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
|
D.A. Davidson & Co.
|
BUY
|
- |
4.76K+ 99.5% |
$121K - $244K
|
9.55K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.73K+ 77.51% |
$120K - $242K
|
10.8K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.68K+ 89.01% |
$119K - $239K
|
9.94K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
4.67K+ 100.0% |
$118K - $239K
|
9.34K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
4.6K+ 100.0% |
$117K - $235K
|
9.2K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.6K+ 100.0% |
$116K - $235K
|
9.2K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.59K+ 73.65% |
$116K - $235K
|
10.8K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.53K+ 100.04% |
$115K - $232K
|
9.05K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
4.52K+ 49.41% |
$114K - $231K
|
13.7K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.5K+ 100.0% |
$114K - $230K
|
8.99K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.48KNew |
$113K - $229K
|
4.48K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.48K+ 100.0% |
$113K - $229K
|
8.95K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.46K+ 98.54% |
$113K - $228K
|
8.99K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.46K+ 106.68% |
$113K - $228K
|
8.64K
$209K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
4.45K+ 99.51% |
$113K - $228K
|
8.92K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.44K+ 99.98% |
$112K - $227K
|
8.87K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42K+ 100.0% |
$112K - $226K
|
8.84K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
4.39KNew |
$111K - $225K
|
4.39K
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
4.35K+ 100.0% |
$110K - $222K
|
8.7K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.34K+ 100.0% |
$110K - $222K
|
8.68K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.33K+ 101.19% |
$110K - $221K
|
8.6K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.3K+ 89.65% |
$109K - $220K
|
9.11K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4.29K+ 100.7% |
$109K - $220K
|
8.56K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.26K+ 2.39% |
$108K - $218K
|
182K
$4.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.26K+ 68.86% |
$108K - $218K
|
10.4K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 100.0% |
$107K - $216K
|
8.45K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.22K+ 99.51% |
$107K - $216K
|
8.47K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.2K+ 96.0% |
$106K - $215K
|
8.58K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.2K+ 100.26% |
$106K - $215K
|
8.39K
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.19K+ 104.44% |
$106K - $214K
|
8.19K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 376.44% |
$106K - $214K
|
5.3K
$128K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.17K+ 100.0% |
$106K - $213K
|
8.35K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.17K+ 100.77% |
$106K - $213K
|
8.3K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
4.16K+ 99.98% |
$105K - $213K
|
8.33K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
4.11K+ 115.61% |
$104K - $210K
|
7.67K
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.09K+ 100.22% |
$104K - $209K
|
8.17K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.07K+ 100.0% |
$103K - $208K
|
8.15K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.04KNew |
$102K - $207K
|
4.04K
$97.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4K+ 100.0% |
$101K - $205K
|
8K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.94K+ 97.77% |
$99.9K - $202K
|
7.98K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.94K+ 100.18% |
$99.7K - $201K
|
7.86K
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.93K+ 100.0% |
$99.6K - $201K
|
7.86K
$190K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.91K+ 96.21% |
$99K - $200K
|
7.97K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.91K+ 94.72% |
$99K - $200K
|
8.04K
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3.86K+ 97.85% |
$97.8K - $197K
|
7.81K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.85K+ 60.33% |
$97.4K - $197K
|
10.2K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.81K+ 100.0% |
$96.4K - $195K
|
7.61K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.8K+ 106.14% |
$96.3K - $195K
|
7.39K
$178K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.8K+ 65.52% |
$96.3K - $194K
|
9.6K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.77K+ 4.56% |
$95.6K - $193K
|
86.6K
$2.09M
|