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 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.73KNew |
$212K - $233K
|
4.73K
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.66K+ 2.87% |
$209K - $230K
|
167K
$4.38M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.56KNew |
$204K - $224K
|
4.56K
$119K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.47K+ 20.0% |
$200K - $220K
|
26.8K
$702K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
4.4KNew |
$197K - $216K
|
4.4K
$115K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.39KNew |
$197K - $216K
|
4.39K
$115K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.35K+ 32.08% |
$195K - $214K
|
17.9K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.33K+ 8.54% |
$194K - $213K
|
55.1K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.33K+ 14.23% |
$194K - $213K
|
34.7K
$911K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.31KNew |
$193K - $212K
|
4.31K
$113K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.29KNew |
$192K - $211K
|
4.29K
$113K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
4.29K+ 2.32% |
$192K - $211K
|
189K
$4.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.25KNew |
$190K - $209K
|
4.25K
$111K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.23K+ 35.58% |
$190K - $208K
|
16.1K
$423K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
4.22K+ 6.73% |
$189K - $208K
|
67K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.19K+ 2.59% |
$188K - $207K
|
166K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.19K+ 7.22% |
$188K - $206K
|
62.1K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.18KNew |
$188K - $206K
|
4.18K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.16KNew |
$187K - $205K
|
4.16K
$109K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.14KNew |
$186K - $204K
|
4.14K
$109K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
4.14K+ 25.72% |
$186K - $204K
|
20.2K
$530K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.14K+ 1.62% |
$186K - $204K
|
260K
$6.82M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.1KNew |
$184K - $202K
|
4.1K
$107K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.95K+ 18.07% |
$177K - $195K
|
25.8K
$677K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.88K+ 30.27% |
$174K - $191K
|
16.7K
$437K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.87K+ 2.74% |
$173K - $190K
|
145K
$3.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.87K+ 1.58% |
$173K - $190K
|
248K
$6.51M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.84K+ 305.17% |
$172K - $189K
|
5.09K
$133K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.81K+ 11.98% |
$171K - $188K
|
35.6K
$933K
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.77K+ 1.44% |
$169K - $186K
|
265K
$6.95M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.66K+ 10.3% |
$164K - $180K
|
39.2K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.61K+ 2.84% |
$162K - $178K
|
131K
$3.43M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.58K+ 68.0% |
$161K - $176K
|
8.85K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.58KNew |
$160K - $176K
|
3.58K
$93.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.55K+ 2.59% |
$159K - $175K
|
140K
$3.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.54K+ 9.52% |
$159K - $174K
|
40.8K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.51K+ 3.75% |
$157K - $173K
|
97.1K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.47K+ 232.86% |
$156K - $171K
|
4.96K
$130K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.4K+ 2.03% |
$152K - $167K
|
170K
$4.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.39K+ 5.24% |
$152K - $167K
|
68K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.37K+ 6.52% |
$151K - $166K
|
55.1K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.31K+ 3.09% |
$148K - $163K
|
110K
$2.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.25K+ 4.62% |
$146K - $160K
|
73.7K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.2K+ 55.73% |
$144K - $158K
|
8.95K
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.2K+ 13.5% |
$143K - $157K
|
26.9K
$704K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.19K+ 45.15% |
$143K - $157K
|
10.3K
$269K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.18K+ 6.2% |
$143K - $156K
|
54.4K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.12K+ 18.29% |
$140K - $153K
|
20.1K
$528K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.1K+ 7.26% |
$139K - $152K
|
45.7K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.04K+ 0.92% |
$136K - $150K
|
332K
$8.71M
|