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 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
Apr 15, 2020 Q1 2020
Foresight Wealth Management, LLC

SELL
 -
-2.87K
Closed
$64K - $111K
0 $0
Apr 10, 2020 Q1 2020
Lantz Financial LLC

SELL
 -
-2.83K
Closed
$63.1K - $110K
0 $0
Apr 10, 2020 Q1 2020
Southeast Asset Advisors Inc.

Thomasville, GA
SELL
 -
-6.38K
Closed
$142K - $247K
0 $0
Apr 07, 2020 Q1 2020
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-3.46K
Closed
$77.2K - $134K
0 $0
Apr 06, 2020 Q1 2020
New England Guild Wealth Advisors, Inc.

SELL
 -
-8.1K
Closed
$181K - $313K
0 $0
Q4 2019
Dec 13, 2024 Q4 2019
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
28.5K
New
$959K - $1.08M
28.5K $769K
Feb 19, 2020 Q4 2019
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-12.3K
Closed
$415K - $469K
0 $0
Feb 12, 2020 Q4 2019
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-241
Closed
$8.1K - $9.17K
0 $0
Feb 11, 2020 Q4 2019
Bhk Investment Advisors, LLC

SELL
 -
-24.1K
Closed
$811K - $917K
0 $0
Feb 07, 2020 Q4 2019
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-235
Closed
$7.9K - $8.94K
0 $0
Feb 03, 2020 Q4 2019
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-3.59K
Closed
$121K - $136K
0 $0
Jan 31, 2020 Q4 2019
Independence Bank Of Kentucky

SELL
 -
-10
Closed
$336 - $380
0 $0
Jan 30, 2020 Q4 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-537
Closed
$18.1K - $20.4K
0 $0
Jan 23, 2020 Q4 2019
Harel Insurance Investments & Financial Services Ltd.

SELL
 -
-60
Closed
$2.02K - $2.28K
0 $0
Jan 23, 2020 Q4 2019
Successful Portfolios LLC

SELL
 -
-2.91K
Closed
$97.8K - $111K
0 $0
Q3 2019
Nov 18, 2019 Q3 2019
Gw Henssler & Associates LTD

SELL
 -
-12.4K
Closed
$430K - $446K
0 $0
Nov 14, 2019 Q3 2019
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-39
Closed
$1.36K - $1.41K
0 $0
Nov 14, 2019 Q3 2019
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-2.02K
Closed
$70.1K - $72.8K
0 $0
Nov 13, 2019 Q3 2019
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-3K
Closed
$104K - $108K
0 $0
Nov 12, 2019 Q3 2019
Dougherty Wealth Advisers LLC

SELL
 -
-69
Closed
$2.4K - $2.49K
0 $0
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-400
Closed
$13.9K - $14.4K
0 $0
Oct 25, 2019 Q3 2019
Fny Investment Advisers, LLC

SELL
 -
-648
Closed
$22.5K - $23.4K
0 $0
Oct 18, 2019 Q3 2019
Wealthquest Corp

Cincinnati, OH
SELL
 -
-3.39K
Closed
$118K - $122K
0 $0
Oct 16, 2019 Q3 2019
Trinity Legacy Partners, LLC

SELL
 -
-18.5K
Closed
$644K - $669K
0 $0
Oct 11, 2019 Q3 2019
Clarus Wealth Advisors

SELL
 -
-920
Closed
$32K - $33.2K
0 $0
Oct 09, 2019 Q3 2019
Old North State Trust, LLC

Greensboro, NC
SELL
 -
-640
Closed
$22.3K - $23.1K
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Green Square Capital Advisors LLC

SELL
 -
-5.13K
Closed
N/A
0 $0
Aug 14, 2019 Q2 2019
Marietta Wealth Management, LLC

SELL
 -
-4.3K
Closed
N/A
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-2.24K
Closed
N/A
0 $0
Aug 08, 2019 Q2 2019
Intellectus Partners, LLC

San Francisco, CA
SELL
 -
-47
Closed
N/A
0 $0
Aug 07, 2019 Q2 2019
Alera Investment Advisors, LLC

SELL
 -
-145
Closed
N/A
0 $0
Jul 29, 2019 Q2 2019
Lavaca Capital LLC

Houston, TX
SELL
 -
-367
Closed
N/A
0 $0
Jul 26, 2019 Q2 2019
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-6
Closed
N/A
0 $0
Jul 24, 2019 Q2 2019
Financial Consulate, Inc

SELL
 -
-45.4K
Closed
N/A
0 $0
Jul 19, 2019 Q2 2019
Parisi Gray Wealth Management

SELL
 -
-33
Closed
N/A
0 $0
Jul 15, 2019 Q2 2019
Edge Wealth Management LLC

SELL
 -
-2
Closed
N/A
0 $0
Q1 2019
May 15, 2019 Q1 2019
Wintrust Investments LLC

Chicago, IL
SELL
 -
-15.8K
Closed
N/A
0 $0
May 14, 2019 Q1 2019
Legacy Financial Advisors, Inc.

SELL
 -
-118
Closed
N/A
0 $0
May 14, 2019 Q1 2019
Nuveen Asset Management, LLC

Chicago, IL
SELL
 -
-7.26K
Closed
N/A
0 $0
May 14, 2019 Q1 2019
Usa Financial Portformulas Corp

Ada, MI
SELL
 -
-5
Closed
N/A
0 $0
May 13, 2019 Q1 2019
Arlington Financial Advisors, LLC

SELL
 -
-109K
Closed
N/A
0 $0
May 13, 2019 Q1 2019
Summitry LLC

Foster City, CA
SELL
 -
-3.86K
Closed
N/A
0 $0
May 09, 2019 Q1 2019
Brandywine Oak Private Wealth LLC

SELL
 -
-26
Closed
N/A
0 $0
May 08, 2019 Q1 2019
Knuff & CO LLC

Foster City, CA
SELL
 -
-58
Closed
N/A
0 $0
May 07, 2019 Q1 2019
Karp Capital Management Corp

SELL
 -
-679
Closed
N/A
0 $0

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