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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
37K+ 99.21% |
$937K - $1.89M
|
74.3K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
37K+ 108.01% |
$937K - $1.89M
|
71.2K
$1.8M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
36.3K+ 92.61% |
$920K - $1.86M
|
75.5K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.3K+ 102.68% |
$918K - $1.85M
|
71.6K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36K+ 78.34% |
$912K - $1.84M
|
82K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
35.9K+ 94.92% |
$910K - $1.84M
|
73.8K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
35.6K+ 98.56% |
$902K - $1.82M
|
71.7K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35.5K+ 107.09% |
$900K - $1.82M
|
68.7K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
35.4K+ 100.34% |
$896K - $1.81M
|
70.6K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.3K+ 109.63% |
$893K - $1.8M
|
67.4K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
35.2K+ 119.56% |
$892K - $1.8M
|
64.7K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
34.6K+ 99.52% |
$877K - $1.77M
|
69.4K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
33.9K+ 101.23% |
$860K - $1.74M
|
67.5K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.8K+ 173.81% |
$857K - $1.73M
|
53.3K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
33.7K+ 100.45% |
$855K - $1.73M
|
67.3K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
33.6K+ 75.02% |
$851K - $1.72M
|
78.4K
$1.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
33.6K+ 78.86% |
$850K - $1.72M
|
76.1K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
33.1KNew |
$838K - $1.69M
|
33.1K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32.9K+ 106.56% |
$834K - $1.68M
|
63.8K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32.8K+ 80.61% |
$830K - $1.68M
|
73.4K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
32.8K+ 95.03% |
$830K - $1.68M
|
67.2K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
32.3K+ 100.04% |
$817K - $1.65M
|
64.5K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
32.1K+ 79.26% |
$814K - $1.64M
|
72.7K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
32.1K+ 92.35% |
$813K - $1.64M
|
66.9K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
32K+ 99.9% |
$811K - $1.64M
|
64K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.7K+ 6.94% |
$803K - $1.62M
|
488K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
31.7K+ 63.17% |
$802K - $1.62M
|
81.8K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
31.6K+ 101.11% |
$800K - $1.62M
|
62.8K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
31.4K+ 100.14% |
$796K - $1.61M
|
62.8K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
31.3K+ 100.04% |
$794K - $1.6M
|
62.7K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
31.1K+ 111.87% |
$788K - $1.59M
|
58.9K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
31.1K+ 97.88% |
$787K - $1.59M
|
62.8K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
30.9K+ 102.63% |
$783K - $1.58M
|
61K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
30.6K+ 97.28% |
$774K - $1.56M
|
62K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
29.8K+ 98.08% |
$755K - $1.52M
|
60.2K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
29.6K+ 105.48% |
$750K - $1.52M
|
57.7K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29.6K+ 100.78% |
$749K - $1.51M
|
58.9K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
29.3K+ 59.02% |
$743K - $1.5M
|
79K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29.3K+ 55.07% |
$742K - $1.5M
|
82.5K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
29K+ 121.45% |
$733K - $1.48M
|
52.8K
$1.33M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
28.9KNew |
$733K - $1.48M
|
28.9K
$731K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
28.7K+ 93.46% |
$726K - $1.47M
|
59.3K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28.6K+ 93.86% |
$724K - $1.46M
|
59K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
28.5K+ 48.25% |
$723K - $1.46M
|
87.7K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
28.1K+ 102.23% |
$711K - $1.44M
|
55.5K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
27.9K+ 135.11% |
$708K - $1.43M
|
48.6K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
27.8K+ 122.48% |
$705K - $1.42M
|
50.6K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
27.7KNew |
$703K - $1.42M
|
27.7K
$701K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
27.7KNew |
$701K - $1.42M
|
27.7K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
27.6K+ 100.0% |
$699K - $1.41M
|
55.2K
$1.39M
|