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 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
928+ 100.0% |
$23.5K - $47.5K
|
1.86K
$51.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
917+ 100.11% |
$23.2K - $46.9K
|
1.83K
$51.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
904+ 110.78% |
$22.9K - $46.2K
|
1.72K
$48.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
886New |
$22.4K - $45.3K
|
886
$24.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
879+ 351.6% |
$22.3K - $45K
|
1.13K
$31.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
827+ 91.79% |
$20.9K - $42.3K
|
1.73K
$48.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
816+ 551.35% |
$20.7K - $41.7K
|
964
$27K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
801+ 100.0% |
$20.3K - $41K
|
1.6K
$44.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
800New |
$20.3K - $40.9K
|
800
$22.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794+ 100.0% |
$20.1K - $40.6K
|
1.59K
$44.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
776New |
$19.7K - $39.7K
|
776
$21.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
761+ 143.05% |
$19.3K - $38.9K
|
1.29K
$36.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
750+ 6.66% |
$19K - $38.4K
|
12K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
746+ 106.88% |
$18.9K - $38.2K
|
1.44K
$40.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
741+ 128.42% |
$18.8K - $37.9K
|
1.32K
$36.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
706+ 8.43% |
$17.9K - $36.1K
|
9.09K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
650+ 100.0% |
$16.5K - $33.3K
|
1.3K
$36.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
641+ 72.68% |
$16.2K - $32.8K
|
1.52K
$42.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
634New |
$16.1K - $32.4K
|
634
$17.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
626+ 100.0% |
$15.9K - $32K
|
1.25K
$35K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
615+ 100.0% |
$15.6K - $31.5K
|
1.23K
$34.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
574New |
$14.5K - $29.4K
|
574
$16.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
564+ 95.59% |
$14.3K - $28.9K
|
1.15K
$32.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
562New |
$14.2K - $28.8K
|
562
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
536+ 100.0% |
$13.6K - $27.4K
|
1.07K
$30K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
504+ 101.61% |
$12.8K - $25.8K
|
1K
$28K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
499+ 100.0% |
$12.6K - $25.5K
|
998
$27.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
498New |
$12.6K - $25.5K
|
498
$13.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
496New |
$12.6K - $25.4K
|
496
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
480+ 115.66% |
$12.2K - $24.6K
|
895
$25K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
480+ 100.42% |
$12.2K - $24.6K
|
958
$26.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
459+ 77.01% |
$11.6K - $23.5K
|
1.06K
$29.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
455+ 100.0% |
$11.5K - $23.3K
|
910
$25.5K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
440+ 110.0% |
$11.1K - $22.5K
|
840
$23.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
428+ 96.83% |
$10.8K - $21.9K
|
870
$24.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
420+ 100.0% |
$10.6K - $21.5K
|
840
$23.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
420New |
$10.6K - $21.5K
|
420
$11.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
415+ 105.06% |
$10.5K - $21.2K
|
810
$22.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
398+ 100.0% |
$10.1K - $20.4K
|
796
$22.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
365+ 100.83% |
$9.25K - $18.7K
|
727
$20.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
363+ 0.47% |
$9.19K - $18.6K
|
76.8K
$2.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
348+ 46.52% |
$8.81K - $17.8K
|
1.1K
$30.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
348+ 148.09% |
$8.81K - $17.8K
|
583
$16.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
348New |
$8.81K - $17.8K
|
348
$9.74K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
344+ 100.0% |
$8.71K - $17.6K
|
688
$19.3K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
338New |
$8.56K - $17.3K
|
338
$9.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
326+ 100.0% |
$8.26K - $16.7K
|
652
$18.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
320+ 100.0% |
$8.11K - $16.4K
|
640
$17.9K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
314New |
$7.95K - $16.1K
|
314
$8.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
313+ 3.27% |
$7.93K - $16K
|
9.9K
$277K
|