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 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.2M+ 109.37% |
$613M - $1.24B
|
46.3M
$1.17B
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13M+ 106.01% |
$330M - $667M
|
25.3M
$640M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.43M+ 87.9% |
$163M - $329M
|
13.8M
$348M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.31M+ 216.3% |
$109M - $221M
|
6.31M
$159M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.47M+ 94.21% |
$62.7M - $127M
|
5.1M
$129M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.39M+ 105.56% |
$60.4M - $122M
|
4.65M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.19M+ 93.91% |
$55.5M - $112M
|
4.52M
$114M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.17M+ 4867.06% |
$54.9M - $111M
|
2.21M
$55.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07M+ 96.02% |
$52.5M - $106M
|
4.23M
$107M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.9M+ 106.86% |
$48.1M - $97.1M
|
3.67M
$92.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.85M+ 117.26% |
$46.9M - $94.7M
|
3.43M
$86.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.49M+ 102.46% |
$37.7M - $76.2M
|
2.94M
$74.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.41MNew |
$35.8M - $72.3M
|
1.41M
$35.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35M+ 107.3% |
$34.3M - $69.3M
|
2.62M
$66.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28M+ 113.4% |
$32.4M - $65.4M
|
2.41M
$60.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 98.59% |
$28.9M - $58.3M
|
2.3M
$58M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
986K+ 89.15% |
$25M - $50.5M
|
2.09M
$52.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
862K+ 84.12% |
$21.8M - $44.1M
|
1.89M
$47.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
807K+ 100.8% |
$20.4M - $41.3M
|
1.61M
$40.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
728KNew |
$18.5M - $37.3M
|
728K
$18.4M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
698KNew |
$17.7M - $35.7M
|
698K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
663K+ 97.74% |
$16.8M - $33.9M
|
1.34M
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
627KNew |
$15.9M - $32.1M
|
627K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
618K+ 144.38% |
$15.6M - $31.6M
|
1.05M
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
608K+ 84.15% |
$15.4M - $31.1M
|
1.33M
$33.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
577K+ 97.48% |
$14.6M - $29.5M
|
1.17M
$29.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
557K+ 100.48% |
$14.1M - $28.5M
|
1.11M
$28.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
548K+ 82.52% |
$13.9M - $28M
|
1.21M
$30.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
542K+ 98.23% |
$13.7M - $27.7M
|
1.09M
$27.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
529K+ 96.05% |
$13.4M - $27.1M
|
1.08M
$27.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
527K+ 100.74% |
$13.4M - $27M
|
1.05M
$26.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
503K+ 975.48% |
$12.8M - $25.8M
|
555K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
489K+ 106.93% |
$12.4M - $25M
|
947K
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
472K+ 106.5% |
$12M - $24.2M
|
916K
$23.2M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
460K+ 107.24% |
$11.6M - $23.5M
|
888K
$22.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 130.85% |
$11.5M - $23.1M
|
798K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
449K+ 99.33% |
$11.4M - $22.9M
|
900K
$22.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
443K+ 94.15% |
$11.2M - $22.7M
|
913K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
441K+ 103.59% |
$11.2M - $22.6M
|
867K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
436K+ 75.11% |
$11.1M - $22.3M
|
1.02M
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
432K+ 94.98% |
$10.9M - $22.1M
|
886K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430K+ 126.71% |
$10.9M - $22M
|
769K
$19.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
418K+ 103.49% |
$10.6M - $21.4M
|
821K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
417K+ 106.76% |
$10.6M - $21.4M
|
808K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
414K+ 49.73% |
$10.5M - $21.2M
|
1.25M
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
399K+ 108.42% |
$10.1M - $20.4M
|
768K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
392K+ 106.39% |
$9.94M - $20.1M
|
761K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
382K+ 97.29% |
$9.69M - $19.6M
|
775K
$19.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
364K+ 113.24% |
$9.22M - $18.6M
|
686K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
359K+ 116.32% |
$9.09M - $18.4M
|
667K
$16.9M
|