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 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
169+ 0.12% |
$3.91K - $4.57K
|
146K
$3.75M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
46.7K+ 6.81% |
$1.08M - $1.26M
|
733K
$18.8M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
47.1K+ 89.16% |
$1.09M - $1.27M
|
99.9K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-11.8K- 4.99% |
$274K - $320K
|
226K
$5.79M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.79KNew |
$41.4K - $48.3K
|
1.79K
$45.9K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.73K+ 6.53% |
$63.3K - $73.9K
|
44.6K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
51.7KNew |
$1.2M - $1.4M
|
51.7K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.56K- 0.6% |
$36.2K - $42.3K
|
259K
$6.66M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.54K- 11.95% |
$58.8K - $68.7K
|
18.7K
$481K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.14K+ 2.11% |
$119K - $139K
|
249K
$6.4M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
233+ 4.69% |
$5.4K - $6.3K
|
5.2K
$133K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
212New |
$4.91K - $5.73K
|
212
$5.44K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-41.2K- 50.28% |
$954K - $1.11M
|
40.7K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.53K- 8.89% |
$174K - $203K
|
77.1K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.39K- 32.8% |
$194K - $227K
|
17.2K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.76KNew |
$203K - $237K
|
8.76K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.66K- 2.12% |
$61.7K - $72K
|
123K
$3.15M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.54K- 4.04% |
$58.8K - $68.6K
|
60.3K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-665- 4.37% |
$15.4K - $18K
|
14.6K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-463- 0.72% |
$10.7K - $12.5K
|
64.1K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 16.11% |
$328K - $383K
|
73.8K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
78+ 0.12% |
$1.81K - $2.11K
|
66.9K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-9.68K- 3.45% |
$224K - $262K
|
271K
$6.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$273K - $318K
|
11.8K
$302K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
28+ 0.05% |
$648 - $757
|
52.4K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-102- 0.45% |
$2.36K - $2.76K
|
22.5K
$579K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17+ 0.1% |
$394 - $460
|
16.5K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 0.1% |
$463 - $541
|
19.3K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
119+ 1.6% |
$2.76K - $3.22K
|
7.57K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-577- 2.37% |
$13.4K - $15.6K
|
23.7K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-245- 0.71% |
$5.67K - $6.62K
|
34.2K
$878K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.32K- 4.7% |
$123K - $144K
|
108K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.87K- 1.24% |
$43.3K - $50.5K
|
149K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-280- 69.14% |
$6.48K - $7.57K
|
125
$3.21K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-26- 0.11% |
$602 - $703
|
23.2K
$595K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
110K+ 87.2% |
$2.55M - $2.98M
|
237K
$6.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-20.4K- 15.24% |
$473K - $553K
|
114K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-16K- 57.79% |
$371K - $434K
|
11.7K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
98New |
$2.27K - $2.65K
|
98
$2.52K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-939- 0.81% |
$21.7K - $25.4K
|
115K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
13.1K+ 15.89% |
$304K - $355K
|
95.8K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-106- 0.62% |
$2.45K - $2.87K
|
17K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.16K- 1.86% |
$50K - $58.4K
|
114K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.11K- 30.54% |
$95.3K - $111K
|
9.36K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 2.95% |
$3.17M - $3.71M
|
4.78M
$123M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-79- 0.15% |
$1.83K - $2.14K
|
54.2K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-23- 0.26% |
$533 - $622
|
8.97K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.73K- 5.62% |
$63.2K - $73.8K
|
45.8K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-35.4K- 4.63% |
$820K - $957K
|
729K
$18.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-731- 2.73% |
$16.9K - $19.8K
|
26.1K
$669K
|