Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 29, 2025 Q4 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
203
+ 100.5%
$5.14K - $10.4K
405 $9.78K
Feb 11, 2025 Q4 2024
Gs Investments, Inc.

BUY
 -
200
+ 100.0%
$5.07K - $10.2K
400 $9.66K
Feb 21, 2025 Q4 2024
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
200
+ 100.0%
$5.07K - $10.2K
400 $9.66K
Feb 13, 2025 Q4 2024
Nwk Group, Inc.

San Francisco, CA
BUY
 -
196
+ 100.0%
$4.96K - $10K
392 $9.47K
Jan 21, 2025 Q4 2024
Cedar Mountain Advisors, LLC

BUY
 -
192
+ 100.0%
$4.86K - $9.82K
384 $9.28K
Feb 03, 2025 Q4 2024
Bray Capital Advisors

BUY
 -
190
+ 100.0%
$4.81K - $9.72K
380 $9.18K
Feb 05, 2025 Q4 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
188
+ 100.0%
$4.76K - $9.62K
376 $9.08K
Feb 13, 2025 Q4 2024
Bokf, Na

Tulsa, OK
BUY
 -
186
+ 100.0%
$4.71K - $9.52K
372 $8.99K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
180
New
$4.56K - $9.21K
180 $4.35K
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
180
New
$4.56K - $9.21K
180 $4.35K
Feb 28, 2025 Q4 2024
Menard Financial Group LLC

Houston, TX
BUY
 -
176
New
$4.46K - $9K
176 $4.25K
Feb 04, 2025 Q4 2024
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
163
+ 100.0%
$4.13K - $8.34K
326 $7.88K
Feb 13, 2025 Q4 2024
Bridge Generations Wealth Management LLC

South Miami, FL
BUY
 -
163
New
$4.13K - $8.34K
163 $3.94K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
160
New
$4.05K - $8.19K
160 $3.87K
Feb 14, 2025 Q4 2024
Chapman Financial Group, LLC

Kailua, HI
BUY
 -
156
New
$3.95K - $7.98K
156 $3.77K
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
152
New
$3.85K - $7.78K
152 $3.67K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
148
+ 100.0%
$3.75K - $7.57K
296 $7.15K
Feb 04, 2025 Q4 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
142
+ 100.0%
$3.6K - $7.26K
284 $6.86K
Jan 24, 2025 Q4 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
140
+ 100.0%
$3.55K - $7.16K
280 $6.76K
Feb 10, 2025 Q4 2024
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
136
New
$3.44K - $6.96K
136 $3.29K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
135
+ 100.0%
$3.42K - $6.91K
270 $6.52K
Jan 24, 2025 Q4 2024
Riggs Asset Managment Co. Inc.

BUY
 -
124
New
$3.14K - $6.34K
124 $3K
Jan 30, 2025 Q4 2024
Washington Trust CO

BUY
 -
120
+ 100.0%
$3.04K - $6.14K
240 $5.8K
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
101
+ 102.02%
$2.56K - $5.17K
200 $4.83K
Jan 15, 2025 Q4 2024
Cnb Bank

Clearfield, PA
BUY
 -
98
+ 100.0%
$2.48K - $5.01K
196 $4.74K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
98
New
$2.48K - $5.01K
98 $2.37K
Feb 12, 2025 Q4 2024
Delta Asset Management LLC

Memphis, TN
BUY
 -
94
+ 100.0%
$2.38K - $4.81K
188 $4.54K
Jan 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
93
+ 98.94%
$2.36K - $4.76K
187 $4.52K
Jan 17, 2025 Q4 2024
Albion Financial Group

BUY
 -
91
+ 101.11%
$2.31K - $4.66K
181 $4.37K
Feb 14, 2025 Q4 2024
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
91
New
$2.31K - $4.66K
91 $2.2K
Jan 13, 2025 Q4 2024
Gpwm LLC

BUY
 -
88
+ 100.0%
$2.23K - $4.5K
176 $4.25K
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
76
New
$1.93K - $3.89K
76 $1.84K
Jan 13, 2025 Q4 2024
City State Bank

Norwalk, IA
BUY
 -
75
+ 100.0%
$1.9K - $3.84K
150 $3.62K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
74
+ 100.0%
$1.87K - $3.79K
148 $3.58K
Jan 23, 2025 Q4 2024
Hanson & Doremus Investment Management

BUY
 -
65
+ 54.62%
$1.65K - $3.33K
184 $4.45K
Feb 07, 2025 Q4 2024
United Community Bank

Greenville, SC
BUY
 -
58
New
$1.47K - $2.97K
58 $1.4K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
53
+ 10.35%
$1.34K - $2.71K
565 $13.7K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
51
+ 100.0%
$1.29K - $2.61K
102 $2.46K
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
48
New
$1.22K - $2.46K
48 $1.16K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
48
+ 100.0%
$1.22K - $2.46K
96 $2.32K
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
46
+ 100.0%
$1.17K - $2.35K
92 $2.22K
Feb 11, 2025 Q4 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
44
New
$1.11K - $2.25K
44 $1.06K
Jan 15, 2025 Q4 2024
Financial Management Professionals, Inc.

BUY
 -
41
+ 100.0%
$1.04K - $2.1K
82 $1.98K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
41
+ 35.65%
$1.04K - $2.1K
156 $3.77K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
39
+ 0.29%
$988 - $2K
13.4K $323K
Feb 11, 2025 Q4 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
38
+ 100.0%
$963 - $1.94K
76 $1.84K
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
36
New
$912 - $1.84K
36 $870
Feb 13, 2025 Q4 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
33
New
$836 - $1.69K
33 $797
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
32
New
$811 - $1.64K
32 $773

Track Institutional and Insider Activities on SCHA

Follow SCHWAB STRATEGIC TR US SMALL-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHA shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Small C insider buys or sells SCHA shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US SMALL-C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHA