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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.78K+ 2.83% |
$83.3K - $92.3K
|
64.5K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.26K+ 1.46% |
$59.3K - $65.7K
|
88.1K
$2.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.78K- 7.9% |
$83.6K - $92.6K
|
20.8K
$585K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.7K+ 8.65% |
$1.07M - $1.18M
|
285K
$8.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
57+ 0.27% |
$2.67K - $2.96K
|
20.9K
$587K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.03% |
$141 - $156
|
9.23K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.04% |
$235 - $260
|
12.1K
$342K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-119- 2.35% |
$5.58K - $6.18K
|
4.95K
$139K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-693- 1.83% |
$32.5K - $36K
|
37.3K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
4.5K+ 6.51% |
$211K - $234K
|
73.6K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.34K+ 3.23% |
$63K - $69.8K
|
43K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
69.7KNew |
$3.27M - $3.62M
|
69.7K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4.5K+ 6.51% |
$211K - $234K
|
73.6K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 18.84% |
$66.5K - $73.6K
|
6.11K
$172K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18.9K+ 43.39% |
$884K - $979K
|
62.3K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.05K- 7.08% |
$96.1K - $107K
|
26.9K
$757K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
38+ 0.67% |
$1.78K - $1.97K
|
5.73K
$161K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-237- 0.99% |
$11.1K - $12.3K
|
23.8K
$669K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-340- 2.97% |
$15.9K - $17.7K
|
11.1K
$313K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
74+ 370.0% |
$3.47K - $3.85K
|
94
$2.64K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
454+ 5.71% |
$21.3K - $23.6K
|
8.4K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.76% |
$509K - $564K
|
404K
$11.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$46.9 - $52
|
1
$28.1
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-805- 6.19% |
$37.8K - $41.8K
|
12.2K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.8K- 2.23% |
$225K - $249K
|
210K
$5.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 0.26% |
$11.7K - $13K
|
94.7K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
241K+ 112.19% |
$11.3M - $12.5M
|
457K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 45.04% |
$580K - $643K
|
15.1K
$425K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
159+ 2.61% |
$7.46K - $8.26K
|
6.25K
$176K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-257- 45.17% |
$12.1K - $13.4K
|
312
$8.77K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
160+ 0.9% |
$7.5K - $8.31K
|
18K
$506K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8K+ 99.32% |
$647K - $717K
|
27.7K
$778K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-397- 2.23% |
$18.6K - $20.6K
|
17.4K
$489K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
159+ 0.59% |
$7.46K - $8.26K
|
27.2K
$766K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
516+ 0.7% |
$24.2K - $26.8K
|
74.7K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-343- 1.24% |
$16.1K - $17.8K
|
27.2K
$766K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 1.78% |
$161K - $178K
|
189K
$5.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-649- 1.13% |
$30.4K - $33.7K
|
56.9K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
13.3KNew |
$625K - $692K
|
13.3K
$375K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
120K+ 104.84% |
$5.64M - $6.25M
|
235K
$6.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-798- 0.82% |
$37.4K - $41.5K
|
97K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-291- 3.63% |
$13.6K - $15.1K
|
7.73K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-586- 8.72% |
$27.5K - $30.4K
|
6.13K
$172K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-11.3K- 2.98% |
$532K - $589K
|
369K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
609+ 12.11% |
$28.6K - $31.6K
|
5.64K
$159K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-828- 1.26% |
$38.8K - $43K
|
65.1K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 5.52% |
$99.7K - $110K
|
40.7K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.06K+ 5.23% |
$143K - $159K
|
61.4K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
285K+ 3939.89% |
$13.4M - $14.8M
|
292K
$8.21M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-437- 59.46% |
$20.5K - $22.7K
|
298
$8.38K
|