Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
78.5M+ 911.2% |
$3.55B - $3.85B
|
87.1M
$2.43B
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.2M+ 3222.12% |
$99.3M - $108M
|
2.26M
$63.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
769K+ 3.6% |
$34.8M - $37.7M
|
22.1M
$616M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
575K+ 1384.88% |
$26M - $28.2M
|
616K
$17.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
419KNew |
$19M - $20.6M
|
419K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
403K+ 730.88% |
$18.2M - $19.7M
|
458K
$12.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
265KNew |
$12M - $13M
|
265K
$7.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
261KNew |
$11.8M - $12.8M
|
261K
$7.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
209KNew |
$9.44M - $10.2M
|
209K
$5.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
165K+ 72.27% |
$7.47M - $8.1M
|
394K
$11M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
163K+ 1.38% |
$7.38M - $7.99M
|
11.9M
$333M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
148KNew |
$6.7M - $7.27M
|
148K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
145K+ 1434.01% |
$6.57M - $7.12M
|
155K
$4.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
133K+ 9.5% |
$6M - $6.5M
|
1.53M
$42.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
89K+ 36.96% |
$4.03M - $4.36M
|
330K
$9.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76.2K+ 788.05% |
$3.45M - $3.74M
|
85.8K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
70.3K+ 216.45% |
$3.18M - $3.45M
|
103K
$2.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
69.1KNew |
$3.13M - $3.39M
|
69.1K
$1.93M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
68.8K+ 3.4% |
$3.11M - $3.37M
|
2.09M
$58.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
63.2K+ 42.48% |
$2.86M - $3.1M
|
212K
$5.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
62.8KNew |
$2.84M - $3.08M
|
62.8K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.2KNew |
$2.77M - $3M
|
61.2K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
54.1KNew |
$2.45M - $2.65M
|
54.1K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
53.8K+ 20.46% |
$2.43M - $2.64M
|
317K
$8.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.3K+ 704.22% |
$2.41M - $2.62M
|
60.9K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
52.9K+ 244.02% |
$2.4M - $2.6M
|
74.6K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
48KNew |
$2.17M - $2.35M
|
48K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.4K+ 363.47% |
$2.15M - $2.33M
|
60.5K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
43.9K+ 2.6% |
$1.99M - $2.15M
|
1.73M
$48.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
37.9K+ 16.49% |
$1.72M - $1.86M
|
268K
$7.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
37.5K+ 435.65% |
$1.7M - $1.84M
|
46.1K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
36.2K+ 66.36% |
$1.64M - $1.77M
|
90.7K
$2.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.6K+ 9.15% |
$1.61M - $1.75M
|
425K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
33.8K+ 27.27% |
$1.53M - $1.66M
|
158K
$4.39M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29K+ 142.34% |
$1.31M - $1.42M
|
49.3K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
28.8K+ 50.29% |
$1.3M - $1.41M
|
86K
$2.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
28.5K+ 8.11% |
$1.29M - $1.4M
|
380K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.9K+ 1.97% |
$1.26M - $1.37M
|
1.45M
$40.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.5K+ 1.44% |
$1.25M - $1.35M
|
1.94M
$54M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
26.7K+ 7.29% |
$1.21M - $1.31M
|
393K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26.5K+ 36.99% |
$1.2M - $1.3M
|
98K
$2.73M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
26.3K+ 29.77% |
$1.19M - $1.29M
|
115K
$3.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
25.3KNew |
$1.15M - $1.24M
|
25.3K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
25.2K+ 46.75% |
$1.14M - $1.24M
|
79.2K
$2.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
24.1KNew |
$1.09M - $1.18M
|
24.1K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24KNew |
$1.09M - $1.18M
|
24K
$669K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24K+ 12.55% |
$1.09M - $1.18M
|
215K
$6M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
24KNew |
$1.09M - $1.18M
|
24K
$669K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
24K+ 4.83% |
$1.08M - $1.18M
|
520K
$14.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
23.9KNew |
$1.08M - $1.17M
|
23.9K
$664K
|