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 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.73KNew |
$196K - $396K
|
7.73K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.7KNew |
$195K - $394K
|
7.7K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.65K+ 100.0% |
$194K - $391K
|
15.3K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
7.6K+ 100.0% |
$193K - $389K
|
15.2K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.51K+ 100.09% |
$190K - $384K
|
15K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
7.51K+ 116.03% |
$190K - $384K
|
14K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
7.48K+ 98.81% |
$190K - $383K
|
15.1K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
7.48K+ 96.79% |
$190K - $383K
|
15.2K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.47K+ 108.32% |
$189K - $382K
|
14.4K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.45K+ 99.47% |
$189K - $381K
|
14.9K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7.44K+ 142.38% |
$188K - $381K
|
12.7K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.43K+ 107.28% |
$188K - $380K
|
14.4K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.42K+ 78.35% |
$188K - $380K
|
16.9K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.41KNew |
$188K - $379K
|
7.41K
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.4K+ 77.19% |
$188K - $379K
|
17K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
7.37K+ 106.73% |
$187K - $377K
|
14.3K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
7.33K+ 115.85% |
$186K - $375K
|
13.7K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.32K+ 118.05% |
$185K - $374K
|
13.5K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.31K+ 100.26% |
$185K - $374K
|
14.6K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.29K+ 74.42% |
$185K - $373K
|
17.1K
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.26K+ 99.88% |
$184K - $371K
|
14.5K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.21K+ 110.91% |
$183K - $369K
|
13.7K
$352K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
7.2K+ 93.85% |
$182K - $369K
|
14.9K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
7.18K+ 105.87% |
$182K - $367K
|
14K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.15K+ 104.34% |
$181K - $366K
|
14K
$359K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.11K+ 91.31% |
$180K - $364K
|
14.9K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7.09KNew |
$180K - $363K
|
7.09K
$182K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.06K+ 85.08% |
$179K - $361K
|
15.4K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.04K+ 100.64% |
$178K - $360K
|
14K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.02K+ 124.24% |
$178K - $359K
|
12.7K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7K+ 92.01% |
$177K - $358K
|
14.6K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7K+ 100.0% |
$177K - $358K
|
14K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
6.95K+ 108.42% |
$176K - $356K
|
13.4K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.87K+ 100.0% |
$174K - $351K
|
13.7K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.8K+ 101.18% |
$172K - $348K
|
13.5K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6.76K+ 98.37% |
$171K - $346K
|
13.6K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
6.74K+ 79.38% |
$171K - $345K
|
15.2K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
6.69K+ 101.52% |
$169K - $342K
|
13.3K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.65K+ 56.99% |
$168K - $340K
|
18.3K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.64K+ 100.12% |
$168K - $340K
|
13.3K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
6.64K+ 82.76% |
$168K - $340K
|
14.7K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
6.62K+ 101.22% |
$168K - $339K
|
13.2K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6.6K+ 94.58% |
$167K - $338K
|
13.6K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6.58K+ 96.48% |
$167K - $337K
|
13.4K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6.5K+ 81.09% |
$165K - $333K
|
14.5K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
6.47K+ 100.14% |
$164K - $331K
|
12.9K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.45K+ 100.14% |
$163K - $330K
|
12.9K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6.4K+ 100.0% |
$162K - $327K
|
12.8K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
6.38K+ 106.25% |
$162K - $326K
|
12.4K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.34K+ 109.3% |
$160K - $324K
|
12.1K
$312K
|