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 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
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
987+ 61.61% |
$22.9K - $26.7K
|
2.59K
$66.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
198+ 2.01% |
$4.59K - $5.35K
|
10.1K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.77K+ 5.23% |
$134K - $156K
|
116K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.2KNew |
$422K - $492K
|
18.2K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.11K- 0.71% |
$25.6K - $29.9K
|
155K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
19.5KNew |
$451K - $527K
|
19.5K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-377- 0.58% |
$8.73K - $10.2K
|
64.3K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
544+ 5.7% |
$12.6K - $14.7K
|
10.1K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.22K- 11.08% |
$28.2K - $32.9K
|
9.76K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.3K+ 6.54% |
$76.4K - $89.2K
|
53.8K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-859- 3.38% |
$19.9K - $23.2K
|
24.5K
$630K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
124New |
$2.87K - $3.35K
|
124
$3.18K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-654- 2.53% |
$15.1K - $17.7K
|
25.1K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
13.7K+ 4.1% |
$317K - $370K
|
347K
$8.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-134K- 23.43% |
$3.11M - $3.63M
|
438K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.26M- 98.52% |
$29.2M - $34.1M
|
18.9K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-7.35K- 5.56% |
$170K - $199K
|
125K
$3.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-14.6K- 94.28% |
$337K - $394K
|
884
$22.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-255- 0.52% |
$5.91K - $6.9K
|
49K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
30+ 0.17% |
$695 - $811
|
18.1K
$466K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
27.3K+ 214.77% |
$632K - $738K
|
40K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.6K- 7.77% |
$432K - $504K
|
221K
$5.68M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
27+ 0.24% |
$625 - $730
|
11.4K
$292K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-212- 0.25% |
$4.91K - $5.73K
|
83.4K
$2.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-444K- 80.09% |
$10.3M - $12M
|
111K
$2.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-933- 6.68% |
$21.6K - $25.2K
|
13K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-34.9K- 19.31% |
$809K - $945K
|
146K
$3.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
634+ 1.32% |
$14.7K - $17.1K
|
48.6K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.73K+ 45.77% |
$179K - $209K
|
24.6K
$632K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-25.4K- 6.22% |
$588K - $686K
|
383K
$9.83M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
24.5K+ 18.14% |
$568K - $663K
|
160K
$4.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-478- 0.87% |
$11.1K - $12.9K
|
54.2K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.14K- 2.49% |
$95.9K - $112K
|
162K
$4.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 4.94% |
$45.6K - $53.3K
|
37.9K
$974K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.26K- 24.99% |
$52.3K - $61.1K
|
6.78K
$174K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
11.5KNew |
$266K - $311K
|
11.5K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$46.3K - $54.1K
|
2K
$51.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.29K+ 3.46% |
$123K - $143K
|
158K
$4.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-57.4K- 18.99% |
$1.33M - $1.55M
|
245K
$6.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.39K- 9.13% |
$32.2K - $37.6K
|
13.8K
$355K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.12K+ 101.21% |
$211K - $247K
|
18.1K
$466K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-400- 1.19% |
$9.26K - $10.8K
|
33.3K
$854K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.08K+ 1.41% |
$25.1K - $29.3K
|
77.9K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-362K- 35.53% |
$8.37M - $9.78M
|
656K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.3K- 5.82% |
$53.2K - $62.1K
|
37.2K
$956K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
879+ 5.99% |
$20.4K - $23.8K
|
15.5K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-597- 3.36% |
$13.8K - $16.1K
|
17.2K
$441K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.04% |
$23.2 - $27
|
2.51K
$64.5K
|