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
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
66+ 0.08% |
$3.1K - $3.43K
|
78.3K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-179K- 95.24% |
$8.4M - $9.31M
|
8.95K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.43K+ 9.6% |
$114K - $126K
|
27.8K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
292New |
$13.7K - $15.2K
|
292
$7.86K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.24K+ 71.36% |
$246K - $272K
|
12.6K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.08K- 43.96% |
$144K - $160K
|
3.93K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-105- 3.16% |
$4.92K - $5.46K
|
3.22K
$86.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40+ 0.37% |
$1.88K - $2.08K
|
10.9K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.34K- 17.12% |
$62.7K - $69.4K
|
6.47K
$174K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-282- 1.54% |
$13.2K - $14.7K
|
18.1K
$487K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
541+ 2.75% |
$25.4K - $28.1K
|
20.2K
$545K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
312+ 1.91% |
$14.6K - $16.2K
|
16.7K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.8K+ 5.81% |
$1.21M - $1.34M
|
470K
$12.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
126+ 1.93% |
$5.91K - $6.55K
|
6.66K
$179K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.43K+ 3.89% |
$67.1K - $74.3K
|
38.2K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.1KNew |
$51.4K - $56.9K
|
1.1K
$29.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.77K- 30.86% |
$177K - $196K
|
8.46K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-36- 0.59% |
$1.69K - $1.87K
|
6.08K
$164K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.9K- 9.68% |
$136K - $151K
|
27K
$728K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
4.16KNew |
$195K - $216K
|
4.16K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.88K+ 4.37% |
$323K - $358K
|
164K
$4.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-193- 1.73% |
$9.05K - $10K
|
11K
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
339KNew |
$15.9M - $17.6M
|
339K
$9.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.21% |
$46.9 - $52
|
478
$12.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.35K+ 11.24% |
$110K - $122K
|
23.3K
$627K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-479- 4.65% |
$22.5K - $24.9K
|
9.83K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.75K+ 7.18% |
$364K - $403K
|
116K
$3.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-108- 1.39% |
$5.07K - $5.61K
|
7.65K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-280- 1.37% |
$13.1K - $14.5K
|
20.1K
$542K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.03K- 1.48% |
$48.4K - $53.6K
|
68.9K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.3K- 4.43% |
$2.45M - $2.71M
|
1.13M
$30.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.75K+ 5.55% |
$129K - $143K
|
52.3K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
82.4K+ 11.47% |
$3.86M - $4.28M
|
800K
$21.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
45+ 0.69% |
$2.11K - $2.34K
|
6.59K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.37K+ 4.86% |
$64.2K - $71.1K
|
29.5K
$795K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
16+ 0.01% |
$750 - $831
|
148K
$3.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25- 0.33% |
$1.17K - $1.3K
|
7.49K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
128+ 1.18% |
$6K - $6.65K
|
10.9K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-387- 0.63% |
$18.2K - $20.1K
|
60.7K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
522+ 4.78% |
$24.5K - $27.1K
|
11.4K
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.24% |
$188 - $208
|
1.69K
$45.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-88.7K- 81.01% |
$4.16M - $4.61M
|
20.8K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-151K- 44.67% |
$7.08M - $7.84M
|
187K
$5.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.37K+ 2.28% |
$64.3K - $71.2K
|
61.4K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
40+ 0.67% |
$1.88K - $2.08K
|
6K
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.01K+ 9.31% |
$47.1K - $52.2K
|
11.8K
$318K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
622+ 0.23% |
$29.2K - $32.3K
|
266K
$7.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 0.61% |
$516 - $572
|
1.8K
$48.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
511+ 6.0% |
$24K - $26.6K
|
9.03K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
626New |
$29.4K - $32.5K
|
626
$16.9K
|