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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-699- 5.18% |
$31.3K - $34.4K
|
12.8K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-704- 8.02% |
$31.6K - $34.7K
|
8.07K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-757- 28.79% |
$33.9K - $37.3K
|
1.87K
$49.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-762- 1.22% |
$34.2K - $37.5K
|
61.5K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-768- 0.34% |
$34.4K - $37.8K
|
223K
$5.86M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-770- 0.67% |
$34.5K - $37.9K
|
115K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-776- 11.15% |
$34.8K - $38.2K
|
6.18K
$162K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-791- 2.37% |
$35.5K - $38.9K
|
32.6K
$855K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-796- 1.59% |
$35.7K - $39.2K
|
49.3K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-800- 5.55% |
$35.9K - $39.4K
|
13.6K
$357K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-811- 2.81% |
$36.4K - $39.9K
|
28K
$735K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-823- 10.9% |
$36.9K - $40.5K
|
6.73K
$176K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-834- 12.88% |
$37.4K - $41.1K
|
5.64K
$148K
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-872- 9.24% |
$39.1K - $42.9K
|
8.57K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-880- 12.05% |
$39.5K - $43.3K
|
6.42K
$168K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-883- 3.01% |
$39.6K - $43.5K
|
28.5K
$746K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-883- 2.27% |
$39.6K - $43.5K
|
38K
$996K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-910- 12.27% |
$40.8K - $44.8K
|
6.51K
$170K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-910- 1.02% |
$40.8K - $44.8K
|
88.7K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-916- 5.82% |
$41.1K - $45.1K
|
14.8K
$388K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-935- 6.04% |
$41.9K - $46K
|
14.5K
$381K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-940- 7.23% |
$42.1K - $46.3K
|
12.1K
$316K
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-940- 0.75% |
$42.1K - $46.3K
|
124K
$3.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-946- 2.52% |
$42.4K - $46.6K
|
36.6K
$958K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-959- 0.82% |
$43K - $47.2K
|
117K
$3.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-971- 0.45% |
$43.5K - $47.8K
|
216K
$5.66M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-973- 17.71% |
$43.6K - $47.9K
|
4.52K
$118K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-973- 2.54% |
$43.6K - $47.9K
|
37.3K
$978K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-974- 4.98% |
$43.7K - $48K
|
18.6K
$487K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-985- 7.15% |
$44.2K - $48.5K
|
12.8K
$335K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.01K- 5.04% |
$45.2K - $49.6K
|
19K
$498K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.01K- 11.86% |
$45.2K - $49.6K
|
7.49K
$196K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 10.99% |
$47.1K - $51.7K
|
8.51K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.06K- 9.29% |
$47.7K - $52.3K
|
10.4K
$272K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.07K- 3.69% |
$48K - $52.7K
|
27.9K
$732K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.07K- 11.14% |
$48K - $52.7K
|
8.54K
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.11K- 5.75% |
$49.7K - $54.6K
|
18.2K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.12K- 1.55% |
$50.2K - $55.1K
|
71.1K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 4.1% |
$50.6K - $55.6K
|
26.4K
$693K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.15K- 4.88% |
$51.3K - $56.4K
|
22.3K
$585K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.19K- 4.2% |
$53.5K - $58.7K
|
27.2K
$713K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.22K- 12.48% |
$54.5K - $59.9K
|
8.53K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.22K- 0.46% |
$54.7K - $60.1K
|
264K
$6.92M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-1.24K- 0.45% |
$55.4K - $60.8K
|
271K
$7.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.25K- 3.65% |
$56.2K - $61.7K
|
33.1K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.26K- 2.61% |
$56.4K - $61.9K
|
46.8K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.18% |
$57.1K - $62.7K
|
107K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 0.94% |
$57.6K - $63.2K
|
136K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.29K- 23.36% |
$57.7K - $63.4K
|
4.22K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.3K- 62.19% |
$58.3K - $64.1K
|
791
$20.7K
|