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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-396- 0.95% |
$8.09K - $10K
|
41.3K
$1.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-946- 3.64% |
$19.3K - $23.9K
|
25.1K
$643K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
836+ 3.81% |
$19.4K - $22.6K
|
22.8K
$585K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-123- 0.68% |
$2.85K - $3.33K
|
17.9K
$459K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-7.86KClosed |
$182K - $213K
|
0
$0
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.58KNew |
$36.5K - $42.7K
|
1.58K
$40.5K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.59KNew |
$36.8K - $42.9K
|
1.59K
$40.8K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4+ 0.04% |
$92.6 - $108
|
11K
$283K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.56M- 61.36% |
$36.2M - $42.3M
|
985K
$25.3M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1.84K- 2.58% |
$42.5K - $49.6K
|
69.4K
$1.78M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
61+ 0.23% |
$1.41K - $1.65K
|
27K
$693K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.48K- 7.44% |
$34.4K - $40.1K
|
18.5K
$474K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-14K- 14.05% |
$324K - $379K
|
85.7K
$2.2M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.3K- 16.38% |
$910K - $1.06M
|
201K
$5.15M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
240+ 0.31% |
$5.56K - $6.49K
|
77.1K
$1.98M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.32K+ 1.43% |
$53.6K - $62.6K
|
164K
$4.21M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.4KNew |
$379K - $442K
|
16.4K
$420K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-7.05K- 37.94% |
$163K - $191K
|
11.5K
$296K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.7K- 41.63% |
$270K - $315K
|
16.4K
$420K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-507- 0.29% |
$11.7K - $13.7K
|
175K
$4.5M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
230+ 1.8% |
$5.33K - $6.22K
|
13K
$334K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.76M+ 86.22% |
$40.7M - $47.6M
|
3.8M
$97.6M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.7KNew |
$202K - $235K
|
8.7K
$223K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$278 - $324
|
12
$308
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.26K- 5.52% |
$75.4K - $88K
|
55.8K
$1.43M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.16% |
$92.6 - $108
|
2.43K
$62.4K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.23K+ 4.67% |
$28.6K - $33.4K
|
27.6K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.56K- 21.81% |
$59.3K - $69.2K
|
9.18K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95.4K+ 2604.86% |
$2.21M - $2.58M
|
99.1K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 2.96% |
$72.1K - $84.1K
|
102K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-710- 5.18% |
$16.4K - $19.2K
|
13K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
600+ 3.22% |
$13.9K - $16.2K
|
19.2K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.6KNew |
$246K - $288K
|
10.6K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.95K- 1.58% |
$68.3K - $79.7K
|
184K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.33KNew |
$77.2K - $90.1K
|
3.33K
$85.6K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.29K+ 61.24% |
$122K - $143K
|
13.9K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 11.78% |
$247K - $288K
|
101K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-153- 74.63% |
$3.54K - $4.14K
|
52
$1.34K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
80K+ 259.37% |
$1.85M - $2.16M
|
111K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.7K- 5.76% |
$503K - $588K
|
356K
$9.14M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.98K- 33.17% |
$115K - $135K
|
10K
$257K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.7K- 7.42% |
$363K - $424K
|
196K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.07K- 11.0% |
$117K - $137K
|
41K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.17K+ 29.27% |
$73.5K - $85.8K
|
14K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
520K+ 630.57% |
$12M - $14.1M
|
603K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.82K- 37.81% |
$135K - $157K
|
9.58K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
19.9K+ 252.88% |
$461K - $538K
|
27.7K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.3M- 61.03% |
$655M - $765M
|
18.1M
$464M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-361K- 15.72% |
$8.36M - $9.76M
|
1.93M
$49.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
22.2K+ 219.46% |
$515K - $601K
|
32.4K
$832K
|
|