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
|
Blossom Wealth Management
|
BUY
|
- |
839+ 3.95% |
$37.6K - $41.3K
|
22.1K
$578K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
831+ 0.58% |
$37.3K - $40.9K
|
143K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
816+ 20.76% |
$36.6K - $40.2K
|
4.75K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
808+ 3.5% |
$36.2K - $39.8K
|
23.9K
$626K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
790+ 4.97% |
$35.4K - $38.9K
|
16.7K
$437K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
754+ 6.41% |
$33.8K - $37.1K
|
12.5K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
720+ 7.18% |
$32.3K - $35.5K
|
10.8K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
697+ 3.37% |
$31.3K - $34.3K
|
21.4K
$560K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
687+ 5.4% |
$30.8K - $33.8K
|
13.4K
$352K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
686+ 4.82% |
$30.8K - $33.8K
|
14.9K
$391K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
679+ 0.68% |
$30.4K - $33.4K
|
99.9K
$2.62M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
639+ 9.4% |
$28.7K - $31.5K
|
7.44K
$195K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
631+ 0.11% |
$28.3K - $31.1K
|
596K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
629+ 2.77% |
$28.2K - $31K
|
23.3K
$612K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
622+ 0.39% |
$27.9K - $30.6K
|
160K
$4.2M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
603+ 2.8% |
$27K - $29.7K
|
22.1K
$580K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
576+ 2.21% |
$25.8K - $28.4K
|
26.7K
$699K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
568+ 4.88% |
$25.5K - $28K
|
12.2K
$320K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
565+ 3.22% |
$25.3K - $27.8K
|
18.1K
$475K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
541+ 5.28% |
$24.3K - $26.6K
|
10.8K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
536+ 1.36% |
$24K - $26.4K
|
39.9K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
533New |
$23.9K - $26.2K
|
533
$14K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
527+ 4.96% |
$23.6K - $25.9K
|
11.2K
$292K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
520+ 3.47% |
$23.3K - $25.6K
|
15.5K
$407K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
517+ 9.83% |
$23.2K - $25.5K
|
5.77K
$151K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
498+ 3.76% |
$22.3K - $24.5K
|
13.7K
$360K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
493+ 1.53% |
$22.1K - $24.3K
|
32.7K
$858K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
480+ 10.9% |
$21.5K - $23.6K
|
4.88K
$128K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
475+ 1.16% |
$21.3K - $23.4K
|
41.3K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
472+ 1.88% |
$21.2K - $23.2K
|
25.6K
$670K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
455+ 4.6% |
$20.4K - $22.4K
|
10.3K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
446+ 6.09% |
$20K - $22K
|
7.77K
$204K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
441+ 10.25% |
$19.8K - $21.7K
|
4.75K
$124K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
441+ 0.5% |
$19.8K - $21.7K
|
88.4K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
434+ 215.92% |
$19.5K - $21.4K
|
635
$16.6K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
428+ 1.68% |
$19.2K - $21.1K
|
25.8K
$677K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
421New |
$18.9K - $20.7K
|
421
$11K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
408+ 1.44% |
$18.3K - $20.1K
|
28.8K
$755K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
401+ 9.46% |
$18K - $19.7K
|
4.64K
$122K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
396+ 0.46% |
$17.8K - $19.5K
|
86.5K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
387+ 2.75% |
$17.4K - $19.1K
|
14.5K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
382+ 5.91% |
$17.1K - $18.8K
|
6.85K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
381+ 1.4% |
$17.1K - $18.8K
|
27.5K
$721K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
378+ 5.88% |
$16.9K - $18.6K
|
6.8K
$178K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
377+ 1.04% |
$16.9K - $18.6K
|
36.5K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
363+ 2.71% |
$16.3K - $17.9K
|
13.8K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
353+ 4.61% |
$15.8K - $17.4K
|
8.01K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
353+ 6.47% |
$15.8K - $17.4K
|
5.81K
$152K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
350+ 6.26% |
$15.7K - $17.2K
|
5.94K
$156K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
341+ 0.57% |
$15.3K - $16.8K
|
60.4K
$1.58M
|