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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-234- 36.85% |
$10.6K - $11.5K
|
401
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-239- 5.24% |
$10.8K - $11.7K
|
4.32K
$121K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-245- 2.86% |
$11.1K - $12K
|
8.32K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-250- 42.74% |
$11.3K - $12.3K
|
335
$9.42K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-251- 3.13% |
$11.4K - $12.3K
|
7.76K
$218K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-252- 0.72% |
$11.4K - $12.4K
|
34.5K
$971K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-259- 1.23% |
$11.7K - $12.7K
|
20.8K
$585K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-260- 1.44% |
$11.8K - $12.8K
|
17.8K
$500K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-265- 0.48% |
$12K - $13K
|
54.5K
$1.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-279- 66.27% |
$12.6K - $13.7K
|
142
$3.99K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-286- 3.78% |
$12.9K - $14K
|
7.28K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-287- 0.88% |
$13K - $14.1K
|
32.2K
$906K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-288- 70.59% |
$13K - $14.1K
|
120
$3.37K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-300- 13.04% |
$13.6K - $14.7K
|
2K
$56.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-304- 1.44% |
$13.8K - $14.9K
|
20.9K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-305- 4.46% |
$13.8K - $15K
|
6.54K
$184K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-305- 2.78% |
$13.8K - $15K
|
10.7K
$300K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-308- 0.99% |
$13.9K - $15.1K
|
30.8K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-308- 2.08% |
$13.9K - $15.1K
|
14.5K
$408K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-312- 4.19% |
$14.1K - $15.3K
|
7.14K
$201K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-324- 29.51% |
$14.7K - $15.9K
|
774
$21.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-326- 7.09% |
$14.7K - $16K
|
4.27K
$120K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-328- 1.3% |
$14.8K - $16.1K
|
24.9K
$699K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-336- 0.67% |
$15.2K - $16.5K
|
50.1K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-340- 36.56% |
$15.4K - $16.7K
|
590
$16.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-346- 0.62% |
$15.7K - $17K
|
55.6K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-350- 5.89% |
$15.8K - $17.2K
|
5.59K
$157K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-355- 2.66% |
$16.1K - $17.4K
|
13K
$366K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-358- 3.21% |
$16.2K - $17.6K
|
10.8K
$304K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-360- 4.81% |
$16.3K - $17.7K
|
7.13K
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-360- 2.36% |
$16.3K - $17.7K
|
14.9K
$419K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-361- 31.78% |
$16.3K - $17.7K
|
775
$21.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-361- 3.1% |
$16.3K - $17.7K
|
11.3K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-366- 0.63% |
$16.6K - $17.9K
|
57.7K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-373- 5.75% |
$16.9K - $18.3K
|
6.11K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-375- 2.08% |
$17K - $18.4K
|
17.7K
$497K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-380- 7.31% |
$17.2K - $18.6K
|
4.82K
$135K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-380- 4.63% |
$17.2K - $18.6K
|
7.82K
$220K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-397- 2.28% |
$18K - $19.5K
|
17K
$478K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-398- 0.24% |
$18K - $19.5K
|
165K
$4.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-399- 0.56% |
$18.1K - $19.6K
|
70.8K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-414- 8.92% |
$18.7K - $20.3K
|
4.23K
$119K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-415- 4.58% |
$18.8K - $20.4K
|
8.64K
$243K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-423- 4.4% |
$19.1K - $20.7K
|
9.19K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-423- 1.86% |
$19.1K - $20.7K
|
22.3K
$628K
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-426- 2.32% |
$19.3K - $20.9K
|
17.9K
$504K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-427- 8.57% |
$19.3K - $20.9K
|
4.56K
$128K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-428- 1.66% |
$19.4K - $21K
|
25.4K
$715K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-430- 0.23% |
$19.5K - $21.1K
|
183K
$5.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-431- 0.73% |
$19.5K - $21.1K
|
58.6K
$1.65M
|