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 14, 2020
Q1 2020
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.76KClosed |
$128K - $223K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-9.54KClosed |
$213K - $369K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-44.1KClosed |
$984K - $1.71M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.31KClosed |
$96K - $167K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.14KClosed |
$137K - $238K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-3.29KClosed |
$73.4K - $127K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Sather Financial Group Inc
|
SELL
|
- |
-12.4KClosed |
$276K - $479K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-5.22KClosed |
$116K - $202K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-3.58KClosed |
$79.8K - $139K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-45Closed |
$1K - $1.74K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-28.4KClosed |
$633K - $1.1M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-7.1KClosed |
$158K - $275K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-15.9KClosed |
$354K - $615K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.35KClosed |
$30.2K - $52.4K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.07KClosed |
$90.6K - $157K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.71KClosed |
$60.4K - $105K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-16Closed |
$357 - $619
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-299Closed |
$6.66K - $11.6K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-159Closed |
$3.54K - $6.15K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-23.3KClosed |
$520K - $903K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Essex Savings Bank
|
SELL
|
- |
-4.88KClosed |
$109K - $189K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Rovin Capital
|
SELL
|
- |
-11.4KClosed |
$254K - $440K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-266KClosed |
$5.94M - $10.3M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-3.69KClosed |
$82.3K - $143K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10.5KClosed |
$233K - $405K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.96KClosed |
$133K - $230K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-9.79KClosed |
$218K - $379K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wealth Cmt
|
SELL
|
- |
-2.97KClosed |
$66.2K - $115K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-7.11KClosed |
$159K - $275K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-30KClosed |
$669K - $1.16M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.68KClosed |
$59.7K - $104K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.87KClosed |
$64K - $111K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-2.83KClosed |
$63.1K - $110K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-6.38KClosed |
$142K - $247K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-3.46KClosed |
$77.2K - $134K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-8.1KClosed |
$181K - $313K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jun 17, 2024
Q4 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.26KNew |
$110K - $124K
|
3.26K
$83.7K
|
|
|
Feb 19, 2020
Q4 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-12.3KClosed |
$415K - $469K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-241Closed |
$8.1K - $9.17K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-24.1KClosed |
$811K - $917K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-235Closed |
$7.9K - $8.94K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.59KClosed |
$121K - $136K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-537Closed |
$18.1K - $20.4K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-60Closed |
$2.02K - $2.28K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Successful Portfolios LLC
|
SELL
|
- |
-2.91KClosed |
$97.8K - $111K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 18, 2019
Q3 2019
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-12.4KClosed |
$430K - $446K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-39Closed |
$1.36K - $1.41K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.02KClosed |
$70.1K - $72.8K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3KClosed |
$104K - $108K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-69Closed |
$2.4K - $2.49K
|
0
$0
|
|