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 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
340+ 57.63% |
$15.2K - $16.7K
|
930
$24.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
337New |
$15.1K - $16.6K
|
337
$8.83K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
321New |
$14.4K - $15.8K
|
321
$8.41K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
311+ 4.75% |
$13.9K - $15.3K
|
6.87K
$180K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
310+ 0.54% |
$13.9K - $15.3K
|
58.2K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
309+ 0.22% |
$13.9K - $15.2K
|
142K
$3.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
296+ 0.62% |
$13.3K - $14.6K
|
47.9K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
290+ 0.57% |
$13K - $14.3K
|
51.2K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
289+ 3.97% |
$13K - $14.2K
|
7.57K
$198K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
286+ 2.99% |
$12.8K - $14.1K
|
9.84K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
284+ 0.21% |
$12.7K - $14K
|
133K
$3.5M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
279+ 2.99% |
$12.5K - $13.7K
|
9.61K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
279+ 6.52% |
$12.5K - $13.7K
|
4.56K
$119K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
266+ 3.16% |
$11.9K - $13.1K
|
8.68K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
250+ 1.73% |
$11.2K - $12.3K
|
14.7K
$386K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
246New |
$11K - $12.1K
|
246
$6.45K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
243+ 0.47% |
$10.9K - $12K
|
51.6K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
242+ 3.96% |
$10.9K - $11.9K
|
6.36K
$167K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
230+ 161.97% |
$10.3K - $11.3K
|
372
$9.75K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
225+ 0.29% |
$10.1K - $11.1K
|
78K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220+ 1.29% |
$9.86K - $10.8K
|
17.3K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
216+ 6.64% |
$9.69K - $10.6K
|
3.47K
$90.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
205+ 1.33% |
$9.19K - $10.1K
|
15.7K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
205+ 60.29% |
$9.19K - $10.1K
|
545
$14.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$8.97K - $9.85K
|
200
$5.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
198+ 3.79% |
$8.88K - $9.75K
|
5.43K
$142K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
191+ 5.15% |
$8.56K - $9.4K
|
3.9K
$102K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
187+ 1.68% |
$8.39K - $9.21K
|
11.3K
$296K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
187+ 3.0% |
$8.39K - $9.21K
|
6.42K
$168K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
187+ 46.98% |
$8.39K - $9.21K
|
585
$15.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
175+ 1.74% |
$7.85K - $8.62K
|
10.2K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
175+ 0.55% |
$7.85K - $8.62K
|
31.8K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
175+ 1.5% |
$7.85K - $8.62K
|
11.8K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
170New |
$7.62K - $8.37K
|
170
$4.46K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
167New |
$7.49K - $8.22K
|
167
$4.38K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
166+ 1844.44% |
$7.44K - $8.17K
|
175
$4.59K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
164+ 1.35% |
$7.35K - $8.08K
|
12.3K
$323K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
161+ 2.98% |
$7.22K - $7.93K
|
5.56K
$146K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
158+ 3.44% |
$7.08K - $7.78K
|
4.75K
$125K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
158New |
$7.08K - $7.78K
|
158
$4.14K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
156+ 20.63% |
$7K - $7.68K
|
912
$23.9K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
155+ 155.0% |
$6.95K - $7.63K
|
255
$6.68K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
152+ 3.45% |
$6.82K - $7.48K
|
4.56K
$119K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
150+ 1250.0% |
$6.73K - $7.39K
|
162
$4.25K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
147+ 0.54% |
$6.59K - $7.24K
|
27.4K
$719K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
140+ 0.97% |
$6.28K - $6.89K
|
14.5K
$381K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
126+ 0.82% |
$5.65K - $6.2K
|
15.5K
$406K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
125+ 2.64% |
$5.61K - $6.16K
|
4.85K
$127K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
125+ 2.13% |
$5.61K - $6.16K
|
5.99K
$157K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
123+ 23.84% |
$5.52K - $6.06K
|
639
$16.7K
|