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 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.81% |
$5.33K - $6.22K
|
12.9K
$332K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.62K+ 3.46% |
$60.6K - $70.7K
|
78.1K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-310- 3.89% |
$7.18K - $8.38K
|
7.66K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.89K+ 7.4% |
$160K - $186K
|
100K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-470- 3.72% |
$10.9K - $12.7K
|
12.2K
$312K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.93K- 2.53% |
$207K - $241K
|
344K
$8.84M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
80.3K+ 39.31% |
$1.86M - $2.17M
|
284K
$7.31M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
547+ 0.46% |
$12.7K - $14.8K
|
119K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21- -0.0% |
$486 - $568
|
728K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.85K- 6.73% |
$205K - $239K
|
123K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
199K+ 5.4% |
$4.6M - $5.37M
|
3.87M
$99.5M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.51K- 15.84% |
$81.3K - $94.9K
|
18.7K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.7K+ 88.23% |
$248K - $289K
|
22.8K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
16.4K+ 6.86% |
$380K - $444K
|
256K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
284New |
$6.58K - $7.68K
|
284
$7.29K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
10.5K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
13.2K+ 8.86% |
$305K - $356K
|
162K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
52.2KNew |
$1.21M - $1.41M
|
52.2K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.61K+ 1.6% |
$37.3K - $43.5K
|
102K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
90+ 0.19% |
$2.08K - $2.43K
|
47.9K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.74K- 22.53% |
$133K - $155K
|
19.7K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.3K- 4.57% |
$285K - $332K
|
257K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-903- 3.22% |
$20.9K - $24.4K
|
27.2K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.66K- 0.03% |
$38.4K - $44.8K
|
5.1M
$131M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 14.66% |
$40.8K - $47.6K
|
10.3K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-701- 0.29% |
$16.2K - $19K
|
239K
$6.15M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-229- 0.57% |
$5.3K - $6.19K
|
39.7K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-934- 37.21% |
$21.6K - $25.3K
|
1.58K
$40.5K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.03K- 13.23% |
$70.3K - $82K
|
19.9K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.81K+ 4.4% |
$65K - $75.9K
|
66.6K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-36.7K- 3.36% |
$851K - $993K
|
1.06M
$27.2M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-155- 0.37% |
$3.59K - $4.19K
|
41.9K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
113+ 0.23% |
$2.62K - $3.06K
|
48.2K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 1.35% |
$285K - $332K
|
926K
$23.8M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.37% |
$46.3 - $54.1
|
537
$13.8K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-2- -0.0% |
$46.3 - $54.1
|
44.5K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.7K- 9.18% |
$39.4K - $46K
|
16.8K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.3K- 5.92% |
$30.2K - $35.2K
|
20.7K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-446- 3.49% |
$10.3K - $12.1K
|
12.3K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123K- 87.81% |
$2.86M - $3.34M
|
17.1K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.52K- 17.11% |
$81.5K - $95.2K
|
17.1K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-114- 29.08% |
$2.64K - $3.08K
|
278
$7.14K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16- 0.93% |
$371 - $433
|
1.71K
$44K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
312+ 2.19% |
$7.23K - $8.44K
|
14.6K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.91K+ 53.69% |
$114K - $133K
|
14.1K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.31K- 13.05% |
$146K - $171K
|
42K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.38K- 1.87% |
$31.9K - $37.2K
|
72.4K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.36K+ 7.98% |
$31.6K - $36.9K
|
18.5K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
171K+ 16.34% |
$3.96M - $4.62M
|
1.22M
$31.2M
|