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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
109K+ 106.78% |
$2.77M - $5.6M
|
212K
$5.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10K+ 100.0% |
$253K - $512K
|
20K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38+ 100.0% |
$963 - $1.94K
|
76
$1.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.44K+ 99.98% |
$112K - $227K
|
8.87K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.8K+ 65.52% |
$96.3K - $194K
|
9.6K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.47M+ 94.21% |
$62.7M - $127M
|
5.1M
$122M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7.44K+ 142.38% |
$188K - $381K
|
12.7K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
11.2K+ 98.98% |
$285K - $575K
|
22.6K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6.6K+ 94.58% |
$167K - $338K
|
13.6K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
7.48K+ 96.79% |
$190K - $383K
|
15.2K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
76New |
$1.93K - $3.89K
|
76
$1.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
91.6KNew |
$2.32M - $4.69M
|
91.6K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.88KNew |
$200K - $403K
|
7.88K
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
61.3K+ 82.71% |
$1.55M - $3.13M
|
135K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
49.3K+ 97.61% |
$1.25M - $2.52M
|
99.9K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
309K+ 102.7% |
$7.83M - $15.8M
|
610K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14K+ 93.2% |
$354K - $715K
|
29K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
57.8K+ 99.05% |
$1.47M - $2.96M
|
116K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-53K- 71.88% |
$1.34M - $2.71M
|
20.7K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.2K+ 100.26% |
$106K - $215K
|
8.39K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16.5K+ 191.38% |
$418K - $844K
|
25.1K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.02K+ 100.0% |
$25.7K - $52K
|
2.03K
$48.6K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
234KNew |
$5.92M - $12M
|
234K
$5.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
345K+ 78.3% |
$8.73M - $17.6M
|
785K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
5.15K+ 88.45% |
$130K - $263K
|
11K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
8.49K+ 98.14% |
$215K - $434K
|
17.1K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794+ 100.0% |
$20.1K - $40.6K
|
1.59K
$38K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.81K+ 100.0% |
$96.4K - $195K
|
7.61K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41.5K+ 120.16% |
$1.05M - $2.12M
|
76K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
55.3K+ 99.91% |
$1.4M - $2.83M
|
111K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
121K+ 110.72% |
$3.07M - $6.2M
|
231K
$5.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.71K- 43.74% |
$68.6K - $139K
|
3.48K
$83.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
176K+ 1126.35% |
$4.46M - $9.02M
|
192K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.94K+ 100.18% |
$99.7K - $201K
|
7.86K
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
24.4K+ 92.96% |
$618K - $1.25M
|
50.7K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
10K+ 100.38% |
$253K - $511K
|
20K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
84.1K+ 203.14% |
$2.13M - $4.3M
|
125K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-953- 3.03% |
$24.1K - $48.8K
|
30.5K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9.15K+ 112.27% |
$232K - $468K
|
17.3K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.02K+ 124.24% |
$178K - $359K
|
12.7K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.3K+ 85.03% |
$412K - $832K
|
35.4K
$847K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
577K+ 97.48% |
$14.6M - $29.5M
|
1.17M
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48K+ 77.46% |
$1.22M - $2.46M
|
110K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.21K+ 82.88% |
$233K - $471K
|
20.3K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.9K+ 347.98% |
$503K - $1.02M
|
25.6K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
191K+ 102.28% |
$4.84M - $9.78M
|
378K
$9.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
24K+ 100.0% |
$608K - $1.23M
|
48K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
278K+ 104.77% |
$7.04M - $14.2M
|
543K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
66.6K+ 99.83% |
$1.69M - $3.4M
|
133K
$3.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
26.5K+ 103.73% |
$671K - $1.36M
|
52.1K
$1.25M
|