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 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
440+ 110.0% |
$11.1K - $22.5K
|
840
$21.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
428+ 96.83% |
$10.8K - $21.9K
|
870
$22K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
420+ 100.0% |
$10.6K - $21.5K
|
840
$21.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
420New |
$10.6K - $21.5K
|
420
$10.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
415+ 105.06% |
$10.5K - $21.2K
|
810
$20.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
398+ 100.0% |
$10.1K - $20.4K
|
796
$20.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
365+ 100.83% |
$9.25K - $18.7K
|
727
$18.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
363+ 0.47% |
$9.19K - $18.6K
|
76.8K
$1.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
348+ 46.52% |
$8.81K - $17.8K
|
1.1K
$27.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
348+ 148.09% |
$8.81K - $17.8K
|
583
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
348New |
$8.81K - $17.8K
|
348
$8.79K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
344+ 100.0% |
$8.71K - $17.6K
|
688
$17.4K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
338New |
$8.56K - $17.3K
|
338
$8.54K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
326+ 100.0% |
$8.26K - $16.7K
|
652
$16.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
320+ 100.0% |
$8.11K - $16.4K
|
640
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
313+ 3.27% |
$7.93K - $16K
|
9.9K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
312+ 100.0% |
$7.9K - $16K
|
624
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
310+ 137.78% |
$7.85K - $15.9K
|
535
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
304+ 43.55% |
$7.7K - $15.6K
|
1K
$25.3K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
298+ 100.0% |
$7.55K - $15.2K
|
596
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
294+ 0.28% |
$7.45K - $15K
|
105K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
276+ 0.99% |
$6.99K - $14.1K
|
28K
$708K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
274New |
$6.94K - $14K
|
274
$6.92K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
266+ 100.0% |
$6.74K - $13.6K
|
532
$13.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
262+ 100.0% |
$6.64K - $13.4K
|
524
$13.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
250+ 100.0% |
$6.33K - $12.8K
|
500
$12.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
248+ 25.51% |
$6.28K - $12.7K
|
1.22K
$30.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
240+ 100.0% |
$6.08K - $12.3K
|
480
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
230+ 99.14% |
$5.83K - $11.8K
|
462
$11.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
205New |
$5.19K - $10.5K
|
205
$5.18K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
204+ 100.99% |
$5.17K - $10.4K
|
406
$10.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
203+ 100.5% |
$5.14K - $10.4K
|
405
$10.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
200+ 100.0% |
$5.07K - $10.2K
|
400
$10.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 100.0% |
$5.07K - $10.2K
|
400
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
196+ 100.0% |
$4.96K - $10K
|
392
$9.91K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
192+ 100.0% |
$4.86K - $9.82K
|
384
$9.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
190+ 100.0% |
$4.81K - $9.72K
|
380
$9.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
188+ 100.0% |
$4.76K - $9.62K
|
376
$9.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
186+ 100.0% |
$4.71K - $9.52K
|
372
$9.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
180New |
$4.56K - $9.21K
|
180
$4.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
180New |
$4.56K - $9.21K
|
180
$4.55K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
176+ 100.0% |
$4.46K - $9K
|
352
$8.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
176New |
$4.46K - $9K
|
176
$4.45K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
163+ 100.0% |
$4.13K - $8.34K
|
326
$8.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
163New |
$4.13K - $8.34K
|
163
$4.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
160New |
$4.05K - $8.19K
|
160
$4.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
156New |
$3.95K - $7.98K
|
156
$3.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
148+ 100.0% |
$3.75K - $7.57K
|
296
$7.48K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
142+ 100.0% |
$3.6K - $7.26K
|
284
$7.18K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
140+ 100.0% |
$3.55K - $7.16K
|
280
$7.08K
|