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 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-989- 8.28% |
$22.9K - $26.7K
|
11K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-822- 32.24% |
$19K - $22.2K
|
1.73K
$44.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
685+ 2.17% |
$15.9K - $18.5K
|
32.3K
$828K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-125- 0.5% |
$2.9K - $3.38K
|
25K
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
16.2K+ 3.74% |
$375K - $438K
|
449K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-115K- 87.16% |
$2.67M - $3.11M
|
17K
$436K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6+ 0.02% |
$139 - $162
|
34.3K
$881K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
30.4K+ 16.65% |
$705K - $823K
|
213K
$5.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.41K+ 1.57% |
$55.9K - $65.2K
|
156K
$4.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
9.81K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.61K- 2.08% |
$37.3K - $43.5K
|
75.6K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
16.9K+ 2.54% |
$391K - $457K
|
681K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.02K- 1.77% |
$23.7K - $27.6K
|
56.7K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.5KNew |
$34.7K - $40.5K
|
1.5K
$38.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.5K- 4.53% |
$614K - $717K
|
559K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.24% |
$787 - $919
|
14.3K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
124+ 1.37% |
$2.87K - $3.35K
|
9.17K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-20.4K- 70.38% |
$472K - $551K
|
8.58K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-187- 0.68% |
$4.33K - $5.06K
|
27.3K
$702K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
22+ 0.14% |
$510 - $595
|
15.9K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
17+ 0.03% |
$394 - $460
|
67.5K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 3.95% |
$67.2K - $78.4K
|
70.5K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13.3KNew |
$308K - $359K
|
13.3K
$341K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-14.5K- 62.16% |
$336K - $392K
|
8.82K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.36K- 3.97% |
$54.6K - $63.8K
|
57K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.36K+ 11.28% |
$194K - $226K
|
82.5K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-263- 0.86% |
$6.09K - $7.11K
|
30.2K
$776K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-210- 0.43% |
$4.86K - $5.68K
|
49.1K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.22K+ 2.65% |
$74.5K - $87K
|
125K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
143New |
$3.31K - $3.87K
|
143
$3.67K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-22.2K- 12.5% |
$513K - $599K
|
155K
$3.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24K+ 2.16% |
$555K - $648K
|
1.13M
$29.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
194+ 0.87% |
$4.49K - $5.25K
|
22.5K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
9.14KNew |
$212K - $247K
|
9.14K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
55+ 0.39% |
$1.27K - $1.49K
|
14.1K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
47.6K+ 30.55% |
$1.1M - $1.29M
|
203K
$5.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.74K- 19.13% |
$40.3K - $47K
|
7.35K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.61K- 2.9% |
$107K - $125K
|
154K
$3.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
33K+ 3.6% |
$763K - $891K
|
949K
$24.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.22K+ 4.67% |
$28.2K - $32.9K
|
27.3K
$701K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
430New |
$9.96K - $11.6K
|
430
$11K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3.24K+ 7.2% |
$75.1K - $87.7K
|
48.3K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
2K+ 1.49% |
$46.2K - $54K
|
136K
$3.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
350+ 1.65% |
$8.11K - $9.46K
|
21.5K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47.9K+ 7.78% |
$1.11M - $1.29M
|
663K
$17M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-218- 1.61% |
$5.05K - $5.89K
|
13.3K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-92.5K- 84.11% |
$2.14M - $2.5M
|
17.5K
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-9.29K- 3.82% |
$215K - $251K
|
234K
$6M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.64K+ 18.51% |
$200K - $234K
|
55.3K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-151- 0.74% |
$3.5K - $4.08K
|
20.3K
$522K
|