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 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
192K+ 94.52% |
$4.86M - $9.81M
|
395K
$9.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
191K+ 102.28% |
$4.84M - $9.78M
|
378K
$9.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
189K+ 105.23% |
$4.78M - $9.65M
|
368K
$9.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
188K+ 99.49% |
$4.77M - $9.64M
|
378K
$9.54M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
188KNew |
$4.76M - $9.61M
|
188K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
183KNew |
$4.63M - $9.35M
|
183K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
182K+ 127.74% |
$4.6M - $9.3M
|
324K
$8.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
181KNew |
$4.58M - $9.26M
|
181K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
177K+ 101.14% |
$4.49M - $9.07M
|
353K
$8.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
176K+ 1126.35% |
$4.46M - $9.02M
|
192K
$4.85M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
175K+ 112.59% |
$4.44M - $8.97M
|
331K
$8.37M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
170K+ 67.99% |
$4.31M - $8.7M
|
420K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
168K+ 102.42% |
$4.26M - $8.61M
|
333K
$8.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
168K+ 93.21% |
$4.26M - $8.61M
|
349K
$8.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
167K+ 100.6% |
$4.24M - $8.55M
|
333K
$8.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
166K+ 76.48% |
$4.21M - $8.51M
|
384K
$9.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
166K+ 88.9% |
$4.21M - $8.5M
|
353K
$8.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
166K+ 102.74% |
$4.2M - $8.48M
|
327K
$8.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
165K+ 101.1% |
$4.18M - $8.44M
|
328K
$8.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
164K+ 101.56% |
$4.15M - $8.39M
|
325K
$8.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
162K+ 98.49% |
$4.11M - $8.3M
|
327K
$8.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
162K+ 95.01% |
$4.09M - $8.27M
|
332K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
160K+ 129.88% |
$4.06M - $8.2M
|
284K
$7.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
155K+ 450.96% |
$3.92M - $7.92M
|
189K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
154KNew |
$3.9M - $7.87M
|
154K
$3.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
154K+ 103.71% |
$3.89M - $7.86M
|
302K
$7.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
154K+ 97.14% |
$3.89M - $7.85M
|
312K
$7.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
151K+ 104.26% |
$3.81M - $7.7M
|
295K
$7.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
151K+ 92.09% |
$3.81M - $7.7M
|
314K
$7.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
149K+ 103.93% |
$3.79M - $7.65M
|
293K
$7.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
148K+ 99.46% |
$3.75M - $7.57M
|
297K
$7.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
146K+ 93.99% |
$3.71M - $7.49M
|
302K
$7.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
146K+ 104.52% |
$3.7M - $7.47M
|
286K
$7.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
146K+ 95.15% |
$3.69M - $7.45M
|
299K
$7.55M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
144K+ 214.57% |
$3.65M - $7.37M
|
211K
$5.34M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
141K+ 107.41% |
$3.56M - $7.19M
|
271K
$6.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
140K+ 145.93% |
$3.56M - $7.19M
|
237K
$5.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
140KNew |
$3.56M - $7.18M
|
140K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
140K+ 3553.73% |
$3.53M - $7.14M
|
143K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
139K+ 98.75% |
$3.53M - $7.13M
|
280K
$7.09M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
135KNew |
$3.43M - $6.92M
|
135K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
135K+ 101.06% |
$3.42M - $6.91M
|
269K
$6.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
135K+ 105.77% |
$3.42M - $6.91M
|
263K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
135K+ 100.68% |
$3.42M - $6.91M
|
269K
$6.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
134K+ 146.86% |
$3.4M - $6.87M
|
226K
$5.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
130K+ 102.0% |
$3.3M - $6.67M
|
258K
$6.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
130K+ 84.47% |
$3.3M - $6.66M
|
284K
$7.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
128K+ 94.4% |
$3.25M - $6.56M
|
264K
$6.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
128K+ 98.54% |
$3.23M - $6.52M
|
257K
$6.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
126K+ 108.04% |
$3.2M - $6.45M
|
243K
$6.14M
|