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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.22K+ 115.16% |
$158K - $318K
|
11.6K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.2K+ 97.3% |
$157K - $317K
|
12.6K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
6.2K+ 98.91% |
$157K - $317K
|
12.5K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6.2K+ 100.1% |
$157K - $317K
|
12.4K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
6.15K+ 98.4% |
$156K - $315K
|
12.4K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.1K+ 110.13% |
$155K - $312K
|
11.6K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
6.09K+ 93.06% |
$154K - $311K
|
12.6K
$305K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
6.07K+ 99.93% |
$154K - $311K
|
12.2K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.97K+ 98.19% |
$151K - $305K
|
12K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
5.84K+ 136.41% |
$148K - $299K
|
10.1K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.83K+ 87.57% |
$148K - $298K
|
12.5K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.71K+ 94.63% |
$145K - $292K
|
11.7K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.67KNew |
$144K - $290K
|
5.67K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5.62K+ 98.03% |
$142K - $287K
|
11.3K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
5.6K+ 100.0% |
$142K - $286K
|
11.2K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.6K+ 99.86% |
$142K - $286K
|
11.2K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
5.56K+ 119.51% |
$141K - $284K
|
10.2K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.55K+ 111.55% |
$141K - $284K
|
10.5K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.55K+ 70.0% |
$141K - $284K
|
13.5K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
5.49K+ 133.87% |
$139K - $281K
|
9.6K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.49K+ 100.0% |
$139K - $281K
|
11K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
5.49K+ 100.0% |
$139K - $281K
|
11K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.46K+ 100.0% |
$138K - $279K
|
10.9K
$264K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.35K+ 69.54% |
$135K - $274K
|
13K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.33K+ 99.98% |
$135K - $273K
|
10.7K
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.31K+ 88.24% |
$135K - $272K
|
11.3K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.3K+ 90.27% |
$134K - $271K
|
11.2K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.27K+ 113.91% |
$134K - $270K
|
9.9K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.24K+ 162.92% |
$133K - $268K
|
8.45K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 112.97% |
$132K - $267K
|
9.85K
$238K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.22K+ 100.4% |
$132K - $267K
|
10.4K
$252K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.22K+ 100.0% |
$132K - $267K
|
10.4K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.2K+ 72.55% |
$132K - $266K
|
12.4K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.15K+ 100.65% |
$130K - $263K
|
10.3K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
5.15K+ 88.45% |
$130K - $263K
|
11K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.13K+ 91.62% |
$130K - $262K
|
10.7K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
5.06K+ 102.35% |
$128K - $259K
|
10K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.04K+ 45.62% |
$128K - $258K
|
16.1K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.04K+ 100.0% |
$128K - $258K
|
10.1K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.03K+ 110.14% |
$127K - $257K
|
9.6K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
5.02K+ 89.49% |
$127K - $257K
|
10.6K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.99K+ 100.0% |
$126K - $255K
|
9.98K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.96K+ 113.18% |
$126K - $254K
|
9.35K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.95K+ 99.44% |
$125K - $253K
|
9.93K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.94K+ 101.25% |
$125K - $252K
|
9.81K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.93K+ 98.23% |
$125K - $252K
|
9.96K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.88K+ 488200.0% |
$124K - $250K
|
4.88K
$118K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.87K+ 99.11% |
$123K - $249K
|
9.79K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.83K+ 101.22% |
$122K - $247K
|
9.6K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4.81K+ 100.0% |
$122K - $246K
|
9.63K
$233K
|