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 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.56K+ 101.23% |
$217K - $438K
|
17K
$430K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.52K+ 91.52% |
$216K - $436K
|
17.8K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.52K+ 100.0% |
$216K - $436K
|
17K
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
8.52KNew |
$216K - $436K
|
8.52K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.5K+ 99.99% |
$215K - $435K
|
17K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
8.49K+ 98.14% |
$215K - $434K
|
17.1K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8.4K+ 98.94% |
$213K - $430K
|
16.9K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
8.4K+ 3.57% |
$213K - $430K
|
243K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
8.33K+ 99.99% |
$211K - $426K
|
16.7K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.31KNew |
$210K - $425K
|
8.31K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.29KNew |
$210K - $424K
|
8.29K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.28K+ 109.69% |
$210K - $424K
|
15.8K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.25KNew |
$209K - $422K
|
8.25K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
8.25KNew |
$209K - $422K
|
8.25K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.23K+ 100.01% |
$209K - $421K
|
16.5K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.17K+ 99.95% |
$207K - $418K
|
16.3K
$413K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
8.15KNew |
$206K - $417K
|
8.15K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.14K+ 89.11% |
$206K - $417K
|
17.3K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.04KNew |
$204K - $411K
|
8.04K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
8.03K+ 95.14% |
$203K - $411K
|
16.5K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
7.99K+ 96.16% |
$202K - $409K
|
16.3K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.97K+ 99.66% |
$202K - $408K
|
16K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.91K+ 104.42% |
$200K - $404K
|
15.5K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.88KNew |
$200K - $403K
|
7.88K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.88K+ 98.01% |
$200K - $403K
|
15.9K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.83K+ 120.36% |
$198K - $401K
|
14.3K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.82KNew |
$198K - $400K
|
7.82K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.79K+ 106.99% |
$197K - $398K
|
15.1K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
7.75K+ 100.0% |
$196K - $396K
|
15.5K
$392K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
7.74K+ 100.0% |
$196K - $396K
|
15.5K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.73KNew |
$196K - $396K
|
7.73K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.7KNew |
$195K - $394K
|
7.7K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.65K+ 100.0% |
$194K - $391K
|
15.3K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
7.6K+ 100.0% |
$193K - $389K
|
15.2K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.51K+ 100.09% |
$190K - $384K
|
15K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
7.51K+ 116.03% |
$190K - $384K
|
14K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
7.48K+ 98.81% |
$190K - $383K
|
15.1K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
7.48K+ 96.79% |
$190K - $383K
|
15.2K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.47K+ 108.32% |
$189K - $382K
|
14.4K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.45K+ 99.47% |
$189K - $381K
|
14.9K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7.44K+ 142.38% |
$188K - $381K
|
12.7K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.43K+ 107.28% |
$188K - $380K
|
14.4K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.42K+ 78.35% |
$188K - $380K
|
16.9K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.41KNew |
$188K - $379K
|
7.41K
$187K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.4K+ 77.19% |
$188K - $379K
|
17K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
7.37K+ 106.73% |
$187K - $377K
|
14.3K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
7.33K+ 115.85% |
$186K - $375K
|
13.7K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.32K+ 118.05% |
$185K - $374K
|
13.5K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.31K+ 100.26% |
$185K - $374K
|
14.6K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.29K+ 74.42% |
$185K - $373K
|
17.1K
$432K
|