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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-3.48K- 2.85% |
$80.7K - $94.2K
|
119K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
213+ 0.59% |
$4.93K - $5.76K
|
36.6K
$940K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
686+ 2.99% |
$15.9K - $18.5K
|
23.6K
$607K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.81K- 7.53% |
$42K - $49K
|
22.3K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-263- 0.22% |
$6.09K - $7.11K
|
120K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11.7K+ 2.57% |
$270K - $316K
|
466K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.65K+ 12.19% |
$131K - $153K
|
52K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-3.05K- 23.57% |
$70.6K - $82.4K
|
9.88K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.75K- 1.56% |
$40.4K - $47.2K
|
110K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
12+ 0.09% |
$278 - $324
|
13.3K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.03% |
$23.2 - $27
|
3.02K
$77.7K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.5K+ 21.97% |
$451K - $526K
|
108K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
877+ 2.56% |
$20.3K - $23.7K
|
35.1K
$903K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 13.17% |
$2.47M - $2.88M
|
915K
$23.5M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-229- 17.71% |
$5.3K - $6.19K
|
1.06K
$27.3K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 169.17% |
$47K - $54.9K
|
3.23K
$82.9K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.58K+ 10.31% |
$36.5K - $42.6K
|
16.9K
$433K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 0.7% |
$25K - $29.1K
|
153K
$3.94M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
516+ 20.86% |
$12K - $14K
|
2.99K
$76.8K
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
8.89K+ 1785.14% |
$206K - $240K
|
9.39K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-215- 0.26% |
$4.98K - $5.81K
|
83.8K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.29K+ 2.24% |
$30K - $35K
|
59K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-8.9K- 1.28% |
$206K - $241K
|
689K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.83K+ 3.06% |
$65.5K - $76.5K
|
95.4K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
1.49K+ 1.12% |
$34.4K - $40.2K
|
134K
$3.44M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$23.2 - $27
|
728
$18.7K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.88K+ 6.35% |
$66.7K - $77.9K
|
48.3K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
299+ 0.9% |
$6.92K - $8.08K
|
33.7K
$864K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-44.4K- 68.9% |
$1.03M - $1.2M
|
20K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.6K- 11.95% |
$524K - $612K
|
167K
$4.28M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
14K+ 16.12% |
$323K - $377K
|
101K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
47.4K+ 14.31% |
$1.1M - $1.28M
|
379K
$9.72M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
334+ 4.05% |
$7.74K - $9.03K
|
8.59K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.51K- 16.92% |
$105K - $122K
|
22.2K
$569K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
370+ 3.38% |
$8.57K - $10K
|
11.3K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.06% |
$347 - $406
|
23.3K
$597K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-464- 4.45% |
$10.7K - $12.5K
|
9.97K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
10.7K+ 4.62% |
$247K - $288K
|
241K
$6.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 8.34% |
$35.8K - $41.8K
|
20.1K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-546- 4.08% |
$12.6K - $14.8K
|
12.8K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-675- 3.45% |
$15.6K - $18.3K
|
18.9K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
167+ 1.68% |
$3.87K - $4.52K
|
10.1K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 13.51% |
$926 - $1.08K
|
256
$6.57K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.11K+ 4.76% |
$48.9K - $57.1K
|
46.4K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.52K- 10.48% |
$58.4K - $68.2K
|
21.6K
$553K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 0.22% |
$185 - $216
|
3.63K
$93.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.57K+ 2.0% |
$82.6K - $96.5K
|
182K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.83K+ 10.72% |
$112K - $130K
|
49.8K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 2.86% |
$1.51K - $1.76K
|
2.34K
$60K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-355K- 84.16% |
$8.21M - $9.59M
|
66.7K
$1.71M
|