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 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.32K- 1.67% |
$239K - $262K
|
314K
$8.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.47K- 0.75% |
$245K - $269K
|
720K
$18.9M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.52K- 4.0% |
$247K - $272K
|
133K
$3.47M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.65K- 42.72% |
$253K - $278K
|
7.58K
$199K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5.72K- 80.25% |
$257K - $282K
|
1.41K
$36.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.91K- 43.92% |
$265K - $291K
|
7.55K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-6.02K- 1.06% |
$270K - $297K
|
561K
$14.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.08K- 10.0% |
$273K - $300K
|
54.8K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.31K- 34.01% |
$283K - $311K
|
12.3K
$321K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.54K- 4.46% |
$293K - $322K
|
140K
$3.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-6.57K- 95.63% |
$295K - $324K
|
300
$7.86K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-6.57K- 42.15% |
$295K - $324K
|
9.02K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.68K- 4.38% |
$299K - $329K
|
146K
$3.82M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-7.02K- 20.58% |
$315K - $346K
|
27.1K
$710K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.08K- 11.25% |
$318K - $349K
|
55.9K
$1.46M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.54K- 13.46% |
$338K - $371K
|
48.5K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.63K- 46.41% |
$342K - $376K
|
8.81K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.83K- 1.75% |
$351K - $386K
|
439K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.86K- 2.43% |
$352K - $387K
|
316K
$8.28M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.94K- 1.58% |
$356K - $391K
|
494K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-7.98K- 7.72% |
$358K - $393K
|
95.3K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-8.16K- 24.54% |
$366K - $402K
|
25.1K
$658K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.25K- 64.2% |
$370K - $406K
|
4.6K
$121K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.28K- 1.47% |
$371K - $407K
|
556K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8.47K- 99.88% |
$380K - $417K
|
10
$262
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.91K- 9.71% |
$399K - $438K
|
82.8K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8.92K- 8.48% |
$400K - $439K
|
96.3K
$2.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-8.97K- 2.17% |
$402K - $442K
|
405K
$10.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.15K- 3.99% |
$410K - $451K
|
220K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.2K- 8.41% |
$412K - $453K
|
100K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-10.1K- 59.93% |
$452K - $496K
|
6.74K
$177K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-10.1K- 3.0% |
$453K - $497K
|
327K
$8.57M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.6K- 4.39% |
$473K - $520K
|
230K
$6.02M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-11K- 4.89% |
$493K - $541K
|
214K
$5.6M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11K- 4.89% |
$493K - $541K
|
214K
$5.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-11K- 59.66% |
$494K - $542K
|
7.45K
$195K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11K- 49.5% |
$494K - $543K
|
11.2K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-11K- 76.84% |
$494K - $543K
|
3.32K
$87.1K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-12.5K- 7.48% |
$562K - $618K
|
155K
$4.07M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-12.7K- 10.46% |
$570K - $626K
|
109K
$2.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-13.1K- 17.54% |
$587K - $645K
|
61.6K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-13.8K- 54.03% |
$618K - $678K
|
11.7K
$307K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-14.3K- 72.45% |
$643K - $706K
|
5.45K
$143K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-14.8K- 8.92% |
$664K - $729K
|
151K
$3.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15.5K- 16.44% |
$694K - $762K
|
78.6K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-15.7K- 39.62% |
$705K - $774K
|
24K
$628K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-16.7K- 13.15% |
$747K - $820K
|
110K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-16.7K- 12.86% |
$751K - $824K
|
113K
$2.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-17.1K- 39.71% |
$766K - $841K
|
25.9K
$680K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-19.4K- 2.67% |
$871K - $957K
|
709K
$18.6M
|