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
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.33K+ 1.66% |
$250K - $277K
|
325K
$9.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.24K+ 99.07% |
$246K - $272K
|
10.5K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.24K+ 71.36% |
$246K - $272K
|
12.6K
$354K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.22KNew |
$245K - $271K
|
5.22K
$147K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.2KNew |
$244K - $270K
|
5.2K
$146K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.15KNew |
$242K - $268K
|
5.15K
$145K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
5K+ 4.45% |
$234K - $260K
|
117K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.94KNew |
$232K - $257K
|
4.94K
$139K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.81K+ 6.7% |
$226K - $250K
|
76.6K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.79KNew |
$224K - $249K
|
4.79K
$135K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.69K+ 51.05% |
$220K - $244K
|
13.9K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.68K+ 8.64% |
$220K - $243K
|
58.9K
$1.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.56KNew |
$214K - $237K
|
4.56K
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.52KNew |
$212K - $235K
|
4.52K
$127K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.5K+ 100.4% |
$211K - $234K
|
8.99K
$253K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
4.5K+ 6.51% |
$211K - $234K
|
73.6K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4.5K+ 6.51% |
$211K - $234K
|
73.6K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42KNew |
$207K - $230K
|
4.42K
$124K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
4.28KNew |
$201K - $223K
|
4.28K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.22KNew |
$198K - $219K
|
4.22K
$119K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.19K+ 4.28% |
$197K - $218K
|
102K
$2.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.18KNew |
$196K - $217K
|
4.18K
$118K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
4.16KNew |
$195K - $216K
|
4.16K
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.13KNew |
$194K - $215K
|
4.13K
$116K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.13KNew |
$194K - $214K
|
4.13K
$116K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4.11K+ 96.68% |
$193K - $213K
|
8.35K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
4.1KNew |
$192K - $213K
|
4.1K
$115K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.1K+ 38.2% |
$192K - $213K
|
14.8K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
4.09KNew |
$192K - $213K
|
4.09K
$115K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.09K+ 1.28% |
$192K - $212K
|
323K
$9.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.07KNew |
$191K - $212K
|
4.07K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.07K+ 3.29% |
$191K - $211K
|
128K
$3.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4.05K+ 2.63% |
$190K - $210K
|
158K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.03KNew |
$189K - $210K
|
4.03K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4KNew |
$188K - $208K
|
4K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.99KNew |
$187K - $208K
|
3.99K
$112K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3.95KNew |
$185K - $205K
|
3.95K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.93KNew |
$184K - $204K
|
3.93K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.93KNew |
$184K - $204K
|
3.93K
$110K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.87K+ 58.88% |
$182K - $201K
|
10.4K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.83K+ 12.49% |
$180K - $199K
|
34.5K
$970K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.81K+ 52.2% |
$179K - $198K
|
11.1K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.79K+ 9.46% |
$178K - $197K
|
43.8K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.78K+ 13.94% |
$177K - $196K
|
30.9K
$869K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.76K+ 0.89% |
$176K - $196K
|
426K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.75K+ 20.87% |
$176K - $195K
|
21.7K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.67K+ 73.69% |
$172K - $191K
|
8.65K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.63K+ 82.99% |
$170K - $189K
|
8K
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 37.35% |
$169K - $188K
|
13.3K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.61K+ 30.41% |
$169K - $188K
|
15.5K
$435K
|