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
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 14, 2022 Q4 2021
Ifg Advisory, LLC

SELL
 -
-5.69K
Closed
$277K - $314K
0 $0
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-175
Closed
$8.51K - $9.64K
0 $0
Feb 11, 2022 Q4 2021
Peak6 Investments LLC

Chicago, IL
SELL
 -
-3.16K
Closed
$154K - $174K
0 $0
Feb 11, 2022 Q4 2021
Capstone Financial Advisors, Inc.

Downers Grove, IL
SELL
 -
-2.59K
Closed
$126K - $143K
0 $0
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-1.79K
Closed
$87.1K - $98.6K
0 $0
Feb 10, 2022 Q4 2021
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-2.08K
Closed
$101K - $114K
0 $0
Feb 09, 2022 Q4 2021
Ground Swell Capital, LLC

Folly Beach, SC
SELL
 -
-2.85K
Closed
$139K - $157K
0 $0
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
122
New
$5.93K - $6.72K
122 $3.4K
Feb 07, 2022 Q4 2021
M&T Bank Corp

SELL
 -
-2.87K
Closed
$139K - $158K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-1.28K
Closed
$62.4K - $70.6K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-3.94K
Closed
$191K - $217K
0 $0
Jan 31, 2022 Q4 2021
Ledyard National Bank

SELL
 -
-3.2K
Closed
$156K - $176K
0 $0
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-6.96K
Closed
$338K - $383K
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-759
Closed
$36.9K - $41.8K
0 $0
Jan 27, 2022 Q4 2021
Cypress Point Wealth Management, LLC

Dallas, TX
SELL
 -
-25
Closed
$1.22K - $1.38K
0 $0
Jan 25, 2022 Q4 2021
Fulcrum Capital LLC

SELL
 -
-3.67K
Closed
$178K - $202K
0 $0
Jan 21, 2022 Q4 2021
Piershale Financial Group, Inc.

SELL
 -
-171K
Closed
$8.32M - $9.42M
0 $0
Jan 20, 2022 Q4 2021
Northstar Advisory Group, LLC

SELL
 -
-21.9K
Closed
$1.07M - $1.21M
0 $0
Jan 20, 2022 Q4 2021
Ccg Wealth Management, LLC

SELL
 -
-11.4K
Closed
$554K - $627K
0 $0
Jan 14, 2022 Q4 2021
Praetorian Wealth Management, Inc.

SELL
 -
-2.46K
Closed
$120K - $135K
0 $0
Jan 14, 2022 Q4 2021
Cohen Klingenstein LLC

SELL
 -
-21.8K
Closed
$1.06M - $1.2M
0 $0
Jan 13, 2022 Q4 2021
Centennial Wealth Advisory LLC

SELL
 -
-2.02K
Closed
$98.4K - $111K
0 $0
Jan 05, 2022 Q4 2021
Spence Asset Management

SELL
 -
-286
Closed
$13.9K - $15.8K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Claybrook Capital, LLC

SELL
 -
-1.93K
Closed
$93.3K - $101K
0 $0
Nov 12, 2021 Q3 2021
Mv Capital Management, Inc.

SELL
 -
-125
Closed
$6.04K - $6.56K
0 $0
Nov 12, 2021 Q3 2021
Ckw Financial Group

SELL
 -
-88
Closed
$4.25K - $4.62K
0 $0
Nov 12, 2021 Q3 2021
Main Street Research LLC

Sausalito, CA
SELL
 -
-1.95K
Closed
$94.2K - $102K
0 $0
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-2.05K
Closed
$98.8K - $107K
0 $0
Nov 08, 2021 Q3 2021
Arjuna Capital

SELL
 -
-980
Closed
$47.3K - $51.4K
0 $0
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-2.34K
Closed
$113K - $123K
0 $0
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-315
Closed
$15.2K - $16.5K
0 $0
Oct 28, 2021 Q3 2021
Manchester Financial Inc

SELL
 -
-2.46K
Closed
$119K - $129K
0 $0
Oct 25, 2021 Q3 2021
Atlas Private Wealth Management

SELL
 -
-2.73K
Closed
$132K - $143K
0 $0
Oct 25, 2021 Q3 2021
Cubic Asset Management, LLC

BUY
 -
3.65K
New
$176K - $192K
3.65K $102K
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
18.7K
New
$903K - $981K
18.7K $521K
Oct 21, 2021 Q3 2021
Financial Services Advisory Inc

SELL
 -
-28.8K
Closed
$1.39M - $1.51M
0 $0
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
4K
New
$193K - $210K
4K $112K
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-966
Closed
$46.7K - $50.7K
0 $0
Oct 14, 2021 Q3 2021
Iam Advisory, LLC

SELL
 -
-205
Closed
$9.9K - $10.8K
0 $0
Oct 14, 2021 Q3 2021
Seven Bridge Financial Group, LLC

SELL
 -
-1.93K
Closed
$93.3K - $101K
0 $0
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-26.5K
Closed
$1.28M - $1.39M
0 $0
Oct 14, 2021 Q3 2021
Genesee Capital Advisors, LLC

SELL
 -
-205
Closed
$9.9K - $10.8K
0 $0
Oct 13, 2021 Q3 2021
Soundmark Wealth Management, LLC

SELL
 -
-2.14K
Closed
$103K - $112K
0 $0
Oct 05, 2021 Q3 2021
Beacon Wealthcare LLC

Raleigh, NC
SELL
 -
-1.96K
Closed
$94.5K - $103K
0 $0
Q2 2021
Nov 09, 2023 Q2 2021
Brewin Dolphin LTD

London, X0
BUY
 -
71
+ 107.58%
$3.44K - $3.76K
137 $3.82K
Aug 19, 2021 Q2 2021
True Link Financial Advisors, LLC

SELL
 -
-35
Closed
$1.69K - $1.85K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-569
Closed
$27.5K - $30.1K
0 $0
Aug 12, 2021 Q2 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-494
Closed
$23.9K - $26.1K
0 $0

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