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 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.33K+ 100.0% |
$33.7K - $68.1K
|
2.66K
$68.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
320+ 100.0% |
$8.11K - $16.4K
|
640
$16.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.59K+ 77.48% |
$243K - $491K
|
22K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.25K+ 100.0% |
$57.1K - $115K
|
4.51K
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.5K+ 100.0% |
$63.3K - $128K
|
5K
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.39K+ 113.71% |
$60.5K - $122K
|
4.49K
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.08KNew |
$52.8K - $107K
|
2.08K
$53.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
11.6K+ 100.0% |
$295K - $595K
|
23.3K
$598K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
455+ 100.0% |
$11.5K - $23.3K
|
910
$23.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.7K+ 100.0% |
$43.1K - $87K
|
3.4K
$87.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
124New |
$3.14K - $6.34K
|
124
$3.18K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
21.8K+ 100.0% |
$551K - $1.11M
|
43.5K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-649- 77.17% |
$16.4K - $33.2K
|
192
$4.93K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
16.2KNew |
$410K - $827K
|
16.2K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18+ 100.0% |
$456 - $921
|
36
$924
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
140+ 100.0% |
$3.55K - $7.16K
|
280
$7.19K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
65+ 54.62% |
$1.65K - $3.33K
|
184
$4.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$25.3 - $51.2
|
1
$25.7
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.33K+ 101.19% |
$110K - $221K
|
8.6K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.9K+ 99.64% |
$277K - $560K
|
21.9K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$50.7 - $102
|
4
$103
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
344+ 100.0% |
$8.71K - $17.6K
|
688
$17.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
5.56K+ 119.51% |
$141K - $284K
|
10.2K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.2K+ 72.55% |
$132K - $266K
|
12.4K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
6.2K+ 98.91% |
$157K - $317K
|
12.5K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
7.48K+ 98.81% |
$190K - $383K
|
15.1K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
140KNew |
$3.56M - $7.18M
|
140K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
248+ 25.51% |
$6.28K - $12.7K
|
1.22K
$31.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
7.75K+ 100.0% |
$196K - $396K
|
15.5K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.78K+ 100.0% |
$45K - $90.8K
|
3.55K
$91.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
192+ 100.0% |
$4.86K - $9.82K
|
384
$9.86K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.17K+ 100.77% |
$106K - $213K
|
8.3K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
91+ 101.11% |
$2.31K - $4.66K
|
181
$4.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8+ 100.0% |
$203 - $409
|
16
$411
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12K+ 100.0% |
$28.5K - $57.5K
|
2.25K
$57.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
262+ 100.0% |
$6.64K - $13.4K
|
524
$13.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.8K+ 94.2% |
$451K - $911K
|
36.7K
$943K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42K+ 100.0% |
$112K - $226K
|
8.84K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
8.75KNew |
$222K - $448K
|
8.75K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
3.24K+ 58.92% |
$82K - $166K
|
8.73K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.06K+ 85.08% |
$179K - $361K
|
15.4K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.3K+ 100.0% |
$32.9K - $66.5K
|
2.6K
$66.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08K+ 100.0% |
$52.7K - $106K
|
4.16K
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.97K+ 99.66% |
$202K - $408K
|
16K
$410K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
26+ 100.0% |
$659 - $1.33K
|
52
$1.34K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
7.6K+ 100.0% |
$193K - $389K
|
15.2K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
98+ 100.0% |
$2.48K - $5.01K
|
196
$5.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.25KNew |
$209K - $422K
|
8.25K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
32.8K+ 95.03% |
$830K - $1.68M
|
67.2K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.7KNew |
$297K - $600K
|
11.7K
$301K
|