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 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.98K+ 7.78% |
$280K - $311K
|
82.8K
$2.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
58+ 0.09% |
$2.72K - $3.01K
|
66.7K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
183+ 0.93% |
$8.58K - $9.51K
|
19.8K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-388- 8.83% |
$18.2K - $20.2K
|
4.01K
$103K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.33K- 6.97% |
$109K - $121K
|
31.1K
$797K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-81- 1.62% |
$3.8K - $4.21K
|
4.92K
$126K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-194- 1.68% |
$9.1K - $10.1K
|
11.3K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.05K+ 100.0% |
$425K - $470K
|
18.1K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.5K+ 9.78% |
$117K - $130K
|
28.1K
$719K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.08K+ 1.77% |
$50.6K - $56K
|
62K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
20+ 0.66% |
$938 - $1.04K
|
3.05K
$78.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.95K- 5.36% |
$91.6K - $101K
|
34.5K
$883K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.11K- 7.63% |
$193K - $213K
|
49.7K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-12- 0.05% |
$563 - $624
|
23.8K
$611K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-293- 2.54% |
$13.7K - $15.2K
|
11.2K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19.4KNew |
$910K - $1.01M
|
19.4K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
18.9K+ 6.85% |
$887K - $983K
|
295K
$7.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-659- 7.35% |
$30.9K - $34.2K
|
8.31K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.02K- 1.29% |
$48K - $53.2K
|
78.3K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-41- 0.24% |
$1.92K - $2.13K
|
17.2K
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
45.4K+ 452.59% |
$2.13M - $2.36M
|
55.4K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
304+ 0.39% |
$14.3K - $15.8K
|
78K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.43K+ 8.09% |
$114K - $126K
|
32.5K
$832K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-239- 1.61% |
$11.2K - $12.4K
|
14.6K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-5.38K- 1.79% |
$252K - $279K
|
295K
$7.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
939+ 0.46% |
$44K - $48.8K
|
205K
$5.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.49K+ 3.16% |
$257K - $285K
|
179K
$4.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 9.79% |
$55.4K - $61.4K
|
13.3K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-151- 50.5% |
$7.08K - $7.85K
|
148
$3.79K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.57K+ 2.55% |
$167K - $186K
|
144K
$3.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7.58K- 9.33% |
$355K - $394K
|
73.6K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-241- 0.6% |
$11.3K - $12.5K
|
39.8K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
887+ 0.98% |
$41.6K - $46.1K
|
91.6K
$2.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-3.76K- 4.47% |
$176K - $195K
|
80.4K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 8.18% |
$2.35K - $2.6K
|
561
$14.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-6.63K- 7.55% |
$311K - $345K
|
81.2K
$2.08M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.69K- 43.55% |
$267K - $296K
|
7.38K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-62- 13.42% |
$2.91K - $3.22K
|
400
$10.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9KNew |
$885K - $981K
|
18.9K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
82+ 0.09% |
$3.85K - $4.26K
|
91.5K
$2.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-91- 0.34% |
$4.27K - $4.73K
|
26.9K
$690K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.86KNew |
$275K - $304K
|
5.86K
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
443+ 7.66% |
$20.8K - $23K
|
6.23K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-5K- 18.52% |
$235K - $260K
|
22K
$564K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
44.8KNew |
$2.1M - $2.33M
|
44.8K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.5K+ 40.2% |
$1.62M - $1.79M
|
120K
$3.08M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.12% |
$235 - $260
|
4.19K
$107K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.48K- 3.93% |
$69.3K - $76.7K
|
36.1K
$926K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
24+ 0.48% |
$1.13K - $1.25K
|
5.02K
$129K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9.09K+ 71.56% |
$426K - $472K
|
21.8K
$558K
|