Latest Institutional Transactions on Schwab Strategic Tr Us Small C (SCHA)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
648New |
$30.4K - $33.7K
|
648
$16.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
37+ 264.29% |
$1.74K - $1.92K
|
51
$1.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-17.7K- 26.12% |
$831K - $921K
|
50.1K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
506+ 3.46% |
$23.7K - $26.3K
|
15.1K
$387K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.38K- 10.24% |
$299K - $332K
|
55.9K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.08% |
$46.9 - $52
|
1.2K
$30.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.2K+ 2.51% |
$338K - $374K
|
294K
$7.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.1% |
$469 - $520
|
9.97K
$255K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.6K- 2.94% |
$825K - $914K
|
581K
$14.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.94K- 7.94% |
$90.8K - $101K
|
22.4K
$575K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
228New |
$10.7K - $11.8K
|
228
$5.84K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.2K+ 45.47% |
$1.6M - $1.77M
|
109K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
121+ 0.38% |
$5.67K - $6.29K
|
32.3K
$826K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
62+ 5.87% |
$2.91K - $3.22K
|
1.12K
$28.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.13KNew |
$194K - $214K
|
4.13K
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.01% |
$46.9 - $52
|
8.52K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
260+ 2.15% |
$12.2K - $13.5K
|
12.4K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.96KNew |
$92.1K - $102K
|
1.96K
$50.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
33+ 0.13% |
$1.55K - $1.71K
|
26.3K
$674K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
429+ 3.74% |
$20.1K - $22.3K
|
11.9K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
26.2KNew |
$1.23M - $1.36M
|
26.2K
$671K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.98K+ 7.78% |
$280K - $311K
|
82.8K
$2.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
58+ 0.09% |
$2.72K - $3.01K
|
66.7K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
183+ 0.93% |
$8.58K - $9.51K
|
19.8K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-388- 8.83% |
$18.2K - $20.2K
|
4.01K
$103K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 6.97% |
$109K - $121K
|
31.1K
$797K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-81- 1.62% |
$3.8K - $4.21K
|
4.92K
$126K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-194- 1.68% |
$9.1K - $10.1K
|
11.3K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.05K+ 100.0% |
$425K - $470K
|
18.1K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.5K+ 9.78% |
$117K - $130K
|
28.1K
$719K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.08K+ 1.77% |
$50.6K - $56K
|
62K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
20+ 0.66% |
$938 - $1.04K
|
3.05K
$78.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.95K- 5.36% |
$91.6K - $101K
|
34.5K
$883K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.11K- 7.63% |
$193K - $213K
|
49.7K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-12- 0.05% |
$563 - $624
|
23.8K
$611K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-293- 2.54% |
$13.7K - $15.2K
|
11.2K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19.4KNew |
$910K - $1.01M
|
19.4K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
18.9K+ 6.85% |
$887K - $983K
|
295K
$7.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-659- 7.35% |
$30.9K - $34.2K
|
8.31K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.02K- 1.29% |
$48K - $53.2K
|
78.3K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-41- 0.24% |
$1.92K - $2.13K
|
17.2K
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
45.4K+ 452.59% |
$2.13M - $2.36M
|
55.4K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
304+ 0.39% |
$14.3K - $15.8K
|
78K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.43K+ 8.09% |
$114K - $126K
|
32.5K
$832K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-239- 1.61% |
$11.2K - $12.4K
|
14.6K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.38K- 1.79% |
$252K - $279K
|
295K
$7.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
939+ 0.46% |
$44K - $48.8K
|
205K
$5.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.49K+ 3.16% |
$257K - $285K
|
179K
$4.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 9.79% |
$55.4K - $61.4K
|
13.3K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-151- 50.5% |
$7.08K - $7.85K
|
148
$3.79K
|