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 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.55K+ 70.0% |
$141K - $284K
|
13.5K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
5.49K+ 133.87% |
$139K - $281K
|
9.6K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.49K+ 100.0% |
$139K - $281K
|
11K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
5.49K+ 100.0% |
$139K - $281K
|
11K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.46K+ 100.0% |
$138K - $279K
|
10.9K
$276K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.35K+ 69.54% |
$135K - $274K
|
13K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.33K+ 99.98% |
$135K - $273K
|
10.7K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.31K+ 88.24% |
$135K - $272K
|
11.3K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.3K+ 90.27% |
$134K - $271K
|
11.2K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.27K+ 113.91% |
$134K - $270K
|
9.9K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.24K+ 162.92% |
$133K - $268K
|
8.45K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 112.97% |
$132K - $267K
|
9.85K
$249K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.22K+ 100.4% |
$132K - $267K
|
10.4K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.22K+ 100.0% |
$132K - $267K
|
10.4K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.2K+ 72.55% |
$132K - $266K
|
12.4K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.15K+ 100.65% |
$130K - $263K
|
10.3K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
5.15K+ 88.45% |
$130K - $263K
|
11K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.13K+ 91.62% |
$130K - $262K
|
10.7K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
5.06K+ 102.35% |
$128K - $259K
|
10K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.04K+ 45.62% |
$128K - $258K
|
16.1K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.04K+ 100.0% |
$128K - $258K
|
10.1K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.03K+ 110.14% |
$127K - $257K
|
9.6K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
5.02K+ 89.49% |
$127K - $257K
|
10.6K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.99K+ 100.0% |
$126K - $255K
|
9.98K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.96K+ 113.18% |
$126K - $254K
|
9.35K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.95K+ 99.44% |
$125K - $253K
|
9.93K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.94K+ 101.25% |
$125K - $252K
|
9.81K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.93K+ 98.23% |
$125K - $252K
|
9.96K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.88K+ 488200.0% |
$124K - $250K
|
4.88K
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.87K+ 99.11% |
$123K - $249K
|
9.79K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.83K+ 101.22% |
$122K - $247K
|
9.6K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4.81K+ 100.0% |
$122K - $246K
|
9.63K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.76K+ 99.5% |
$121K - $244K
|
9.55K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.73K+ 77.51% |
$120K - $242K
|
10.8K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.68K+ 89.01% |
$119K - $239K
|
9.94K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
4.67K+ 100.0% |
$118K - $239K
|
9.34K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
4.6K+ 100.0% |
$117K - $235K
|
9.2K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.6K+ 100.0% |
$116K - $235K
|
9.2K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.59K+ 73.65% |
$116K - $235K
|
10.8K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.53K+ 100.04% |
$115K - $232K
|
9.05K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
4.52K+ 49.41% |
$114K - $231K
|
13.7K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.5K+ 100.0% |
$114K - $230K
|
8.99K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.48KNew |
$113K - $229K
|
4.48K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.48K+ 100.0% |
$113K - $229K
|
8.95K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.46K+ 98.54% |
$113K - $228K
|
8.99K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.46K+ 106.68% |
$113K - $228K
|
8.64K
$218K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
4.45K+ 99.51% |
$113K - $228K
|
8.92K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.44K+ 99.98% |
$112K - $227K
|
8.87K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42K+ 100.0% |
$112K - $226K
|
8.84K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
4.39KNew |
$111K - $225K
|
4.39K
$111K
|