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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.3K- 16.38% |
$910K - $1.06M
|
201K
$5.25M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
240+ 0.31% |
$5.56K - $6.49K
|
77.1K
$2.02M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.32K+ 1.43% |
$53.6K - $62.6K
|
164K
$4.29M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-7.05K- 37.94% |
$163K - $191K
|
11.5K
$302K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
230+ 1.8% |
$5.33K - $6.22K
|
13K
$341K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.76M+ 86.22% |
$40.7M - $47.6M
|
3.8M
$99.6M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.7KNew |
$202K - $235K
|
8.7K
$228K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$278 - $324
|
12
$314
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.26K- 5.52% |
$75.4K - $88K
|
55.8K
$1.46M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.16% |
$92.6 - $108
|
2.43K
$63.7K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.23K+ 4.67% |
$28.6K - $33.4K
|
27.6K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.56K- 21.81% |
$59.3K - $69.2K
|
9.18K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95.4K+ 2604.86% |
$2.21M - $2.58M
|
99.1K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 2.96% |
$72.1K - $84.1K
|
102K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-710- 5.18% |
$16.4K - $19.2K
|
13K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
600+ 3.22% |
$13.9K - $16.2K
|
19.2K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.6KNew |
$246K - $288K
|
10.6K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.95K- 1.58% |
$68.3K - $79.7K
|
184K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.33KNew |
$77.2K - $90.1K
|
3.33K
$87.3K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.29K+ 61.24% |
$122K - $143K
|
13.9K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 11.78% |
$247K - $288K
|
101K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-153- 74.63% |
$3.54K - $4.14K
|
52
$1.36K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
80K+ 259.37% |
$1.85M - $2.16M
|
111K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.7K- 5.76% |
$503K - $588K
|
356K
$9.33M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.98K- 33.17% |
$115K - $135K
|
10K
$263K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.7K- 7.42% |
$363K - $424K
|
196K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.07K- 11.0% |
$117K - $137K
|
41K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.17K+ 29.27% |
$73.5K - $85.8K
|
14K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
520K+ 630.57% |
$12M - $14.1M
|
603K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.82K- 37.81% |
$135K - $157K
|
9.58K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.3M- 61.03% |
$655M - $765M
|
18.1M
$473M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-361K- 15.72% |
$8.36M - $9.76M
|
1.93M
$50.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
22.2K+ 219.46% |
$515K - $601K
|
32.4K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.9KNew |
$206K - $241K
|
8.9K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
506+ 5.91% |
$11.7K - $13.7K
|
9.06K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.52K+ 0.79% |
$81.5K - $95.2K
|
449K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
162+ 0.17% |
$3.75K - $4.38K
|
97.9K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.18K+ 10.34% |
$73.6K - $86K
|
33.9K
$889K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.51K- 1.95% |
$58.2K - $67.9K
|
126K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
86.3KNew |
$2M - $2.33M
|
86.3K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.55K+ 29.3% |
$129K - $150K
|
24.5K
$642K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.19K- 21.07% |
$120K - $140K
|
19.4K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 1.96% |
$66.3K - $77.4K
|
149K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31K+ 10.92% |
$717K - $837K
|
315K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.43K+ 6.76% |
$33.1K - $38.6K
|
22.6K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
125+ 0.93% |
$2.9K - $3.38K
|
13.5K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 0.13% |
$92K - $107K
|
2.94M
$77M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.4K+ 5.04% |
$1.68M - $1.96M
|
1.51M
$39.5M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
265+ 10.73% |
$6.14K - $7.17K
|
2.73K
$71.6K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
536+ 13.26% |
$12.4K - $14.5K
|
4.58K
$120K
|