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 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.92KNew |
$48.6K - $98.2K
|
1.92K
$49.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.82K+ 100.0% |
$46.2K - $93.3K
|
3.65K
$93.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.82K+ 100.94% |
$46.1K - $93.1K
|
3.62K
$93K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.78K+ 100.0% |
$45K - $90.8K
|
3.55K
$91.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.73K+ 100.0% |
$43.7K - $88.3K
|
3.45K
$88.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.7K+ 141.48% |
$43.1K - $87.1K
|
2.91K
$74.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.7K+ 100.0% |
$43.1K - $87K
|
3.4K
$87.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 95.15% |
$40.8K - $82.3K
|
3.3K
$84.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.6K+ 100.0% |
$40.5K - $81.9K
|
3.2K
$82.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.59K+ 101.15% |
$40.2K - $81.2K
|
3.16K
$81K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.49K+ 100.47% |
$37.8K - $76.4K
|
2.98K
$76.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.49K+ 16.62% |
$37.7K - $76.1K
|
10.4K
$268K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.49K+ 100.47% |
$37.7K - $76.1K
|
2.97K
$76.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1.47K+ 100.0% |
$37.2K - $75.1K
|
2.94K
$75.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.39K+ 84.89% |
$35.2K - $71K
|
3.02K
$77.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.36K+ 121.29% |
$34.3K - $69.4K
|
2.47K
$63.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.34K+ 149.0% |
$34K - $68.6K
|
2.24K
$57.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$33.9K - $68.5K
|
1.34K
$34.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.33K+ 100.0% |
$33.7K - $68.1K
|
2.66K
$68.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.3K+ 100.0% |
$32.9K - $66.5K
|
2.6K
$66.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.28K+ 96.53% |
$32.4K - $65.5K
|
2.61K
$67K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.28K+ 100.63% |
$32.4K - $65.4K
|
2.55K
$65.5K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.26K+ 100.0% |
$31.9K - $64.4K
|
2.52K
$64.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.26K+ 99.92% |
$31.8K - $64.2K
|
2.51K
$64.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
1.24K+ 19.07% |
$31.5K - $63.6K
|
7.77K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.24K+ 100.73% |
$31.4K - $63.4K
|
2.47K
$63.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.22K+ 100.83% |
$30.9K - $62.3K
|
2.43K
$62.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.2KNew |
$30.4K - $61.4K
|
1.2K
$30.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.16K+ 100.0% |
$29.4K - $59.4K
|
2.32K
$59.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.14K+ 100.0% |
$28.7K - $58.1K
|
2.27K
$58.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12K+ 100.0% |
$28.5K - $57.5K
|
2.25K
$57.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.08K+ 100.0% |
$27.3K - $55.2K
|
2.16K
$55.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.05KNew |
$26.7K - $53.9K
|
1.05K
$27.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.02K+ 100.0% |
$25.7K - $52K
|
2.03K
$52.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.02KNew |
$25.7K - $52K
|
1.02K
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$25.4K - $51.3K
|
1K
$25.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 100.0% |
$25.3K - $51.2K
|
2K
$51.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
989New |
$25.1K - $50.6K
|
989
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
972+ 99.9% |
$24.6K - $49.7K
|
1.95K
$49.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
937+ 104.93% |
$23.7K - $47.9K
|
1.83K
$47K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
928+ 100.0% |
$23.5K - $47.5K
|
1.86K
$47.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
917+ 100.11% |
$23.2K - $46.9K
|
1.83K
$47.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
904+ 110.78% |
$22.9K - $46.2K
|
1.72K
$44.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
886New |
$22.4K - $45.3K
|
886
$22.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
879+ 351.6% |
$22.3K - $45K
|
1.13K
$29K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
827+ 91.79% |
$20.9K - $42.3K
|
1.73K
$44.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
816+ 551.35% |
$20.7K - $41.7K
|
964
$24.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
801+ 100.0% |
$20.3K - $41K
|
1.6K
$41.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
800New |
$20.3K - $40.9K
|
800
$20.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794+ 100.0% |
$20.1K - $40.6K
|
1.59K
$40.8K
|