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 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-40- 0.11% |
$926 - $1.08K
|
35.8K
$920K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
261+ 0.14% |
$6.04K - $7.06K
|
189K
$4.85M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-821- 2.42% |
$19K - $22.2K
|
33.1K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.6K+ 4.17% |
$571K - $667K
|
616K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.39K+ 4.38% |
$55.3K - $64.5K
|
56.9K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-281- 3.01% |
$6.51K - $7.6K
|
9.07K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.03K- 6.32% |
$23.9K - $27.9K
|
15.3K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
7.16K+ 1.18% |
$166K - $194K
|
615K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-463- 0.66% |
$10.7K - $12.5K
|
70K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.86K- 0.92% |
$66.1K - $77.2K
|
309K
$7.93M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.92K- 1.66% |
$114K - $133K
|
292K
$7.49M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
2.37K+ 2.77% |
$54.8K - $64K
|
87.7K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.1K+ 20.63% |
$673K - $786K
|
170K
$4.37M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12.2K- 10.51% |
$282K - $330K
|
104K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-154- 6.32% |
$3.57K - $4.16K
|
2.28K
$58.7K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.56K+ 949.38% |
$106K - $123K
|
5.04K
$129K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
791+ 4.97% |
$18.3K - $21.4K
|
16.7K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.1K- 94.17% |
$71.8K - $83.9K
|
192
$4.93K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.66K+ 9.27% |
$131K - $153K
|
66.7K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-417- 2.26% |
$9.66K - $11.3K
|
18K
$463K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
31.2K+ 19.62% |
$723K - $844K
|
190K
$4.89M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
884+ 10.46% |
$20.5K - $23.9K
|
9.34K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-932- 2.54% |
$21.6K - $25.2K
|
35.7K
$917K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
17+ 0.03% |
$394 - $460
|
62.8K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-4.09K- 27.7% |
$94.7K - $111K
|
10.7K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
400+ 3.97% |
$9.26K - $10.8K
|
10.5K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
855+ 1.6% |
$19.8K - $23.1K
|
54.1K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
101+ 0.14% |
$2.34K - $2.73K
|
71.8K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
88+ 0.39% |
$2.04K - $2.38K
|
22.8K
$585K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
5+ 0.02% |
$116 - $135
|
20.9K
$536K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-823- 6.83% |
$19.1K - $22.3K
|
11.2K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
43+ 0.11% |
$996 - $1.16K
|
40.1K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.91K+ 2.53% |
$114K - $133K
|
199K
$5.1M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10.1K- 12.4% |
$235K - $274K
|
71.6K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.83K- 9.76% |
$112K - $131K
|
44.7K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-686- 1.74% |
$15.9K - $18.5K
|
38.7K
$994K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-1.21K- 1.09% |
$28K - $32.7K
|
109K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.32K- 2.42% |
$216K - $252K
|
376K
$9.65M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
592+ 5.77% |
$13.7K - $16K
|
10.8K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
48+ 0.22% |
$1.11K - $1.3K
|
21.5K
$551K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
309+ 3.17% |
$7.16K - $8.36K
|
10.1K
$258K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
40+ 0.24% |
$926 - $1.08K
|
17.1K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-180- 0.33% |
$4.17K - $4.87K
|
55K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
164+ 100.61% |
$3.8K - $4.43K
|
327
$8.4K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
371+ 198.4% |
$8.59K - $10K
|
558
$14.3K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.35K+ 0.75% |
$31.4K - $36.6K
|
181K
$4.65M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.48K- 11.63% |
$150K - $175K
|
49.3K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-186- 1.04% |
$4.31K - $5.03K
|
17.6K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.26K- 2.51% |
$29.1K - $34K
|
48.7K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-2.73K- 0.22% |
$63.3K - $73.9K
|
1.24M
$31.9M
|