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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.38K- 1.95% |
$35K - $70.8K
|
69.4K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.28K- 8.23% |
$57.7K - $117K
|
25.4K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.63K- 14.57% |
$66.5K - $134K
|
15.4K
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.71K- 43.74% |
$68.6K - $139K
|
3.48K
$97.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.46K- 19.2% |
$138K - $280K
|
23K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.54K- 9.1% |
$140K - $284K
|
55.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.78K- 37.81% |
$197K - $398K
|
12.8K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.33K- 5.79% |
$211K - $426K
|
135K
$3.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-29.8K- 62.74% |
$755K - $1.52M
|
17.7K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-49.3K- 63.57% |
$1.25M - $2.52M
|
28.3K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-53K- 71.88% |
$1.34M - $2.71M
|
20.7K
$580K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-60.3K- 51.49% |
$1.53M - $3.09M
|
56.8K
$1.59M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-68.3K- 58.56% |
$1.73M - $3.5M
|
48.3K
$1.35M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-75.9K- 74.85% |
$1.92M - $3.88M
|
25.5K
$714K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-147K- 20.86% |
$3.73M - $7.53M
|
559K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-593K- 19.83% |
$15M - $30.4M
|
2.4M
$67.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.1M- 95.01% |
$53.2M - $107M
|
110K
$3.09M
|