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
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10+ 111.11% |
$253 - $512
|
19
$488
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
135+ 100.0% |
$3.42K - $6.91K
|
270
$6.93K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6.4K+ 100.0% |
$162K - $327K
|
12.8K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.27K+ 113.91% |
$134K - $270K
|
9.9K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4.81K+ 100.0% |
$122K - $246K
|
9.63K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.68K+ 89.01% |
$119K - $239K
|
9.94K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.75K+ 91.65% |
$94.9K - $192K
|
7.83K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
9.74K+ 100.0% |
$247K - $499K
|
19.5K
$500K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.09K+ 100.22% |
$104K - $209K
|
8.17K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
19.4KNew |
$491K - $992K
|
19.4K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 100.0% |
$1.9K - $3.84K
|
150
$3.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 80.95% |
$422K - $853K
|
37.3K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
415+ 105.06% |
$10.5K - $21.2K
|
810
$20.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
88+ 100.0% |
$2.23K - $4.5K
|
176
$4.52K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
298+ 100.0% |
$7.55K - $15.2K
|
596
$15.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
499+ 100.0% |
$12.6K - $25.5K
|
998
$25.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12+ 100.0% |
$304 - $614
|
24
$616
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
119K+ 88.11% |
$3M - $6.07M
|
253K
$6.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
398+ 100.0% |
$10.1K - $20.4K
|
796
$20.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
181KNew |
$4.58M - $9.26M
|
181K
$4.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
428+ 96.83% |
$10.8K - $21.9K
|
870
$22.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
180New |
$4.56K - $9.21K
|
180
$4.62K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
928+ 100.0% |
$23.5K - $47.5K
|
1.86K
$47.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$33.9K - $68.5K
|
1.34K
$34.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
10.4K+ 118.96% |
$263K - $531K
|
19.1K
$491K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
7.74K+ 100.0% |
$196K - $396K
|
15.5K
$398K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
204+ 100.99% |
$5.17K - $10.4K
|
406
$10.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.1K+ 99.93% |
$383K - $773K
|
30.2K
$776K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
26+ 100.0% |
$659 - $1.33K
|
52
$1.34K
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.35K- 39.31% |
$204K - $226K
|
6.72K
$173K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.9KNew |
$557K - $617K
|
11.9K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.22KNew |
$198K - $219K
|
4.22K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
61+ 0.68% |
$2.86K - $3.17K
|
9.01K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24KNew |
$1.13M - $1.25M
|
24K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-132K- 84.83% |
$6.18M - $6.85M
|
23.6K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.6KNew |
$827K - $916K
|
17.6K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
262+ 100.0% |
$12.3K - $13.6K
|
524
$13.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-463- 10.54% |
$21.7K - $24.1K
|
3.93K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
8.6KNew |
$403K - $447K
|
8.6K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2+ 0.5% |
$93.8 - $104
|
400
$10.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-590- 4.42% |
$27.7K - $30.7K
|
12.7K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$785K - $870K
|
16.7K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.62KNew |
$311K - $344K
|
6.62K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
292New |
$13.7K - $15.2K
|
292
$7.5K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.1KNew |
$51.4K - $56.9K
|
1.1K
$28.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.37K+ 4.86% |
$64.2K - $71.1K
|
29.5K
$759K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
73+ 3.82% |
$3.42K - $3.79K
|
1.99K
$51K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
12New |
$563 - $624
|
12
$308
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
173New |
$8.11K - $8.99K
|
173
$4.44K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
158+ 0.96% |
$7.41K - $8.21K
|
16.7K
$428K
|
|