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 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20.7KNew |
$934K - $1.01M
|
20.7K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
19K+ 12.56% |
$859K - $931K
|
170K
$4.79M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
18.1K+ 27.96% |
$820K - $889K
|
82.9K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.9K+ 4.18% |
$808K - $876K
|
445K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
17.5K+ 4.32% |
$790K - $857K
|
422K
$11.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
16.8K+ 9.31% |
$758K - $822K
|
197K
$5.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
16.7K+ 109.37% |
$754K - $818K
|
31.9K
$898K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 0.72% |
$717K - $778K
|
2.23M
$62.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.7K+ 4.04% |
$712K - $771K
|
405K
$11.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
15.7K+ 17.95% |
$710K - $769K
|
103K
$2.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
14.4K+ 100.44% |
$653K - $707K
|
28.8K
$809K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4K+ 3.95% |
$652K - $706K
|
379K
$10.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.3K+ 6.1% |
$645K - $699K
|
248K
$6.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
14KNew |
$633K - $686K
|
14K
$393K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
13.6K+ 5.27% |
$617K - $669K
|
272K
$7.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12.4K+ 13.0% |
$562K - $610K
|
108K
$3.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
12.4KNew |
$560K - $607K
|
12.4K
$348K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.4K+ 156.97% |
$559K - $606K
|
20.2K
$569K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12K+ 13.02% |
$544K - $589K
|
104K
$2.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12KNew |
$543K - $589K
|
12K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
11.8K+ 63.85% |
$535K - $580K
|
30.4K
$854K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
11.8K+ 3.95% |
$535K - $580K
|
311K
$8.75M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.8K+ 20.37% |
$532K - $576K
|
69.4K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11.7K+ 7.77% |
$532K - $576K
|
163K
$4.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11.5KNew |
$522K - $566K
|
11.5K
$325K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.2K+ 7.5% |
$507K - $550K
|
161K
$4.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
10.8K+ 4.06% |
$488K - $529K
|
276K
$7.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 52.64% |
$479K - $519K
|
30.7K
$862K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
10.4K+ 4241.06% |
$472K - $512K
|
10.7K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.4KNew |
$469K - $508K
|
10.4K
$291K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
10.2K+ 1.2% |
$461K - $499K
|
856K
$24.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.99K+ 171.92% |
$452K - $490K
|
15.8K
$444K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.97K+ 23.26% |
$451K - $489K
|
52.8K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.92KNew |
$449K - $486K
|
9.92K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
9.9K+ 5.56% |
$448K - $485K
|
188K
$5.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9.83K+ 198.03% |
$445K - $482K
|
14.8K
$416K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.83K+ 6.9% |
$445K - $482K
|
152K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.76K+ 9.47% |
$441K - $479K
|
113K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.68K+ 74.42% |
$438K - $475K
|
22.7K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.54KNew |
$431K - $468K
|
9.54K
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.38KNew |
$424K - $460K
|
9.38K
$264K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
9.38K+ 114.62% |
$424K - $460K
|
17.6K
$494K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.23K+ 14.3% |
$417K - $452K
|
73.7K
$2.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
9.07K+ 3.21% |
$410K - $445K
|
291K
$8.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
9.01K+ 3.24% |
$408K - $442K
|
287K
$8.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8.99K+ 9.12% |
$407K - $441K
|
108K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.85KNew |
$401K - $434K
|
8.85K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.73KNew |
$395K - $428K
|
8.73K
$245K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.71KNew |
$394K - $427K
|
8.71K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.37K+ 5.06% |
$379K - $410K
|
174K
$4.89M
|