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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
63.1K+ 114.69% |
$1.6M - $3.23M
|
118K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
63K+ 106.97% |
$1.6M - $3.22M
|
122K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
62.9K+ 94.6% |
$1.59M - $3.22M
|
129K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
62.5K+ 382.85% |
$1.58M - $3.2M
|
78.9K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.4KNew |
$1.58M - $3.19M
|
62.4K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
62.2K+ 115.64% |
$1.58M - $3.18M
|
116K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
61.7K+ 105.24% |
$1.56M - $3.15M
|
120K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
61.5K+ 91.64% |
$1.56M - $3.14M
|
129K
$3.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
61.4K+ 1367.24% |
$1.55M - $3.14M
|
65.9K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
61.3K+ 82.71% |
$1.55M - $3.13M
|
135K
$3.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
61.2K+ 110.51% |
$1.55M - $3.13M
|
117K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
60.9K+ 109.02% |
$1.54M - $3.12M
|
117K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
60.8K+ 98.94% |
$1.54M - $3.11M
|
122K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
60.2K+ 99.31% |
$1.53M - $3.08M
|
121K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
59.7K+ 80.04% |
$1.51M - $3.06M
|
134K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
58.9KNew |
$1.49M - $3.01M
|
58.9K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
58.8K+ 98.92% |
$1.49M - $3.01M
|
118K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
58.6K+ 97.6% |
$1.48M - $3M
|
119K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.3K+ 125.98% |
$1.48M - $2.98M
|
105K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
57.8K+ 99.05% |
$1.47M - $2.96M
|
116K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
57.8KNew |
$1.46M - $2.96M
|
57.8K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
57.5K+ 98.92% |
$1.46M - $2.94M
|
116K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
57.2K+ 102.21% |
$1.45M - $2.93M
|
113K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
56.8K+ 68.61% |
$1.44M - $2.91M
|
140K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
56.6K+ 99.28% |
$1.43M - $2.89M
|
114K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.2K+ 74.73% |
$1.42M - $2.88M
|
131K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
55.9K+ 100.72% |
$1.42M - $2.86M
|
111K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
55.9K+ 98.27% |
$1.42M - $2.86M
|
113K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
55.3K+ 99.91% |
$1.4M - $2.83M
|
111K
$2.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
55K+ 86.19% |
$1.39M - $2.82M
|
119K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
54.9K+ 44.9% |
$1.39M - $2.81M
|
177K
$4.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
54.9K+ 99.78% |
$1.39M - $2.81M
|
110K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
54.7KNew |
$1.39M - $2.8M
|
54.7K
$1.38M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
54.6K+ 106.05% |
$1.38M - $2.79M
|
106K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
54.4KNew |
$1.38M - $2.78M
|
54.4K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
54.1K+ 103.97% |
$1.37M - $2.77M
|
106K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
54K+ 97.24% |
$1.37M - $2.76M
|
110K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
53.9K+ 115.57% |
$1.37M - $2.76M
|
101K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
52.9K+ 101.42% |
$1.34M - $2.71M
|
105K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
52.7K+ 106.83% |
$1.33M - $2.69M
|
102K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
52.4K+ 106.29% |
$1.33M - $2.68M
|
102K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.7K+ 341.9% |
$1.31M - $2.65M
|
66.9K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
51.6K+ 111.94% |
$1.31M - $2.64M
|
97.8K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
51.6K+ 100.81% |
$1.31M - $2.64M
|
103K
$2.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51.4K+ 3.65% |
$1.3M - $2.63M
|
1.46M
$36.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
51.3K+ 342.8% |
$1.3M - $2.62M
|
66.3K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
51.2KNew |
$1.3M - $2.62M
|
51.2K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
51.2KNew |
$1.3M - $2.62M
|
51.2K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
51.1K+ 129.85% |
$1.29M - $2.61M
|
90.4K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
51.1K+ 104.25% |
$1.29M - $2.61M
|
100K
$2.53M
|