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 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19.1K+ 329.83% |
$484K - $977K
|
24.9K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19K+ 91.2% |
$482K - $974K
|
39.9K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19K+ 99.99% |
$481K - $972K
|
38K
$976K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
18.9KNew |
$478K - $966K
|
18.9K
$485K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18.9K+ 100.0% |
$477K - $964K
|
37.7K
$968K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 169.09% |
$477K - $964K
|
30K
$770K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
18.7K+ 79.55% |
$474K - $958K
|
42.3K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18.7K+ 98.04% |
$474K - $958K
|
37.8K
$971K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
18.7K+ 98.2% |
$472K - $954K
|
37.6K
$967K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 100.54% |
$472K - $952K
|
37.1K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
18.6KNew |
$471K - $951K
|
18.6K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.6K+ 86.26% |
$470K - $949K
|
40.1K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
18.5K+ 85.04% |
$470K - $949K
|
40.4K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
18.5K+ 106.0% |
$468K - $945K
|
35.9K
$921K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
18.4K+ 102.95% |
$466K - $941K
|
36.2K
$931K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
18.3K+ 100.0% |
$464K - $937K
|
36.6K
$941K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18.3KNew |
$463K - $935K
|
18.3K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
18.1K+ 100.9% |
$460K - $928K
|
36.1K
$928K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18.1K+ 100.37% |
$459K - $928K
|
36.2K
$930K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18.1K+ 93.33% |
$457K - $924K
|
37.4K
$960K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
18K+ 98.22% |
$457K - $922K
|
36.4K
$934K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.8K+ 94.2% |
$451K - $911K
|
36.7K
$943K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.8K+ 100.0% |
$451K - $911K
|
35.6K
$914K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.7K+ 80.96% |
$448K - $904K
|
39.5K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.7K+ 1.25% |
$447K - $904K
|
1.44M
$36.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.7K+ 94.58% |
$447K - $903K
|
36.3K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
17.5KNew |
$443K - $896K
|
17.5K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.4K+ 103.53% |
$442K - $892K
|
34.3K
$880K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.4K+ 150.41% |
$440K - $889K
|
28.9K
$743K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
17.3K+ 101.04% |
$438K - $885K
|
34.4K
$884K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17.3K+ 98.15% |
$438K - $885K
|
34.9K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
17.3K+ 129.87% |
$438K - $885K
|
30.6K
$786K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 103.43% |
$436K - $881K
|
33.9K
$870K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 101.01% |
$436K - $880K
|
34.2K
$879K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.2KNew |
$436K - $880K
|
17.2K
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
17.1K+ 98.96% |
$432K - $872K
|
34.3K
$880K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17KNew |
$430K - $869K
|
17K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 80.95% |
$422K - $853K
|
37.3K
$957K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.6K+ 99.24% |
$421K - $850K
|
33.4K
$857K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16.5K+ 191.38% |
$418K - $844K
|
25.1K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.4KNew |
$415K - $839K
|
16.4K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.3K+ 85.03% |
$412K - $832K
|
35.4K
$909K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
16.2KNew |
$410K - $827K
|
16.2K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.2K+ 118.13% |
$409K - $827K
|
29.8K
$767K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.1K+ 91.63% |
$408K - $824K
|
33.7K
$865K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16K+ 102.26% |
$404K - $817K
|
31.6K
$811K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
15.9KNew |
$404K - $816K
|
15.9K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15.9K+ 182.69% |
$403K - $814K
|
24.6K
$632K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
15.9K+ 104.88% |
$402K - $812K
|
31K
$797K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
15.8K+ 105.51% |
$400K - $808K
|
30.8K
$790K
|