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 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
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
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
Jun 17, 2024 Q4 2019
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
3.26K
New
$110K - $124K
3.26K $83.7K
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 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

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