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 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-430- 0.23% |
$19.5K - $21.1K
|
183K
$4.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-431- 0.73% |
$19.5K - $21.1K
|
58.6K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-440- 2.73% |
$19.9K - $21.6K
|
15.7K
$417K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-449- 1.08% |
$20.3K - $22K
|
41.2K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-453- 9.77% |
$20.5K - $22.2K
|
4.18K
$111K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-462- 2.26% |
$20.9K - $22.7K
|
20K
$531K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-475- 6.9% |
$21.5K - $23.3K
|
6.41K
$170K
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-480- 4.68% |
$21.7K - $23.5K
|
9.77K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-482- 4.24% |
$21.8K - $23.6K
|
10.9K
$289K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-487- 3.19% |
$22K - $23.9K
|
14.8K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-501- 4.49% |
$22.7K - $24.6K
|
10.6K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-503- 3.46% |
$22.8K - $24.7K
|
14K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-516- 2.98% |
$23.3K - $25.3K
|
16.8K
$447K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-520- 3.35% |
$23.5K - $25.5K
|
15K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-529- 7.11% |
$23.9K - $25.9K
|
6.91K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-533- 3.32% |
$24.1K - $26.1K
|
15.5K
$413K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-551- 0.88% |
$24.9K - $27K
|
62.1K
$1.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-556- 1.11% |
$25.2K - $27.3K
|
49.6K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-562- 0.7% |
$25.4K - $27.6K
|
79.3K
$2.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-566- 0.85% |
$25.6K - $27.8K
|
66.4K
$1.77M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-580- 2.25% |
$26.2K - $28.4K
|
25.2K
$670K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-590- 85.26% |
$26.7K - $28.9K
|
102
$2.71K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-596- 2.53% |
$27K - $29.2K
|
22.9K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-622- 1.85% |
$28.1K - $30.5K
|
33K
$878K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-630- 5.06% |
$28.5K - $30.9K
|
11.8K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-632- 2.19% |
$28.6K - $31K
|
28.2K
$751K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-632- 5.19% |
$28.6K - $31K
|
11.5K
$307K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-634- 5.18% |
$28.7K - $31.1K
|
11.6K
$309K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-634- 1.7% |
$28.7K - $31.1K
|
36.7K
$975K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-639- 1.47% |
$28.9K - $31.3K
|
42.8K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-640- 5.85% |
$29K - $31.4K
|
10.3K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-642- 2.75% |
$29K - $31.5K
|
22.7K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-643- 6.27% |
$29.1K - $31.5K
|
9.62K
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-645- 5.04% |
$29.2K - $31.6K
|
12.1K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-655- 8.95% |
$29.6K - $32.1K
|
6.66K
$177K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-657- 0.32% |
$29.7K - $32.2K
|
204K
$5.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-664- 0.83% |
$30K - $32.6K
|
79.2K
$2.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-666- 3.71% |
$30.1K - $32.7K
|
17.3K
$459K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-685- 4.42% |
$31K - $33.6K
|
14.8K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-689- 0.78% |
$31.2K - $33.8K
|
88K
$2.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-719- 7.78% |
$32.5K - $35.3K
|
8.52K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-725- 0.92% |
$32.8K - $35.6K
|
77.7K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-736- 1.1% |
$33.3K - $36.1K
|
66.2K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-747- 9.76% |
$33.8K - $36.6K
|
6.9K
$184K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-751- 54.34% |
$34K - $36.8K
|
631
$16.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-755- 12.32% |
$34.2K - $37K
|
5.37K
$143K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-782- 2.84% |
$35.4K - $38.3K
|
26.7K
$711K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-784- 6.43% |
$35.5K - $38.4K
|
11.4K
$304K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-797- 0.57% |
$36.1K - $39.1K
|
139K
$3.69M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-799- 6.25% |
$36.1K - $39.2K
|
12K
$319K
|