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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
274New |
$6.94K - $14K
|
274
$7.38K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16K+ 102.26% |
$404K - $817K
|
31.6K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9.64K+ 104.36% |
$244K - $493K
|
18.9K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
67.3K+ 100.67% |
$1.7M - $3.44M
|
134K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.7K+ 141.48% |
$43.1K - $87.1K
|
2.91K
$78.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
27.2K+ 72.92% |
$690K - $1.39M
|
64.6K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.15K+ 104.34% |
$181K - $366K
|
14K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.94K+ 101.25% |
$125K - $252K
|
9.81K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
27.7KNew |
$703K - $1.42M
|
27.7K
$747K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.71K+ 79.58% |
$246K - $497K
|
21.9K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.8K+ 304.75% |
$501K - $1.01M
|
26.3K
$707K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
91.9K+ 103.18% |
$2.33M - $4.7M
|
181K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.7K+ 100.0% |
$43.1K - $87K
|
3.4K
$91.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
48.7K+ 95.31% |
$1.23M - $2.49M
|
99.7K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
19.8K+ 116.84% |
$502K - $1.01M
|
36.8K
$990K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
124New |
$3.14K - $6.34K
|
124
$3.34K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19K+ 91.2% |
$482K - $974K
|
39.9K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
348+ 148.09% |
$8.81K - $17.8K
|
583
$15.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
226K+ 103.33% |
$5.73M - $11.6M
|
445K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.2K+ 118.13% |
$409K - $827K
|
29.8K
$804K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.7K+ 80.96% |
$448K - $904K
|
39.5K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
21.8K+ 100.0% |
$551K - $1.11M
|
43.5K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
18.1K+ 100.9% |
$460K - $928K
|
36.1K
$973K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
29.6K+ 105.48% |
$750K - $1.52M
|
57.7K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-649- 77.17% |
$16.4K - $33.2K
|
192
$5.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
16.2KNew |
$410K - $827K
|
16.2K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
31.1K+ 97.88% |
$787K - $1.59M
|
62.8K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
46+ 100.0% |
$1.17K - $2.35K
|
92
$2.48K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
70.8K+ 104.18% |
$1.79M - $3.62M
|
139K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.3K+ 90.27% |
$134K - $271K
|
11.2K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
61.4K+ 1367.24% |
$1.55M - $3.14M
|
65.9K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
557K+ 100.48% |
$14.1M - $28.5M
|
1.11M
$29.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.4K+ 103.53% |
$442K - $892K
|
34.3K
$923K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
382K+ 97.29% |
$9.69M - $19.6M
|
775K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
87.2KNew |
$2.21M - $4.46M
|
87.2K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
310+ 137.78% |
$7.85K - $15.9K
|
535
$14.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
30.9K+ 102.63% |
$783K - $1.58M
|
61K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
65+ 54.62% |
$1.65K - $3.33K
|
184
$4.95K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.59K+ 73.65% |
$116K - $235K
|
10.8K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
6.95K+ 108.42% |
$176K - $356K
|
13.4K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$25.3 - $51.2
|
1
$26.9
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.12K+ 102.07% |
$53.7K - $108K
|
4.2K
$113K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
302K+ 95.87% |
$7.66M - $15.5M
|
618K
$16.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
324K+ 95.09% |
$8.2M - $16.6M
|
665K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
43.5K+ 97.12% |
$1.1M - $2.23M
|
88.3K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.99K+ 100.0% |
$126K - $255K
|
9.98K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
63.1K+ 114.69% |
$1.6M - $3.23M
|
118K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
100K+ 107.43% |
$2.54M - $5.13M
|
194K
$5.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.04K+ 45.62% |
$128K - $258K
|
16.1K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.47K+ 108.32% |
$189K - $382K
|
14.4K
$387K
|