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 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
120New |
$5.38K - $5.91K
|
120
$3.15K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
116+ 1.18% |
$5.2K - $5.71K
|
9.91K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
110+ 4.64% |
$4.93K - $5.42K
|
2.48K
$65.1K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
109+ 1.62% |
$4.89K - $5.37K
|
6.84K
$179K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
100+ 158.73% |
$4.48K - $4.92K
|
163
$4.27K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
100+ 8.83% |
$4.48K - $4.92K
|
1.23K
$32.3K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
97New |
$4.35K - $4.78K
|
97
$2.54K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
87+ 1.91% |
$3.9K - $4.28K
|
4.64K
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
84+ 3.11% |
$3.77K - $4.14K
|
2.79K
$73.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
83+ 4150.0% |
$3.72K - $4.09K
|
85
$2.23K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 0.3% |
$3.59K - $3.94K
|
26.4K
$691K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
78New |
$3.5K - $3.84K
|
78
$2.04K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
77+ 3.31% |
$3.45K - $3.79K
|
2.4K
$62.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
76+ 0.91% |
$3.41K - $3.74K
|
8.46K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
75+ 0.65% |
$3.36K - $3.69K
|
11.7K
$306K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
70+ 0.61% |
$3.14K - $3.45K
|
11.6K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
68New |
$3.05K - $3.35K
|
68
$1.78K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
68+ 5.18% |
$3.05K - $3.35K
|
1.38K
$36.2K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
65+ 0.89% |
$2.91K - $3.2K
|
7.34K
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
65+ 0.24% |
$2.91K - $3.2K
|
27.1K
$709K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
65+ 0.98% |
$2.91K - $3.2K
|
6.7K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
62+ 442.86% |
$2.78K - $3.05K
|
76
$1.99K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
62+ 0.45% |
$2.78K - $3.05K
|
13.8K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
61+ 24.4% |
$2.74K - $3K
|
311
$8.15K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
56+ 1.24% |
$2.51K - $2.76K
|
4.58K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50+ 0.11% |
$2.24K - $2.46K
|
44.8K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
44New |
$1.97K - $2.17K
|
44
$1.15K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
44+ 0.11% |
$1.97K - $2.17K
|
38.4K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
41+ 9.03% |
$1.84K - $2.02K
|
495
$13K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
40+ 0.71% |
$1.79K - $1.97K
|
5.71K
$150K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
39+ 0.88% |
$1.75K - $1.92K
|
4.45K
$117K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
38+ 0.35% |
$1.7K - $1.87K
|
10.8K
$282K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38New |
$1.7K - $1.87K
|
38
$996
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
34+ 0.2% |
$1.52K - $1.67K
|
17.4K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
33+ 0.35% |
$1.48K - $1.62K
|
9.41K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
33+ 0.41% |
$1.48K - $1.62K
|
8.07K
$212K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
32+ 0.25% |
$1.43K - $1.58K
|
12.9K
$338K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
30+ 0.26% |
$1.35K - $1.48K
|
11.5K
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
30+ 0.1% |
$1.35K - $1.48K
|
29.4K
$770K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
28+ 0.23% |
$1.26K - $1.38K
|
12.2K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
26New |
$1.17K - $1.28K
|
26
$681
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
24New |
$1.08K - $1.18K
|
24
$629
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
23+ 0.22% |
$1.03K - $1.13K
|
10.4K
$273K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
22+ 0.22% |
$986 - $1.08K
|
9.81K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 1.49% |
$942 - $1.03K
|
1.43K
$37.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
21+ 6.33% |
$942 - $1.03K
|
353
$9.25K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
20+ 0.12% |
$897 - $985
|
17.3K
$454K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
20+ 0.3% |
$897 - $985
|
6.7K
$176K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
20+ 0.22% |
$897 - $985
|
9.27K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
19+ 0.22% |
$852 - $936
|
8.66K
$227K
|