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 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2+ 0.02% |
$46.3 - $54.1
|
12.4K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-3.06K- 16.22% |
$70.9K - $82.8K
|
15.8K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.8K- 82.31% |
$297K - $346K
|
2.75K
$70.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 8.16% |
$101K - $118K
|
49.2K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.57K- 45.37% |
$36.3K - $42.3K
|
1.89K
$48.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-976- 2.63% |
$22.6K - $26.4K
|
36.2K
$929K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-377- 1.04% |
$8.73K - $10.2K
|
35.8K
$920K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
125+ 0.63% |
$2.9K - $3.38K
|
20.1K
$516K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
22.9KNew |
$531K - $620K
|
22.9K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.05K- 6.37% |
$24.3K - $28.3K
|
15.4K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.28K- 36.46% |
$169K - $197K
|
12.7K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.56K- 11.47% |
$36.2K - $42.2K
|
12.1K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-199- 1.16% |
$4.61K - $5.38K
|
17K
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-363- 3.78% |
$8.41K - $9.82K
|
9.23K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.73K- 3.14% |
$86.4K - $101K
|
115K
$2.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.13K+ 2.01% |
$49.3K - $57.6K
|
108K
$2.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$29.5K - $34.4K
|
1.27K
$32.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.81K- 1.37% |
$41.9K - $49K
|
131K
$3.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.5% |
$23.2 - $27
|
201
$5.16K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.21% |
$510 - $595
|
10.6K
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-66- 2.31% |
$1.53K - $1.78K
|
2.79K
$71.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
11.2K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-734- 8.75% |
$17K - $19.8K
|
7.65K
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-9.55K- 21.25% |
$221K - $258K
|
35.4K
$908K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.42K- 7.65% |
$102K - $119K
|
53.3K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.75K+ 5.46% |
$86.9K - $101K
|
72.5K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.72K+ 17.9% |
$62.9K - $73.5K
|
17.9K
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7+ 0.0% |
$162 - $189
|
425K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-691- 3.38% |
$16K - $18.7K
|
19.8K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.87K+ 4.36% |
$66.5K - $77.7K
|
68.8K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.66K- 6.21% |
$201K - $234K
|
131K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.13K- 4.37% |
$72.5K - $84.6K
|
68.4K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-789- 1.62% |
$18.3K - $21.3K
|
47.8K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-288- 9.81% |
$6.67K - $7.79K
|
2.65K
$68K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11+ 0.04% |
$255 - $297
|
28.8K
$739K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
308+ 2.24% |
$7.13K - $8.33K
|
14K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.08K- 5.97% |
$25.1K - $29.3K
|
17K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.66K+ 14.31% |
$61.5K - $71.8K
|
21.2K
$545K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-44- 0.25% |
$1.02K - $1.19K
|
17.9K
$459K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.34K- 4.72% |
$77.2K - $90.2K
|
67.3K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-37.4K- 23.61% |
$866K - $1.01M
|
121K
$3.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-22.4K- 16.95% |
$520K - $607K
|
110K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-951- 2.78% |
$22K - $25.7K
|
33.3K
$855K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-657- 10.56% |
$15.2K - $17.8K
|
5.56K
$143K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
918New |
$21.3K - $24.8K
|
918
$23.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
88+ 9.83% |
$2.04K - $2.38K
|
983
$25.2K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-24.7K- 10.59% |
$573K - $669K
|
209K
$5.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
14.4K+ 12.95% |
$334K - $390K
|
126K
$3.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.8K- 2.38% |
$181K - $211K
|
319K
$8.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-72.3K- 2.53% |
$1.67M - $1.95M
|
2.78M
$71.5M
|