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 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
50.7K+ 82.48% |
$1.28M - $2.59M
|
112K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50K+ 96.32% |
$1.27M - $2.56M
|
102K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
49.3K+ 97.61% |
$1.25M - $2.52M
|
99.9K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
49.3K+ 79.78% |
$1.25M - $2.52M
|
111K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
48.8K+ 111.51% |
$1.24M - $2.5M
|
92.6K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
48.7K+ 95.31% |
$1.23M - $2.49M
|
99.7K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
48.6K+ 102.88% |
$1.23M - $2.48M
|
95.8K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48K+ 77.46% |
$1.22M - $2.46M
|
110K
$2.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
47.8K+ 93.64% |
$1.21M - $2.45M
|
98.9K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
47.7K+ 98.54% |
$1.21M - $2.44M
|
96.1K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
47.3K+ 97.94% |
$1.2M - $2.42M
|
95.6K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
47K+ 89.89% |
$1.19M - $2.41M
|
99.3K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
46.5K+ 97.83% |
$1.18M - $2.38M
|
94K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
46.4K+ 212.43% |
$1.18M - $2.37M
|
68.3K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
46.4K+ 97.04% |
$1.17M - $2.37M
|
94.2K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46.3K+ 98.72% |
$1.17M - $2.37M
|
93.2K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
46KNew |
$1.17M - $2.35M
|
46K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.4K+ 105.25% |
$1.15M - $2.32M
|
88.6K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
45.4K+ 113.54% |
$1.15M - $2.32M
|
85.3K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.2K+ 41.35% |
$1.14M - $2.31M
|
154K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
45KNew |
$1.14M - $2.3M
|
45K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
45K+ 100.0% |
$1.14M - $2.3M
|
90K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
44.8K+ 96.09% |
$1.14M - $2.29M
|
91.5K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
44.6K+ 103.8% |
$1.13M - $2.28M
|
87.6K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
44.5K+ 94.51% |
$1.13M - $2.28M
|
91.6K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44.3KNew |
$1.12M - $2.27M
|
44.3K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
44.3K+ 109.03% |
$1.12M - $2.26M
|
84.9K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
44.1K+ 67.76% |
$1.12M - $2.26M
|
109K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43.8K+ 109.87% |
$1.11M - $2.24M
|
83.6K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
43.5K+ 97.12% |
$1.1M - $2.23M
|
88.3K
$2.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
43.4K+ 98.7% |
$1.1M - $2.22M
|
87.4K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
43K+ 103.4% |
$1.09M - $2.2M
|
84.6K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
42.4K+ 85.3% |
$1.07M - $2.17M
|
92.1K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
41.7K+ 128.26% |
$1.06M - $2.13M
|
74.2K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41.5K+ 120.16% |
$1.05M - $2.12M
|
76K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
41.2K+ 99.24% |
$1.04M - $2.11M
|
82.6K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
41.1K+ 100.1% |
$1.04M - $2.1M
|
82.2K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
41.1K+ 95.82% |
$1.04M - $2.1M
|
84K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
40.9K+ 277.48% |
$1.04M - $2.09M
|
55.6K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40.7K+ 98.74% |
$1.03M - $2.08M
|
81.9K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
40.7K+ 95.04% |
$1.03M - $2.08M
|
83.5K
$2.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
40.4K+ 98.82% |
$1.02M - $2.07M
|
81.3K
$2.05M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
39.3K+ 533.11% |
$996K - $2.01M
|
46.7K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
38.7K+ 101.3% |
$980K - $1.98M
|
76.9K
$1.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
38.6K+ 100.0% |
$978K - $1.98M
|
77.3K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.6K+ 96.38% |
$978K - $1.97M
|
78.6K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
37.4K+ 94.17% |
$948K - $1.92M
|
77.2K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
37.3K+ 182.27% |
$944K - $1.91M
|
57.7K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
37.2K+ 104.84% |
$942K - $1.9M
|
72.7K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
37.1KNew |
$941K - $1.9M
|
37.1K
$939K
|