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 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.6K- 53.8% |
$826K - $916K
|
15.1K
$425K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
2.67K+ 0.87% |
$125K - $139K
|
309K
$8.68M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.69K+ 51.05% |
$220K - $244K
|
13.9K
$390K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-394- 1.43% |
$18.5K - $20.5K
|
27.1K
$763K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-575- 1.09% |
$27K - $29.9K
|
51.9K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-80- 4.31% |
$3.75K - $4.16K
|
1.78K
$49.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.29K+ 165.1% |
$389K - $431K
|
13.3K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
9.1K+ 8.47% |
$427K - $473K
|
117K
$3.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-282- 1.13% |
$13.2K - $14.7K
|
24.6K
$691K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
119+ 1.27% |
$5.58K - $6.18K
|
9.47K
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-565K- 91.63% |
$26.5M - $29.4M
|
51.6K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 4.8% |
$2.11K - $2.34K
|
893
$25.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-871- 3.89% |
$40.8K - $45.3K
|
21.5K
$605K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-240- 1.05% |
$11.3K - $12.5K
|
22.7K
$638K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-120- 3.62% |
$5.63K - $6.24K
|
3.2K
$89.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.42K+ 25.26% |
$160K - $178K
|
17K
$477K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.64KNew |
$76.8K - $85.1K
|
1.64K
$46.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
57+ 1.55% |
$2.67K - $2.96K
|
3.73K
$105K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-16K- 10.48% |
$750K - $831K
|
137K
$3.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3+ 0.05% |
$141 - $156
|
5.61K
$158K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.33K+ 1.66% |
$250K - $277K
|
325K
$9.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
31.7K+ 6.1% |
$1.49M - $1.65M
|
552K
$15.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-845- 2.56% |
$39.6K - $43.9K
|
32.2K
$904K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.58K- 6.55% |
$73.9K - $81.8K
|
22.5K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
91+ 1.11% |
$4.27K - $4.73K
|
8.3K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-647- 3.03% |
$30.3K - $33.6K
|
20.7K
$582K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
23.9K+ 4.51% |
$1.12M - $1.24M
|
554K
$15.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-769- 1.16% |
$36.1K - $40K
|
65.5K
$1.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
202+ 0.65% |
$9.47K - $10.5K
|
31.4K
$882K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.03% |
$891 - $987
|
59.5K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-35- 0.51% |
$1.64K - $1.82K
|
6.87K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.65K- 1.93% |
$124K - $138K
|
135K
$3.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-13.9K- 15.01% |
$650K - $720K
|
78.5K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.64KNew |
$452K - $501K
|
9.64K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-723- 2.28% |
$33.9K - $37.6K
|
31.1K
$873K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-800- 3.39% |
$37.5K - $41.6K
|
22.8K
$642K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5+ 0.1% |
$235 - $260
|
5.11K
$144K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-82- 1.47% |
$3.85K - $4.26K
|
5.5K
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
196+ 0.87% |
$9.19K - $10.2K
|
22.8K
$640K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.09K+ 43.42% |
$97.9K - $108K
|
6.9K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
10.4K+ 24.87% |
$486K - $538K
|
52K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.14K- 1.89% |
$147K - $163K
|
164K
$4.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.2K+ 7.87% |
$524K - $580K
|
153K
$4.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-544- 7.36% |
$25.5K - $28.3K
|
6.85K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-420- 3.82% |
$19.7K - $21.8K
|
10.6K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.73K- 4.81% |
$81.2K - $89.9K
|
34.2K
$963K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-685- 5.82% |
$32.1K - $35.6K
|
11.1K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.59K- 7.73% |
$168K - $186K
|
42.8K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.5K+ 100.4% |
$211K - $234K
|
8.99K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.46K- 3.8% |
$162K - $180K
|
87.4K
$2.46M
|