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 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
511+ 6.0% |
$24K - $26.6K
|
9.03K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
626New |
$29.4K - $32.5K
|
626
$17.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6.94K+ 3.17% |
$326K - $361K
|
226K
$6.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.47K- 3.23% |
$163K - $180K
|
104K
$2.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.7K+ 2.99% |
$79.6K - $88.2K
|
58.4K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
437+ 4.52% |
$20.5K - $22.7K
|
10.1K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-66.7K- 21.06% |
$3.13M - $3.47M
|
250K
$6.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.15KNew |
$242K - $268K
|
5.15K
$143K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-592- 6.86% |
$27.8K - $30.8K
|
8.04K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.67K+ 8.44% |
$78.2K - $86.7K
|
21.4K
$597K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
40+ 0.62% |
$1.88K - $2.08K
|
6.46K
$180K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-816- 12.3% |
$38.3K - $42.4K
|
5.82K
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.15K+ 1.42% |
$53.9K - $59.7K
|
81.8K
$2.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
54+ 0.12% |
$2.53K - $2.81K
|
46.1K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-389- 1.43% |
$18.2K - $20.2K
|
26.8K
$747K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.18KNew |
$196K - $217K
|
4.18K
$116K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
15.5K+ 53.95% |
$728K - $807K
|
44.3K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.98K+ 6.96% |
$281K - $311K
|
92K
$2.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-743- 5.06% |
$34.8K - $38.6K
|
13.9K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
979+ 129.16% |
$45.9K - $50.9K
|
1.74K
$48.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.9K- 2.69% |
$183K - $203K
|
141K
$3.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-133- 0.57% |
$6.24K - $6.91K
|
23.2K
$645K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
4.28KNew |
$201K - $223K
|
4.28K
$119K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.15K- 1.1% |
$148K - $163K
|
282K
$7.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.37KNew |
$299K - $331K
|
6.37K
$178K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
130+ 1.56% |
$6.1K - $6.75K
|
8.44K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.96K- 1.45% |
$186K - $206K
|
270K
$7.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
73+ 3.82% |
$3.42K - $3.79K
|
1.99K
$55.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
12New |
$563 - $624
|
12
$334
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
7.75KNew |
$363K - $403K
|
7.75K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
20+ 0.09% |
$938 - $1.04K
|
22.3K
$623K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
27New |
$1.27K - $1.4K
|
27
$752
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 10.36% |
$72.7K - $80.5K
|
13.4K
$374K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
220+ 154.93% |
$10.3K - $11.4K
|
362
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.79K+ 3.3% |
$83.8K - $92.8K
|
55.9K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
173New |
$8.11K - $8.99K
|
173
$4.82K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.02% |
$281 - $312
|
596
$16.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-897- 3.45% |
$42.1K - $46.6K
|
25.1K
$699K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-93.4K- 66.29% |
$4.38M - $4.85M
|
47.5K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-509- 1.63% |
$23.9K - $26.4K
|
30.7K
$855K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.87K+ 58.88% |
$182K - $201K
|
10.4K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.43K- 1.79% |
$67K - $74.3K
|
78.6K
$2.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.54K+ 10.89% |
$72K - $79.8K
|
15.6K
$436K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
13.8K+ 33.42% |
$647K - $716K
|
55K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-232K- 10.44% |
$10.9M - $12.1M
|
1.99M
$55.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
158+ 0.96% |
$7.41K - $8.21K
|
16.7K
$465K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.71K- 25.64% |
$127K - $141K
|
7.87K
$219K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 3.76% |
$520K - $576K
|
284K
$7.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.78K+ 13.94% |
$177K - $196K
|
30.9K
$861K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
24+ 0.38% |
$1.13K - $1.25K
|
6.38K
$178K
|