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
Aug 14, 2020 Q2 2020
Little House Capital LLC

Braintree, MA
BUY
 -
244K
New
$5.76M - $8.61M
244K $6.81M
Aug 13, 2020 Q2 2020
Permanens Capital L.P.

New York, NY
SELL
 -
-432
Closed
$10.2K - $15.2K
0 $0
Aug 11, 2020 Q2 2020
Abbrea Capital, LLC

SELL
 -
-10.1K
Closed
$239K - $357K
0 $0
Aug 10, 2020 Q2 2020
Valtinson Bruner Financial Planning LLC

SELL
 -
-3.54K
Closed
$83.4K - $125K
0 $0
Jul 29, 2020 Q2 2020
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-375K
Closed
$8.85M - $13.2M
0 $0
Jul 28, 2020 Q2 2020
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-14.9K
Closed
$351K - $524K
0 $0
Jul 27, 2020 Q2 2020
Regions Financial Corp

SELL
 -
-10.8K
Closed
$255K - $381K
0 $0
Jul 27, 2020 Q2 2020
Epiq Capital Group, LLC

San Francisco, CA
SELL
 -
-14.8K
Closed
$348K - $519K
0 $0
Jul 17, 2020 Q2 2020
Pacific Wealth Strategies Group, Inc.

SELL
 -
-15.7K
Closed
$372K - $555K
0 $0
Jul 15, 2020 Q2 2020
Segment Wealth Management, LLC

SELL
 -
-4.41K
Closed
$104K - $155K
0 $0
Q1 2020
May 22, 2020 Q1 2020
Integrated Investment Consultants, LLC

SELL
 -
-3.5K
Closed
$78K - $135K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-1.11K
Closed
$24.8K - $43.1K
0 $0
May 15, 2020 Q1 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-162
Closed
$3.61K - $6.27K
0 $0
May 15, 2020 Q1 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1
Closed
$22.3 - $38.7
0 $0
May 15, 2020 Q1 2020
Prestige Wealth Management Group LLC

SELL
 -
-6.21K
Closed
$138K - $240K
0 $0
May 15, 2020 Q1 2020
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-2.77K
Closed
$61.8K - $107K
0 $0
May 14, 2020 Q1 2020
Stuart Chaussee & Associates, Inc.

SELL
 -
-726
Closed
$16.2K - $28.1K
0 $0
May 14, 2020 Q1 2020
Lake Street Advisors Group, LLC

SELL
 -
-5.76K
Closed
$128K - $223K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-9.54K
Closed
$213K - $369K
0 $0
May 14, 2020 Q1 2020
Shorepoint Capital Partners LLC

Norwood, MA
SELL
 -
-44.1K
Closed
$984K - $1.71M
0 $0
May 14, 2020 Q1 2020
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-4.31K
Closed
$96K - $167K
0 $0
May 14, 2020 Q1 2020
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-6.14K
Closed
$137K - $238K
0 $0
May 13, 2020 Q1 2020
Aufman Associates Inc

Sewickley, PA
SELL
 -
-3.29K
Closed
$73.4K - $127K
0 $0
May 11, 2020 Q1 2020
Sather Financial Group Inc

SELL
 -
-12.4K
Closed
$276K - $479K
0 $0
May 11, 2020 Q1 2020
Hartline Investment Corp

Winnetka, IL
SELL
 -
-5.22K
Closed
$116K - $202K
0 $0
May 08, 2020 Q1 2020
Orser Capital Management, LLC

SELL
 -
-3.58K
Closed
$79.8K - $139K
0 $0
May 08, 2020 Q1 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-45
Closed
$1K - $1.74K
0 $0
May 08, 2020 Q1 2020
Fiera Capital Corp

Montreal, A8
SELL
 -
-28.4K
Closed
$633K - $1.1M
0 $0
May 06, 2020 Q1 2020
Poehling Capital Management, Inc.

Madison, WI
SELL
 -
-7.1K
Closed
$158K - $275K
0 $0
May 04, 2020 Q1 2020
Jackson Hole Capital Partners, LLC

SELL
 -
-15.9K
Closed
$354K - $615K
0 $0
May 01, 2020 Q1 2020
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.35K
Closed
$30.2K - $52.4K
0 $0
May 01, 2020 Q1 2020
Good Life Advisors, LLC

SELL
 -
-4.07K
Closed
$90.6K - $157K
0 $0
May 01, 2020 Q1 2020
Bernardo Wealth Planning LLC

SELL
 -
-2.71K
Closed
$60.4K - $105K
0 $0
Apr 30, 2020 Q1 2020
Tarbox Family Office, Inc.

SELL
 -
-16
Closed
$357 - $619
0 $0
Apr 30, 2020 Q1 2020
Moser Wealth Advisors, LLC

SELL
 -
-299
Closed
$6.66K - $11.6K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-159
Closed
$3.54K - $6.15K
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-23.3K
Closed
$520K - $903K
0 $0
Apr 28, 2020 Q1 2020
Essex Savings Bank

SELL
 -
-4.88K
Closed
$109K - $189K
0 $0
Apr 28, 2020 Q1 2020
Rovin Capital

SELL
 -
-11.4K
Closed
$254K - $440K
0 $0
Apr 28, 2020 Q1 2020
Evergreen Advisors, LLC

SELL
 -
-266K
Closed
$5.94M - $10.3M
0 $0
Apr 28, 2020 Q1 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-3.69K
Closed
$82.3K - $143K
0 $0
Apr 28, 2020 Q1 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-10.5K
Closed
$233K - $405K
0 $0
Apr 23, 2020 Q1 2020
Clear Creek Financial Management, LLC

SELL
 -
-5.96K
Closed
$133K - $230K
0 $0
Apr 21, 2020 Q1 2020
Wj Wealth Management, LLC

SELL
 -
-9.79K
Closed
$218K - $379K
0 $0
Apr 17, 2020 Q1 2020
Wealth Cmt

SELL
 -
-2.97K
Closed
$66.2K - $115K
0 $0
Apr 17, 2020 Q1 2020
Wedbush Securities Inc

SELL
 -
-7.11K
Closed
$159K - $275K
0 $0
Apr 16, 2020 Q1 2020
Lincoln Capital Corp

SELL
 -
-21K
Closed
$467K - $811K
0 $0
Apr 16, 2020 Q1 2020
Aprio Wealth Management, LLC

SELL
 -
-30K
Closed
$669K - $1.16M
0 $0
Apr 16, 2020 Q1 2020
Steel Peak Wealth Management LLC

SELL
 -
-2.68K
Closed
$59.7K - $104K
0 $0

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