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 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.75K+ 91.65% |
$94.9K - $192K
|
7.83K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
9.74K+ 100.0% |
$247K - $499K
|
19.5K
$518K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.09K+ 100.22% |
$104K - $209K
|
8.17K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
41.7K+ 128.26% |
$1.06M - $2.13M
|
74.2K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
24.4K+ 97.53% |
$619K - $1.25M
|
49.5K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
55.9K+ 98.27% |
$1.42M - $2.86M
|
113K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.76K+ 101.21% |
$70K - $141K
|
5.49K
$146K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
19.4KNew |
$491K - $992K
|
19.4K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
123K+ 95.62% |
$3.12M - $6.3M
|
252K
$6.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
26.1KNew |
$661K - $1.33M
|
26.1K
$694K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6.5K+ 81.09% |
$165K - $333K
|
14.5K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17KNew |
$430K - $869K
|
17K
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6.76K+ 98.37% |
$171K - $346K
|
13.6K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
574New |
$14.5K - $29.4K
|
574
$15.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
37.2K+ 104.84% |
$942K - $1.9M
|
72.7K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20.3K+ 90.67% |
$515K - $1.04M
|
42.8K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.79K+ 106.99% |
$197K - $398K
|
15.1K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.28K+ 84.29% |
$159K - $321K
|
13.7K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 100.0% |
$1.9K - $3.84K
|
150
$3.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.23K+ 112.97% |
$132K - $267K
|
9.85K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
57.8KNew |
$1.46M - $2.96M
|
57.8K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
12.4K+ 99.99% |
$314K - $633K
|
24.8K
$659K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
151K+ 92.09% |
$3.81M - $7.7M
|
314K
$8.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
21.2K+ 102.22% |
$538K - $1.09M
|
42K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24.6K+ 86.88% |
$622K - $1.26M
|
52.8K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35.5K+ 107.09% |
$900K - $1.82M
|
68.7K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 80.95% |
$422K - $853K
|
37.3K
$992K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
44.3K+ 109.03% |
$1.12M - $2.26M
|
84.9K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
121K+ 98.7% |
$3.06M - $6.18M
|
243K
$6.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
415+ 105.06% |
$10.5K - $21.2K
|
810
$21.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
198K+ 115.11% |
$5.02M - $10.1M
|
370K
$9.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
88+ 100.0% |
$2.23K - $4.5K
|
176
$4.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.51K+ 100.09% |
$190K - $384K
|
15K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
441K+ 103.59% |
$11.2M - $22.6M
|
867K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
216KNew |
$5.48M - $11.1M
|
216K
$5.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
40.7K+ 95.04% |
$1.03M - $2.08M
|
83.5K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
61.7K+ 105.24% |
$1.56M - $3.15M
|
120K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
298+ 100.0% |
$7.55K - $15.2K
|
596
$15.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.17K+ 99.95% |
$207K - $418K
|
16.3K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
215K+ 102.74% |
$5.45M - $11M
|
425K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
41.2K+ 99.24% |
$1.04M - $2.11M
|
82.6K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
986K+ 89.15% |
$25M - $50.5M
|
2.09M
$55.7M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-49.3K- 63.57% |
$1.25M - $2.52M
|
28.3K
$752K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
499+ 100.0% |
$12.6K - $25.5K
|
998
$26.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.55K+ 111.55% |
$141K - $284K
|
10.5K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.46K+ 98.54% |
$113K - $228K
|
8.99K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12+ 100.0% |
$304 - $614
|
24
$638
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
23.1K+ 149.28% |
$585K - $1.18M
|
38.6K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
110KNew |
$2.8M - $5.65M
|
110K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
119K+ 88.11% |
$3M - $6.07M
|
253K
$6.74M
|