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 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
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
16.1K+ 1.0% |
$373K - $435K
|
1.62M
$41.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-366- 1.34% |
$8.48K - $9.9K
|
27K
$692K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
449+ 0.57% |
$10.4K - $12.1K
|
79.4K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.89K+ 3.37% |
$136K - $159K
|
181K
$4.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
47.3K+ 81.75% |
$1.1M - $1.28M
|
105K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-11.7K- 12.67% |
$270K - $315K
|
80.4K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18K+ 7.39% |
$416K - $486K
|
261K
$6.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
39.2K+ 4.52% |
$909K - $1.06M
|
906K
$23.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-304- 1.61% |
$7.04K - $8.22K
|
18.6K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-55K- 47.13% |
$1.27M - $1.49M
|
61.7K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22.2K+ 10.73% |
$515K - $601K
|
229K
$5.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-453- 6.28% |
$10.5K - $12.2K
|
6.76K
$174K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30New |
$695 - $811
|
30
$770
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
157+ 8.58% |
$3.64K - $4.25K
|
1.99K
$51K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- -0.0% |
$23.2 - $27
|
26.5K
$681K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.98K- 3.37% |
$45.9K - $53.6K
|
56.9K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.35K+ 6.94% |
$101K - $118K
|
67K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90K+ 81.05% |
$2.09M - $2.43M
|
201K
$5.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.6K+ 6.9% |
$37.1K - $43.3K
|
24.8K
$638K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8.66K+ 2.28% |
$201K - $234K
|
389K
$10M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-200- 1.9% |
$4.63K - $5.41K
|
10.3K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-866- 6.03% |
$20.1K - $23.4K
|
13.5K
$347K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$23.2 - $27
|
24.6K
$630K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-103- 0.04% |
$2.39K - $2.79K
|
271K
$6.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.12K+ 16.84% |
$118K - $138K
|
35.5K
$912K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.05K+ 0.47% |
$24.3K - $28.4K
|
226K
$5.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-440- 2.69% |
$10.2K - $11.9K
|
15.9K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-4.2K- 9.3% |
$97.2K - $113K
|
40.9K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
218New |
$5.05K - $5.89K
|
218
$5.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.3K- 2.07% |
$169K - $197K
|
345K
$8.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.43K+ 3.95% |
$33.2K - $38.7K
|
37.7K
$968K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-7.87K- 8.37% |
$182K - $213K
|
86.2K
$2.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-564- 1.16% |
$13.1K - $15.3K
|
48.1K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.41K+ 11.47% |
$55.7K - $65.1K
|
23.4K
$601K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
600+ 0.58% |
$13.9K - $16.2K
|
103K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
796+ 6.11% |
$18.4K - $21.5K
|
13.8K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-605- 1.33% |
$14K - $16.4K
|
44.8K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.62K+ 11.27% |
$37.4K - $43.7K
|
16K
$410K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-215- 36.88% |
$4.98K - $5.81K
|
368
$9.45K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-282- 28.14% |
$6.53K - $7.63K
|
720
$18.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
17.7K+ 2.15% |
$409K - $478K
|
839K
$21.5M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-145- 0.51% |
$3.36K - $3.92K
|
28.1K
$722K
|