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 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
9.74KNew |
$247K - $498K
|
9.74K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
98+ 100.0% |
$2.48K - $5.01K
|
196
$5.21K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
109K+ 100.62% |
$2.77M - $5.58M
|
218K
$5.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.31K+ 88.24% |
$135K - $272K
|
11.3K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
126K+ 100.97% |
$3.18M - $6.43M
|
250K
$6.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
146K+ 95.15% |
$3.69M - $7.45M
|
299K
$7.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43.8K+ 109.87% |
$1.11M - $2.24M
|
83.6K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
52.4K+ 106.29% |
$1.33M - $2.68M
|
102K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 100.0% |
$1.04K - $2.1K
|
82
$2.18K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
20K+ 58.95% |
$508K - $1.03M
|
54.1K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.25KNew |
$209K - $422K
|
8.25K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
32.8K+ 95.03% |
$830K - $1.68M
|
67.2K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
110K+ 94.64% |
$2.77M - $5.6M
|
225K
$5.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-29.8K- 62.74% |
$755K - $1.52M
|
17.7K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.7KNew |
$297K - $600K
|
11.7K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
61.2K+ 110.51% |
$1.55M - $3.13M
|
117K
$3.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
320K+ 98.42% |
$8.11M - $16.4M
|
646K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
6.38K+ 106.25% |
$162K - $326K
|
12.4K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
31.4K+ 100.14% |
$796K - $1.61M
|
62.8K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
18.5K+ 85.04% |
$470K - $949K
|
40.4K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
25+ 0.28% |
$633 - $1.28K
|
9.01K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
359K+ 116.32% |
$9.09M - $18.4M
|
667K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
90.4K+ 113.26% |
$2.29M - $4.62M
|
170K
$4.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50K+ 96.32% |
$1.27M - $2.56M
|
102K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.15K+ 112.6% |
$232K - $468K
|
17.3K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12.2K+ 100.0% |
$309K - $624K
|
24.4K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 169.09% |
$477K - $964K
|
30K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.15K+ 100.65% |
$130K - $263K
|
10.3K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2K+ 100.0% |
$50.7K - $102K
|
4K
$106K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
128K+ 98.54% |
$3.23M - $6.52M
|
257K
$6.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
8.25KNew |
$209K - $422K
|
8.25K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.34K+ 90.92% |
$237K - $478K
|
19.6K
$522K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.08K+ 100.0% |
$78K - $158K
|
6.16K
$164K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.45K+ 100.14% |
$163K - $330K
|
12.9K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
49.3K+ 79.78% |
$1.25M - $2.52M
|
111K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.27K+ 105.75% |
$82.9K - $167K
|
6.37K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
15.9K+ 104.88% |
$402K - $812K
|
31K
$825K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
29.8K+ 98.08% |
$755K - $1.52M
|
60.2K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10+ 111.11% |
$253 - $512
|
19
$505
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
135+ 100.0% |
$3.42K - $6.91K
|
270
$7.18K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6.4K+ 100.0% |
$162K - $327K
|
12.8K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6.2K+ 100.1% |
$157K - $317K
|
12.4K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
14.5K+ 73.11% |
$367K - $741K
|
34.3K
$913K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
904+ 110.78% |
$22.9K - $46.2K
|
1.72K
$45.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
84K+ 80.17% |
$2.13M - $4.3M
|
189K
$5.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
29K+ 121.45% |
$733K - $1.48M
|
52.8K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
15.2K+ 98.55% |
$385K - $779K
|
30.7K
$816K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.27K+ 113.91% |
$134K - $270K
|
9.9K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4.81K+ 100.0% |
$122K - $246K
|
9.63K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.68K+ 89.01% |
$119K - $239K
|
9.94K
$264K
|