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 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.95K+ 1.28% |
$132K - $145K
|
234K
$6.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.93K+ 142.53% |
$131K - $144K
|
4.98K
$131K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.84K+ 3.72% |
$127K - $140K
|
79K
$2.07M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.81K+ 33.68% |
$126K - $138K
|
11.2K
$292K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.81K+ 123.08% |
$126K - $138K
|
5.09K
$133K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 21.97% |
$125K - $137K
|
15.5K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.68K+ 56.02% |
$120K - $132K
|
7.47K
$196K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.67K+ 5.96% |
$120K - $132K
|
47.5K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
2.61K+ 27.33% |
$117K - $129K
|
12.2K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.6K+ 31.55% |
$117K - $128K
|
10.9K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.49K+ 3.49% |
$112K - $123K
|
73.9K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.47K+ 4.34% |
$111K - $122K
|
59.5K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.42K+ 6.19% |
$108K - $119K
|
41.5K
$1.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.41K+ 3.51% |
$108K - $119K
|
71K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.39K+ 9.77% |
$107K - $118K
|
26.9K
$705K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
2.37K+ 5.64% |
$106K - $117K
|
44.4K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.34K+ 39066.67% |
$105K - $115K
|
2.35K
$61.6K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
2.3K+ 7.6% |
$103K - $113K
|
32.5K
$852K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.27K+ 1.89% |
$102K - $112K
|
122K
$3.21M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.24K+ 1.08% |
$101K - $110K
|
210K
$5.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.22K+ 5.84% |
$99.5K - $109K
|
40.2K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.2K+ 0.52% |
$98.5K - $108K
|
427K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.16KNew |
$96.8K - $106K
|
2.16K
$56.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.14K+ 2.12% |
$96.1K - $106K
|
103K
$2.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.13K+ 4445.83% |
$95.7K - $105K
|
2.18K
$57.2K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.13K+ 1.2% |
$95.4K - $105K
|
180K
$4.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.09K+ 46.62% |
$93.7K - $103K
|
6.57K
$172K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08KNew |
$93.3K - $102K
|
2.08K
$54.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.07K+ 4.18% |
$92.8K - $102K
|
51.6K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.03K+ 25.89% |
$91K - $100K
|
9.87K
$259K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.01K+ 9.05% |
$90K - $98.9K
|
24.2K
$634K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
2K+ 38.83% |
$89.7K - $98.5K
|
7.15K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.95K+ 2.55% |
$87.2K - $95.8K
|
78.2K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.94K+ 11.84% |
$87K - $95.5K
|
18.3K
$480K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.9K+ 3.45% |
$85.2K - $93.6K
|
56.9K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.86K+ 19.14% |
$83.4K - $91.5K
|
11.6K
$303K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.85K+ 26.97% |
$83K - $91.1K
|
8.71K
$228K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81K+ 9.76% |
$81.2K - $89.1K
|
20.4K
$534K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.79KNew |
$80.4K - $88.3K
|
1.79K
$47K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 148.58% |
$79.7K - $87.5K
|
2.97K
$77.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.78K+ 10.6% |
$79.6K - $87.5K
|
18.5K
$486K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.77K+ 0.78% |
$79.2K - $87K
|
228K
$5.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.76K+ 2.04% |
$79.1K - $86.9K
|
88.4K
$2.32M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.67K+ 2.48% |
$74.7K - $82K
|
68.9K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
BUY
|
- |
1.67K+ 2.56% |
$74.7K - $82K
|
66.6K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.66K+ 6.29% |
$74.3K - $81.6K
|
28K
$734K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.59K+ 1.85% |
$71.4K - $78.4K
|
87.7K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.59K+ 15.41% |
$71.1K - $78K
|
11.9K
$311K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.57K+ 6.23% |
$70.5K - $77.4K
|
26.8K
$703K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.57K+ 23.16% |
$70.2K - $77.1K
|
8.32K
$218K
|