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 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
9.04K+ 4.31% |
$405K - $445K
|
219K
$5.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
8.9K+ 22.47% |
$399K - $438K
|
48.5K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
8.76KNew |
$393K - $431K
|
8.76K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.72KNew |
$391K - $429K
|
8.72K
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
8.5K+ 11.9% |
$381K - $418K
|
79.9K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
8.18KNew |
$367K - $403K
|
8.18K
$214K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
8.09KNew |
$363K - $398K
|
8.09K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
7.95K+ 25.63% |
$356K - $391K
|
38.9K
$1.02M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
7.68K+ 3.67% |
$345K - $378K
|
217K
$5.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
7.6K+ 5.55% |
$341K - $374K
|
145K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.43KNew |
$333K - $366K
|
7.43K
$195K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
7.39K+ 3.96% |
$331K - $364K
|
194K
$5.09M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$327K - $360K
|
7.3K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.27K+ 4.92% |
$326K - $358K
|
155K
$4.07M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7.16K+ 72.03% |
$321K - $353K
|
17.1K
$448K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7.06K+ 4.46% |
$316K - $347K
|
165K
$4.33M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.97K+ 0.39% |
$312K - $343K
|
1.78M
$46.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.71K+ 37.11% |
$301K - $330K
|
24.8K
$650K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.7K+ 1.87% |
$300K - $330K
|
366K
$9.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.68KNew |
$300K - $329K
|
6.68K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.62K+ 49.12% |
$297K - $326K
|
20.1K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.53K+ 8.08% |
$293K - $322K
|
87.4K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
6.47KNew |
$290K - $318K
|
6.47K
$169K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.13KNew |
$275K - $302K
|
6.13K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.13KNew |
$275K - $302K
|
6.13K
$161K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.12KNew |
$275K - $301K
|
6.12K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
6.03K+ 9.78% |
$270K - $297K
|
67.7K
$1.77M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.02K+ 2.96% |
$270K - $296K
|
209K
$5.48M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.01K+ 1.55% |
$270K - $296K
|
393K
$10.3M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
5.96K+ 7.31% |
$267K - $294K
|
87.5K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
5.92K+ 5.55% |
$266K - $292K
|
113K
$2.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5.9KNew |
$264K - $290K
|
5.9K
$155K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.82K+ 4.17% |
$261K - $287K
|
145K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5.69KNew |
$255K - $280K
|
5.69K
$149K
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
5.67K+ 1.45% |
$254K - $279K
|
397K
$10.4M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.66KNew |
$254K - $279K
|
5.66K
$148K
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.66KNew |
$254K - $279K
|
5.66K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.58K+ 46.96% |
$250K - $275K
|
17.5K
$458K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.46K+ 77.03% |
$245K - $269K
|
12.6K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.46KNew |
$245K - $269K
|
5.46K
$143K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.36KNew |
$240K - $264K
|
5.36K
$140K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
5.35KNew |
$240K - $263K
|
5.35K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.26KNew |
$236K - $259K
|
5.26K
$138K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.25K+ 13.58% |
$235K - $259K
|
43.9K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.21K+ 6.84% |
$234K - $257K
|
81.4K
$2.13M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.99KNew |
$224K - $246K
|
4.99K
$131K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
4.94K+ 75.53% |
$222K - $243K
|
11.5K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
4.88K+ 20.97% |
$219K - $240K
|
28.2K
$739K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.8K+ 287.14% |
$215K - $236K
|
6.47K
$170K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.76K+ 12.63% |
$213K - $234K
|
42.4K
$1.11M
|