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 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.75K+ 91.65% |
$94.9K - $192K
|
7.83K
$189K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.73K+ 75.34% |
$94.4K - $191K
|
8.68K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3.72K+ 99.6% |
$94.2K - $190K
|
7.45K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
3.7K+ 105.14% |
$93.7K - $189K
|
7.22K
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.7K+ 82.84% |
$93.7K - $189K
|
8.16K
$197K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 80.93% |
$93.5K - $189K
|
8.26K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.69KNew |
$93.4K - $189K
|
3.69K
$89.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.66KNew |
$92.8K - $187K
|
3.66K
$88.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.55K+ 59.15% |
$89.9K - $182K
|
9.55K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.51K+ 131.45% |
$88.9K - $180K
|
6.18K
$149K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.37K+ 58.38% |
$85.3K - $172K
|
9.13K
$221K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.29KNew |
$83.4K - $169K
|
3.29K
$79.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.27K+ 105.75% |
$82.9K - $167K
|
6.37K
$154K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
3.24K+ 58.92% |
$82K - $166K
|
8.73K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
3.22KNew |
$81.6K - $165K
|
3.22K
$77.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.21K+ 55.0% |
$81.3K - $164K
|
9.04K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 33.69% |
$81K - $164K
|
12.7K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.15K+ 65.2% |
$79.7K - $161K
|
7.97K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.13K+ 12.43% |
$79.3K - $160K
|
28.3K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$78.6K - $159K
|
3.1K
$75K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.08K+ 100.0% |
$78K - $158K
|
6.16K
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
3.02K+ 94.5% |
$76.5K - $155K
|
6.22K
$150K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.76K+ 101.21% |
$70K - $141K
|
5.49K
$133K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.76K+ 0.94% |
$69.8K - $141K
|
295K
$7.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$68.4K - $138K
|
2.7K
$65.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.68K+ 76.3% |
$67.8K - $137K
|
6.19K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.51K+ 158.15% |
$63.7K - $129K
|
4.1K
$99.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.51KNew |
$63.6K - $128K
|
2.51K
$60.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.5K+ 100.0% |
$63.3K - $128K
|
5K
$121K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.48K+ 100.0% |
$62.9K - $127K
|
4.96K
$120K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.47KNew |
$62.6K - $126K
|
2.47K
$59.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.44KNew |
$61.8K - $125K
|
2.44K
$58.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.4K+ 80.0% |
$60.8K - $123K
|
5.4K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.39K+ 113.71% |
$60.5K - $122K
|
4.49K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.37K+ 100.0% |
$60.1K - $121K
|
4.75K
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.25K+ 100.0% |
$57.1K - $115K
|
4.51K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.24K+ 100.0% |
$56.7K - $115K
|
4.48K
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.18KNew |
$55.2K - $111K
|
2.18K
$52.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.17K+ 98.91% |
$55K - $111K
|
4.36K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.12K+ 102.07% |
$53.7K - $108K
|
4.2K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.08KNew |
$52.8K - $107K
|
2.08K
$50.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08K+ 100.0% |
$52.7K - $106K
|
4.16K
$101K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.03K+ 246.6% |
$51.5K - $104K
|
2.86K
$69K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.01K+ 22.19% |
$50.9K - $103K
|
11.1K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2K+ 100.0% |
$50.7K - $102K
|
4K
$96.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2K+ 502.01% |
$50.6K - $102K
|
2.4K
$57.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.92KNew |
$48.6K - $98.2K
|
1.92K
$46.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.82K+ 100.0% |
$46.2K - $93.3K
|
3.65K
$88.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.82K+ 100.94% |
$46.1K - $93.1K
|
3.62K
$87.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.78K+ 100.0% |
$45K - $90.8K
|
3.55K
$85.8K
|