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
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-76
Closed
$3.38K - $3.93K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-270
Closed
$12K - $14K
0 $0
May 09, 2022 Q1 2022
Cypress Capital Management LLC (Wy)

SELL
 -
-3
Closed
$133 - $155
0 $0
May 09, 2022 Q1 2022
Novare Capital Management LLC

SELL
 -
-3.26K
Closed
$145K - $169K
0 $0
May 09, 2022 Q1 2022
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-2.92K
- 37.5%
$130K - $151K
4.86K $125K
May 09, 2022 Q1 2022
Seascape Capital Management

Portsmouth, NH
SELL
 -
-1.99K
Closed
$88.4K - $103K
0 $0
May 09, 2022 Q1 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-2.74K
Closed
$121K - $141K
0 $0
May 06, 2022 Q1 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
2.79K
+ 100.0%
$124K - $144K
5.58K $143K
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-179
Closed
$7.95K - $9.26K
0 $0
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

BUY
 -
245
New
$10.9K - $12.7K
245 $6.29K
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-31
Closed
$1.38K - $1.6K
0 $0
May 03, 2022 Q1 2022
Cutter & CO Brokerage, Inc.

SELL
 -
-2.05K
Closed
$91.2K - $106K
0 $0
Apr 29, 2022 Q1 2022
Accel Wealth Management

BUY
 -
166
+ 100.0%
$7.37K - $8.59K
332 $8.53K
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

BUY
 -
21
+ 100.0%
$933 - $1.09K
42 $1.08K
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
250
+ 100.0%
$11.1K - $12.9K
500 $12.8K
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-33
Closed
$1.47K - $1.71K
0 $0
Apr 28, 2022 Q1 2022
Barnett & Company, Inc.

SELL
 -
-1.22K
Closed
$54.2K - $63.2K
0 $0
Apr 27, 2022 Q1 2022
Krs Capital Management, LLC

SELL
 -
-100
Closed
$4.44K - $5.17K
0 $0
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
242
New
$10.7K - $12.5K
242 $6.21K
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

SELL
 -
-182
Closed
$8.08K - $9.41K
0 $0
Apr 26, 2022 Q1 2022
Toth Financial Advisory Corp

SELL
 -
-60
Closed
$2.67K - $3.1K
0 $0
Apr 25, 2022 Q1 2022
Tfo Tdc, LLC

SELL
 -
-2.18K
Closed
$96.7K - $113K
0 $0
Apr 21, 2022 Q1 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
18.5K
+ 89.74%
$821K - $956K
39.1K $1M
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

SELL
 -
-2.05K
Closed
$91.1K - $106K
0 $0
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

SELL
 -
0
Closed
$0 - $0
0 $0
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

SELL
 -
-2.28K
Closed
$101K - $118K
0 $0
Apr 11, 2022 Q1 2022
Gpm Growth Investors, Inc.

SELL
 -
-12.1K
Closed
$536K - $624K
0 $0
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

SELL
 -
-3.51K
Closed
$156K - $182K
0 $0
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

SELL
 -
-100
Closed
$4.44K - $5.17K
0 $0
Q4 2021
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
0
Closed
$0 - $0
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 $3.13K
Feb 07, 2022 Q4 2021
M&T Bank Corp

SELL
 -
-2.87K
Closed
$139K - $158K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-483
Closed
$23.5K - $26.6K
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

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