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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.37K+ 4.86% |
$64.2K - $71.1K
|
29.5K
$707K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
622+ 0.23% |
$29.2K - $32.3K
|
266K
$6.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
73+ 3.82% |
$3.42K - $3.79K
|
1.99K
$47.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
12New |
$563 - $624
|
12
$287
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
173New |
$8.11K - $8.99K
|
173
$4.14K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
158+ 0.96% |
$7.41K - $8.21K
|
16.7K
$399K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
34+ 0.67% |
$1.59K - $1.77K
|
5.11K
$122K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.35K+ 4.74% |
$63.1K - $69.9K
|
29.7K
$710K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28New |
$1.31K - $1.45K
|
28
$670
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
648New |
$30.4K - $33.7K
|
648
$15.5K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
228New |
$10.7K - $11.8K
|
228
$5.45K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
575+ 10.29% |
$27K - $29.9K
|
6.16K
$147K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.96KNew |
$92.1K - $102K
|
1.96K
$47K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.05K+ 100.0% |
$425K - $470K
|
18.1K
$433K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
20+ 0.66% |
$938 - $1.04K
|
3.05K
$73K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 8.18% |
$2.35K - $2.6K
|
561
$13.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.86KNew |
$275K - $304K
|
5.86K
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11New |
$516 - $572
|
11
$263
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
699+ 1.08% |
$32.8K - $36.3K
|
65.7K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-6- 0.01% |
$281 - $312
|
54K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$46.9 - $52
|
1
$23.9
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-586- 8.72% |
$27.5K - $30.4K
|
6.13K
$147K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
609+ 12.11% |
$28.6K - $31.6K
|
5.64K
$135K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
5.76KNew |
$270K - $299K
|
5.76K
$138K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-710- 1.21% |
$33.3K - $36.9K
|
57.9K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.65M+ 489456.84% |
$124M - $138M
|
2.65M
$63.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-41.3K- 27.63% |
$1.94M - $2.14M
|
108K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-252- 0.12% |
$11.8K - $13.1K
|
216K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.3K+ 8.71% |
$342K - $379K
|
91.1K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 5.94% |
$766K - $848K
|
291K
$6.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
224New |
$10.5K - $11.6K
|
224
$5.36K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.7K+ 6.68% |
$267K - $296K
|
91.1K
$2.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
246New |
$11.5K - $12.8K
|
246
$5.88K
|
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
4.09KNew |
$192K - $213K
|
4.09K
$97.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-682- 14.36% |
$32K - $35.4K
|
4.07K
$97.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.63K+ 82.99% |
$170K - $189K
|
8K
$191K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
9.1K+ 8.47% |
$427K - $473K
|
117K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.64KNew |
$76.8K - $85.1K
|
1.64K
$39.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.64KNew |
$452K - $501K
|
9.64K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$141 - $156
|
538
$12.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
12.2KNew |
$573K - $635K
|
12.2K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-974- 13.21% |
$45.7K - $50.6K
|
6.4K
$153K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.6K- 6.08% |
$1.16M - $1.28M
|
381K
$9.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
407+ 1.97% |
$19.1K - $21.1K
|
21.1K
$504K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.8% |
$188 - $208
|
503
$12K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-932- 3.72% |
$42.2K - $45.7K
|
24.1K
$577K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
2New |
$90.5 - $98.1
|
2
$47.8
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.73KNew |
$395K - $428K
|
8.73K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.92KNew |
$449K - $486K
|
9.92K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-104K- 91.7% |
$4.71M - $5.1M
|
9.42K
$225K
|
|