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 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
128+ 1.18% |
$6K - $6.65K
|
10.9K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
126+ 1.93% |
$5.91K - $6.55K
|
6.66K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
126+ 0.74% |
$5.91K - $6.55K
|
17.1K
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
121+ 0.38% |
$5.67K - $6.29K
|
32.3K
$907K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
119+ 1.27% |
$5.58K - $6.18K
|
9.47K
$266K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
105+ 350.0% |
$4.92K - $5.46K
|
135
$3.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
103+ 0.49% |
$4.83K - $5.35K
|
21K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
98+ 0.55% |
$4.6K - $5.09K
|
18K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
92+ 0.68% |
$4.31K - $4.78K
|
13.6K
$382K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
91+ 1.11% |
$4.27K - $4.73K
|
8.3K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
82+ 0.09% |
$3.85K - $4.26K
|
91.5K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
81+ 1.1% |
$3.8K - $4.21K
|
7.41K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
79+ 0.13% |
$3.71K - $4.1K
|
60K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
77+ 0.68% |
$3.61K - $4K
|
11.3K
$319K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
76+ 1.38% |
$3.56K - $3.95K
|
5.6K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
75+ 0.79% |
$3.52K - $3.9K
|
9.58K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
74+ 370.0% |
$3.47K - $3.85K
|
94
$2.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
74New |
$3.47K - $3.85K
|
74
$2.08K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
73+ 3.82% |
$3.42K - $3.79K
|
1.99K
$55.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
69+ 0.13% |
$3.24K - $3.59K
|
52.2K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
67+ 0.68% |
$3.14K - $3.48K
|
9.88K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
66+ 0.08% |
$3.1K - $3.43K
|
78.3K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
62+ 5.87% |
$2.91K - $3.22K
|
1.12K
$31.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
61+ 0.68% |
$2.86K - $3.17K
|
9.01K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.4% |
$2.77K - $3.07K
|
14.9K
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
58+ 0.09% |
$2.72K - $3.01K
|
66.7K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
57+ 0.68% |
$2.67K - $2.96K
|
8.41K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
57+ 0.27% |
$2.67K - $2.96K
|
20.9K
$587K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
57+ 1.55% |
$2.67K - $2.96K
|
3.73K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
54+ 1.54% |
$2.53K - $2.81K
|
3.56K
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
54+ 0.12% |
$2.53K - $2.81K
|
46.1K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
53+ 0.62% |
$2.49K - $2.75K
|
8.66K
$244K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
52+ 0.04% |
$2.44K - $2.7K
|
116K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51+ 0.56% |
$2.39K - $2.65K
|
9.09K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
50+ 1.16% |
$2.35K - $2.6K
|
4.38K
$123K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
50+ 0.18% |
$2.35K - $2.6K
|
28.3K
$795K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
48+ 0.45% |
$2.25K - $2.49K
|
10.7K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48New |
$2.25K - $2.49K
|
48
$1.35K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
45+ 0.69% |
$2.11K - $2.34K
|
6.59K
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
43+ 0.19% |
$2.02K - $2.23K
|
22.2K
$624K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.6% |
$2.02K - $2.23K
|
7.17K
$202K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
42+ 0.55% |
$1.97K - $2.18K
|
7.69K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
42+ 0.54% |
$1.97K - $2.18K
|
7.79K
$219K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
40+ 0.69% |
$1.88K - $2.08K
|
5.83K
$164K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
40+ 0.67% |
$1.88K - $2.08K
|
6K
$169K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
40+ 0.62% |
$1.88K - $2.08K
|
6.46K
$182K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
40+ 80.0% |
$1.88K - $2.08K
|
90
$2.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40+ 0.37% |
$1.88K - $2.08K
|
10.9K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39+ 0.04% |
$1.83K - $2.03K
|
93.9K
$2.64M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
38+ 0.67% |
$1.78K - $1.97K
|
5.73K
$161K
|