Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 14, 2024 Q3 2024
Valley Forge Investment Consultants Inc Adv

BUY
 -
847
+ 0.61%
$39.7K - $44K
140K $3.91M
Nov 14, 2024 Q3 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
836
+ 4.77%
$39.2K - $43.4K
18.4K $511K
Oct 11, 2024 Q3 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
807
+ 12.47%
$37.8K - $41.9K
7.28K $203K
Oct 24, 2024 Q3 2024
Geometric Wealth Advisors

BUY
 -
802
+ 12.4%
$37.6K - $41.7K
7.27K $203K
Oct 17, 2024 Q3 2024
Family Firm, Inc.

BUY
 -
790
+ 1.45%
$37.1K - $41K
55.4K $1.54M
Oct 24, 2024 Q3 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
788
+ 4.01%
$37K - $40.9K
20.5K $570K
Oct 21, 2024 Q3 2024
Courage Miller Partners, LLC

BUY
 -
775
+ 0.47%
$36.3K - $40.3K
166K $4.63M
Nov 13, 2024 Q3 2024
Rice Partnership, LLC

BUY
 -
745
+ 776.04%
$34.9K - $38.7K
841 $23.4K
Nov 20, 2024 Q3 2024
Westside Investment Management, Inc.

BUY
 -
732
+ 186.73%
$34.3K - $38K
1.12K $31.3K
Oct 22, 2024 Q3 2024
Yhb Investment Advisors, Inc.

BUY
 -
722
+ 4.81%
$33.9K - $37.5K
15.7K $438K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
699
+ 1.08%
$32.8K - $36.3K
65.7K $1.83M
Oct 23, 2024 Q3 2024
Compass Advisory Group LLC

BUY
 -
668
+ 1.82%
$31.3K - $34.7K
37.3K $1.04M
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
667
+ 33.22%
$31.3K - $34.7K
2.68K $74.5K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
648
New
$30.4K - $33.7K
648 $18.1K
Nov 12, 2024 Q3 2024
Van Hulzen Asset Management, LLC

BUY
 -
636
+ 12.68%
$29.8K - $33K
5.65K $157K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
626
New
$29.4K - $32.5K
626 $17.4K
Nov 14, 2024 Q3 2024
Steward Partners Investment Advisory, LLC

BUY
 -
626
+ 18.21%
$29.4K - $32.5K
4.06K $113K
Nov 07, 2024 Q3 2024
Zynergy Retirement Planning Llc

Red Bank, NJ
BUY
 -
622
+ 0.23%
$29.2K - $32.3K
266K $7.4M
Nov 04, 2024 Q3 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
618
+ 7.09%
$29K - $32.1K
9.33K $260K
Nov 13, 2024 Q3 2024
Kestra Private Wealth Services, LLC

BUY
 -
610
+ 7.07%
$28.6K - $31.7K
9.24K $258K
Oct 25, 2024 Q3 2024
Veriti Management LLC

BUY
 -
609
+ 12.11%
$28.6K - $31.6K
5.64K $157K
Oct 29, 2024 Q3 2024
Pds Planning, Inc

BUY
 -
597
+ 88.58%
$28K - $31K
1.27K $35.4K
Oct 22, 2024 Q3 2024
Asset Planning Services Inc

BUY
 -
590
+ 4.08%
$27.7K - $30.7K
15K $419K
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
590
New
$27.7K - $30.7K
590 $16.4K
Nov 01, 2024 Q3 2024
Baker Avenue Asset Management, LP

BUY
 -
575
+ 10.29%
$27K - $29.9K
6.16K $172K
Oct 29, 2024 Q3 2024
Sage Financial Group Inc

BUY
 -
569
+ 0.17%
$26.7K - $29.6K
341K $9.49M
Oct 01, 2024 Q3 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
556
+ 60.17%
$26.1K - $28.9K
1.48K $41.2K
Nov 08, 2024 Q3 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
541
+ 2.75%
$25.4K - $28.1K
20.2K $564K
Oct 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
537
+ 1.32%
$25.2K - $27.9K
41.2K $1.15M
Nov 15, 2024 Q3 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
530
+ 3.54%
$24.9K - $27.5K
15.5K $432K
Nov 07, 2024 Q3 2024
Capital Advantage, Inc.

BUY
 -
522
+ 4.78%
$24.5K - $27.1K
11.4K $319K
Oct 25, 2024 Q3 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
516
+ 0.7%
$24.2K - $26.8K
74.7K $2.08M
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
516
+ 4.85%
$24.2K - $26.8K
11.1K $311K
Nov 07, 2024 Q3 2024
Parkside Financial Bank & Trust

BUY
 -
511
+ 6.0%
$24K - $26.6K
9.03K $252K
Nov 01, 2024 Q3 2024
Cwa Asset Management Group, LLC

BUY
 -
506
+ 3.46%
$23.7K - $26.3K
15.1K $421K
Nov 04, 2024 Q3 2024
Warwick Investment Management, Inc.

BUY
 -
466
+ 2.05%
$21.9K - $24.2K
23.2K $645K
Oct 22, 2024 Q3 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
460
+ 0.68%
$21.6K - $23.9K
68K $1.9M
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
454
+ 5.71%
$21.3K - $23.6K
8.4K $234K
Nov 14, 2024 Q3 2024
Lee Financial CO

Dallas, TX
BUY
 -
448
+ 0.96%
$21K - $23.3K
46.9K $1.31M
Oct 30, 2024 Q3 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
443
+ 7.66%
$20.8K - $23K
6.23K $173K
Nov 07, 2024 Q3 2024
Planning Directions Inc

BUY
 -
437
+ 4.52%
$20.5K - $22.7K
10.1K $281K
Oct 31, 2024 Q3 2024
Money Concepts Capital Corp

BUY
 -
429
+ 3.74%
$20.1K - $22.3K
11.9K $331K
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
407
+ 1.97%
$19.1K - $21.1K
21.1K $587K
Oct 07, 2024 Q3 2024
Signal Point Asset Management, LLC

BUY
 -
390
+ 8.01%
$18.3K - $20.3K
5.26K $146K
Nov 14, 2024 Q3 2024
Triangle Securities Wealth Management

BUY
 -
370
+ 0.76%
$17.4K - $19.2K
49.3K $1.37M
Nov 19, 2024 Q3 2024
Mc Ilrath & Eck, LLC

BUY
 -
366
+ 43.47%
$17.2K - $19K
1.21K $33.7K
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
355
+ 65.14%
$16.6K - $18.4K
900 $25.1K
Oct 24, 2024 Q3 2024
Tci Wealth Advisors, Inc.

BUY
 -
342
+ 5.36%
$16K - $17.8K
6.72K $187K
Nov 12, 2024 Q3 2024
Athena Investment Management

BUY
 -
342
+ 0.21%
$16K - $17.8K
161K $4.5M

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