Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 08, 2024 Q2 2024
Ironwood Wealth Management, Llc.

BUY
 -
462
+ 1.65%
$20.9K - $22.7K
28.5K $794K
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
460
+ 6.14%
$20.8K - $22.6K
7.95K $221K
Jul 12, 2024 Q2 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
451
+ 10.11%
$20.4K - $22.1K
4.91K $137K
Jul 31, 2024 Q2 2024
Opus Capital Group, LLC

BUY
 -
447
+ 1.73%
$20.2K - $21.9K
26.3K $732K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
442
New
$20K - $21.7K
442 $12.3K
Aug 08, 2024 Q2 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
436
+ 2.27%
$19.7K - $21.4K
19.7K $548K
Aug 06, 2024 Q2 2024
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
431
+ 6.34%
$19.5K - $21.1K
7.23K $202K
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
430
+ 2.62%
$19.5K - $21.1K
16.8K $469K
Jul 19, 2024 Q2 2024
Smithbridge Asset Management Inc

BUY
 -
430
+ 0.74%
$19.5K - $21.1K
58.6K $1.63M
Jul 12, 2024 Q2 2024
Gleason Group, Inc.

BUY
 -
410
+ 0.72%
$18.5K - $20.1K
57.3K $1.6M
Jul 15, 2024 Q2 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
402
+ 25.84%
$18.2K - $19.7K
1.96K $54.5K
Aug 05, 2024 Q2 2024
Central Trust CO

Jefferson City, MO
BUY
 -
397
+ 23.35%
$18K - $19.5K
2.1K $58.4K
Jul 15, 2024 Q2 2024
Northwest Investment Counselors, LLC

BUY
 -
377
+ 0.17%
$17.1K - $18.5K
216K $6.03M
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
373
+ 4.3%
$16.9K - $18.3K
9.05K $252K
Jul 30, 2024 Q2 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
367
+ 4.21%
$16.6K - $18K
9.08K $253K
Jul 17, 2024 Q2 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
364
New
$16.5K - $17.9K
364 $10.1K
Jul 30, 2024 Q2 2024
Life Plan Financial, LLC

Mankato, MN
BUY
 -
362
+ 2.5%
$16.4K - $17.8K
14.8K $413K
Jul 30, 2024 Q2 2024
Abacus Planning Group, Inc.

BUY
 -
356
+ 3.84%
$16.1K - $17.5K
9.62K $268K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
350
New
$15.8K - $17.2K
350 $9.75K
Aug 13, 2024 Q2 2024
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
348
+ 0.74%
$15.7K - $17.1K
47.1K $1.31M
Jul 30, 2024 Q2 2024
Nikulski Financial, Inc.

BUY
 -
348
+ 0.4%
$15.7K - $17.1K
86.9K $2.42M
Jul 19, 2024 Q2 2024
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
343
+ 0.31%
$15.5K - $16.8K
109K $3.05M
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
339
+ 0.5%
$15.3K - $16.6K
68K $1.9M
Jul 17, 2024 Q2 2024
Life Steps Financial, Inc.

BUY
 -
337
+ 6.4%
$15.2K - $16.5K
5.6K $156K
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
336
+ 1.82%
$15.2K - $16.5K
18.8K $523K
Jul 26, 2024 Q2 2024
Mendel Capital Management LLC

BUY
 -
331
+ 1.7%
$15K - $16.2K
19.8K $551K
Jul 19, 2024 Q2 2024
Rba Wealth Management, LLC

BUY
 -
330
+ 5.94%
$14.9K - $16.2K
5.89K $164K
Jul 12, 2024 Q2 2024
Capital Investment Advisors, LLC

BUY
 -
327
+ 7.51%
$14.8K - $16K
4.68K $130K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
320
+ 0.8%
$14.5K - $15.7K
40.2K $1.12M
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
318
+ 1.19%
$14.4K - $15.6K
27.1K $755K
Jul 12, 2024 Q2 2024
Hexagon Capital Partners LLC

BUY
 -
316
+ 6.07%
$14.3K - $15.5K
5.52K $154K
Jul 15, 2024 Q2 2024
Ewg Elevate Inc.

BUY
 -
316
+ 0.58%
$14.3K - $15.5K
55.1K $1.53M
Jul 17, 2024 Q2 2024
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
315
+ 6.79%
$14.3K - $15.4K
4.95K $138K
Aug 15, 2024 Q2 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
296
+ 4.03%
$13.4K - $14.5K
7.63K $213K
Aug 07, 2024 Q2 2024
Altfest L J & CO Inc

BUY
 -
294
+ 2.86%
$13.3K - $14.4K
10.6K $295K
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
294
+ 0.4%
$13.3K - $14.4K
74.1K $2.07M
Aug 14, 2024 Q2 2024
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
286
+ 3.48%
$12.9K - $14K
8.52K $237K
Aug 13, 2024 Q2 2024
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
280
+ 2.12%
$12.7K - $13.7K
13.5K $376K
Jul 26, 2024 Q2 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
278
+ 0.76%
$12.6K - $13.6K
36.8K $1.02M
Jul 10, 2024 Q2 2024
Triangle Securities Wealth Management

BUY
 -
270
+ 0.55%
$12.2K - $13.2K
49K $1.36M
Aug 07, 2024 Q2 2024
Van Hulzen Asset Management, LLC

BUY
 -
270
+ 5.69%
$12.2K - $13.2K
5.02K $140K
Jul 17, 2024 Q2 2024
Kathleen S. Wright Associates Inc.

BUY
 -
256
+ 6.56%
$11.6K - $12.6K
4.16K $116K
Jul 30, 2024 Q2 2024
Tci Wealth Advisors, Inc.

BUY
 -
255
+ 4.16%
$11.5K - $12.5K
6.38K $178K
Jul 11, 2024 Q2 2024
Cambridge Advisors Inc.

BUY
 -
253
+ 0.92%
$11.4K - $12.4K
27.7K $771K
Jul 30, 2024 Q2 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
250
+ 1.7%
$11.3K - $12.3K
15K $417K
Aug 12, 2024 Q2 2024
Granite Investment Partners, LLC

BUY
 -
250
+ 7.69%
$11.3K - $12.3K
3.5K $97.6K
Jul 30, 2024 Q2 2024
Hantz Financial Services, Inc.

BUY
 -
225
New
$10.2K - $11K
225 $6.27K
Aug 02, 2024 Q2 2024
Weaver Capital Management LLC

Suwanee, GA
BUY
 -
221
+ 1.87%
$10K - $10.8K
12K $335K
Jul 10, 2024 Q2 2024
Valeo Financial Advisors, LLC

BUY
 -
220
+ 2.33%
$9.95K - $10.8K
9.67K $269K

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