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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.24KNew |
$200K - $252K
|
5.24K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
4.6KNew |
$175K - $221K
|
4.6K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-678- 6.36% |
$25.9K - $32.6K
|
9.98K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.06K- 15.46% |
$40.2K - $50.7K
|
5.77K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
25New |
$953 - $1.2K
|
25
$697
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
4KNew |
$153K - $192K
|
4K
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-196- 16.55% |
$7.47K - $9.41K
|
988
$27.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
408+ 3.33% |
$15.6K - $19.6K
|
12.7K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
723K+ 153.79% |
$27.6M - $34.7M
|
1.19M
$33.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
16.9KNew |
$643K - $809K
|
16.9K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
119+ 0.83% |
$4.54K - $5.71K
|
14.4K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
214KNew |
$8.15M - $10.3M
|
214K
$5.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.27KNew |
$163K - $205K
|
4.27K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17K+ 341.95% |
$649K - $817K
|
22K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-549- 38.02% |
$20.9K - $26.4K
|
895
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$76.3 - $96
|
2
$55.7
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
62.6KNew |
$2.39M - $3.01M
|
62.6K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$38.1 - $48
|
1
$27.9
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.6KNew |
$175K - $221K
|
4.6K
$128K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.5K+ 5.86% |
$553K - $696K
|
262K
$7.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.82K+ 14.84% |
$222K - $279K
|
45K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.43K+ 367.44% |
$54.6K - $68.8K
|
1.82K
$50.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.6KNew |
$61K - $76.8K
|
1.6K
$44.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
106+ 1.0% |
$4.04K - $5.09K
|
10.7K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-174- 99.43% |
$6.63K - $8.36K
|
1
$27.9
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
447+ 126.27% |
$17K - $21.5K
|
801
$22.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-225- 80.36% |
$8.58K - $10.8K
|
55
$1.53K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-196- 3.07% |
$7.47K - $9.41K
|
6.19K
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
38.6KNew |
$1.47M - $1.85M
|
38.6K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
4.67KNew |
$178K - $224K
|
4.67K
$130K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
616+ 4.1% |
$23.5K - $29.6K
|
15.6K
$435K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
201New |
$7.66K - $9.65K
|
201
$5.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
215+ 1194.44% |
$8.2K - $10.3K
|
233
$6.49K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.46K+ 46.8% |
$93.9K - $118K
|
7.72K
$215K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18New |
$686 - $864
|
18
$501
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.02% |
$38.1 - $48
|
99
$2.76K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
30.2KNew |
$1.15M - $1.45M
|
30.2K
$841K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-45- 75.0% |
$1.72K - $2.16K
|
15
$418
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
532New |
$20.3K - $25.5K
|
532
$14.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
597New |
$22.8K - $28.7K
|
597
$16.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.91K+ 1.83% |
$263K - $332K
|
385K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.6K+ 8.14% |
$405K - $510K
|
141K
$3.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
190New |
$7.24K - $9.12K
|
190
$5.29K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.94K- 38.39% |
$112K - $141K
|
4.71K
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.48% |
$76.3 - $96
|
416
$11.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-945- 4.16% |
$36K - $45.4K
|
21.8K
$606K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
79.4KNew |
$3.03M - $3.82M
|
79.4K
$2.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.69K- 6.36% |
$103K - $129K
|
39.6K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
111New |
$4.23K - $5.33K
|
111
$3.09K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-894- 10.27% |
$34.1K - $42.9K
|
7.81K
$218K
|