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 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.3K+ 149.52% |
$999K - $1.1M
|
37.2K
$975K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.5K+ 5.85% |
$965K - $1.06M
|
389K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
21.5K+ 7.09% |
$964K - $1.06M
|
325K
$8.51M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20.7K+ 25.0% |
$927K - $1.02M
|
103K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.5KNew |
$920K - $1.01M
|
20.5K
$538K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
20.1K+ 230.91% |
$903K - $992K
|
28.9K
$756K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.1K+ 23.43% |
$899K - $988K
|
106K
$2.77M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
19.5K+ 57.94% |
$876K - $962K
|
53.3K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 308.21% |
$867K - $952K
|
25.6K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.7KNew |
$839K - $921K
|
18.7K
$490K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18.7K+ 20.46% |
$838K - $921K
|
110K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 40.94% |
$810K - $890K
|
62.2K
$1.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17.5K+ 22.43% |
$785K - $862K
|
95.6K
$2.51M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16.6K+ 3.46% |
$745K - $818K
|
496K
$13M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 6.47% |
$742K - $815K
|
272K
$7.13M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
16.1KNew |
$723K - $794K
|
16.1K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16K+ 18.42% |
$719K - $789K
|
103K
$2.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16K+ 9.13% |
$718K - $788K
|
191K
$5.01M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15.2KNew |
$683K - $750K
|
15.2K
$399K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14.9K+ 4.23% |
$667K - $732K
|
366K
$9.6M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
14.4K+ 15.11% |
$646K - $709K
|
110K
$2.88M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14.2K+ 27.64% |
$635K - $697K
|
65.4K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.1K+ 186.53% |
$633K - $695K
|
21.7K
$569K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.9K+ 10.79% |
$622K - $683K
|
142K
$3.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
13.5K+ 4.0% |
$606K - $665K
|
352K
$9.21M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 20.54% |
$589K - $647K
|
77.1K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1KNew |
$585K - $643K
|
13.1K
$342K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 16.84% |
$582K - $639K
|
90K
$2.36M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
12.8K+ 12424.27% |
$574K - $630K
|
12.9K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
12.8K+ 1.54% |
$574K - $630K
|
845K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.7K+ 15.94% |
$572K - $628K
|
92.7K
$2.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
12.5K+ 32.07% |
$561K - $616K
|
51.5K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
12.5K+ 2.45% |
$560K - $614K
|
522K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.4K+ 1929.95% |
$555K - $609K
|
13K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11.9K+ 7.75% |
$534K - $586K
|
165K
$4.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
11.7K+ 10.18% |
$526K - $578K
|
127K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.7K+ 22.15% |
$524K - $576K
|
64.5K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
11.5K+ 4.03% |
$515K - $565K
|
297K
$7.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 16.05% |
$509K - $559K
|
82K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.2K+ 4.04% |
$458K - $503K
|
263K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
10.2KNew |
$457K - $501K
|
10.2K
$267K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$454K - $499K
|
10.1K
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10K+ 22.29% |
$450K - $494K
|
55K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10K+ 12.17% |
$449K - $493K
|
92.3K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.94K+ 162.72% |
$446K - $490K
|
16.1K
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
9.87K+ 4.71% |
$442K - $486K
|
219K
$5.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.61K+ 77.95% |
$431K - $473K
|
21.9K
$575K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.6K+ 14.36% |
$430K - $473K
|
76.5K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
9.52K+ 6.72% |
$427K - $469K
|
151K
$3.96M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
9.37KNew |
$420K - $461K
|
9.37K
$245K
|