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 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
86.1K+ 100.15% |
$2.18M - $4.41M
|
172K
$4.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
85.7K+ 98.06% |
$2.17M - $4.39M
|
173K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
85.6K+ 103.06% |
$2.17M - $4.38M
|
169K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
84.2K+ 189.91% |
$2.13M - $4.31M
|
128K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
84.1K+ 203.14% |
$2.13M - $4.3M
|
125K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
84K+ 80.17% |
$2.13M - $4.3M
|
189K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
83.8K+ 120.32% |
$2.12M - $4.29M
|
154K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82.9K+ 131.9% |
$2.1M - $4.24M
|
146K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82.8K+ 548.55% |
$2.1M - $4.24M
|
97.9K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
82.5K+ 107.72% |
$2.09M - $4.22M
|
159K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
81.2KNew |
$2.06M - $4.16M
|
81.2K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
81.1K+ 178.61% |
$2.05M - $4.15M
|
126K
$3.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
80.6K+ 98.55% |
$2.04M - $4.12M
|
162K
$4.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
79.8K+ 101.17% |
$2.02M - $4.08M
|
159K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
79.1K+ 95.96% |
$2M - $4.05M
|
162K
$4.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
78.3K+ 104.91% |
$1.98M - $4.01M
|
153K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
78.3K+ 100.36% |
$1.98M - $4M
|
156K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
78K+ 97.0% |
$1.98M - $3.99M
|
158K
$4M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
77.4K+ 98.83% |
$1.96M - $3.96M
|
156K
$3.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
76.9K+ 97.35% |
$1.95M - $3.93M
|
156K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
76.1K+ 96.95% |
$1.93M - $3.89M
|
155K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
75.2K+ 102.07% |
$1.9M - $3.85M
|
149K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
75.2K+ 102.07% |
$1.9M - $3.85M
|
149K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
74K+ 94.4% |
$1.87M - $3.78M
|
152K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
72.3K+ 98.26% |
$1.83M - $3.7M
|
146K
$3.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
72.1K+ 76.4% |
$1.83M - $3.69M
|
166K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
71.8K+ 100.28% |
$1.82M - $3.67M
|
143K
$3.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
70.9K+ 96.37% |
$1.8M - $3.63M
|
145K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
70.8K+ 104.18% |
$1.79M - $3.62M
|
139K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
70.5KNew |
$1.79M - $3.61M
|
70.5K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
70.3K+ 127.78% |
$1.78M - $3.6M
|
125K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
70K+ 112.36% |
$1.77M - $3.58M
|
132K
$3.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
69.5K+ 85.64% |
$1.76M - $3.56M
|
151K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
69.1K+ 100.27% |
$1.75M - $3.54M
|
138K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
68.7K+ 95.73% |
$1.74M - $3.52M
|
141K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
67.6K+ 104.75% |
$1.71M - $3.46M
|
132K
$3.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
67.4K+ 96.49% |
$1.71M - $3.45M
|
137K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67.3K+ 289.25% |
$1.71M - $3.45M
|
90.6K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
67.3K+ 100.67% |
$1.7M - $3.44M
|
134K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
66.6K+ 99.83% |
$1.69M - $3.4M
|
133K
$3.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
66.3KNew |
$1.68M - $3.39M
|
66.3K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
66.1K+ 97.6% |
$1.68M - $3.38M
|
134K
$3.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
65.8K+ 98.75% |
$1.67M - $3.37M
|
132K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
65.2K+ 96.89% |
$1.65M - $3.33M
|
132K
$3.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
64.8K+ 98.95% |
$1.64M - $3.31M
|
130K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
64.4K+ 113.15% |
$1.63M - $3.3M
|
121K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
64.4K+ 94.66% |
$1.63M - $3.29M
|
132K
$3.35M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
63.7K+ 459.17% |
$1.61M - $3.26M
|
77.6K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
63.7K+ 262.18% |
$1.61M - $3.26M
|
88K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
63.3K+ 99.53% |
$1.6M - $3.24M
|
127K
$3.21M
|