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 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.18K+ 2.08% |
$50.6K - $59K
|
107K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-359- 0.36% |
$8.31K - $9.71K
|
99K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
116New |
$2.69K - $3.14K
|
116
$2.98K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
6+ 0.04% |
$139 - $162
|
16.9K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
3.97K+ 21.79% |
$91.9K - $107K
|
22.2K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
16.1K+ 20.48% |
$372K - $434K
|
94.4K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
92.8K+ 19.0% |
$2.15M - $2.51M
|
581K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
735+ 9.95% |
$17K - $19.9K
|
8.12K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.1% |
$46.3 - $54.1
|
1.92K
$49.4K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-9.98K- 5.77% |
$231K - $270K
|
163K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.99K+ 18.24% |
$115K - $135K
|
32.3K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-234- 0.85% |
$5.42K - $6.33K
|
27.4K
$704K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
25+ 0.16% |
$579 - $676
|
16.1K
$414K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-11K- 99.97% |
$255K - $297K
|
3
$77
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.88K- 1.51% |
$159K - $186K
|
448K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.67K- 1.01% |
$38.7K - $45.2K
|
164K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.36K+ 7.61% |
$31.6K - $36.9K
|
19.3K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-561- 3.21% |
$13K - $15.2K
|
16.9K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
4.07K+ 40.15% |
$94.2K - $110K
|
14.2K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-160K- 8.48% |
$3.7M - $4.32M
|
1.73M
$44.3M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.92K- 6.78% |
$44.5K - $51.9K
|
26.4K
$679K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31.2K+ 5.95% |
$723K - $844K
|
556K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.56K+ 0.34% |
$36.1K - $42.1K
|
457K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-8.66K- 7.93% |
$201K - $234K
|
100K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8.42K- 17.19% |
$195K - $228K
|
40.6K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
24.8K+ 5.91% |
$575K - $671K
|
445K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.7K+ 1.05% |
$39.3K - $45.9K
|
164K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.2K- 4.97% |
$27.8K - $32.4K
|
23K
$590K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-105- 0.79% |
$2.43K - $2.84K
|
13.2K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.57K- 2.71% |
$129K - $151K
|
200K
$5.14M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.25% |
$625 - $730
|
10.8K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.79K- 6.47% |
$41.5K - $48.5K
|
25.9K
$666K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
11.7KNew |
$271K - $317K
|
11.7K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-72.6K- 28.09% |
$1.68M - $1.96M
|
186K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.24M+ 1165.92% |
$51.8M - $60.5M
|
2.43M
$62.4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.73K+ 8.46% |
$40K - $46.7K
|
22.1K
$568K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-12.7K- 3.21% |
$293K - $342K
|
382K
$9.81M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-4.11K- 11.07% |
$95.3K - $111K
|
33K
$848K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-520- 10.96% |
$12K - $14.1K
|
4.23K
$109K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.6K+ 6.86% |
$640K - $748K
|
431K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-12.7K- 3.21% |
$293K - $342K
|
382K
$9.81M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.41K- 1.22% |
$125K - $146K
|
439K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188+ 0.53% |
$4.35K - $5.08K
|
35.6K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
20.6K+ 3.79% |
$476K - $556K
|
563K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.19K+ 13.19% |
$27.6K - $32.2K
|
10.2K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
561+ 3.19% |
$13K - $15.2K
|
18.1K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-800- 1.36% |
$18.5K - $21.6K
|
58.1K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15.4K- 11.37% |
$357K - $416K
|
120K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.38K+ 0.38% |
$32.1K - $37.4K
|
369K
$9.48M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.25K+ 11.69% |
$168K - $196K
|
69.2K
$1.78M
|