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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-920Closed |
$32K - $33.2K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-640Closed |
$22.3K - $23.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.13KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.24KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-145Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-367Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-45.4KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-33Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Edge Wealth Management LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-15.8KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-118Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.26KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-109KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.86KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-58Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-679Closed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.57KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.93KNew |
N/A
|
4.93K
$126K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.31KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
149KNew |
N/A
|
149K
$3.83M
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-42.9KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Washington Trust Bank
|
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-271Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-18KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.01KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-304Closed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Davidson Investment Advisors
|
SELL
|
- |
-3.23KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-37.8KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-269KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-458Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-246KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.04KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.21KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-280Closed |
N/A
|
0
$0
|
|
|
Nov 26, 2018
Q3 2018
|
Diversified Trust CO
|
SELL
|
- |
-3.25KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.93KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-5.08KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-152Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-165Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-333Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-410- 99.76% |
N/A
|
1
$25.7
|
|
|
Aug 10, 2018
Q2 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-250KClosed |
N/A
|
0
$0
|
|