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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
3.7K+ 105.14% |
$93.7K - $189K
|
7.22K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
93.9K+ 114.8% |
$2.38M - $4.8M
|
176K
$4.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46.3K+ 98.72% |
$1.17M - $2.37M
|
93.2K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
81.1K+ 178.61% |
$2.05M - $4.15M
|
126K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.1M- 95.01% |
$53.2M - $107M
|
110K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.9K+ 129.64% |
$276K - $557K
|
19.3K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.77K+ 4.56% |
$95.6K - $193K
|
86.6K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
64.4K+ 113.15% |
$1.63M - $3.3M
|
121K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
85.7K+ 98.06% |
$2.17M - $4.39M
|
173K
$4.63M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.6K+ 78.7% |
$269K - $542K
|
24.1K
$643K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
22K+ 96.76% |
$556K - $1.12M
|
44.6K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32.8K+ 80.61% |
$830K - $1.68M
|
73.4K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.49K+ 100.47% |
$37.8K - $76.4K
|
2.98K
$79.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
20.1K+ 101.89% |
$510K - $1.03M
|
39.9K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
25.9K+ 96.07% |
$655K - $1.32M
|
52.8K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11K+ 100.0% |
$278K - $561K
|
21.9K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
273K+ 108.76% |
$6.92M - $14M
|
524K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.91K+ 104.42% |
$200K - $404K
|
15.5K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
44.8K+ 96.09% |
$1.14M - $2.29M
|
91.5K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
203+ 100.5% |
$5.14K - $10.4K
|
405
$10.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
204K+ 97.14% |
$5.17M - $10.5M
|
415K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
615+ 100.0% |
$15.6K - $31.5K
|
1.23K
$32.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
15.5KNew |
$391K - $791K
|
15.5K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
17.3K+ 101.04% |
$438K - $885K
|
34.4K
$920K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 100.0% |
$25.3 - $51.2
|
2
$53.4
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
13.8K+ 98.77% |
$349K - $705K
|
27.7K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.6K+ 86.26% |
$470K - $949K
|
40.1K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
57.2K+ 102.21% |
$1.45M - $2.93M
|
113K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
119K+ 99.22% |
$3.02M - $6.11M
|
240K
$6.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.73K+ 77.51% |
$120K - $242K
|
10.8K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.73K+ 75.34% |
$94.4K - $191K
|
8.68K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
8.03K+ 95.14% |
$203K - $411K
|
16.5K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
7.51K+ 116.03% |
$190K - $384K
|
14K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.28K+ 96.53% |
$32.4K - $65.5K
|
2.61K
$69.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
11New |
$279 - $563
|
11
$294
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.08K+ 100.0% |
$27.3K - $55.2K
|
2.16K
$57.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
23.7K+ 91.36% |
$601K - $1.21M
|
49.7K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.8KNew |
$654K - $1.32M
|
25.8K
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.73KNew |
$196K - $396K
|
7.73K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
59.7K+ 80.04% |
$1.51M - $3.06M
|
134K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
149K+ 103.93% |
$3.79M - $7.65M
|
293K
$7.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
5.49K+ 100.0% |
$139K - $281K
|
11K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
8.89K+ 100.0% |
$225K - $455K
|
17.8K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.26K+ 99.92% |
$31.8K - $64.2K
|
2.51K
$67.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
12.9K+ 123.23% |
$326K - $658K
|
23.3K
$623K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
989New |
$25.1K - $50.6K
|
989
$26.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
12.1KNew |
$307K - $619K
|
12.1K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40.7K+ 98.74% |
$1.03M - $2.08M
|
81.9K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
44.1K+ 67.76% |
$1.12M - $2.26M
|
109K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
64.4K+ 94.66% |
$1.63M - $3.29M
|
132K
$3.54M
|