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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 79.11% |
$260K - $524K
|
23.2K
$596K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
10.2K+ 100.05% |
$259K - $524K
|
20.5K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.2K+ 98.59% |
$259K - $523K
|
20.6K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
10.2K+ 100.96% |
$258K - $522K
|
20.3K
$521K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
10.1K+ 93.91% |
$256K - $516K
|
20.8K
$535K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10.1KNew |
$255K - $515K
|
10.1K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10K+ 88.39% |
$255K - $514K
|
21.4K
$550K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10K+ 101.05% |
$254K - $513K
|
20K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10K+ 100.0% |
$253K - $512K
|
20K
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
10K+ 89.59% |
$253K - $511K
|
21.2K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
10K+ 100.38% |
$253K - $511K
|
20K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
9.99K+ 100.18% |
$253K - $511K
|
20K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.98K+ 100.05% |
$253K - $510K
|
20K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9.96K+ 100.85% |
$252K - $510K
|
19.8K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.94K+ 93.5% |
$252K - $509K
|
20.6K
$528K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
9.94K+ 101.53% |
$252K - $509K
|
19.7K
$507K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.93K+ 131.64% |
$251K - $508K
|
17.5K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.92K+ 105.4% |
$251K - $507K
|
19.3K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
9.91K+ 86.57% |
$251K - $507K
|
21.4K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
9.91K+ 89.32% |
$251K - $507K
|
21K
$539K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.89K+ 128.51% |
$250K - $506K
|
17.6K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.87K+ 108.7% |
$250K - $505K
|
19K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.87KNew |
$250K - $505K
|
9.87K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.85K+ 191.28% |
$250K - $504K
|
15K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.84K+ 132.72% |
$249K - $503K
|
17.3K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.84K+ 93.08% |
$249K - $503K
|
20.4K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
9.77K+ 100.02% |
$248K - $500K
|
19.5K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
9.74K+ 100.0% |
$247K - $499K
|
19.5K
$500K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
9.74KNew |
$247K - $498K
|
9.74K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.73K+ 90.86% |
$247K - $498K
|
20.4K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
9.72K+ 65.74% |
$246K - $497K
|
24.5K
$629K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
9.72K+ 99.39% |
$246K - $497K
|
19.5K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.71K+ 79.58% |
$246K - $497K
|
21.9K
$562K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9.67K+ 98.35% |
$245K - $494K
|
19.5K
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
9.66K+ 132.88% |
$245K - $494K
|
16.9K
$435K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
9.64K+ 98.77% |
$244K - $493K
|
19.4K
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9.64K+ 104.36% |
$244K - $493K
|
18.9K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.61K+ 87.01% |
$243K - $492K
|
20.7K
$530K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.59K+ 77.48% |
$243K - $491K
|
22K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
9.58KNew |
$243K - $490K
|
9.58K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.53K+ 104.83% |
$241K - $488K
|
18.6K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.52KNew |
$241K - $487K
|
9.52K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.35K+ 70.41% |
$237K - $478K
|
22.6K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.34K+ 90.92% |
$237K - $478K
|
19.6K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.28K+ 100.4% |
$235K - $475K
|
18.5K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
9.28KNew |
$235K - $475K
|
9.28K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.24K+ 99.27% |
$234K - $473K
|
18.5K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.21K+ 82.88% |
$233K - $471K
|
20.3K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.21K+ 85.59% |
$233K - $471K
|
20K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.15KNew |
$232K - $468K
|
9.15K
$235K
|