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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6.4KNew |
$255K - $280K
|
6.4K
$178K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
11+ 1.39% |
$439 - $482
|
803
$22.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-257- 4.47% |
$10.3K - $11.3K
|
5.5K
$153K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-852- 15.62% |
$34K - $37.3K
|
4.6K
$128K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-325- 2.09% |
$13K - $14.2K
|
15.2K
$425K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-212K- 97.0% |
$8.47M - $9.3M
|
6.56K
$183K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.06K- 97.07% |
$42.3K - $46.4K
|
32
$892
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.98K- 57.28% |
$279K - $306K
|
5.21K
$145K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.21% |
$120 - $131
|
1.43K
$39.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 18.85% |
$58.5K - $64.2K
|
6.31K
$176K
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-325- 94.2% |
$13K - $14.2K
|
20
$557
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-44- 0.58% |
$1.76K - $1.93K
|
7.6K
$212K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4.16K+ 53.58% |
$166K - $193K
|
11.9K
$332K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 97.61% |
$130K - $152K
|
80
$2.23K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.05M - $1.22M
|
26.4K
$736K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.96KNew |
$237K - $276K
|
5.96K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
33.4KNew |
$1.33M - $1.55M
|
33.4K
$932K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
73+ 0.11% |
$2.91K - $3.38K
|
63.8K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.68K- 16.49% |
$66.9K - $77.8K
|
8.5K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39.8 - $46.4
|
1
$27.9
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.77K+ 11.96% |
$110K - $128K
|
25.9K
$721K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12K- 24.48% |
$478K - $557K
|
37K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.33KNew |
$53K - $61.7K
|
1.33K
$37.1K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-171- 22.18% |
$6.81K - $7.93K
|
600
$16.7K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-2.65K- 3.61% |
$105K - $123K
|
70.6K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
200New |
$7.96K - $9.27K
|
200
$5.57K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 0.27% |
$79.6 - $92.7
|
734
$20.4K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.57KNew |
$62.5K - $72.7K
|
1.57K
$43.7K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
234New |
$9.32K - $10.8K
|
234
$6.52K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.25K+ 237.07% |
$169K - $197K
|
6.05K
$168K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5New |
$199 - $232
|
5
$139
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.19K- 19.55% |
$167K - $194K
|
17.2K
$480K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
5.42KNew |
$216K - $251K
|
5.42K
$151K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
24.7KNew |
$983K - $1.14M
|
24.7K
$688K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-142- 12.32% |
$5.65K - $6.58K
|
1.01K
$28.2K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
203+ 0.26% |
$8.08K - $9.41K
|
78.7K
$2.19M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.04K- 10.47% |
$41.5K - $48.3K
|
8.91K
$248K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.38K- 18.37% |
$54.9K - $63.9K
|
6.13K
$171K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
83.4KNew |
$3.32M - $3.86M
|
83.4K
$2.32M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
862New |
$34.3K - $40K
|
862
$24K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
537New |
$21.4K - $24.9K
|
537
$15K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.2KNew |
$445K - $519K
|
11.2K
$312K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
19+ 0.32% |
$757 - $881
|
6K
$167K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
334New |
$13.3K - $15.5K
|
334
$9.31K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.27K- 39.91% |
$130K - $152K
|
4.92K
$137K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
4.8KNew |
$191K - $223K
|
4.8K
$134K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.36KNew |
$253K - $295K
|
6.36K
$177K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8New |
$319 - $371
|
8
$223
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-310- 5.82% |
$12.3K - $14.4K
|
5.02K
$140K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
414+ 1.17% |
$16.5K - $19.2K
|
35.7K
$995K
|
|