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 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
218KNew |
$10.2M - $11.3M
|
218K
$5.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
251+ 0.23% |
$11.8K - $13K
|
111K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-53.1K- 76.48% |
$2.49M - $2.76M
|
16.3K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.62K+ 8.03% |
$76.2K - $84.4K
|
21.9K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.75K+ 20.87% |
$176K - $195K
|
21.7K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.81K- 3.45% |
$84.7K - $93.8K
|
50.6K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.12K- 5.58% |
$52.6K - $58.3K
|
19K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-127- 0.64% |
$5.96K - $6.6K
|
19.8K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12KNew |
$563K - $624K
|
12K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
57+ 0.68% |
$2.67K - $2.96K
|
8.41K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
54+ 1.54% |
$2.53K - $2.81K
|
3.56K
$95.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-46.2K- 83.48% |
$2.17M - $2.4M
|
9.14K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.94KNew |
$232K - $257K
|
4.94K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-120- 0.46% |
$5.63K - $6.24K
|
25.7K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.41K+ 1.7% |
$113K - $125K
|
144K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-492- 4.1% |
$23.1K - $25.6K
|
11.5K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.47K+ 24.71% |
$444K - $492K
|
47.8K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.22M- 98.03% |
$104M - $115M
|
44.5K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.42K+ 2.48% |
$301K - $333K
|
265K
$7.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
332+ 1.77% |
$15.6K - $17.3K
|
19.1K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
79+ 0.13% |
$3.71K - $4.1K
|
60K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-196K- 73.19% |
$9.19M - $10.2M
|
71.8K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
321K+ 16.56% |
$15.1M - $16.7M
|
2.26M
$60.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
887New |
$41.6K - $46.1K
|
887
$23.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.8K+ 10.17% |
$84.2K - $93.3K
|
19.5K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
67+ 0.68% |
$3.14K - $3.48K
|
9.88K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11+ 0.15% |
$516 - $572
|
7.29K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-278- 13.87% |
$13K - $14.4K
|
1.73K
$46.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.1K+ 21.23% |
$520K - $576K
|
63.3K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-277- 2.51% |
$13K - $14.4K
|
10.7K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.67K+ 73.69% |
$172K - $191K
|
8.65K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.24K+ 6.4% |
$58.1K - $64.3K
|
20.6K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.6K- 4.6% |
$495K - $548K
|
219K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.2K- 4.2% |
$713K - $789K
|
347K
$9.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.26K+ 23.5% |
$59.2K - $65.6K
|
6.63K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
727K+ 105.23% |
$34.1M - $37.8M
|
1.42M
$38.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.05K+ 2.95% |
$143K - $158K
|
107K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
26.2KNew |
$1.23M - $1.36M
|
26.2K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 2.03% |
$4.69K - $5.2K
|
4.83K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-11- 0.07% |
$516 - $572
|
15K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
342+ 0.21% |
$16K - $17.8K
|
161K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 4.84% |
$749K - $830K
|
346K
$9.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3K- 31.28% |
$141K - $156K
|
6.58K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.27K+ 4.79% |
$435K - $481K
|
203K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.02K- 2.94% |
$47.7K - $52.8K
|
33.5K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.74K- 4.84% |
$128K - $142K
|
53.8K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-693- 3.91% |
$32.5K - $36K
|
17K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.8K+ 5.67% |
$1.49M - $1.65M
|
592K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
28K+ 57.8% |
$1.31M - $1.46M
|
76.5K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.62KNew |
$311K - $344K
|
6.62K
$178K
|