Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-24- 0.49% |
$1.08K - $1.18K
|
4.92K
$125K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25- 0.4% |
$1.12K - $1.23K
|
6.23K
$159K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-28- 0.15% |
$1.26K - $1.38K
|
18.4K
$467K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-28- 0.09% |
$1.26K - $1.38K
|
29.6K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-30- 0.59% |
$1.35K - $1.48K
|
5.04K
$128K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 2.58% |
$1.35K - $1.48K
|
1.14K
$28.9K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-32- 11.51% |
$1.43K - $1.58K
|
246
$6.26K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-35- 0.14% |
$1.57K - $1.72K
|
25.8K
$658K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-37- 0.44% |
$1.66K - $1.82K
|
8.36K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-39- 0.5% |
$1.75K - $1.92K
|
7.75K
$197K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-41- 0.19% |
$1.84K - $2.02K
|
21.1K
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-42- 0.23% |
$1.88K - $2.07K
|
18K
$459K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-42- 0.97% |
$1.88K - $2.07K
|
4.29K
$109K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-43- 0.98% |
$1.93K - $2.12K
|
4.36K
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-47- 0.52% |
$2.11K - $2.31K
|
9.05K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-56- 20.97% |
$2.51K - $2.76K
|
211
$5.37K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-56- 1.63% |
$2.51K - $2.76K
|
3.38K
$86.1K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-60- 0.91% |
$2.69K - $2.95K
|
6.52K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-62- 0.18% |
$2.78K - $3.05K
|
35.1K
$895K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-64- 0.25% |
$2.87K - $3.15K
|
25.1K
$638K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-65- 14.13% |
$2.91K - $3.2K
|
395
$10.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-65- 1.21% |
$2.91K - $3.2K
|
5.31K
$135K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-66- 0.76% |
$2.96K - $3.25K
|
8.6K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-69- 0.81% |
$3.09K - $3.4K
|
8.4K
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-69- 0.27% |
$3.09K - $3.4K
|
25.4K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-70- 0.24% |
$3.14K - $3.45K
|
29.5K
$751K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-71- 0.12% |
$3.18K - $3.5K
|
59K
$1.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-71- 1.33% |
$3.18K - $3.5K
|
5.27K
$134K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-72- 0.83% |
$3.23K - $3.55K
|
8.56K
$218K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-74- 1.61% |
$3.32K - $3.64K
|
4.51K
$115K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-75- 0.85% |
$3.36K - $3.69K
|
8.76K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-79- 0.11% |
$3.54K - $3.89K
|
70.5K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-80- 2.34% |
$3.59K - $3.94K
|
3.33K
$84.9K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-89- 0.17% |
$3.99K - $4.38K
|
52.7K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-90- 43.48% |
$4.04K - $4.43K
|
117
$2.98K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-96- 1.15% |
$4.3K - $4.73K
|
8.23K
$210K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-100- 0.82% |
$4.48K - $4.92K
|
12.1K
$308K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-102- 0.47% |
$4.57K - $5.02K
|
21.5K
$548K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-103- 3.22% |
$4.62K - $5.07K
|
3.1K
$78.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-109- 0.26% |
$4.89K - $5.37K
|
41.5K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-111- 0.71% |
$4.98K - $5.47K
|
15.6K
$397K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-118- 1.52% |
$5.29K - $5.81K
|
7.62K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-119- 0.64% |
$5.34K - $5.86K
|
18.4K
$469K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-120- 1.08% |
$5.38K - $5.91K
|
10.9K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-125- 2.7% |
$5.61K - $6.16K
|
4.5K
$115K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-125- 1.2% |
$5.61K - $6.16K
|
10.3K
$262K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-126- 0.08% |
$5.65K - $6.2K
|
149K
$3.8M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-132- 11.26% |
$5.92K - $6.5K
|
1.04K
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-133- 73.48% |
$5.96K - $6.55K
|
48
$1.22K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-135- 16.11% |
$6.05K - $6.65K
|
703
$17.9K
|