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, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.47K+ 3.79% |
$80.4K - $93.8K
|
95K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 0.46% |
$46.4K - $54.2K
|
433K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
293+ 1.35% |
$6.79K - $7.92K
|
21.9K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.39K+ 2.0% |
$32.1K - $37.5K
|
70.8K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.2% |
$46.3 - $54.1
|
1K
$25.7K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.61K- 1.68% |
$37.2K - $43.4K
|
94K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
346+ 0.13% |
$8.01K - $9.36K
|
269K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.5K+ 13.57% |
$243K - $284K
|
87.7K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.34K- 40.84% |
$101K - $117K
|
6.29K
$161K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.69K- 21.37% |
$85.4K - $99.7K
|
13.6K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 51.57% |
$285K - $333K
|
11.6K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
126+ 0.23% |
$2.92K - $3.41K
|
54.7K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.61K- 15.18% |
$60.5K - $70.6K
|
14.6K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-674K- 85.88% |
$15.6M - $18.2M
|
111K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.05K+ 1.53% |
$24.2K - $28.3K
|
69.3K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
20+ 0.11% |
$463 - $541
|
17.5K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-28.3K- 15.49% |
$655K - $764K
|
154K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11K+ 3.74% |
$256K - $298K
|
306K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.2K- 3.82% |
$930K - $1.09M
|
1.01M
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
86+ 0.88% |
$1.99K - $2.33K
|
9.88K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-624- 7.38% |
$14.5K - $16.9K
|
7.83K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.2K+ 1.21% |
$328K - $383K
|
1.18M
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-13.2K- 6.24% |
$306K - $357K
|
199K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.4K- 3.31% |
$32.3K - $37.7K
|
40.7K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.02K+ 4.83% |
$46.8K - $54.6K
|
43.9K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.31K- 0.67% |
$30.4K - $35.4K
|
195K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
653K+ 19.03% |
$15.1M - $17.6M
|
4.08M
$105M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
133KNew |
$3.09M - $3.61M
|
133K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-7.1K- 14.55% |
$164K - $192K
|
41.7K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$430K - $503K
|
18.6K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
43+ 7.61% |
$996 - $1.16K
|
608
$15.6K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-45.7K- 84.14% |
$1.06M - $1.24M
|
8.63K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-13.8K- 55.76% |
$320K - $374K
|
11K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 7.54% |
$97.1K - $113K
|
59.8K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-5.23K- 7.89% |
$121K - $141K
|
61K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 1.0% |
$28K - $32.7K
|
120K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
131K+ 237.71% |
$3.03M - $3.54M
|
186K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25.9K+ 12.92% |
$600K - $700K
|
226K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.71K- 13.49% |
$39.6K - $46.2K
|
11K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.62K+ 14.32% |
$153K - $179K
|
52.8K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.52K+ 1.28% |
$35.1K - $41K
|
120K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.23K- 5.68% |
$51.7K - $60.4K
|
37.1K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
233+ 0.82% |
$5.4K - $6.3K
|
28.5K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.87K- 0.94% |
$136K - $159K
|
616K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.64KNew |
$223K - $261K
|
9.64K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-94K- 14.61% |
$2.18M - $2.54M
|
549K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2K- 11.43% |
$46.3K - $54.1K
|
15.5K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37KNew |
$857K - $1M
|
37K
$950K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
28+ 0.04% |
$648 - $757
|
62.9K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
674+ 1.26% |
$15.6K - $18.2K
|
54.4K
$1.4M
|