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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.87K- 37.04% |
$401K - $435K
|
15.1K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.51K- 2.61% |
$295K - $319K
|
243K
$6.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 128.17% |
$60.3K - $65.4K
|
2.37K
$66.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
38New |
$1.72K - $1.86K
|
38
$1.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.73KNew |
$259K - $281K
|
5.73K
$159K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
78.5M+ 911.2% |
$3.55B - $3.85B
|
87.1M
$2.43B
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$1.13K - $1.23K
|
25
$697
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
20+ 0.31% |
$905 - $981
|
6.54K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-501- 4.49% |
$22.7K - $24.6K
|
10.6K
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794New |
$35.9K - $38.9K
|
794
$22.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
84+ 3.35% |
$3.8K - $4.12K
|
2.59K
$72.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-529- 7.11% |
$23.9K - $25.9K
|
6.91K
$192K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.6K- 8.56% |
$72.4K - $78.5K
|
17.1K
$476K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11.7K+ 7.77% |
$532K - $576K
|
163K
$4.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-312- 4.19% |
$14.1K - $15.3K
|
7.14K
$199K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-60- 37.97% |
$2.71K - $2.94K
|
98
$2.73K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.58K- 85.14% |
$71.3K - $77.2K
|
275
$7.66K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-962- 9.6% |
$43.5K - $47.2K
|
9.06K
$252K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11.5KNew |
$522K - $566K
|
11.5K
$322K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-11- 0.24% |
$498 - $539
|
4.49K
$125K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 25.0% |
$2.26K - $2.45K
|
250
$6.97K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.22K- 86.65% |
$55.2K - $59.8K
|
188
$5.24K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-2K- 22.22% |
$90.5K - $98.1K
|
7K
$195K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.68K- 8.61% |
$75.9K - $82.2K
|
17.8K
$496K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-47- 97.92% |
$2.13K - $2.3K
|
1
$27.9
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
949+ 3954.17% |
$42.9K - $46.5K
|
973
$27.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 50.0% |
$136 - $147
|
9
$251
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
431+ 6.34% |
$19.5K - $21.1K
|
7.23K
$202K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
136New |
$6.15K - $6.67K
|
136
$3.79K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.06KNew |
$93.3K - $101K
|
2.06K
$57.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
16.8K+ 9.31% |
$758K - $822K
|
197K
$5.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
109+ 5.08% |
$4.93K - $5.35K
|
2.25K
$62.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.19K- 13.55% |
$53.7K - $58.2K
|
7.57K
$211K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.8K- 99.2% |
$579K - $628K
|
103
$2.87K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
650New |
$29.4K - $31.9K
|
650
$18.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.08K+ 3.62% |
$185K - $200K
|
117K
$3.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-134- 3.07% |
$6.06K - $6.57K
|
4.23K
$118K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-16- 0.01% |
$724 - $785
|
161K
$4.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-503- 3.46% |
$22.8K - $24.7K
|
14K
$391K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
100+ 1.17% |
$4.52K - $4.9K
|
8.62K
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.05K- 7.58% |
$47.5K - $51.5K
|
12.8K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-415- 4.58% |
$18.8K - $20.4K
|
8.64K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 3.14% |
$4.52K - $4.9K
|
3.08K
$85.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-906- 1.84% |
$41K - $44.4K
|
48.4K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-20- 33.33% |
$905 - $981
|
40
$1.11K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
8+ 0.17% |
$362 - $392
|
4.63K
$129K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7+ 0.16% |
$317 - $343
|
4.3K
$120K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.23K+ 14.3% |
$417K - $452K
|
73.7K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-30- 0.37% |
$1.36K - $1.47K
|
8.02K
$224K
|