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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
28.5K+ 48.25% |
$723K - $1.46M
|
87.7K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
28.1K+ 102.23% |
$711K - $1.44M
|
55.5K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
27.9K+ 135.11% |
$708K - $1.43M
|
48.6K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
27.8K+ 122.48% |
$705K - $1.42M
|
50.6K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
27.7KNew |
$703K - $1.42M
|
27.7K
$670K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
27.7KNew |
$701K - $1.42M
|
27.7K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
27.6K+ 100.0% |
$699K - $1.41M
|
55.2K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
27.5K+ 100.93% |
$697K - $1.41M
|
54.8K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27.4K+ 81.88% |
$695K - $1.4M
|
60.9K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
27.4K+ 100.46% |
$693K - $1.4M
|
54.6K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
27.2K+ 72.92% |
$690K - $1.39M
|
64.6K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
27.2K+ 100.16% |
$688K - $1.39M
|
54.3K
$1.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
27K+ 109.27% |
$684K - $1.38M
|
51.7K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27K+ 86.87% |
$683K - $1.38M
|
58K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
26.7K+ 99.33% |
$677K - $1.37M
|
53.6K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
26.5KNew |
$672K - $1.36M
|
26.5K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.5K+ 98.07% |
$672K - $1.36M
|
53.6K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
26.5K+ 94.03% |
$671K - $1.36M
|
54.7K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
26.5K+ 103.73% |
$671K - $1.36M
|
52.1K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
26.4K+ 96.53% |
$668K - $1.35M
|
53.7K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
26.1K+ 119.71% |
$661K - $1.33M
|
47.9K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
26.1KNew |
$661K - $1.33M
|
26.1K
$630K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
26K+ 98.84% |
$659K - $1.33M
|
52.3K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
25.9K+ 96.07% |
$655K - $1.32M
|
52.8K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.8KNew |
$654K - $1.32M
|
25.8K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
25.8K+ 89.96% |
$654K - $1.32M
|
54.5K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
25.5K+ 119.21% |
$647K - $1.31M
|
47K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
25.5KNew |
$645K - $1.3M
|
25.5K
$616K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
25.4K+ 103.39% |
$644K - $1.3M
|
50K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
25.3K+ 140.17% |
$641K - $1.3M
|
43.4K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
25.3K+ 100.4% |
$640K - $1.29M
|
50.5K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25.1K+ 97.68% |
$636K - $1.28M
|
50.8K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
24.8KNew |
$628K - $1.27M
|
24.8K
$599K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
24.6K+ 101.08% |
$624K - $1.26M
|
49K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24.6K+ 86.88% |
$622K - $1.26M
|
52.8K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
24.6K+ 99.29% |
$622K - $1.26M
|
49.3K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
24.5K+ 78.71% |
$620K - $1.25M
|
55.6K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
24.4K+ 97.53% |
$619K - $1.25M
|
49.5K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
24.4K+ 92.96% |
$618K - $1.25M
|
50.7K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
24.3K+ 90.42% |
$616K - $1.24M
|
51.2K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
24.2K+ 101.22% |
$613K - $1.24M
|
48.1K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24.2K+ 88.23% |
$612K - $1.24M
|
51.6K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
24.1K+ 108.69% |
$611K - $1.23M
|
46.3K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
24.1K+ 98.5% |
$611K - $1.23M
|
48.6K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
24K+ 100.0% |
$608K - $1.23M
|
48K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24K+ 100.79% |
$607K - $1.23M
|
47.7K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
23.9K+ 99.68% |
$605K - $1.22M
|
47.8K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
23.7K+ 91.36% |
$601K - $1.21M
|
49.7K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
23.5K+ 94.84% |
$595K - $1.2M
|
48.2K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
23.3K+ 349.59% |
$590K - $1.19M
|
29.9K
$723K
|