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 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
620+ 1.59% |
$23.6K - $29.8K
|
39.5K
$946K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.36K- 13.52% |
$90.1K - $114K
|
15.1K
$362K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.55K+ 20.4% |
$97K - $122K
|
15K
$359K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-40- 0.07% |
$1.53K - $1.92K
|
53.8K
$1.29M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
384+ 7.57% |
$14.6K - $18.4K
|
5.46K
$131K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2KNew |
$81.7K - $92.2K
|
2K
$47.8K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
76New |
$3.1K - $3.5K
|
76
$1.82K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
24New |
$980 - $1.11K
|
24
$574
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
108New |
$4.41K - $4.98K
|
108
$2.58K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.13KNew |
$128K - $144K
|
3.13K
$74.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.22KNew |
$49.7K - $56.1K
|
1.22K
$29.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-365- 99.73% |
$14.9K - $16.8K
|
1
$23.9
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10K+ 159.77% |
$408K - $461K
|
16.3K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.85K- 8.29% |
$116K - $131K
|
31.5K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-180- 32.03% |
$7.35K - $8.3K
|
382
$9.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-208- 5.25% |
$8.5K - $9.59K
|
3.75K
$89.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
170+ 2.57% |
$6.94K - $7.84K
|
6.8K
$163K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.65% |
$86.7K - $97.9K
|
43.6K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.1K- 6.44% |
$44.9K - $50.7K
|
16K
$382K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.26K- 3.07% |
$133K - $150K
|
103K
$2.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-567- 27.26% |
$23.2K - $26.1K
|
1.51K
$36.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-243K- 94.39% |
$9.93M - $11.2M
|
14.4K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.02K+ 1.97% |
$246K - $277K
|
312K
$7.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.86KNew |
$321K - $362K
|
7.86K
$188K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
399New |
$16.3K - $18.4K
|
399
$9.54K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
167New |
$6.82K - $7.7K
|
167
$3.99K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-38- 0.35% |
$1.55K - $1.75K
|
10.8K
$259K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.42% |
$81.7 - $92.2
|
481
$11.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
104New |
$4.25K - $4.79K
|
104
$2.49K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-274- 4.97% |
$11.2K - $12.6K
|
5.23K
$125K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5New |
$204 - $231
|
5
$120
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-302- 17.41% |
$12.3K - $13.9K
|
1.43K
$34.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
389+ 4.64% |
$15.9K - $17.9K
|
8.78K
$210K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
21.4KNew |
$873K - $985K
|
21.4K
$511K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.69KNew |
$68.9K - $77.7K
|
1.69K
$40.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$368 - $415
|
9
$215
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
777New |
$31.7K - $35.8K
|
777
$18.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
615+ 6.24% |
$25.1K - $28.4K
|
10.5K
$250K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2.3K+ 36.51% |
$91.8K - $101K
|
8.6K
$206K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.72K+ 183.94% |
$68.6K - $75.3K
|
2.65K
$63.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
262New |
$10.5K - $11.5K
|
262
$6.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.02K- 2.71% |
$40.7K - $44.7K
|
36.6K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.8KNew |
$1.35M - $1.48M
|
33.8K
$808K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
139New |
$5.55K - $6.09K
|
139
$3.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.96K+ 40.04% |
$118K - $130K
|
10.3K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
245+ 2.24% |
$9.78K - $10.7K
|
11.2K
$267K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.81KNew |
$232K - $254K
|
5.81K
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-359- 15.28% |
$14.3K - $15.7K
|
1.99K
$47.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-62- 3.87% |
$2.47K - $2.72K
|
1.54K
$36.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.74KNew |
$69.4K - $76.2K
|
1.74K
$41.6K
|
|