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 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
223+ 0.57% |
$5.16K - $6.03K
|
39K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-245- 1.64% |
$5.67K - $6.62K
|
14.7K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-540- 1.87% |
$12.5K - $14.6K
|
28.4K
$729K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.26% |
$46.3 - $54.1
|
778
$20K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07K+ 2.03% |
$141K - $164K
|
305K
$7.82M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.17K- 2.2% |
$96.6K - $113K
|
186K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.05% |
$185 - $216
|
14.6K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-236- 62.77% |
$5.47K - $6.38K
|
140
$3.6K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
899+ 1.95% |
$20.8K - $24.3K
|
46.9K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.12K+ 10.26% |
$25.9K - $30.3K
|
12K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
10.7KNew |
$247K - $289K
|
10.7K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-914K- 96.51% |
$21.2M - $24.7M
|
33.1K
$849K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.63% |
$32.9K - $38.4K
|
32.1K
$824K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
8.34K+ 4.55% |
$193K - $225K
|
191K
$4.92M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.35K- 17.54% |
$124K - $145K
|
25.1K
$646K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.6K- 1.06% |
$592K - $691K
|
2.38M
$61.1M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
40.4K+ 18.16% |
$935K - $1.09M
|
263K
$6.74M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-606- 4.57% |
$14K - $16.4K
|
12.7K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.82K- 5.06% |
$181K - $211K
|
147K
$3.77M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-50.5K- 10.41% |
$1.17M - $1.36M
|
434K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-82- 0.15% |
$1.9K - $2.22K
|
53.5K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-952- 86.86% |
$22K - $25.7K
|
144
$3.7K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.66M- 95.73% |
$131M - $153M
|
252K
$6.47M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
50+ 1.12% |
$1.16K - $1.35K
|
4.53K
$116K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.9K+ 1.19% |
$90.2K - $105K
|
332K
$8.53M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1.18K- 20.78% |
$27.3K - $31.9K
|
4.49K
$115K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
22+ 0.23% |
$510 - $595
|
9.62K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.37K+ 3.06% |
$31.7K - $37K
|
46K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.1K+ 2.47% |
$71.9K - $83.9K
|
129K
$3.3M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.03K- 3.73% |
$23.9K - $27.9K
|
26.7K
$685K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
67+ 0.7% |
$1.55K - $1.81K
|
9.62K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
416+ 0.38% |
$9.63K - $11.2K
|
110K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.07% |
$46.3 - $54.1
|
2.98K
$76.6K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7.9KNew |
$183K - $214K
|
7.9K
$203K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18.8K+ 9.59% |
$435K - $508K
|
215K
$5.51M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3KNew |
$69.5K - $81.1K
|
3K
$77K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.23K+ 0.41% |
$28.6K - $33.4K
|
303K
$7.78M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.25K+ 10.52% |
$52.2K - $60.9K
|
23.7K
$608K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.01MNew |
$23.4M - $27.4M
|
1.01M
$26M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-222- 0.97% |
$5.14K - $6K
|
22.8K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.07% |
$162 - $189
|
9.94K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.06K- 13.32% |
$140K - $164K
|
39.4K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.55K+ 5.49% |
$59K - $68.9K
|
48.9K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-572- 2.17% |
$13.2K - $15.5K
|
25.8K
$663K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
9.01KNew |
$209K - $244K
|
9.01K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-3.48K- 2.85% |
$80.7K - $94.2K
|
119K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
213+ 0.59% |
$4.93K - $5.76K
|
36.6K
$940K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
686+ 2.99% |
$15.9K - $18.5K
|
23.6K
$607K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.81K- 7.53% |
$42K - $49K
|
22.3K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-263- 0.22% |
$6.09K - $7.11K
|
120K
$3.08M
|