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 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-505- 2.26% |
$23.7K - $26.2K
|
21.8K
$608K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-509- 1.63% |
$23.9K - $26.4K
|
30.7K
$855K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-515- 1.49% |
$24.2K - $26.8K
|
34K
$947K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-517- 3.64% |
$24.2K - $26.9K
|
13.7K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-527- 1.7% |
$24.7K - $27.4K
|
30.4K
$848K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-544- 7.36% |
$25.5K - $28.3K
|
6.85K
$191K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-550- 0.82% |
$25.8K - $28.6K
|
66.6K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-555- 1.07% |
$26K - $28.8K
|
51.1K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-575- 1.09% |
$27K - $29.9K
|
51.9K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-586- 8.72% |
$27.5K - $30.4K
|
6.13K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-590- 4.42% |
$27.7K - $30.7K
|
12.7K
$355K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-592- 6.86% |
$27.8K - $30.8K
|
8.04K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-595- 2.31% |
$27.9K - $30.9K
|
25.2K
$701K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-615- 84.25% |
$28.8K - $32K
|
115
$3.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-643- 5.23% |
$30.2K - $33.4K
|
11.7K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-647- 3.03% |
$30.3K - $33.6K
|
20.7K
$576K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-649- 1.13% |
$30.4K - $33.7K
|
56.9K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-659- 7.35% |
$30.9K - $34.2K
|
8.31K
$231K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-678- 34.28% |
$31.8K - $35.2K
|
1.3K
$36.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-682- 14.36% |
$32K - $35.4K
|
4.07K
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-685- 5.82% |
$32.1K - $35.6K
|
11.1K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-693- 3.91% |
$32.5K - $36K
|
17K
$475K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-693- 1.83% |
$32.5K - $36K
|
37.3K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-710- 1.21% |
$33.3K - $36.9K
|
57.9K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-723- 2.28% |
$33.9K - $37.6K
|
31.1K
$865K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-725- 5.85% |
$34K - $37.7K
|
11.7K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-729- 5.7% |
$34.2K - $37.9K
|
12.1K
$336K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-729- 3.98% |
$34.2K - $37.9K
|
17.6K
$490K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-738- 2.15% |
$34.6K - $38.3K
|
33.6K
$936K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-743- 5.06% |
$34.8K - $38.6K
|
13.9K
$388K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-753- 1.3% |
$35.3K - $39.1K
|
57K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-759- 6.19% |
$35.6K - $39.4K
|
11.5K
$321K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-764- 2.38% |
$35.8K - $39.7K
|
31.3K
$873K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-765- 10.53% |
$35.9K - $39.7K
|
6.5K
$181K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-769- 1.16% |
$36.1K - $40K
|
65.5K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-798- 0.82% |
$37.4K - $41.5K
|
97K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-800- 3.39% |
$37.5K - $41.6K
|
22.8K
$636K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-805- 6.19% |
$37.8K - $41.8K
|
12.2K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-810- 10.61% |
$38K - $42.1K
|
6.82K
$190K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-816- 12.3% |
$38.3K - $42.4K
|
5.82K
$162K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-828- 1.26% |
$38.8K - $43K
|
65.1K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-830- 5.25% |
$38.9K - $43.1K
|
15K
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-845- 2.56% |
$39.6K - $43.9K
|
32.2K
$896K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-871- 3.89% |
$40.8K - $45.3K
|
21.5K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-883- 5.56% |
$41.4K - $45.9K
|
15K
$418K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-897- 3.45% |
$42.1K - $46.6K
|
25.1K
$699K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-913- 0.97% |
$42.8K - $47.4K
|
93.4K
$2.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-932- 5.94% |
$43.7K - $48.4K
|
14.7K
$411K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-939- 1.95% |
$44K - $48.8K
|
47.2K
$1.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-948- 8.39% |
$44.5K - $49.3K
|
10.3K
$288K
|