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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-897- 3.45% |
$42.1K - $46.6K
|
25.1K
$706K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-913- 0.97% |
$42.8K - $47.4K
|
93.4K
$2.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-932- 5.94% |
$43.7K - $48.4K
|
14.7K
$415K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-939- 1.95% |
$44K - $48.8K
|
47.2K
$1.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-948- 8.39% |
$44.5K - $49.3K
|
10.3K
$291K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-974- 13.21% |
$45.7K - $50.6K
|
6.4K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-989- 90.57% |
$46.4K - $51.4K
|
103
$2.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.02K- 2.94% |
$47.7K - $52.8K
|
33.5K
$943K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.02K- 1.29% |
$48K - $53.2K
|
78.3K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.03K- 2.09% |
$48.4K - $53.6K
|
48.3K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.03K- 1.48% |
$48.4K - $53.6K
|
68.9K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.04K- 7.98% |
$48.7K - $53.9K
|
12K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.06K- 7.87% |
$49.8K - $55.1K
|
12.4K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.1K- 4.46% |
$51.4K - $56.9K
|
23.5K
$661K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.11K- 1.64% |
$52.2K - $57.9K
|
66.8K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.12K- 5.58% |
$52.6K - $58.3K
|
19K
$534K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 14.74% |
$58.9K - $65.3K
|
7.26K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.28K- 4.46% |
$60K - $66.5K
|
27.4K
$770K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.21% |
$61.1K - $67.7K
|
106K
$2.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.3K- 3.17% |
$61.1K - $67.7K
|
39.8K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.34K- 17.12% |
$62.7K - $69.4K
|
6.47K
$182K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.35K- 8.04% |
$63.3K - $70.1K
|
15.4K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.4K- 5.81% |
$65.7K - $72.8K
|
22.7K
$639K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 18.84% |
$66.5K - $73.6K
|
6.11K
$172K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.43K- 1.79% |
$67K - $74.3K
|
78.6K
$2.21M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.44K- 2.1% |
$67.5K - $74.8K
|
67.1K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.46K- 24.45% |
$68.2K - $75.6K
|
4.5K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.46K- 13.84% |
$68.4K - $75.8K
|
9.08K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.48K- 3.93% |
$69.3K - $76.7K
|
36.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.51K- 16.68% |
$70.8K - $78.5K
|
7.54K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.53K- 22.32% |
$71.9K - $79.6K
|
5.33K
$150K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.53K- 0.93% |
$71.9K - $79.6K
|
163K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.53K- 3.13% |
$71.9K - $79.7K
|
47.5K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 10.36% |
$72.7K - $80.5K
|
13.4K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.58K- 6.55% |
$73.9K - $81.8K
|
22.5K
$632K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.59K- 0.92% |
$74.5K - $82.5K
|
170K
$4.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.62K- 1.68% |
$75.8K - $84K
|
94.3K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.73K- 4.81% |
$81.2K - $89.9K
|
34.2K
$963K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.74K- 0.55% |
$81.8K - $90.6K
|
318K
$8.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.76K- 7.47% |
$82.6K - $91.5K
|
21.8K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.77K- 77.57% |
$83.1K - $92K
|
512
$14.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.78K- 7.9% |
$83.6K - $92.6K
|
20.8K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.79K- 1.71% |
$83.8K - $92.8K
|
103K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.81K- 3.45% |
$84.7K - $93.8K
|
50.6K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.82K- 5.48% |
$85.5K - $94.7K
|
31.4K
$883K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 3.65% |
$87K - $96.3K
|
49K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.94K- 7.94% |
$90.8K - $101K
|
22.4K
$631K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.95K- 5.36% |
$91.6K - $101K
|
34.5K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.99K- 1.98% |
$93.3K - $103K
|
98.2K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2K- 16.98% |
$94K - $104K
|
9.8K
$276K
|