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 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 1.35% |
$7.5K - $8.31K
|
11.7K
$325K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-148K- 96.85% |
$6.93M - $7.68M
|
4.8K
$134K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-17- 0.04% |
$797 - $883
|
46.7K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$141 - $156
|
6.41K
$179K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.19K+ 4.28% |
$197K - $218K
|
102K
$2.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-144- 1.42% |
$6.75K - $7.48K
|
9.97K
$278K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-301- 0.73% |
$14.1K - $15.6K
|
40.9K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.2K- 1.79% |
$948K - $1.05M
|
1.11M
$30.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-282- 0.22% |
$13.2K - $14.7K
|
129K
$3.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-302- 1.06% |
$14.2K - $15.7K
|
28.2K
$785K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
221+ 3.06% |
$10.4K - $11.5K
|
7.45K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.01K+ 3.17% |
$47.5K - $52.6K
|
32.9K
$918K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
53+ 0.62% |
$2.49K - $2.75K
|
8.66K
$241K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3K+ 2.61% |
$141K - $156K
|
118K
$3.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
76+ 1.38% |
$3.56K - $3.95K
|
5.6K
$156K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-517- 3.64% |
$24.2K - $26.9K
|
13.7K
$381K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
37+ 0.13% |
$1.74K - $1.92K
|
29.3K
$817K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
11.9K+ 4.98% |
$558K - $619K
|
251K
$7M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-297- 0.24% |
$13.9K - $15.4K
|
124K
$3.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
214+ 2.71% |
$10K - $11.1K
|
8.12K
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15- 4.48% |
$704 - $779
|
320
$8.92K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
5K+ 4.45% |
$234K - $260K
|
117K
$3.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-5.17K- 8.33% |
$242K - $269K
|
56.9K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-678- 34.28% |
$31.8K - $35.2K
|
1.3K
$36.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
80.8K+ 43.49% |
$3.79M - $4.2M
|
267K
$7.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-974- 13.21% |
$45.7K - $50.6K
|
6.4K
$178K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-436- 4.07% |
$20.4K - $22.7K
|
10.3K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.27K+ 14.62% |
$59.4K - $65.8K
|
9.92K
$276K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.83K- 10.14% |
$133K - $147K
|
25.1K
$698K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.6K- 6.08% |
$1.16M - $1.28M
|
381K
$10.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.97% |
$19.1K - $21.1K
|
21.1K
$587K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.74K- 0.55% |
$81.8K - $90.6K
|
318K
$8.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 2.92% |
$704 - $779
|
499
$13.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 11.51% |
$62.7K - $69.5K
|
13K
$361K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
142+ 18.35% |
$6.66K - $7.38K
|
916
$25.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-19.6K- 35.6% |
$920K - $1.02M
|
35.5K
$988K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-939- 1.95% |
$44K - $48.8K
|
47.2K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
390+ 8.01% |
$18.3K - $20.3K
|
5.26K
$146K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.77K- 2.97% |
$224K - $248K
|
156K
$4.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.61K+ 30.41% |
$169K - $188K
|
15.5K
$431K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.82K- 5.48% |
$85.5K - $94.7K
|
31.4K
$875K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-236- 1.53% |
$11.1K - $12.3K
|
15.1K
$422K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
42+ 0.55% |
$1.97K - $2.18K
|
7.69K
$214K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-3.25K- 0.75% |
$152K - $169K
|
429K
$11.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
286+ 1.5% |
$13.4K - $14.9K
|
19.3K
$539K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.67K- 13.49% |
$172K - $191K
|
23.5K
$656K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-125- 1.54% |
$5.86K - $6.5K
|
8.02K
$223K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-446- 1.77% |
$20.9K - $23.2K
|
24.8K
$690K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20+ 0.27% |
$938 - $1.04K
|
7.49K
$209K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.54K- 36.8% |
$166K - $184K
|
6.08K
$169K
|