Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.43K- 11.77% |
$64.7K - $70.2K
|
10.7K
$271K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.46K- 12.68% |
$65.9K - $71.4K
|
10K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 0.56% |
$65.9K - $71.5K
|
259K
$6.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.46K- 3.05% |
$66.1K - $71.6K
|
46.5K
$1.17M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.47K- 3.31% |
$66.5K - $72.1K
|
42.9K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.47K- 14.13% |
$66.6K - $72.2K
|
8.95K
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.49K- 3.11% |
$67.5K - $73.1K
|
46.4K
$1.17M
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.53K- 4.53% |
$69.2K - $75K
|
32.2K
$815K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.55K- 7.06% |
$70K - $75.9K
|
20.4K
$515K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-1.56K- 0.8% |
$70.4K - $76.3K
|
193K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.56K- 4.78% |
$70.6K - $76.5K
|
31.1K
$785K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.58K- 85.14% |
$71.3K - $77.2K
|
275
$6.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.6K- 8.56% |
$72.4K - $78.5K
|
17.1K
$432K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.62K- 14.93% |
$73.3K - $79.4K
|
9.23K
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.67K- 2.48% |
$75.7K - $82.1K
|
65.9K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.68K- 0.63% |
$75.8K - $82.2K
|
262K
$6.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.68K- 8.61% |
$75.9K - $82.2K
|
17.8K
$450K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.69K- 6.41% |
$76.5K - $82.9K
|
24.7K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.71K- 7.16% |
$77.4K - $83.9K
|
22.2K
$561K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.75K- 11.49% |
$79.2K - $85.8K
|
13.5K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.76K- 4.6% |
$79.5K - $86.2K
|
36.4K
$920K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 13.39% |
$80K - $86.8K
|
11.4K
$289K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.78K- 2.57% |
$80.7K - $87.4K
|
67.6K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.83K- 9.48% |
$83K - $89.9K
|
17.5K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.85K- 20.84% |
$83.5K - $90.5K
|
7.01K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.85K- 9.18% |
$83.6K - $90.7K
|
18.3K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.85K- 14.65% |
$83.9K - $90.9K
|
10.8K
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.86K- 3.63% |
$84.1K - $91.2K
|
49.3K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.88K- 14.55% |
$84.9K - $92K
|
11K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 7.44% |
$85.3K - $92.4K
|
23.5K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.89K- 0.56% |
$85.3K - $92.5K
|
338K
$8.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 7.32% |
$87.5K - $94.9K
|
24.5K
$619K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.95K- 1.04% |
$88.3K - $95.7K
|
186K
$4.69M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2K- 18.8% |
$90.4K - $98K
|
8.63K
$218K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-2K- 22.22% |
$90.5K - $98.1K
|
7K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.02K- 2.62% |
$91.4K - $99.1K
|
75.1K
$1.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.04K- 5.97% |
$92.2K - $100K
|
32.1K
$811K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.05K- 5.6% |
$92.6K - $100K
|
34.5K
$872K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.07K- 3.8% |
$93.6K - $101K
|
52.4K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.1K- 30.62% |
$94.8K - $103K
|
4.75K
$120K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.11K- 5.64% |
$95.3K - $103K
|
35.3K
$891K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.11K- 0.29% |
$95.6K - $104K
|
718K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.16K- 11.63% |
$97.8K - $106K
|
16.4K
$415K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.18K- 6.99% |
$98.4K - $107K
|
29K
$732K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.2K- 37.08% |
$99.4K - $108K
|
3.73K
$94.2K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.25K- 3.64% |
$102K - $110K
|
59.5K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.28K- 5.72% |
$103K - $112K
|
37.6K
$950K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.28K- 16.6% |
$103K - $112K
|
11.5K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.29K- 4.67% |
$103K - $112K
|
46.7K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.3K- 2.09% |
$104K - $113K
|
107K
$2.71M
|