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 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-883- 5.56% |
$41.4K - $45.9K
|
15K
$422K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.59K- 0.92% |
$74.5K - $82.5K
|
170K
$4.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-725- 5.85% |
$34K - $37.7K
|
11.7K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
72.8K+ 102.68% |
$3.42M - $3.78M
|
144K
$4.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-89- 0.34% |
$4.17K - $4.62K
|
26K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
850+ 4.49% |
$39.9K - $44.2K
|
19.8K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.21% |
$61.1K - $67.7K
|
106K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
5.76KNew |
$270K - $299K
|
5.76K
$162K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
788+ 4.01% |
$37K - $40.9K
|
20.5K
$575K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-158- 3.07% |
$7.41K - $8.21K
|
4.98K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
9.81K+ 12.38% |
$460K - $510K
|
89K
$2.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.35K- 8.04% |
$63.3K - $70.1K
|
15.4K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-140- 2.11% |
$6.57K - $7.27K
|
6.51K
$183K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.71K+ 1.56% |
$80.2K - $88.9K
|
111K
$3.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
342+ 5.36% |
$16K - $17.8K
|
6.72K
$189K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-53- 0.87% |
$2.49K - $2.75K
|
6.03K
$170K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-710- 1.21% |
$33.3K - $36.9K
|
57.9K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.91K+ 1.18% |
$371K - $411K
|
678K
$19.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.5K- 86.56% |
$211K - $234K
|
698
$19.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-595- 2.31% |
$27.9K - $30.9K
|
25.2K
$708K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.4K+ 3.35% |
$489K - $542K
|
322K
$9.04M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-59- 0.44% |
$2.77K - $3.07K
|
13.5K
$379K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-505- 2.26% |
$23.7K - $26.2K
|
21.8K
$614K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
48+ 0.45% |
$2.25K - $2.49K
|
10.7K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.16KNew |
$54.5K - $60.4K
|
1.16K
$32.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
802+ 12.4% |
$37.6K - $41.7K
|
7.27K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-7.26K- 1.3% |
$340K - $377K
|
551K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$46.9 - $52
|
1.26K
$35.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.11K- 28.78% |
$146K - $161K
|
7.69K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
967+ 0.74% |
$45.4K - $50.2K
|
131K
$3.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
32.5K+ 270.95% |
$1.53M - $1.69M
|
44.6K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.24K+ 99.07% |
$246K - $272K
|
10.5K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
329+ 4.21% |
$15.4K - $17.1K
|
8.15K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
668+ 1.82% |
$31.3K - $34.7K
|
37.3K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-932- 5.94% |
$43.7K - $48.4K
|
14.7K
$415K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.03K- 2.09% |
$48.4K - $53.6K
|
48.3K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-84- 0.2% |
$3.94K - $4.36K
|
41.6K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-220- 0.79% |
$10.3K - $11.4K
|
27.5K
$772K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.31K- 1.06% |
$108K - $120K
|
215K
$6.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-753- 1.3% |
$35.3K - $39.1K
|
57K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.81K+ 161.65% |
$273K - $302K
|
9.41K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$46.9 - $52
|
4.87K
$137K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-8.98K- 59.25% |
$421K - $467K
|
6.18K
$174K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.14K- 16.77% |
$429K - $475K
|
45.4K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
9.79KNew |
$459K - $509K
|
9.79K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.05K+ 58.5% |
$331K - $366K
|
19.1K
$537K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
15+ 0.32% |
$704 - $779
|
4.77K
$134K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
339+ 7.31% |
$15.9K - $17.6K
|
4.98K
$140K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-407- 2.26% |
$19.1K - $21.1K
|
17.6K
$496K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.2K- 2.71% |
$103K - $114K
|
78.9K
$2.22M
|