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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-361- 1.14% |
$16.9K - $18.8K
|
31.3K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.77K- 77.57% |
$83.1K - $92K
|
512
$14.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
8.6KNew |
$403K - $447K
|
8.6K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.99KNew |
$187K - $208K
|
3.99K
$111K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2+ 0.5% |
$93.8 - $104
|
400
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.23K- 4.91% |
$105K - $116K
|
43.2K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.03KNew |
$189K - $210K
|
4.03K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.06K- 7.87% |
$49.8K - $55.1K
|
12.4K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.42K+ 6.94% |
$395K - $437K
|
130K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10.4K+ 8.82% |
$486K - $539K
|
128K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 3.08% |
$549K - $608K
|
391K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.35K+ 4.19% |
$63.1K - $69.9K
|
33.5K
$933K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 44.68% |
$100K - $111K
|
6.92K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.33K+ 10.4% |
$109K - $121K
|
24.7K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
21+ 0.09% |
$985 - $1.09K
|
23.9K
$666K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.43K- 25.52% |
$208K - $230K
|
12.9K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-729- 5.7% |
$34.2K - $37.9K
|
12.1K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.4K- 5.81% |
$65.7K - $72.8K
|
22.7K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.46K- 13.84% |
$68.4K - $75.8K
|
9.08K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
6.28K+ 53.34% |
$295K - $326K
|
18.1K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.53M+ 105.14% |
$71.9M - $79.7M
|
2.99M
$83.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-590- 4.42% |
$27.7K - $30.7K
|
12.7K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-65- 1.5% |
$3.05K - $3.38K
|
4.26K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
68K+ 3.25% |
$3.19M - $3.53M
|
2.16M
$60.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-333- 4.81% |
$15.6K - $17.3K
|
6.58K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.51K- 16.68% |
$70.8K - $78.5K
|
7.54K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-426- 5.26% |
$20K - $22.1K
|
7.68K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.46K+ 5.08% |
$68.3K - $75.7K
|
30.1K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
161+ 2.63% |
$7.55K - $8.37K
|
6.29K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.07KNew |
$191K - $212K
|
4.07K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
636+ 12.68% |
$29.8K - $33K
|
5.65K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-643- 5.23% |
$30.2K - $33.4K
|
11.7K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.53K- 23.83% |
$165K - $183K
|
11.3K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
853+ 3.36% |
$40K - $44.3K
|
26.3K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12K+ 23.59% |
$564K - $625K
|
63K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7KNew |
$785K - $870K
|
16.7K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.3K+ 1.48% |
$1.8M - $1.99M
|
2.63M
$73.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13+ 0.08% |
$610 - $675
|
15.7K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-7.62K- 5.39% |
$357K - $396K
|
134K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-38.6K- 0.52% |
$1.81M - $2.01M
|
7.32M
$204M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.3K- 55.78% |
$343K - $379K
|
5.79K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.46K+ 33.8% |
$68.7K - $76.1K
|
5.8K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-89- 0.33% |
$4.17K - $4.62K
|
27.2K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.7K+ 3.39% |
$2.43M - $2.69M
|
1.58M
$44M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14.7K- 16.56% |
$689K - $764K
|
74.1K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
81+ 1.1% |
$3.8K - $4.21K
|
7.41K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.44K+ 11.31% |
$396K - $438K
|
83.1K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.74K- 4.95% |
$457K - $506K
|
187K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
42+ 0.54% |
$1.97K - $2.18K
|
7.79K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$785K - $870K
|
16.7K
$467K
|