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
|
Tfc Financial Management
|
BUY
|
- |
1.26K+ 99.92% |
$31.8K - $64.2K
|
2.51K
$63.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
1.24K+ 19.07% |
$31.5K - $63.6K
|
7.77K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.24K+ 100.73% |
$31.4K - $63.4K
|
2.47K
$62.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.22K+ 100.83% |
$30.9K - $62.3K
|
2.43K
$61.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.2KNew |
$30.4K - $61.4K
|
1.2K
$30.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.16K+ 100.0% |
$29.4K - $59.4K
|
2.32K
$58.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.14K+ 100.0% |
$28.7K - $58.1K
|
2.27K
$57.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12K+ 100.0% |
$28.5K - $57.5K
|
2.25K
$56.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.08K+ 100.0% |
$27.3K - $55.2K
|
2.16K
$54.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.05KNew |
$26.7K - $53.9K
|
1.05K
$26.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.02K+ 100.0% |
$25.7K - $52K
|
2.03K
$51.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.02KNew |
$25.7K - $52K
|
1.02K
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$25.4K - $51.3K
|
1K
$25.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 100.0% |
$25.3K - $51.2K
|
2K
$50.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
989New |
$25.1K - $50.6K
|
989
$25K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
972+ 99.9% |
$24.6K - $49.7K
|
1.95K
$49.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
937+ 104.93% |
$23.7K - $47.9K
|
1.83K
$46.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
928+ 100.0% |
$23.5K - $47.5K
|
1.86K
$46.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
917+ 100.11% |
$23.2K - $46.9K
|
1.83K
$46.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
904+ 110.78% |
$22.9K - $46.2K
|
1.72K
$43.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
886New |
$22.4K - $45.3K
|
886
$22.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
879+ 351.6% |
$22.3K - $45K
|
1.13K
$28.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
827+ 91.79% |
$20.9K - $42.3K
|
1.73K
$43.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
816+ 551.35% |
$20.7K - $41.7K
|
964
$24.4K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
801+ 100.0% |
$20.3K - $41K
|
1.6K
$40.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
800New |
$20.3K - $40.9K
|
800
$20.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794+ 100.0% |
$20.1K - $40.6K
|
1.59K
$40.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
776New |
$19.7K - $39.7K
|
776
$19.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
761+ 143.05% |
$19.3K - $38.9K
|
1.29K
$32.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
750+ 6.66% |
$19K - $38.4K
|
12K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
746+ 106.88% |
$18.9K - $38.2K
|
1.44K
$36.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
741+ 128.42% |
$18.8K - $37.9K
|
1.32K
$33.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
706+ 8.43% |
$17.9K - $36.1K
|
9.09K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
650+ 100.0% |
$16.5K - $33.3K
|
1.3K
$32.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
641+ 72.68% |
$16.2K - $32.8K
|
1.52K
$38.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
634New |
$16.1K - $32.4K
|
634
$16K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
626+ 100.0% |
$15.9K - $32K
|
1.25K
$31.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
615+ 100.0% |
$15.6K - $31.5K
|
1.23K
$31.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
574New |
$14.5K - $29.4K
|
574
$14.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
564+ 95.59% |
$14.3K - $28.9K
|
1.15K
$29.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
562New |
$14.2K - $28.8K
|
562
$14.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
536+ 100.0% |
$13.6K - $27.4K
|
1.07K
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
504+ 101.61% |
$12.8K - $25.8K
|
1K
$25.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
499+ 100.0% |
$12.6K - $25.5K
|
998
$25.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
498New |
$12.6K - $25.5K
|
498
$12.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
496New |
$12.6K - $25.4K
|
496
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
480+ 115.66% |
$12.2K - $24.6K
|
895
$22.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
480+ 100.42% |
$12.2K - $24.6K
|
958
$24.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
459+ 77.01% |
$11.6K - $23.5K
|
1.06K
$26.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
455+ 100.0% |
$11.5K - $23.3K
|
910
$23K
|