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 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
126K+ 93.39% |
$3.19M - $6.44M
|
261K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
126K+ 100.97% |
$3.18M - $6.43M
|
250K
$6.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
124K+ 106.76% |
$3.13M - $6.32M
|
239K
$6.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
123K+ 95.62% |
$3.12M - $6.3M
|
252K
$6.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
121K+ 110.72% |
$3.07M - $6.2M
|
231K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
121K+ 98.7% |
$3.06M - $6.18M
|
243K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
120KNew |
$3.04M - $6.14M
|
120K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
120K+ 101.62% |
$3.03M - $6.12M
|
237K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
119KNew |
$3.03M - $6.11M
|
119K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
119K+ 99.22% |
$3.02M - $6.11M
|
240K
$6.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
119K+ 88.11% |
$3M - $6.07M
|
253K
$6.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
118K+ 84.4% |
$3M - $6.05M
|
259K
$6.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
112K+ 100.79% |
$2.83M - $5.71M
|
222K
$5.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
111K+ 99.68% |
$2.81M - $5.67M
|
222K
$5.61M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
111K+ 93.57% |
$2.8M - $5.66M
|
229K
$5.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
110KNew |
$2.8M - $5.65M
|
110K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
110K+ 85.0% |
$2.79M - $5.64M
|
240K
$6.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
110K+ 107.45% |
$2.78M - $5.62M
|
212K
$5.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
110K+ 94.64% |
$2.77M - $5.6M
|
225K
$5.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
109K+ 106.78% |
$2.77M - $5.6M
|
212K
$5.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
109K+ 100.62% |
$2.77M - $5.58M
|
218K
$5.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
107K+ 78.59% |
$2.72M - $5.49M
|
244K
$6.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
105K+ 98.65% |
$2.66M - $5.38M
|
212K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
104K+ 110.44% |
$2.64M - $5.33M
|
199K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
104K+ 113.03% |
$2.63M - $5.32M
|
196K
$4.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
101K+ 114.69% |
$2.56M - $5.18M
|
189K
$4.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
100K+ 107.43% |
$2.54M - $5.13M
|
194K
$4.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
99.3K+ 93.49% |
$2.52M - $5.08M
|
206K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
99.3K+ 102.4% |
$2.52M - $5.08M
|
196K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
98.7K+ 93.48% |
$2.5M - $5.05M
|
204K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
97.9K+ 99.7% |
$2.48M - $5.01M
|
196K
$4.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
97.8K+ 95.4% |
$2.48M - $5M
|
200K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
95.7K+ 101.51% |
$2.43M - $4.9M
|
190K
$4.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
95.7K+ 101.79% |
$2.42M - $4.9M
|
190K
$4.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
93.9K+ 114.8% |
$2.38M - $4.8M
|
176K
$4.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
93.8K+ 99.08% |
$2.38M - $4.8M
|
188K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
92.7K+ 98.67% |
$2.35M - $4.74M
|
187K
$4.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
91.9K+ 103.18% |
$2.33M - $4.7M
|
181K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
91.7K+ 100.23% |
$2.32M - $4.69M
|
183K
$4.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
91.6KNew |
$2.32M - $4.69M
|
91.6K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
91.4K+ 103.71% |
$2.32M - $4.68M
|
180K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
91.4K+ 99.78% |
$2.31M - $4.67M
|
183K
$4.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
90.4K+ 113.26% |
$2.29M - $4.62M
|
170K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
90.1K+ 143.14% |
$2.28M - $4.61M
|
153K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
89.2K+ 100.23% |
$2.26M - $4.56M
|
178K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
88.9KNew |
$2.25M - $4.55M
|
88.9K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
88.7K+ 102.94% |
$2.25M - $4.54M
|
175K
$4.42M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
87.6K+ 73.32% |
$2.22M - $4.48M
|
207K
$5.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
87.2KNew |
$2.21M - $4.46M
|
87.2K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
86.8K+ 110.53% |
$2.2M - $4.44M
|
165K
$4.18M
|