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 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.13K+ 12.43% |
$79.3K - $160K
|
28.3K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$78.6K - $159K
|
3.1K
$78.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.08K+ 100.0% |
$78K - $158K
|
6.16K
$156K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
3.02K+ 94.5% |
$76.5K - $155K
|
6.22K
$157K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.76K+ 101.21% |
$70K - $141K
|
5.49K
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.76K+ 0.94% |
$69.8K - $141K
|
295K
$7.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$68.4K - $138K
|
2.7K
$68.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.68K+ 76.3% |
$67.8K - $137K
|
6.19K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.51K+ 158.15% |
$63.7K - $129K
|
4.1K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.51KNew |
$63.6K - $128K
|
2.51K
$63.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.5K+ 100.0% |
$63.3K - $128K
|
5K
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.48K+ 100.0% |
$62.9K - $127K
|
4.96K
$125K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.47KNew |
$62.6K - $126K
|
2.47K
$62.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.44KNew |
$61.8K - $125K
|
2.44K
$61.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.4K+ 80.0% |
$60.8K - $123K
|
5.4K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.39K+ 113.71% |
$60.5K - $122K
|
4.49K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.37K+ 100.0% |
$60.1K - $121K
|
4.75K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.25K+ 100.0% |
$57.1K - $115K
|
4.51K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.24K+ 100.0% |
$56.7K - $115K
|
4.48K
$113K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.18KNew |
$55.2K - $111K
|
2.18K
$55K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.17K+ 98.91% |
$55K - $111K
|
4.36K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.12K+ 102.07% |
$53.7K - $108K
|
4.2K
$106K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.08KNew |
$52.8K - $107K
|
2.08K
$52.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08K+ 100.0% |
$52.7K - $106K
|
4.16K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.03K+ 246.6% |
$51.5K - $104K
|
2.86K
$72.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.01K+ 22.19% |
$50.9K - $103K
|
11.1K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2K+ 100.0% |
$50.7K - $102K
|
4K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2K+ 502.01% |
$50.6K - $102K
|
2.4K
$60.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.92KNew |
$48.6K - $98.2K
|
1.92K
$48.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.82K+ 100.0% |
$46.2K - $93.3K
|
3.65K
$92.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.82K+ 100.94% |
$46.1K - $93.1K
|
3.62K
$91.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.78K+ 100.0% |
$45K - $90.8K
|
3.55K
$89.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.73K+ 100.0% |
$43.7K - $88.3K
|
3.45K
$87.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.7K+ 141.48% |
$43.1K - $87.1K
|
2.91K
$73.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.7K+ 100.0% |
$43.1K - $87K
|
3.4K
$85.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 95.15% |
$40.8K - $82.3K
|
3.3K
$83.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.6K+ 100.0% |
$40.5K - $81.9K
|
3.2K
$80.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.59K+ 101.15% |
$40.2K - $81.2K
|
3.16K
$79.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.49K+ 100.47% |
$37.8K - $76.4K
|
2.98K
$75.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.49K+ 16.62% |
$37.7K - $76.1K
|
10.4K
$264K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.49K+ 100.47% |
$37.7K - $76.1K
|
2.97K
$75K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1.47K+ 100.0% |
$37.2K - $75.1K
|
2.94K
$74.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.39K+ 84.89% |
$35.2K - $71K
|
3.02K
$76.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.36K+ 121.29% |
$34.3K - $69.4K
|
2.47K
$62.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.34K+ 149.0% |
$34K - $68.6K
|
2.24K
$56.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$33.9K - $68.5K
|
1.34K
$33.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.33K+ 100.0% |
$33.7K - $68.1K
|
2.66K
$67.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.3K+ 100.0% |
$32.9K - $66.5K
|
2.6K
$65.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.28K+ 96.53% |
$32.4K - $65.5K
|
2.61K
$65.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.28K+ 100.63% |
$32.4K - $65.4K
|
2.55K
$64.4K
|