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 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
4.35K+ 100.0% |
$110K - $222K
|
8.7K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.34K+ 100.0% |
$110K - $222K
|
8.68K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.33K+ 101.19% |
$110K - $221K
|
8.6K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.3K+ 89.65% |
$109K - $220K
|
9.11K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4.29K+ 100.7% |
$109K - $220K
|
8.56K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.26K+ 2.39% |
$108K - $218K
|
182K
$4.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.26K+ 68.86% |
$108K - $218K
|
10.4K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 100.0% |
$107K - $216K
|
8.45K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.22K+ 99.51% |
$107K - $216K
|
8.47K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.2K+ 96.0% |
$106K - $215K
|
8.58K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.2K+ 100.26% |
$106K - $215K
|
8.39K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.19K+ 104.44% |
$106K - $214K
|
8.19K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 376.44% |
$106K - $214K
|
5.3K
$134K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.17K+ 100.0% |
$106K - $213K
|
8.35K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.17K+ 100.77% |
$106K - $213K
|
8.3K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
4.16K+ 99.98% |
$105K - $213K
|
8.33K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
4.11K+ 115.61% |
$104K - $210K
|
7.67K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.09K+ 100.22% |
$104K - $209K
|
8.17K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.07K+ 100.0% |
$103K - $208K
|
8.15K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.04KNew |
$102K - $207K
|
4.04K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4K+ 100.0% |
$101K - $205K
|
8K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.94K+ 97.77% |
$99.9K - $202K
|
7.98K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.94K+ 100.18% |
$99.7K - $201K
|
7.86K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.93K+ 100.0% |
$99.6K - $201K
|
7.86K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.91K+ 96.21% |
$99K - $200K
|
7.97K
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.91K+ 94.72% |
$99K - $200K
|
8.04K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3.86K+ 97.85% |
$97.8K - $197K
|
7.81K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.85K+ 60.33% |
$97.4K - $197K
|
10.2K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.81K+ 100.0% |
$96.4K - $195K
|
7.61K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.8K+ 106.14% |
$96.3K - $195K
|
7.39K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.8K+ 65.52% |
$96.3K - $194K
|
9.6K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.77K+ 4.56% |
$95.6K - $193K
|
86.6K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.75K+ 91.65% |
$94.9K - $192K
|
7.83K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.73K+ 75.34% |
$94.4K - $191K
|
8.68K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3.72K+ 99.6% |
$94.2K - $190K
|
7.45K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
3.7K+ 105.14% |
$93.7K - $189K
|
7.22K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.7K+ 82.84% |
$93.7K - $189K
|
8.16K
$206K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 80.93% |
$93.5K - $189K
|
8.26K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.69KNew |
$93.4K - $189K
|
3.69K
$93.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.66KNew |
$92.8K - $187K
|
3.66K
$92.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.55K+ 59.15% |
$89.9K - $182K
|
9.55K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.51K+ 131.45% |
$88.9K - $180K
|
6.18K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.37K+ 58.38% |
$85.3K - $172K
|
9.13K
$231K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.29KNew |
$83.4K - $169K
|
3.29K
$83.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.27K+ 105.75% |
$82.9K - $167K
|
6.37K
$161K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
3.24K+ 58.92% |
$82K - $166K
|
8.73K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
3.22KNew |
$81.6K - $165K
|
3.22K
$81.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.21K+ 55.0% |
$81.3K - $164K
|
9.04K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 33.69% |
$81K - $164K
|
12.7K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.15K+ 65.2% |
$79.7K - $161K
|
7.97K
$202K
|