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 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.35K+ 1.68% |
$378K - $409K
|
504K
$14.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.33K+ 2.9% |
$377K - $409K
|
296K
$8.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8.32K+ 20.41% |
$376K - $408K
|
49.1K
$1.37M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
8.25K+ 2.77% |
$373K - $405K
|
306K
$8.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.2KNew |
$371K - $402K
|
8.2K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
8.02KNew |
$363K - $393K
|
8.02K
$223K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.95K+ 3.8% |
$360K - $390K
|
217K
$6.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
7.91K+ 2.38% |
$358K - $388K
|
340K
$9.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
7.64K+ 1.46% |
$346K - $375K
|
530K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.62K+ 5.25% |
$345K - $374K
|
153K
$4.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.61K+ 5.25% |
$344K - $373K
|
153K
$4.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.57K+ 7.58% |
$342K - $371K
|
107K
$2.99M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
7.36K+ 13.97% |
$333K - $361K
|
60.1K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7.25K+ 43.6% |
$328K - $356K
|
23.9K
$666K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.23KNew |
$327K - $354K
|
7.23K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
7.2K+ 5.23% |
$326K - $353K
|
145K
$4.04M
|
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
7.2K+ 1.81% |
$326K - $353K
|
404K
$11.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.07KNew |
$320K - $346K
|
7.07K
$197K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6.97KNew |
$315K - $342K
|
6.97K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.59K+ 40.85% |
$298K - $323K
|
22.7K
$633K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.4K+ 9.78% |
$289K - $314K
|
71.8K
$2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.39K+ 13.35% |
$289K - $313K
|
54.2K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
6.22K+ 70.94% |
$281K - $305K
|
15K
$417K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6.01K+ 2.42% |
$272K - $295K
|
254K
$7.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.94K+ 6.72% |
$269K - $291K
|
94.3K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5.88K+ 99.71% |
$266K - $288K
|
11.8K
$328K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.83K+ 1.86% |
$264K - $286K
|
320K
$8.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.73K+ 7.77% |
$259K - $281K
|
79.4K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.73KNew |
$259K - $281K
|
5.73K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.72KNew |
$259K - $281K
|
5.72K
$159K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.61K+ 12.38% |
$254K - $275K
|
50.9K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.54K+ 0.81% |
$251K - $272K
|
691K
$19.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.48K+ 75.07% |
$248K - $269K
|
12.8K
$356K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.26K+ 6.66% |
$238K - $258K
|
84.3K
$2.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.25K+ 15.12% |
$238K - $258K
|
40K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
5.07K+ 3.99% |
$229K - $248K
|
132K
$3.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.06KNew |
$229K - $248K
|
5.06K
$141K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.04K+ 74.71% |
$228K - $247K
|
11.8K
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
5.03KNew |
$227K - $247K
|
5.03K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.93K+ 18.1% |
$223K - $242K
|
32.1K
$896K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.87KNew |
$220K - $239K
|
4.87K
$136K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.7K+ 1.2% |
$213K - $230K
|
398K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
4.63K+ 4.2% |
$209K - $227K
|
115K
$3.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.57K+ 2.77% |
$207K - $224K
|
170K
$4.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.55K+ 25.39% |
$206K - $223K
|
22.5K
$626K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.55K+ 2.17% |
$206K - $223K
|
214K
$5.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.53K+ 3.8% |
$205K - $222K
|
124K
$3.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
4.48KNew |
$203K - $220K
|
4.48K
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.48K+ 68.99% |
$202K - $219K
|
11K
$305K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
4.39KNew |
$199K - $215K
|
4.39K
$122K
|