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 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
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
24KNew |
$556K - $649K
|
24K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
149+ 1.2% |
$3.45K - $4.03K
|
12.5K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
27New |
$625 - $730
|
27
$693
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-134K- 93.6% |
$3.11M - $3.63M
|
9.19K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-106K- 27.65% |
$2.46M - $2.87M
|
278K
$7.13M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.19K- 8.82% |
$97K - $113K
|
43.3K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-481- 1.4% |
$11.1K - $13K
|
33.8K
$869K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-4.89K- 1.5% |
$113K - $132K
|
321K
$8.23M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
45.4KNew |
$1.05M - $1.23M
|
45.4K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-401- 0.41% |
$9.29K - $10.8K
|
98.5K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
7.19K+ 6.09% |
$167K - $195K
|
125K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
642New |
$14.9K - $17.4K
|
642
$16.5K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
58+ 0.68% |
$1.34K - $1.57K
|
8.64K
$222K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165K+ 6.31% |
$3.82M - $4.46M
|
2.78M
$71.4M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-327K- 98.32% |
$7.57M - $8.84M
|
5.6K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4.1K- 9.45% |
$94.9K - $111K
|
39.3K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
23+ 0.18% |
$533 - $622
|
12.7K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.95K+ 9.45% |
$91.5K - $107K
|
45.8K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 1.72% |
$242K - $283K
|
599K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.8K+ 10.97% |
$389K - $454K
|
170K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
103+ 0.36% |
$2.39K - $2.79K
|
29K
$746K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
89+ 0.68% |
$2.06K - $2.41K
|
13.2K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.65K- 2.66% |
$154K - $180K
|
243K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.09% |
$23.2 - $27
|
93
$2.39K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-493- 2.37% |
$11.4K - $13.3K
|
20.3K
$522K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
504K+ 65.45% |
$11.7M - $13.6M
|
1.27M
$32.7M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1KNew |
$23.2K - $27.1K
|
1K
$25.7K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.08K- 0.45% |
$48.2K - $56.2K
|
461K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.74K- 15.19% |
$133K - $155K
|
32.1K
$824K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
43+ 0.08% |
$996 - $1.16K
|
51.3K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 7533.33% |
$36.6K - $42.8K
|
1.6K
$41.2K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-51.7K- 21.83% |
$1.2M - $1.4M
|
185K
$4.75M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.27K+ 15.61% |
$29.5K - $34.4K
|
9.42K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.21K- 7.72% |
$97.5K - $114K
|
50.4K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-32- 0.73% |
$741 - $865
|
4.36K
$112K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
42+ 1.45% |
$973 - $1.14K
|
2.95K
$75.7K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.1K- 66.3% |
$1.39M - $1.62M
|
30.5K
$784K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06M+ 4.17% |
$24.5M - $28.6M
|
26.4M
$678M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-36.1K- 10.89% |
$837K - $977K
|
296K
$7.59M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.09KNew |
$164K - $192K
|
7.09K
$182K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
3.7K+ 2.67% |
$85.8K - $100K
|
143K
$3.66M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
350K+ 100.56% |
$8.11M - $9.47M
|
698K
$17.9M
|