Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
22.5K+ 98.02% |
$569K - $1.15M
|
45.4K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
22.4K+ 99.81% |
$568K - $1.15M
|
44.9K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 96.49% |
$566K - $1.14M
|
45.5K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
22.3K+ 97.9% |
$564K - $1.14M
|
45K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
22.1K+ 98.96% |
$560K - $1.13M
|
44.5K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
22.1KNew |
$559K - $1.13M
|
22.1K
$558K
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
BUY
|
- |
22K+ 80.89% |
$558K - $1.13M
|
49.2K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
22K+ 100.0% |
$557K - $1.13M
|
44K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
22K+ 96.76% |
$556K - $1.12M
|
44.6K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
21.9K+ 93.23% |
$555K - $1.12M
|
45.4K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21.9K+ 107.01% |
$554K - $1.12M
|
42.3K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
21.8K+ 100.0% |
$551K - $1.11M
|
43.5K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
21.8K+ 84.48% |
$551K - $1.11M
|
47.5K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
21.8K+ 81.12% |
$551K - $1.11M
|
48.6K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.6K+ 106.74% |
$547K - $1.1M
|
41.8K
$1.06M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
21.4KNew |
$542K - $1.1M
|
21.4K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
21.2K+ 102.22% |
$538K - $1.09M
|
42K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
21.2K+ 102.54% |
$536K - $1.08M
|
41.8K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
21.2K+ 100.96% |
$536K - $1.08M
|
42.1K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21K+ 101.22% |
$533K - $1.08M
|
41.8K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
20.8K+ 105.02% |
$527K - $1.06M
|
40.6K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20.3K+ 90.67% |
$515K - $1.04M
|
42.8K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20.1K+ 2038.87% |
$510K - $1.03M
|
21.1K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
20.1K+ 101.89% |
$510K - $1.03M
|
39.9K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
20K+ 58.95% |
$508K - $1.03M
|
54.1K
$1.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
20K+ 158.6% |
$506K - $1.02M
|
32.5K
$822K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19.9K+ 75.91% |
$504K - $1.02M
|
46.1K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.9K+ 347.98% |
$503K - $1.02M
|
25.6K
$646K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.8K+ 44.54% |
$503K - $1.02M
|
64.4K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
19.8K+ 116.84% |
$502K - $1.01M
|
36.8K
$929K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.8K+ 304.75% |
$501K - $1.01M
|
26.3K
$663K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
19.7K+ 103.33% |
$500K - $1.01M
|
38.9K
$982K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
19.5K+ 93.42% |
$494K - $998K
|
40.4K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
19.4K+ 213.36% |
$492K - $993K
|
28.5K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
19.4KNew |
$491K - $992K
|
19.4K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
19.2K+ 97.04% |
$487K - $984K
|
39.1K
$987K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
19.2K+ 95.49% |
$487K - $983K
|
39.3K
$994K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.1K+ 101.32% |
$484K - $978K
|
38K
$960K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
19.1K+ 96.96% |
$484K - $977K
|
38.8K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19.1K+ 329.83% |
$484K - $977K
|
24.9K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19K+ 91.2% |
$482K - $974K
|
39.9K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19K+ 99.99% |
$481K - $972K
|
38K
$960K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
18.9KNew |
$478K - $966K
|
18.9K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 169.09% |
$477K - $964K
|
30K
$758K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
18.7K+ 79.55% |
$474K - $958K
|
42.3K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18.7K+ 98.04% |
$474K - $958K
|
37.8K
$956K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
18.7K+ 98.2% |
$472K - $954K
|
37.6K
$951K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 100.54% |
$472K - $952K
|
37.1K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
18.6KNew |
$471K - $951K
|
18.6K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.6K+ 86.26% |
$470K - $949K
|
40.1K
$1.01M
|