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 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-282- 1.13% |
$13.2K - $14.7K
|
24.6K
$685K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-291- 3.63% |
$13.6K - $15.1K
|
7.73K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-293- 2.54% |
$13.7K - $15.2K
|
11.2K
$313K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-297- 0.24% |
$13.9K - $15.4K
|
124K
$3.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-299- 2.02% |
$14K - $15.5K
|
14.5K
$405K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-301- 0.73% |
$14.1K - $15.6K
|
40.9K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-302- 1.06% |
$14.2K - $15.7K
|
28.2K
$785K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-305- 5.22% |
$14.3K - $15.8K
|
5.54K
$154K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-311- 6.51% |
$14.6K - $16.2K
|
4.46K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-314- 2.74% |
$14.7K - $16.3K
|
11.2K
$311K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-319- 3.83% |
$15K - $16.6K
|
8K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-331- 6.22% |
$15.5K - $17.2K
|
4.99K
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-333- 4.81% |
$15.6K - $17.3K
|
6.58K
$183K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-340- 0.97% |
$15.9K - $17.7K
|
34.8K
$969K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-340- 2.97% |
$15.9K - $17.7K
|
11.1K
$310K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-343- 1.24% |
$16.1K - $17.8K
|
27.2K
$758K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-352- 1.73% |
$16.5K - $18.3K
|
20K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-361- 1.14% |
$16.9K - $18.8K
|
31.3K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-363- 0.78% |
$17K - $18.9K
|
46.3K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-385- 0.18% |
$18.1K - $20K
|
218K
$6.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-387- 0.63% |
$18.2K - $20.1K
|
60.7K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-387- 0.49% |
$18.2K - $20.1K
|
78.9K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-388- 8.83% |
$18.2K - $20.2K
|
4.01K
$112K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-388- 6.06% |
$18.2K - $20.2K
|
6.02K
$168K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-389- 1.43% |
$18.2K - $20.2K
|
26.8K
$747K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-394- 1.43% |
$18.5K - $20.5K
|
27.1K
$756K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-396- 3.29% |
$18.6K - $20.6K
|
11.6K
$324K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-397- 2.23% |
$18.6K - $20.6K
|
17.4K
$484K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-397- 18.93% |
$18.6K - $20.6K
|
1.7K
$47.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-407- 2.26% |
$19.1K - $21.1K
|
17.6K
$491K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-409- 8.38% |
$19.2K - $21.3K
|
4.47K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-416- 72.1% |
$19.5K - $21.6K
|
161
$4.49K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-420- 3.82% |
$19.7K - $21.8K
|
10.6K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-426- 5.26% |
$20K - $22.1K
|
7.68K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-432- 0.86% |
$20.3K - $22.4K
|
49.7K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-436- 4.07% |
$20.4K - $22.7K
|
10.3K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-437- 59.46% |
$20.5K - $22.7K
|
298
$8.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-446- 1.77% |
$20.9K - $23.2K
|
24.8K
$690K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-454- 1.47% |
$21.3K - $23.6K
|
30.4K
$846K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-456- 3.15% |
$21.4K - $23.7K
|
14K
$391K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-458- 0.78% |
$21.5K - $23.8K
|
58.1K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-463- 10.54% |
$21.7K - $24.1K
|
3.93K
$109K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-467- 3.85% |
$21.9K - $24.3K
|
11.7K
$325K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-474- 0.92% |
$22.2K - $24.6K
|
51.1K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-479- 4.65% |
$22.5K - $24.9K
|
9.83K
$274K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-488- 0.59% |
$22.9K - $25.4K
|
82.4K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-492- 4.1% |
$23.1K - $25.6K
|
11.5K
$320K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-495- 2.44% |
$23.2K - $25.7K
|
19.8K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-499- 5.44% |
$23.4K - $25.9K
|
8.67K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-503- 4.63% |
$23.6K - $26.1K
|
10.4K
$289K
|