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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
193+ 0.97% |
$4.47K - $5.22K
|
20.1K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-28.9K- 3.73% |
$670K - $782K
|
747K
$19.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.4K- 4.69% |
$55.7K - $65K
|
48.8K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.4K+ 4.54% |
$310K - $362K
|
308K
$7.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 0.36% |
$3.17K - $3.7K
|
38.1K
$979K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.91K+ 16.38% |
$44.1K - $51.5K
|
13.5K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.42K+ 17.65% |
$56.1K - $65.5K
|
16.2K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
146+ 1.56% |
$3.38K - $3.95K
|
9.49K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15K+ 27.37% |
$26.6K - $31K
|
5.34K
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.98K+ 0.57% |
$45.7K - $53.4K
|
351K
$9.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.26K+ 0.43% |
$29.2K - $34.1K
|
295K
$7.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.27KNew |
$29.4K - $34.3K
|
1.27K
$32.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
104+ 0.25% |
$2.41K - $2.81K
|
41.9K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2.43K- 2.14% |
$56.4K - $65.8K
|
111K
$2.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.59K- 20.89% |
$176K - $205K
|
28.7K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.6KNew |
$37K - $43.2K
|
1.6K
$41K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-1.42K- 1.91% |
$32.9K - $38.4K
|
72.8K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
212New |
$4.91K - $5.73K
|
212
$5.44K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.06K- 34.0% |
$70.8K - $82.7K
|
5.93K
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.89K+ 17.66% |
$43.9K - $51.2K
|
12.6K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.82M- 44.68% |
$65.3M - $76.2M
|
3.49M
$89.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-39- 0.1% |
$903 - $1.05K
|
40.6K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.27K- 2.02% |
$98.8K - $115K
|
207K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.87KNew |
$205K - $240K
|
8.87K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 2.8% |
$240K - $280K
|
380K
$9.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.64K+ 0.81% |
$61K - $71.3K
|
330K
$8.47M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.56K- 9.76% |
$59.4K - $69.3K
|
23.7K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.02K- 95.56% |
$69.9K - $81.6K
|
140
$3.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-7.23K- 35.1% |
$167K - $195K
|
13.4K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.72K+ 46.61% |
$39.8K - $46.5K
|
5.4K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.29K- 8.64% |
$53.1K - $62K
|
24.2K
$622K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
20KNew |
$463K - $541K
|
20K
$514K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.0% |
$23.2 - $27
|
94.2K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.78K+ 56.93% |
$64.4K - $75.2K
|
7.66K
$197K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.17K+ 4.6% |
$27.1K - $31.7K
|
26.6K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-16.1K- 46.14% |
$373K - $436K
|
18.8K
$483K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
36+ 0.18% |
$834 - $973
|
20.3K
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
21.1K+ 100.48% |
$488K - $570K
|
42.1K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
736New |
$17K - $19.9K
|
736
$18.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 1.69% |
$95.2K - $111K
|
247K
$6.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
452+ 5.52% |
$10.5K - $12.2K
|
8.65K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.97K- 1.76% |
$91.9K - $107K
|
222K
$5.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.3KNew |
$30.1K - $35.2K
|
1.3K
$33.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.76K- 11.8% |
$40.7K - $47.6K
|
13.2K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-11.5K- 0.95% |
$265K - $310K
|
1.2M
$30.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.9K+ 80.18% |
$554K - $647K
|
53.8K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-40- 4.76% |
$926 - $1.08K
|
800
$20.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.18K+ 101.25% |
$120K - $140K
|
10.3K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-475- 0.9% |
$11K - $12.8K
|
52.4K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
134+ 1.0% |
$3.1K - $3.62K
|
13.5K
$346K
|