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 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-174- 99.43% |
$6.63K - $8.36K
|
1
$26.6
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
38.6KNew |
$1.47M - $1.85M
|
38.6K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
616+ 4.1% |
$23.5K - $29.6K
|
15.6K
$416K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
201New |
$7.66K - $9.65K
|
201
$5.35K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
215+ 1194.44% |
$8.2K - $10.3K
|
233
$6.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.46K+ 46.8% |
$93.9K - $118K
|
7.72K
$205K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
30.2KNew |
$1.15M - $1.45M
|
30.2K
$803K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-45- 75.0% |
$1.72K - $2.16K
|
15
$399
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
597New |
$22.8K - $28.7K
|
597
$15.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.91K+ 1.83% |
$263K - $332K
|
385K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.6K+ 8.14% |
$405K - $510K
|
141K
$3.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.94K- 38.39% |
$112K - $141K
|
4.71K
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.48% |
$76.3 - $96
|
416
$11.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
79.4KNew |
$3.03M - $3.82M
|
79.4K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.69K- 6.36% |
$103K - $129K
|
39.6K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
111New |
$4.23K - $5.33K
|
111
$2.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-894- 10.27% |
$34.1K - $42.9K
|
7.81K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
395+ 372.64% |
$15.1K - $19K
|
501
$13.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
26.7KNew |
$1.02M - $1.28M
|
26.7K
$710K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.75KNew |
$181K - $228K
|
4.75K
$126K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-380- 21.02% |
$14.5K - $18.2K
|
1.43K
$38K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
107New |
$4.08K - $5.14K
|
107
$2.85K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
64New |
$2.44K - $3.07K
|
64
$1.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.44K- 24.94% |
$93K - $117K
|
7.34K
$195K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.8K+ 1800.0% |
$68.6K - $86.4K
|
1.9K
$50.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
300New |
$11.4K - $14.4K
|
300
$7.98K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.24K- 9.27% |
$124K - $156K
|
31.7K
$844K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
6.5KNew |
$248K - $312K
|
6.5K
$173K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
9.22KNew |
$352K - $443K
|
9.22K
$245K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.6KNew |
$405K - $510K
|
10.6K
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.25K+ 8.74% |
$47.7K - $60.1K
|
15.6K
$414K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
620+ 1.59% |
$23.6K - $29.8K
|
39.5K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.36K- 13.52% |
$90.1K - $114K
|
15.1K
$402K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.55K+ 20.4% |
$97K - $122K
|
15K
$400K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-40- 0.07% |
$1.53K - $1.92K
|
53.8K
$1.43M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
384+ 7.57% |
$14.6K - $18.4K
|
5.46K
$145K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2KNew |
$81.7K - $92.2K
|
2K
$53.2K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
76New |
$3.1K - $3.5K
|
76
$2.02K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
24New |
$980 - $1.11K
|
24
$638
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
108New |
$4.41K - $4.98K
|
108
$2.87K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.13KNew |
$128K - $144K
|
3.13K
$83.2K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.22KNew |
$49.7K - $56.1K
|
1.22K
$32.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
174New |
$7.11K - $8.02K
|
174
$4.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-365- 99.73% |
$14.9K - $16.8K
|
1
$26.6
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10K+ 159.77% |
$408K - $461K
|
16.3K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.85K- 8.29% |
$116K - $131K
|
31.5K
$837K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-180- 32.03% |
$7.35K - $8.3K
|
382
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-208- 5.25% |
$8.5K - $9.59K
|
3.75K
$99.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
170+ 2.57% |
$6.94K - $7.84K
|
6.8K
$181K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.65% |
$86.7K - $97.9K
|
43.6K
$1.16M
|
|