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 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 1.33% |
$50.2K - $55.6K
|
81.8K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-515- 1.49% |
$24.2K - $26.8K
|
34K
$956K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.13KNew |
$194K - $215K
|
4.13K
$116K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.27K+ 2.22% |
$59.8K - $66.2K
|
58.6K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.57K+ 4.68% |
$167K - $185K
|
79.8K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 11.61% |
$76.2K - $84.4K
|
15.6K
$439K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-4.3K- 16.08% |
$202K - $223K
|
22.4K
$631K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 0.22% |
$469 - $520
|
4.57K
$128K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
882+ 0.69% |
$41.4K - $45.8K
|
129K
$3.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.15K+ 4.18% |
$54K - $59.8K
|
28.7K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
50+ 1.16% |
$2.35K - $2.6K
|
4.38K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-17- 0.21% |
$797 - $883
|
8.23K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-32- 0.57% |
$1.5K - $1.66K
|
5.61K
$158K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
19+ 0.7% |
$891 - $987
|
2.73K
$76.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.53K- 3.13% |
$71.9K - $79.7K
|
47.5K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
1.59K+ 2.39% |
$74.4K - $82.5K
|
68K
$1.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.08K- 29.07% |
$144K - $160K
|
7.5K
$211K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.14K- 2.45% |
$194K - $215K
|
165K
$4.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.0% |
$93.8 - $104
|
202
$5.68K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-454- 1.47% |
$21.3K - $23.6K
|
30.4K
$854K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
105+ 350.0% |
$4.92K - $5.46K
|
135
$3.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 5.77% |
$1.13M - $1.26M
|
444K
$12.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$141 - $156
|
538
$15.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-913- 0.97% |
$42.8K - $47.4K
|
93.4K
$2.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32.2K- 1.36% |
$1.51M - $1.67M
|
2.33M
$65.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
228+ 5.49% |
$10.7K - $11.8K
|
4.38K
$123K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
50+ 0.18% |
$2.35K - $2.6K
|
28.3K
$795K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
807+ 12.47% |
$37.8K - $41.9K
|
7.28K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
40.6KNew |
$1.9M - $2.11M
|
40.6K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 4.19% |
$117K - $129K
|
61.8K
$1.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-456- 3.15% |
$21.4K - $23.7K
|
14K
$395K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 37.35% |
$169K - $188K
|
13.3K
$374K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
707+ 604.27% |
$33.2K - $36.7K
|
824
$23.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
41.5KNew |
$1.95M - $2.15M
|
41.5K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.62K- 1.68% |
$75.8K - $84K
|
94.3K
$2.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-4.04K- 2.91% |
$189K - $210K
|
135K
$3.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-615- 84.25% |
$28.8K - $32K
|
115
$3.23K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
38+ 102.7% |
$1.78K - $1.97K
|
75
$2.11K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-764- 2.38% |
$35.8K - $39.7K
|
31.3K
$881K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.27K+ 25.77% |
$59.5K - $65.9K
|
6.19K
$174K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-195- 4.56% |
$9.15K - $10.1K
|
4.08K
$115K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
12.2KNew |
$573K - $635K
|
12.2K
$344K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16+ 4.01% |
$750 - $831
|
415
$11.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-255- 0.6% |
$12K - $13.2K
|
42.6K
$1.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-409- 8.38% |
$19.2K - $21.3K
|
4.47K
$126K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.36K- 6.78% |
$251K - $278K
|
73.6K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-495- 2.44% |
$23.2K - $25.7K
|
19.8K
$557K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.11K- 1.64% |
$52.2K - $57.9K
|
66.8K
$1.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-388- 6.06% |
$18.2K - $20.2K
|
6.02K
$169K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.73KNew |
$409K - $454K
|
8.73K
$245K
|