.18% |
$12.8K - $14.1K
|
8.83K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
262+ 100.0% |
$12.3K - $13.6K
|
524
$12.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
260+ 2.15% |
$12.2K - $13.5K
|
12.4K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
251+ 0.23% |
$11.8K - $13K
|
111K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
250New |
$11.7K - $13K
|
250
$6.09K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
246New |
$11.5K - $12.8K
|
246
$5.99K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
243+ 2.07% |
$11.4K - $12.6K
|
12K
$291K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
237+ 0.89% |
$11.1K - $12.3K
|
26.9K
$655K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
235+ 2.59% |
$11K - $12.2K
|
9.31K
$227K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
228+ 5.49% |
$10.7K - $11.8K
|
4.38K
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
228New |
$10.7K - $11.8K
|
228
$5.55K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
228+ 600.0% |
$10.7K - $11.8K
|
266
$6.47K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
227+ 64.86% |
$10.6K - $11.8K
|
577
$14K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
224New |
$10.5K - $11.6K
|
224
$5.45K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
221+ 3.06% |
$10.4K - $11.5K
|
7.45K
$181K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
220+ 154.93% |
$10.3K - $11.4K
|
362
$8.81K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
217+ 3.31% |
$10.2K - $11.3K
|
6.78K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
215+ 2.31% |
$10.1K - $11.2K
|
9.52K
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
214+ 2.71% |
$10K - $11.1K
|
8.12K
$198K
|
|
|
Mar 28, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
203+ 0.95% |
$9.52K - $10.5K
|
21.5K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
202+ 0.65% |
$9.47K - $10.5K
|
31.4K
$764K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
197+ 39.32% |
$9.24K - $10.2K
|
698
$17K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
196+ 0.87% |
$9.19K - $10.2K
|
22.8K
$554K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
189+ 0.41% |
$8.86K - $9.82K
|
46.7K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
183+ 0.93% |
$8.58K - $9.51K
|
19.8K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176+ 0.53% |
$8.25K - $9.14K
|
33.2K
$807K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
173New |
$8.11K - $8.99K
|
173
$4.21K
|