Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.38K- 23.35% |
$108K - $117K
|
7.81K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.45K- 9.8% |
$111K - $120K
|
22.5K
$590K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.48K- 1.33% |
$112K - $122K
|
184K
$4.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.49K- 4.03% |
$113K - $122K
|
59.3K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.58K- 1.17% |
$117K - $126K
|
217K
$5.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.66K- 4.35% |
$120K - $130K
|
58.4K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.69K- 35.96% |
$122K - $132K
|
4.79K
$125K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-2.73K- 0.49% |
$124K - $134K
|
558K
$14.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.76K- 3.37% |
$125K - $135K
|
79.1K
$2.07M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.77K- 26.33% |
$125K - $136K
|
7.74K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.81K- 55.17% |
$127K - $138K
|
2.28K
$59.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.81K- 5.11% |
$127K - $138K
|
52.2K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.83K- 1.96% |
$128K - $139K
|
142K
$3.72M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.85K- 30.04% |
$129K - $140K
|
6.63K
$174K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.92K- 29.67% |
$132K - $143K
|
6.92K
$181K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 7.16% |
$134K - $146K
|
38.5K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-2.98K- 7.66% |
$135K - $146K
|
36K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.08K- 22.59% |
$139K - $151K
|
10.5K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.08K- 5.0% |
$140K - $151K
|
58.5K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.09K- 8.46% |
$140K - $151K
|
33.4K
$876K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.27K- 0.9% |
$148K - $160K
|
361K
$9.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.28K- 40.5% |
$148K - $161K
|
4.81K
$126K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.29K- 12.25% |
$149K - $161K
|
23.6K
$618K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.32K- 20.27% |
$150K - $163K
|
13.1K
$342K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.33K- 39.88% |
$151K - $163K
|
5.02K
$132K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.34K- 6.48% |
$151K - $164K
|
48.1K
$1.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-3.59K- 2.48% |
$162K - $176K
|
141K
$3.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3.6K- 13.87% |
$163K - $176K
|
22.3K
$585K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.65K- 76.99% |
$165K - $179K
|
1.09K
$28.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3.67K- 20.19% |
$166K - $180K
|
14.5K
$380K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.69K- 2.17% |
$167K - $181K
|
167K
$4.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-3.73K- 23.14% |
$169K - $183K
|
12.4K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.22K- 3.1% |
$191K - $207K
|
132K
$3.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-4.28K- 50.24% |
$194K - $210K
|
4.24K
$111K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4.58K- 2.11% |
$207K - $225K
|
212K
$5.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.62K- 5.46% |
$209K - $226K
|
80K
$2.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.62K- 5.68% |
$209K - $227K
|
76.8K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.66K- 3.2% |
$211K - $229K
|
141K
$3.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.7K- 6.3% |
$213K - $231K
|
70K
$1.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.85K- 28.38% |
$219K - $238K
|
12.2K
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.24K- 3.32% |
$237K - $257K
|
153K
$4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-5.29K- 16.23% |
$239K - $260K
|
27.3K
$716K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.39K- 15.83% |
$244K - $264K
|
28.6K
$750K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.39K- 2.41% |
$244K - $264K
|
218K
$5.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.4K- 2.3% |
$244K - $265K
|
229K
$6.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.63K- 7.57% |
$255K - $276K
|
68.8K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.7K- 3.98% |
$258K - $279K
|
138K
$3.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.85K- 12.31% |
$265K - $287K
|
41.7K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.95K- 11.58% |
$269K - $292K
|
45.4K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.21K- 6.9% |
$281K - $304K
|
83.8K
$2.2M
|