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 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
345K+ 78.3% |
$8.73M - $17.6M
|
785K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
344K+ 81.85% |
$8.71M - $17.6M
|
764K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
342K+ 329.01% |
$8.66M - $17.5M
|
446K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
341K+ 103.43% |
$8.64M - $17.4M
|
670K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
324K+ 95.09% |
$8.2M - $16.6M
|
665K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
321K+ 99.33% |
$8.12M - $16.4M
|
643K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
320K+ 98.42% |
$8.11M - $16.4M
|
646K
$16.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
318K+ 99.93% |
$8.05M - $16.2M
|
635K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
313K+ 106.12% |
$7.93M - $16M
|
608K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
311K+ 102.22% |
$7.87M - $15.9M
|
615K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
309K+ 102.7% |
$7.83M - $15.8M
|
610K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
302K+ 95.87% |
$7.66M - $15.5M
|
618K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
301K+ 105.44% |
$7.62M - $15.4M
|
586K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
297K+ 100.82% |
$7.53M - $15.2M
|
592K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
297K+ 100.79% |
$7.51M - $15.2M
|
591K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
295K+ 198.88% |
$7.47M - $15.1M
|
443K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
291K+ 103.1% |
$7.36M - $14.9M
|
572K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
280K+ 103.63% |
$7.09M - $14.3M
|
550K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
278K+ 104.77% |
$7.04M - $14.2M
|
543K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
275K+ 79.38% |
$6.97M - $14.1M
|
622K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
273K+ 108.82% |
$6.92M - $14M
|
524K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
273K+ 108.76% |
$6.92M - $14M
|
524K
$13.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
266K+ 99.94% |
$6.75M - $13.6M
|
533K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
265K+ 93.08% |
$6.7M - $13.5M
|
549K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
237K+ 105.1% |
$6.01M - $12.1M
|
463K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
236K+ 92.87% |
$5.98M - $12.1M
|
490K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
236K+ 8.78% |
$5.97M - $12M
|
2.92M
$73.8M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
234KNew |
$5.92M - $12M
|
234K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
230K+ 103.02% |
$5.84M - $11.8M
|
454K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
230K+ 102.03% |
$5.82M - $11.8M
|
455K
$11.5M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
227K+ 99.79% |
$5.76M - $11.6M
|
455K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
226K+ 103.33% |
$5.73M - $11.6M
|
445K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
219K+ 102.37% |
$5.54M - $11.2M
|
432K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
218K+ 100.05% |
$5.52M - $11.1M
|
435K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
216KNew |
$5.48M - $11.1M
|
216K
$5.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
215K+ 102.74% |
$5.45M - $11M
|
425K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
214K+ 99.91% |
$5.43M - $11M
|
429K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
211K+ 101.69% |
$5.35M - $10.8M
|
419K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
211K+ 181.31% |
$5.34M - $10.8M
|
327K
$8.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
210K+ 381281.81% |
$5.31M - $10.7M
|
210K
$5.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
204K+ 97.14% |
$5.17M - $10.5M
|
415K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
204K+ 141.3% |
$5.16M - $10.4M
|
348K
$8.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
202K+ 71.4% |
$5.11M - $10.3M
|
485K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
200K+ 95.67% |
$5.05M - $10.2M
|
408K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
198K+ 115.11% |
$5.02M - $10.1M
|
370K
$9.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
198K+ 96.6% |
$5.01M - $10.1M
|
403K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
197K+ 88.24% |
$5M - $10.1M
|
421K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
196K+ 103.29% |
$4.96M - $10M
|
385K
$9.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
196K+ 105.62% |
$4.96M - $10M
|
381K
$9.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
192K+ 94.52% |
$4.86M - $9.81M
|
395K
$9.97M
|