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 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.06KNew |
$93.3K - $101K
|
2.06K
$58K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.01KNew |
$90.9K - $98.6K
|
2.01K
$56.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2K+ 20.26% |
$90.5K - $98.1K
|
11.9K
$334K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.98K+ 40.49% |
$89.6K - $97.1K
|
6.87K
$193K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.96K+ 19.01% |
$88.7K - $96.1K
|
12.3K
$345K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.95K+ 38.73% |
$88.2K - $95.6K
|
6.99K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.94K+ 14.04% |
$87.5K - $94.9K
|
15.7K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.86K+ 10.65% |
$84.2K - $91.3K
|
19.3K
$544K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.84K+ 6.53% |
$83.3K - $90.3K
|
30.1K
$845K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.84K+ 1.9% |
$83.3K - $90.3K
|
98.9K
$2.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.83K+ 4.6% |
$82.8K - $89.8K
|
41.6K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.77K+ 6.6% |
$80.3K - $87K
|
28.7K
$806K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 36.54% |
$78.2K - $84.8K
|
6.46K
$182K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.7K+ 3.88% |
$77.1K - $83.6K
|
45.6K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.68K+ 3.75% |
$76K - $82.3K
|
46.4K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 23.96% |
$75.5K - $81.8K
|
8.63K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.65K+ 0.98% |
$74.4K - $80.7K
|
169K
$4.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 6.28% |
$73.4K - $79.6K
|
27.5K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.62K+ 1.86% |
$73.4K - $79.5K
|
88.6K
$2.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.62K+ 4.94% |
$73.1K - $79.2K
|
34.3K
$965K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.57K+ 11.69% |
$70.9K - $76.9K
|
15K
$421K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.57K+ 7.1% |
$70.9K - $76.8K
|
23.6K
$665K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.51K+ 0.23% |
$68.1K - $73.9K
|
671K
$18.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
1.49K+ 4.59% |
$67.6K - $73.3K
|
34K
$956K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.48K+ 0.34% |
$67K - $72.6K
|
441K
$12.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.38K+ 13.39% |
$62.6K - $67.9K
|
11.7K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 128.17% |
$60.3K - $65.4K
|
2.37K
$66.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 2.11% |
$59.4K - $64.3K
|
63.5K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.31K+ 14.62% |
$59.2K - $64.1K
|
10.3K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.29K+ 20.67% |
$58.2K - $63.1K
|
7.51K
$211K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.27K+ 1.62% |
$57.3K - $62.1K
|
79.3K
$2.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.24K+ 2.02% |
$56.2K - $61K
|
62.8K
$1.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.22K+ 1.27% |
$55.3K - $59.9K
|
97.8K
$2.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.2K+ 400.0% |
$54.3K - $58.8K
|
1.5K
$42.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.2KNew |
$54.3K - $58.8K
|
1.2K
$33.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.2K+ 1.0% |
$54.2K - $58.8K
|
121K
$3.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.18K+ 802.72% |
$53.4K - $57.9K
|
1.33K
$37.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.15K+ 4.36% |
$51.9K - $56.3K
|
27.5K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 3.96% |
$51.6K - $55.9K
|
29.9K
$842K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.14K+ 6.83% |
$51.6K - $55.9K
|
17.8K
$501K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.13K+ 5.91% |
$51.3K - $55.6K
|
20.3K
$572K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.1K+ 1.23% |
$49.8K - $54K
|
90.9K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.1K+ 13.58% |
$49.6K - $53.7K
|
9.17K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.08K+ 7.8% |
$48.6K - $52.7K
|
14.9K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.06KNew |
$47.8K - $51.8K
|
1.06K
$29.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.05K+ 0.49% |
$47.5K - $51.5K
|
215K
$6.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.05K+ 2.16% |
$47.5K - $51.5K
|
49.6K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.01K+ 4.73% |
$45.7K - $49.5K
|
22.4K
$629K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
974+ 7.76% |
$44.1K - $47.8K
|
13.5K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
971+ 6.52% |
$43.9K - $47.6K
|
15.9K
$446K
|