Latest Institutional Transactions on Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
1.28K
New
$48.3K - $58.9K
1.28K $35.8K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
212
+ 100.0%
$7.98K - $9.73K
424 $11.8K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

BUY
 -
42
+ 0.3%
$1.58K - $1.93K
14K $389K
Q2 2022
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-209
- 0.95%
$7.92K - $10K
21.9K $610K
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-6
Closed
$227 - $288
0 $0
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-5.42M
Closed
$205M - $260M
0 $0
Aug 16, 2022 Q2 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-138
Closed
$5.23K - $6.63K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-454
Closed
$17.2K - $21.8K
0 $0
Aug 15, 2022 Q2 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-4.53K
Closed
$171K - $217K
0 $0
Aug 15, 2022 Q2 2022
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
16.7K
New
$631K - $800K
16.7K $464K
Aug 15, 2022 Q2 2022
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
654
+ 2.1%
$24.8K - $31.4K
31.7K $885K
Aug 12, 2022 Q2 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-1.64K
Closed
$62.2K - $78.8K
0 $0
Aug 12, 2022 Q2 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-6.87K
Closed
$260K - $330K
0 $0
Aug 12, 2022 Q2 2022
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-92.9K
Closed
$3.52M - $4.46M
0 $0
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
30K
New
$1.14M - $1.44M
30K $837K
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-15.1K
Closed
$570K - $723K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-1.46K
Closed
$55.4K - $70.2K
0 $0
Aug 12, 2022 Q2 2022
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-7.31K
Closed
$277K - $351K
0 $0
Aug 11, 2022 Q2 2022
Maryland Capital Management

Towson, MD
SELL
 -
-7.08K
Closed
$268K - $340K
0 $0
Aug 11, 2022 Q2 2022
Silver Oak Advisory Group, Inc.

Portland, OR
SELL
 -
-4.26K
Closed
$161K - $205K
0 $0
Aug 11, 2022 Q2 2022
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-4.23K
Closed
$160K - $203K
0 $0
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
737
+ 8.27%
$27.9K - $35.4K
9.64K $269K
Aug 11, 2022 Q2 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-19.6K
Closed
$741K - $939K
0 $0
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-5.44K
Closed
$206K - $261K
0 $0
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-98
Closed
$3.71K - $4.7K
0 $0
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-165
Closed
$6.25K - $7.92K
0 $0
Aug 10, 2022 Q2 2022
Theory Financial LLC

Fort Collins, CO
SELL
 -
-5.45K
Closed
$206K - $262K
0 $0
Aug 10, 2022 Q2 2022
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-7.99K
Closed
$303K - $384K
0 $0
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
564
+ 2.23%
$21.4K - $27.1K
25.9K $720K
Aug 09, 2022 Q2 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
5.39K
New
$204K - $259K
5.39K $150K
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-342
- 50.15%
$13K - $16.4K
340 $9.47K
Aug 09, 2022 Q2 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-290K
- 60.74%
$11M - $13.9M
188K $5.23M
Aug 09, 2022 Q2 2022
Lederer & Associates Investment Counsel

Long Beach, CA
SELL
 -
-5.4K
Closed
$204K - $259K
0 $0
Aug 09, 2022 Q2 2022
Mkt Advisors LLC

Escondido, CA
SELL
 -
-6.35K
Closed
$240K - $305K
0 $0
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-12.1K
Closed
$457K - $579K
0 $0
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-812
Closed
$30.8K - $39K
0 $0
Aug 08, 2022 Q2 2022
Strategic Wealth Investment Group, LLC

BUY
 -
28.7K
New
$1.09M - $1.38M
28.7K $800K
Aug 08, 2022 Q2 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-10
- 1.56%
$379 - $480
630 $17.6K
Aug 08, 2022 Q2 2022
Mba Advisors LLC

Hermitage, PA
SELL
 -
-16.1K
Closed
$611K - $774K
0 $0
Aug 05, 2022 Q2 2022
Fort Washington Investment Advisors Inc

SELL
 -
-5.2K
Closed
$197K - $250K
0 $0
Aug 05, 2022 Q2 2022
Gilbert & Cook, Inc.

BUY
 -
7.75K
New
$294K - $372K
7.75K $216K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

SELL
 -
-5.78K
Closed
$219K - $278K
0 $0
Aug 05, 2022 Q2 2022
Trinity Point Wealth, LLC

SELL
 -
-4.99K
Closed
$189K - $240K
0 $0
Aug 05, 2022 Q2 2022
Zions Bancorporation, N.A.

SELL
 -
-611
Closed
$23.1K - $29.3K
0 $0
Aug 04, 2022 Q2 2022
Mc Cutchen Group LLC

SELL
 -
-4.46K
Closed
$169K - $214K
0 $0
Aug 03, 2022 Q2 2022
Camden Capital, LLC

SELL
 -
-5.07K
Closed
$192K - $243K
0 $0
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

SELL
 -
-21K
Closed
$795K - $1.01M
0 $0
Aug 02, 2022 Q2 2022
Northern Capital Management, Inc.

SELL
 -
-5.98K
Closed
$226K - $287K
0 $0
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
562
New
$21.3K - $27K
562 $15.7K

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