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 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
|
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
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
228KNew |
$5.27M - $6.15M
|
228K
$5.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16+ 0.67% |
$371 - $433
|
2.41K
$61.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-831- 3.49% |
$19.2K - $22.5K
|
23K
$590K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
266K+ 99.99% |
$6.15M - $7.18M
|
531K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12K+ 10.88% |
$277K - $323K
|
122K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
352+ 0.19% |
$8.15K - $9.52K
|
189K
$4.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
226+ 2.35% |
$5.23K - $6.11K
|
9.82K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
398K+ 28.16% |
$9.22M - $10.8M
|
1.81M
$46.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-373- 3.2% |
$8.64K - $10.1K
|
11.3K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.64K- 3.42% |
$37.9K - $44.2K
|
46.1K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20.4K- 65.92% |
$472K - $551K
|
10.5K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.12K- 2.15% |
$142K - $165K
|
278K
$7.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
8.94KNew |
$207K - $242K
|
8.94K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-536- 93.38% |
$12.4K - $14.5K
|
38
$976
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
9.98K+ 21.25% |
$231K - $270K
|
57K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.02% |
$92.6 - $108
|
17.1K
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.71K- 50.0% |
$225K - $263K
|
9.71K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-102- 0.18% |
$2.36K - $2.76K
|
55.4K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.95K- 2.06% |
$68.4K - $79.8K
|
140K
$3.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
155+ 1.39% |
$3.59K - $4.19K
|
11.3K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
30.1K+ 2.79% |
$697K - $813K
|
1.11M
$28.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8.01K- 30.72% |
$186K - $217K
|
18.1K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.7KNew |
$225K - $262K
|
9.7K
$249K
|