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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.51K- 1.95% |
$58.2K - $67.9K
|
126K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
86.3KNew |
$2M - $2.33M
|
86.3K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.55K+ 29.3% |
$129K - $150K
|
24.5K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.19K- 21.07% |
$120K - $140K
|
19.4K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 1.96% |
$66.3K - $77.4K
|
149K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31K+ 10.92% |
$717K - $837K
|
315K
$8.08M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.43K+ 6.76% |
$33.1K - $38.6K
|
22.6K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
125+ 0.93% |
$2.9K - $3.38K
|
13.5K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 0.13% |
$92K - $107K
|
2.94M
$75.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.4K+ 5.04% |
$1.68M - $1.96M
|
1.51M
$38.7M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
265+ 10.73% |
$6.14K - $7.17K
|
2.73K
$70.2K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
536+ 13.26% |
$12.4K - $14.5K
|
4.58K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.51K- 6.67% |
$58.2K - $67.9K
|
35.1K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-570- 3.37% |
$13.2K - $15.4K
|
16.3K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-171- 37.01% |
$3.96K - $4.62K
|
291
$7.47K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
50.7K+ 62.44% |
$1.17M - $1.37M
|
132K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-171K- 31.09% |
$3.96M - $4.63M
|
379K
$9.74M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
8.91K+ 22.94% |
$206K - $241K
|
47.8K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.1K- 6.2% |
$304K - $355K
|
199K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.95K- 9.45% |
$45.1K - $52.6K
|
18.6K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12K+ 9.81% |
$277K - $323K
|
134K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
803K+ 181.01% |
$18.6M - $21.7M
|
1.25M
$32M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-85.7K- 3.57% |
$1.99M - $2.32M
|
2.31M
$59.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.17K+ 15.36% |
$120K - $140K
|
38.8K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
51.5K+ 223.76% |
$1.19M - $1.39M
|
74.4K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-50.5K- 15.41% |
$1.17M - $1.36M
|
277K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$514K - $600K
|
22.2K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.85K- 59.75% |
$42.9K - $50.1K
|
1.25K
$32.1K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.84K+ 7.69% |
$182K - $212K
|
110K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.74K+ 61.16% |
$63.5K - $74.1K
|
7.22K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28New |
$648 - $757
|
28
$719
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.1K+ 350.0% |
$48.6K - $56.8K
|
2.7K
$69.3K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.1K+ 0.56% |
$582K - $680K
|
4.55M
$117M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.61% |
$23.2 - $27
|
166
$4.26K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.23K+ 10.8% |
$74.9K - $87.4K
|
33.2K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.3KNew |
$563K - $657K
|
24.3K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.1K+ 9.8% |
$257K - $300K
|
124K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.19K+ 30.52% |
$73.8K - $86.1K
|
13.6K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
126New |
$2.92K - $3.41K
|
126
$3.24K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
54+ 59.34% |
$1.25K - $1.46K
|
145
$3.72K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
35+ 0.22% |
$811 - $946
|
16K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.33K- 1.99% |
$53.9K - $63K
|
114K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.0% |
$92.6 - $108
|
258K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.26K+ 3.41% |
$52.4K - $61.2K
|
68.5K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.72K+ 18.86% |
$225K - $263K
|
61.3K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.61K- 5.93% |
$83.6K - $97.6K
|
57.3K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
659+ 3.88% |
$15.3K - $17.8K
|
17.7K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-2.24K- 2.45% |
$51.9K - $60.6K
|
89.4K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
508+ 0.07% |
$11.8K - $13.7K
|
761K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-737- 0.84% |
$17.1K - $19.9K
|
86.9K
$2.23M
|