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
|
Capital Advantage, Inc.
|
BUY
|
- |
9.91K+ 86.57% |
$251K - $507K
|
21.4K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
9.91K+ 89.32% |
$251K - $507K
|
21K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.89K+ 128.51% |
$250K - $506K
|
17.6K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.87K+ 108.7% |
$250K - $505K
|
19K
$479K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.87KNew |
$250K - $505K
|
9.87K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.85K+ 191.28% |
$250K - $504K
|
15K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.84K+ 132.72% |
$249K - $503K
|
17.3K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.84K+ 93.08% |
$249K - $503K
|
20.4K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
9.77K+ 100.02% |
$248K - $500K
|
19.5K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
9.74K+ 100.0% |
$247K - $499K
|
19.5K
$492K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
9.74KNew |
$247K - $498K
|
9.74K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.73K+ 90.86% |
$247K - $498K
|
20.4K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
9.72K+ 65.74% |
$246K - $497K
|
24.5K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
9.72K+ 99.39% |
$246K - $497K
|
19.5K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.71K+ 79.58% |
$246K - $497K
|
21.9K
$553K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9.67K+ 98.35% |
$245K - $494K
|
19.5K
$493K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
9.66K+ 132.88% |
$245K - $494K
|
16.9K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
9.64K+ 98.77% |
$244K - $493K
|
19.4K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9.64K+ 104.36% |
$244K - $493K
|
18.9K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.61K+ 87.01% |
$243K - $492K
|
20.7K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.59K+ 77.48% |
$243K - $491K
|
22K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
9.58KNew |
$243K - $490K
|
9.58K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.53K+ 104.83% |
$241K - $488K
|
18.6K
$471K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.52KNew |
$241K - $487K
|
9.52K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.35K+ 70.41% |
$237K - $478K
|
22.6K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.34K+ 90.92% |
$237K - $478K
|
19.6K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.28K+ 100.4% |
$235K - $475K
|
18.5K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
9.28KNew |
$235K - $475K
|
9.28K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.24K+ 99.27% |
$234K - $473K
|
18.5K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.21K+ 82.88% |
$233K - $471K
|
20.3K
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.21K+ 85.59% |
$233K - $471K
|
20K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.15KNew |
$232K - $468K
|
9.15K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9.15K+ 112.27% |
$232K - $468K
|
17.3K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.15K+ 112.6% |
$232K - $468K
|
17.3K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9.1K+ 103.07% |
$230K - $465K
|
17.9K
$453K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
9.03K+ 94.88% |
$229K - $462K
|
18.6K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.02KNew |
$229K - $462K
|
9.02K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
8.99KNew |
$228K - $460K
|
8.99K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.97KNew |
$227K - $459K
|
8.97K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
8.89K+ 100.0% |
$225K - $455K
|
17.8K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.89K+ 511.8% |
$225K - $455K
|
10.6K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.89K+ 98.39% |
$225K - $455K
|
17.9K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
8.8K+ 101.48% |
$223K - $450K
|
17.5K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.76K+ 136.14% |
$222K - $448K
|
15.2K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
8.75KNew |
$222K - $448K
|
8.75K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
8.74K+ 103.91% |
$221K - $447K
|
17.1K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
8.71K+ 100.57% |
$221K - $446K
|
17.4K
$439K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.71K+ 100.0% |
$221K - $446K
|
17.4K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.68K+ 93.06% |
$220K - $444K
|
18K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8.62K+ 72.01% |
$218K - $441K
|
20.6K
$520K
|