Institutional shares held 226 Million
56K calls
18.6K puts
Total value of holdings $11.6B
$2.88M calls
$956K puts
# of Institutions 1,117


Latest Institutional Activity in SCHA

Top Purchases

Q2 2024
Tradewinds Capital Management, LLC Shares Held: 616K ($31.7M)
Q2 2024
Blue Sky Wealth Advisors, LLC Shares Held: 419K ($21.6M)
Q2 2024
Zynergy Retirement Planning Llc Shares Held: 265K ($13.6M)
Q2 2024
Williams Financial, LLC Shares Held: 261K ($13.4M)
Q2 2024
Ima Wealth, Inc. Shares Held: 209K ($10.7M)

Top Sells

Q2 2024
Janiczek Wealth Management, LLC Shares Held: 38.5K ($1.98M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.4M ($72.2M)
Q2 2024
Moneywise, Inc. Shares Held: 200K ($10.3M)
Q2 2024
Marcum Wealth, LLC Shares Held: 1.13M ($57.9M)
Q2 2024
First National Corp Shares Held: 239K ($12.3M)

About SCHA

Track Institutional and Insider Activities on SCHA

Follow SCHWAB STRATEGIC TR US SMALL-C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHA shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Small C insider buys or sells SCHA shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US SMALL-C

Track Activities on SCHA