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 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.37KNew |
$198K - $214K
|
4.37K
$123K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
4.33KNew |
$196K - $212K
|
4.33K
$122K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.24KNew |
$192K - $208K
|
4.24K
$119K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.08K+ 3.62% |
$185K - $200K
|
117K
$3.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.07K+ 2.8% |
$184K - $200K
|
149K
$4.2M
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
4.04K+ 0.94% |
$183K - $198K
|
432K
$12.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.03K+ 5.58% |
$182K - $198K
|
76.2K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.98K+ 0.72% |
$180K - $195K
|
560K
$15.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.92K+ 3.8% |
$177K - $192K
|
107K
$3.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
3.92K+ 4.48% |
$177K - $192K
|
91.4K
$2.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
3.78K+ 3.05% |
$171K - $185K
|
128K
$3.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.76K+ 2.45% |
$170K - $184K
|
157K
$4.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.74K+ 18.16% |
$169K - $183K
|
24.3K
$684K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3.66K+ 1.93% |
$165K - $179K
|
193K
$5.42M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 0.26% |
$164K - $177K
|
1.38M
$38.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.61K+ 28.84% |
$163K - $177K
|
16.1K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.53K+ 4.61% |
$160K - $173K
|
80K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.51K+ 57.85% |
$159K - $172K
|
9.58K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.51K+ 33.09% |
$159K - $172K
|
14.1K
$397K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.5K+ 9.84% |
$158K - $172K
|
39.1K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.38K+ 1.22% |
$153K - $166K
|
281K
$7.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.33K+ 13.74% |
$151K - $163K
|
27.5K
$774K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.28K+ 1.16% |
$148K - $161K
|
285K
$8.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.23K+ 1.55% |
$146K - $158K
|
212K
$5.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.22K+ 8.01% |
$146K - $158K
|
43.4K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.11K+ 1.15% |
$140K - $152K
|
274K
$7.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.09K+ 69.57% |
$140K - $151K
|
7.52K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.95K+ 26.92% |
$134K - $145K
|
13.9K
$392K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.88K+ 7.75% |
$130K - $141K
|
40.1K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.85K+ 9.44% |
$129K - $140K
|
33K
$928K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.77K+ 4.45% |
$125K - $136K
|
64.9K
$1.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
2.75K+ 4.15% |
$125K - $135K
|
69.1K
$1.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.75K+ 25.44% |
$124K - $135K
|
13.5K
$381K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.73K+ 5.05% |
$123K - $134K
|
56.7K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
2.66K+ 0.9% |
$120K - $130K
|
299K
$8.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.65K+ 0.84% |
$120K - $130K
|
319K
$8.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.65K+ 0.18% |
$120K - $130K
|
1.46M
$41M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.6K+ 2.18% |
$117K - $127K
|
121K
$3.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.55K+ 0.43% |
$115K - $125K
|
599K
$16.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.54K+ 1.02% |
$115K - $125K
|
250K
$7.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.48K+ 11.19% |
$112K - $121K
|
24.6K
$692K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.43K+ 1.99% |
$110K - $119K
|
125K
$3.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.42K+ 0.89% |
$110K - $119K
|
275K
$7.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.26% |
$109K - $118K
|
109K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.39K+ 13.83% |
$108K - $117K
|
19.7K
$554K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.25K+ 37.79% |
$102K - $110K
|
8.2K
$231K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 34.9% |
$99.7K - $108K
|
8.52K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.18K+ 24.72% |
$98.5K - $107K
|
11K
$309K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.14K+ 10.5% |
$97K - $105K
|
22.6K
$634K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.1KNew |
$95K - $103K
|
2.1K
$59.1K
|