Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
39
+ 0.29%
$988 - $2K
13.4K $343K
Feb 11, 2025 Q4 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
38
+ 100.0%
$963 - $1.94K
76 $1.95K
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
36
New
$912 - $1.84K
36 $924
Feb 13, 2025 Q4 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
33
New
$836 - $1.69K
33 $847
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
32
New
$811 - $1.64K
32 $822
Jan 31, 2025 Q4 2024
Hallmark Capital Management Inc

BUY
 -
27
+ 100.0%
$684 - $1.38K
54 $1.39K
Jan 03, 2025 Q4 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
26
+ 100.0%
$659 - $1.33K
52 $1.34K
Jan 15, 2025 Q4 2024
Tompkins Financial Corp

BUY
 -
26
+ 100.0%
$659 - $1.33K
52 $1.34K
Jan 15, 2025 Q4 2024
Astoria Portfolio Advisors Llc.

BUY
 -
25
+ 0.28%
$633 - $1.28K
9.01K $231K
Feb 12, 2025 Q4 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
25
New
$633 - $1.28K
25 $642
Jan 24, 2025 Q4 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
18
+ 100.0%
$456 - $921
36 $924
Jan 13, 2025 Q4 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
12
+ 100.0%
$304 - $614
24 $616
Jan 29, 2025 Q4 2024
Keener Financial Planning LLC

Keller, TX
BUY
 -
11
New
$279 - $563
11 $282
Jan 14, 2025 Q4 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
10
+ 111.11%
$253 - $512
19 $488
Jan 17, 2025 Q4 2024
Global Trust Asset Management, LLC

BUY
 -
8
+ 100.0%
$203 - $409
16 $411
Feb 11, 2025 Q4 2024
Financially Speaking Inc

Greenwood Village, CO
BUY
 -
6
New
$152 - $307
6 $154
Feb 14, 2025 Q4 2024
Fsa Wealth Management LLC

Needham, MA
BUY
 -
4
+ 2.48%
$101 - $205
165 $4.24K
Feb 07, 2025 Q4 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
3
+ 0.03%
$76 - $153
10.5K $271K
Jan 22, 2025 Q4 2024
Atticus Wealth Management, LLC

BUY
 -
2
+ 100.0%
$50.7 - $102
4 $103
Feb 06, 2025 Q4 2024
New Square Capital LLC

BUY
 -
2
+ 100.0%
$50.7 - $102
4 $103
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1
New
$25.3 - $51.2
1 $25.7
Jan 29, 2025 Q4 2024
Balentine LLC

Atlanta, GA
BUY
 -
1
+ 100.0%
$25.3 - $51.2
2 $51.4
Feb 26, 2025 Q4 2024
Yoffe Investment Management, LLC

Lemoyne, PA
BUY
 -
1
+ 0.0%
$25.3 - $51.2
26.5K $681K
Feb 12, 2025 Q4 2024
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2025 Q4 2024
Family Management Corp

New York, NY
BUY
 -
0
New
$0 - $0
0 $0
Jan 06, 2025 Q4 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
SELL
 -
-1
- 0.01%
$25.3 - $51.2
8.35K $214K
Apr 23, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
SELL
 -
-1
- -0.0%
$25.3 - $51.2
728K $18.7M
Feb 12, 2025 Q4 2024
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-80
- 8.16%
$2.03K - $4.09K
900 $23.1K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-95
- 3.55%
$2.41K - $4.86K
2.58K $66.3K
Mar 28, 2025 Q4 2024
Berkeley, Inc

Boise, ID
SELL
 -
-203
- 0.95%
$5.14K - $10.4K
21.3K $546K
Feb 06, 2025 Q4 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

SELL
 -
-223
- 0.77%
$5.65K - $11.4K
28.8K $739K
Mar 04, 2025 Q4 2024
Dogwood Wealth Management LLC

Lenexa, KS
SELL
 -
-300
Closed
$7.6K - $15.3K
0 $0
Jan 30, 2025 Q4 2024
Sheaff Brock Investment Advisors, LLC

SELL
 -
-390
- 2.91%
$9.88K - $20K
13K $334K
Jan 24, 2025 Q4 2024
Rice Partnership, LLC

SELL
 -
-649
- 77.17%
$16.4K - $33.2K
192 $4.93K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-866
- 97.63%
$21.9K - $44.3K
21 $539
Jan 16, 2025 Q4 2024
Bridgewater Advisors Inc.

SELL
 -
-937
- 4.83%
$23.7K - $47.9K
18.5K $474K
Feb 10, 2025 Q4 2024
Facet Wealth, Inc.

SELL
 -
-953
- 3.03%
$24.1K - $48.8K
30.5K $783K
Feb 12, 2025 Q4 2024
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-1.16K
- 5.08%
$29.3K - $59.2K
21.6K $556K
Jul 14, 2025 Q4 2024
Venture Visionary Partners LLC

SELL
 -
-1.38K
- 1.95%
$35K - $70.8K
69.4K $1.78M
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
SELL
 -
-2.28K
- 8.23%
$57.7K - $117K
25.4K $652K
Feb 14, 2025 Q4 2024
Fin Dec Wealth Services, Inc.

Stockton, CA
SELL
 -
-2.63K
- 14.57%
$66.5K - $134K
15.4K $395K
Feb 10, 2025 Q4 2024
Clearstead Trust, LLC

Portland, ME
SELL
 -
-2.71K
- 43.74%
$68.6K - $139K
3.48K $89.4K
Feb 14, 2025 Q4 2024
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-5.46K
- 19.2%
$138K - $280K
23K $590K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-5.54K
- 9.1%
$140K - $284K
55.4K $1.42M
Feb 13, 2025 Q4 2024
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-7.78K
- 37.81%
$197K - $398K
12.8K $329K
Jan 15, 2025 Q4 2024
Ff Advisors,Llc

Manhattan Beach, CA
SELL
 -
-8.33K
- 5.79%
$211K - $426K
135K $3.48M
Jan 15, 2025 Q4 2024
Veery Capital, LLC

SELL
 -
-29.8K
- 62.74%
$755K - $1.52M
17.7K $455K
Jan 13, 2025 Q4 2024
West Oak Capital, LLC

SELL
 -
-49.3K
- 63.57%
$1.25M - $2.52M
28.3K $726K
Feb 10, 2025 Q4 2024
Jpl Wealth Management, LLC

Highlands Ranch, CO
SELL
 -
-53K
- 71.88%
$1.34M - $2.71M
20.7K $532K

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