Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13M+ 106.01% |
$330M - $667M
|
25.3M
$677M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.17M+ 4867.06% |
$54.9M - $111M
|
2.21M
$59M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07M+ 96.02% |
$52.5M - $106M
|
4.23M
$113M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
986K+ 89.15% |
$25M - $50.5M
|
2.09M
$55.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
862K+ 84.12% |
$21.8M - $44.1M
|
1.89M
$50.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
807K+ 100.8% |
$20.4M - $41.3M
|
1.61M
$42.9M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
698KNew |
$17.7M - $35.7M
|
698K
$18.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
663K+ 97.74% |
$16.8M - $33.9M
|
1.34M
$35.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
557K+ 100.48% |
$14.1M - $28.5M
|
1.11M
$29.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
548K+ 82.52% |
$13.9M - $28M
|
1.21M
$32.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
542K+ 98.23% |
$13.7M - $27.7M
|
1.09M
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
529K+ 96.05% |
$13.4M - $27.1M
|
1.08M
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
489K+ 106.93% |
$12.4M - $25M
|
947K
$25.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
472K+ 106.5% |
$12M - $24.2M
|
916K
$24.5M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
460K+ 107.24% |
$11.6M - $23.5M
|
888K
$23.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
441K+ 103.59% |
$11.2M - $22.6M
|
867K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
418K+ 103.49% |
$10.6M - $21.4M
|
821K
$21.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
382K+ 97.29% |
$9.69M - $19.6M
|
775K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
359K+ 116.32% |
$9.09M - $18.4M
|
667K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
344K+ 81.85% |
$8.71M - $17.6M
|
764K
$20.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
341K+ 103.43% |
$8.64M - $17.4M
|
670K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
324K+ 95.09% |
$8.2M - $16.6M
|
665K
$17.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
320K+ 98.42% |
$8.11M - $16.4M
|
646K
$17.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
318K+ 99.93% |
$8.05M - $16.2M
|
635K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
302K+ 95.87% |
$7.66M - $15.5M
|
618K
$16.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
297K+ 100.79% |
$7.51M - $15.2M
|
591K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
273K+ 108.76% |
$6.92M - $14M
|
524K
$14M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
266K+ 99.94% |
$6.75M - $13.6M
|
533K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
236K+ 92.87% |
$5.98M - $12.1M
|
490K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
226K+ 103.33% |
$5.73M - $11.6M
|
445K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
219K+ 102.37% |
$5.54M - $11.2M
|
432K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
216KNew |
$5.48M - $11.1M
|
216K
$5.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
215K+ 102.74% |
$5.45M - $11M
|
425K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
214K+ 99.91% |
$5.43M - $11M
|
429K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
204K+ 97.14% |
$5.17M - $10.5M
|
415K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
200K+ 95.67% |
$5.05M - $10.2M
|
408K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
198K+ 115.11% |
$5.02M - $10.1M
|
370K
$9.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
198K+ 96.6% |
$5.01M - $10.1M
|
403K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
196K+ 103.29% |
$4.96M - $10M
|
385K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
196K+ 105.62% |
$4.96M - $10M
|
381K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
183KNew |
$4.63M - $9.35M
|
183K
$4.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
181KNew |
$4.58M - $9.26M
|
181K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
177K+ 101.14% |
$4.49M - $9.07M
|
353K
$9.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
168K+ 93.21% |
$4.26M - $8.61M
|
349K
$9.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
167K+ 100.6% |
$4.24M - $8.55M
|
333K
$8.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
162K+ 98.49% |
$4.11M - $8.3M
|
327K
$8.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
154KNew |
$3.9M - $7.87M
|
154K
$4.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
151K+ 92.09% |
$3.81M - $7.7M
|
314K
$8.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
149K+ 103.93% |
$3.79M - $7.65M
|
293K
$7.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
146K+ 93.99% |
$3.71M - $7.49M
|
302K
$8.07M
|