Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.65M+ 489456.84% |
$124M - $138M
|
2.65M
$73.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.53M+ 105.14% |
$71.9M - $79.7M
|
2.99M
$83.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
727K+ 105.23% |
$34.1M - $37.8M
|
1.42M
$39.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
349K+ 2.92% |
$16.4M - $18.1M
|
12.3M
$343M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
339KNew |
$15.9M - $17.6M
|
339K
$9.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
321K+ 16.56% |
$15.1M - $16.7M
|
2.26M
$63M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
285K+ 3939.89% |
$13.4M - $14.8M
|
292K
$8.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
241K+ 112.19% |
$11.3M - $12.5M
|
457K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
224KNew |
$10.5M - $11.6M
|
224K
$6.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
218KNew |
$10.2M - $11.3M
|
218K
$6.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
120K+ 104.84% |
$5.64M - $6.25M
|
235K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
90.2K+ 102.44% |
$4.23M - $4.69M
|
178K
$4.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
89.1K+ 438.39% |
$4.18M - $4.63M
|
109K
$3.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
82.4K+ 11.47% |
$3.86M - $4.28M
|
800K
$22.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
80.8K+ 43.49% |
$3.79M - $4.2M
|
267K
$7.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
74.8K+ 115.16% |
$3.51M - $3.88M
|
140K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
72.8K+ 102.68% |
$3.42M - $3.78M
|
144K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
71.6KNew |
$3.36M - $3.72M
|
71.6K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
69.7KNew |
$3.27M - $3.62M
|
69.7K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
68K+ 3.25% |
$3.19M - $3.53M
|
2.16M
$60.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
64.8K+ 620.05% |
$3.04M - $3.37M
|
75.2K
$2.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
60.6K+ 107.91% |
$2.84M - $3.15M
|
117K
$3.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
60.1K+ 7760.26% |
$2.82M - $3.12M
|
60.9K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.7K+ 3.39% |
$2.43M - $2.69M
|
1.58M
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.6K+ 44.41% |
$2.14M - $2.37M
|
148K
$4.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
45.4K+ 452.59% |
$2.13M - $2.36M
|
55.4K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
44.8KNew |
$2.1M - $2.33M
|
44.8K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
44.8KNew |
$2.1M - $2.33M
|
44.8K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
44.2K+ 2.55% |
$2.07M - $2.3M
|
1.78M
$49.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
43.7K+ 111.76% |
$2.05M - $2.27M
|
82.8K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
43.2K+ 15.88% |
$2.03M - $2.25M
|
315K
$8.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
41.5KNew |
$1.95M - $2.15M
|
41.5K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.3K+ 65.04% |
$1.94M - $2.15M
|
105K
$2.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
40.6KNew |
$1.9M - $2.11M
|
40.6K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
38.5K+ 13.21% |
$1.8M - $2M
|
330K
$9.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.3K+ 1.48% |
$1.8M - $1.99M
|
2.63M
$73.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.5K+ 40.2% |
$1.62M - $1.79M
|
120K
$3.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.2K+ 45.47% |
$1.6M - $1.77M
|
109K
$3.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
34.1K+ 8.67% |
$1.6M - $1.77M
|
428K
$11.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.8K+ 7.71% |
$1.54M - $1.7M
|
457K
$12.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
32.5K+ 270.95% |
$1.53M - $1.69M
|
44.6K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.8K+ 5.67% |
$1.49M - $1.65M
|
592K
$16.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
31.7K+ 6.1% |
$1.49M - $1.65M
|
552K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.7K+ 0.14% |
$1.49M - $1.65M
|
22.1M
$617M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
28K+ 57.8% |
$1.31M - $1.46M
|
76.5K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27.2K+ 25.07% |
$1.28M - $1.41M
|
136K
$3.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
26.2KNew |
$1.23M - $1.36M
|
26.2K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
26.2KNew |
$1.23M - $1.36M
|
26.2K
$729K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.8K+ 5.81% |
$1.21M - $1.34M
|
470K
$13.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.9K+ 491.81% |
$1.17M - $1.29M
|
29.9K
$833K
|