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 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.43K- 0.56% |
$33.1K - $38.7K
|
256K
$6.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
137KNew |
$3.17M - $3.7M
|
137K
$3.51M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.82K+ 3800.0% |
$42.2K - $49.3K
|
1.87K
$48.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-583- 1.03% |
$13.5K - $15.8K
|
56.3K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.21K+ 3.04% |
$51.2K - $59.8K
|
74.9K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-126- 0.64% |
$2.92K - $3.41K
|
19.5K
$500K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
56.6K+ 610.65% |
$1.31M - $1.53M
|
65.9K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-884- 8.48% |
$20.5K - $23.9K
|
9.54K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 3.03% |
$926 - $1.08K
|
1.36K
$34.9K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
725+ 0.4% |
$16.8K - $19.6K
|
184K
$4.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
28+ 0.23% |
$648 - $757
|
12.4K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-460- 1.19% |
$10.7K - $12.4K
|
38.1K
$979K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
15.6K+ 100.0% |
$360K - $421K
|
31.1K
$799K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.64K+ 26.09% |
$84.3K - $98.5K
|
17.6K
$452K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36.1K- 43.3% |
$837K - $977K
|
47.3K
$1.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-20.4K- 0.98% |
$473K - $552K
|
2.07M
$53.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-934- 80.94% |
$21.6K - $25.3K
|
220
$5.65K
|
|
| Q4 2024 | |||||||
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
27.5K+ 100.93% |
$697K - $1.41M
|
54.8K
$1.41M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.26K+ 100.0% |
$133K - $269K
|
10.5K
$270K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
302K+ 26.56% |
$7.65M - $15.4M
|
1.44M
$36.9M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18.9K+ 100.0% |
$477K - $964K
|
37.7K
$968K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
14KNew |
$356K - $718K
|
14K
$360K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
152New |
$3.85K - $7.78K
|
152
$3.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
98New |
$2.48K - $5.01K
|
98
$2.52K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
6.07K+ 99.93% |
$154K - $311K
|
12.2K
$312K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
314New |
$7.95K - $16.1K
|
314
$8.06K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$811 - $1.64K
|
32
$822
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-300Closed |
$7.6K - $15.3K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
176New |
$4.46K - $9K
|
176
$4.52K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.11K+ 91.31% |
$180K - $364K
|
14.9K
$383K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
54.6K+ 106.05% |
$1.38M - $2.79M
|
106K
$2.72M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
634New |
$16.1K - $32.4K
|
634
$16.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.02KNew |
$25.7K - $52K
|
1.02K
$26.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 100.0% |
$5.07K - $10.2K
|
400
$10.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
20K+ 158.6% |
$506K - $1.02M
|
32.5K
$836K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
27K+ 109.27% |
$684K - $1.38M
|
51.7K
$1.33M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
22.1KNew |
$559K - $1.13M
|
22.1K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48+ 100.0% |
$1.22K - $2.46K
|
96
$2.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
62.9K+ 94.6% |
$1.59M - $3.22M
|
129K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.97KNew |
$227K - $459K
|
8.97K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.33K+ 99.98% |
$135K - $273K
|
10.7K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
180New |
$4.56K - $9.21K
|
180
$4.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.68K+ 76.3% |
$67.8K - $137K
|
6.19K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
33.1KNew |
$838K - $1.69M
|
33.1K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
1.24K+ 19.07% |
$31.5K - $63.6K
|
7.77K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
9.91K+ 86.57% |
$251K - $507K
|
21.4K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.94K+ 97.77% |
$99.9K - $202K
|
7.98K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
11.5K+ 92.49% |
$291K - $588K
|
23.9K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.4KNew |
$415K - $839K
|
16.4K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|