Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-329- 2.2% |
$14.8K - $16.2K
|
14.7K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-329- 3.84% |
$14.8K - $16.2K
|
8.23K
$216K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-340- 3.81% |
$15.2K - $16.7K
|
8.58K
$225K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-347- 1.86% |
$15.6K - $17.1K
|
18.3K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-350- 3.11% |
$15.7K - $17.2K
|
10.9K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-360- 0.89% |
$16.1K - $17.7K
|
39.9K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-362- 2.58% |
$16.2K - $17.8K
|
13.7K
$359K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-386- 3.4% |
$17.3K - $19K
|
11K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-390- 3.04% |
$17.5K - $19.2K
|
12.5K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-396- 2.11% |
$17.8K - $19.5K
|
18.4K
$481K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-399- 1.74% |
$17.9K - $19.6K
|
22.5K
$590K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-401- 0.65% |
$18K - $19.7K
|
61K
$1.6M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-402- 7.16% |
$18K - $19.8K
|
5.22K
$137K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-418- 1.72% |
$18.7K - $20.6K
|
23.9K
$626K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-429- 81.1% |
$19.2K - $21.1K
|
100
$2.62K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-430- 1.86% |
$19.3K - $21.2K
|
22.7K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-430- 1.32% |
$19.3K - $21.2K
|
32.1K
$840K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-436- 0.83% |
$19.6K - $21.5K
|
52K
$1.36M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-436- 46.63% |
$19.6K - $21.5K
|
499
$13.1K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-442- 2.87% |
$19.8K - $21.8K
|
15K
$392K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-443- 0.7% |
$19.9K - $21.8K
|
62.6K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-448- 17.75% |
$20.1K - $22.1K
|
2.08K
$54.4K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-450- 4.38% |
$20.2K - $22.2K
|
9.83K
$258K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-457- 1.74% |
$20.5K - $22.5K
|
25.8K
$676K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-464- 2.4% |
$20.8K - $22.8K
|
18.9K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-470- 9.58% |
$21.1K - $23.1K
|
4.44K
$116K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-473- 0.84% |
$21.2K - $23.3K
|
56K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-488- 1.52% |
$21.9K - $24K
|
31.6K
$829K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-488- 3.28% |
$21.9K - $24K
|
14.4K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-490- 4.3% |
$22K - $24.1K
|
10.9K
$286K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-493- 2.36% |
$22.1K - $24.3K
|
20.4K
$534K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-504- 6.32% |
$22.6K - $24.8K
|
7.47K
$196K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-513- 5.97% |
$23K - $25.3K
|
8.08K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-535- 5.36% |
$24K - $26.3K
|
9.45K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-537- 1.01% |
$24.1K - $26.4K
|
52.5K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-552- 7.76% |
$24.8K - $27.2K
|
6.56K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-557- 3.3% |
$25K - $27.4K
|
16.3K
$427K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-568- 0.32% |
$25.5K - $28K
|
176K
$4.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-570- 10.92% |
$25.6K - $28.1K
|
4.65K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-575- 2.45% |
$25.8K - $28.3K
|
22.9K
$599K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-580- 2.09% |
$26K - $28.6K
|
27.2K
$713K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-592- 2.3% |
$26.5K - $29.2K
|
25.2K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-605- 3.24% |
$27.1K - $29.8K
|
18K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-633- 11.63% |
$28.4K - $31.2K
|
4.81K
$126K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-653- 10.66% |
$29.3K - $32.2K
|
5.47K
$143K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-680- 2.45% |
$30.5K - $33.5K
|
27.1K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-681- 1.33% |
$30.5K - $33.5K
|
50.4K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-683- 13.28% |
$30.6K - $33.6K
|
4.46K
$117K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-685- 3.42% |
$30.7K - $33.7K
|
19.3K
$507K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-690- 2.09% |
$30.9K - $34K
|
32.3K
$846K
|