Latest Institutional Purchases of Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Small C (SCHA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 10, 2025 Q4 2024
First International Bank & Trust

Watford City, ND
BUY
 -
460K
+ 107.24%
$11.6M - $23.5M
888K $22.6M
Jan 07, 2025 Q4 2024
Bangor Savings Bank

Bangor, ME
BUY
 -
318K
+ 99.93%
$8.05M - $16.2M
635K $16.2M
Jan 10, 2025 Q4 2024
West Oak Capital, LLC

BUY
 -
63.7K
+ 459.17%
$1.61M - $3.26M
77.6K $1.98M
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
51.4K
+ 3.65%
$1.3M - $2.63M
1.46M $37.1M
Jan 06, 2025 Q4 2024
Boltwood Capital Management

BUY
 -
43.4K
+ 98.7%
$1.1M - $2.22M
87.4K $2.23M
Jan 08, 2025 Q4 2024
Wealth Group LTD

Eden Prairie, MN
BUY
 -
40.4K
+ 98.82%
$1.02M - $2.07M
81.3K $2.07M
Jan 07, 2025 Q4 2024
Moller Financial Services

BUY
 -
33.6K
+ 78.86%
$850K - $1.72M
76.1K $1.94M
Jan 08, 2025 Q4 2024
Collective Family Office LLC

BUY
 -
18.7K
+ 79.55%
$474K - $958K
42.3K $1.08M
Jan 06, 2025 Q4 2024
Cwa Asset Management Group, LLC

BUY
 -
15.1K
+ 99.93%
$383K - $773K
30.2K $770K
Jan 06, 2025 Q4 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
13.5K
+ 98.68%
$342K - $690K
27.2K $692K
Jan 08, 2025 Q4 2024
Worth Asset Management, LLC

BUY
 -
10.4K
+ 118.96%
$263K - $531K
19.1K $487K
Jan 08, 2025 Q4 2024
First Hawaiian Bank

BUY
 -
7.74K
+ 100.0%
$196K - $396K
15.5K $394K
Jan 08, 2025 Q4 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
5.22K
+ 100.4%
$132K - $267K
10.4K $265K
Jan 10, 2025 Q4 2024
Heartwood Wealth Advisors LLC

BUY
 -
5.22K
+ 100.0%
$132K - $267K
10.4K $266K
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
4.45K
+ 99.51%
$113K - $228K
8.92K $227K
Jan 06, 2025 Q4 2024
Horizons Wealth Management

Asheville, NC
BUY
 -
4.17K
+ 100.0%
$106K - $213K
8.35K $212K
Jan 02, 2025 Q4 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1.49K
+ 100.47%
$37.7K - $76.1K
2.97K $75.5K
Jan 10, 2025 Q4 2024
Lowe Wealth Advisors, LLC

BUY
 -
1.34K
New
$33.9K - $68.5K
1.34K $34.1K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
928
+ 100.0%
$23.5K - $47.5K
1.86K $47.3K
Jan 02, 2025 Q4 2024
Versant Capital Management, Inc

BUY
 -
917
+ 100.11%
$23.2K - $46.9K
1.83K $46.7K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
428
+ 96.83%
$10.8K - $21.9K
870 $22.2K
Jan 10, 2025 Q4 2024
Ridgewood Investments LLC

BUY
 -
348
+ 46.52%
$8.81K - $17.8K
1.1K $27.9K
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
266
+ 100.0%
$6.74K - $13.6K
532 $13.5K
Jan 07, 2025 Q4 2024
Rise Advisors, LLC

BUY
 -
204
+ 100.99%
$5.17K - $10.4K
406 $10.3K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
180
New
$4.56K - $9.21K
180 $4.58K
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
48
New
$1.22K - $2.46K
48 $1.22K
Jan 03, 2025 Q4 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
26
+ 100.0%
$659 - $1.33K
52 $1.32K
Q3 2024
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.65M
+ 489456.84%
$124M - $138M
2.65M $67.6M
Nov 13, 2024 Q3 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.53M
+ 105.14%
$71.9M - $79.7M
2.99M $76.2M
Nov 12, 2024 Q3 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
727K
+ 105.23%
$34.1M - $37.8M
1.42M $36.1M
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
706K
New
$33.1M - $36.7M
706K $18M
Nov 05, 2024 Q3 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
349K
+ 2.92%
$16.4M - $18.1M
12.3M $313M
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
339K
New
$15.9M - $17.6M
339K $8.64M
Nov 12, 2024 Q3 2024
Cerity Partners LLC

New York, NY
BUY
 -
321K
+ 16.56%
$15.1M - $16.7M
2.26M $57.6M
Oct 25, 2024 Q3 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
285K
+ 3939.89%
$13.4M - $14.8M
292K $7.43M
Oct 28, 2024 Q3 2024
Chicago Partners Investment Group LLC

BUY
 -
241K
+ 112.19%
$11.3M - $12.5M
457K $11.6M
Nov 14, 2024 Q3 2024
Ima Wealth, Inc.

Wichita, KS
BUY
 -
224K
New
$10.5M - $11.6M
224K $5.7M
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
218K
New
$10.2M - $11.3M
218K $5.54M
Oct 25, 2024 Q3 2024
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
120K
+ 104.84%
$5.64M - $6.25M
235K $5.98M
Nov 12, 2024 Q3 2024
Newman Dignan & Sheerar, Inc.

BUY
 -
90.2K
+ 102.44%
$4.23M - $4.69M
178K $4.54M
Nov 08, 2024 Q3 2024
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
82.4K
+ 11.47%
$3.86M - $4.28M
800K $20.4M
Oct 08, 2024 Q3 2024
Matrix Trust CO

BUY
 -
80.8K
+ 43.49%
$3.79M - $4.2M
267K $6.79M
Nov 14, 2024 Q3 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
74.8K
+ 115.16%
$3.51M - $3.88M
140K $3.56M
Oct 24, 2024 Q3 2024
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
72.8K
+ 102.68%
$3.42M - $3.78M
144K $3.66M
Oct 28, 2024 Q3 2024
Campbell Wealth Management

BUY
 -
69.7K
New
$3.27M - $3.62M
69.7K $1.77M
Nov 12, 2024 Q3 2024
Advisory Alpha, LLC

BUY
 -
68K
+ 3.25%
$3.19M - $3.53M
2.16M $55M
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
64.8K
+ 620.05%
$3.04M - $3.37M
75.2K $1.92M
Nov 22, 2024 Q3 2024
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
60.6K
+ 107.91%
$2.84M - $3.15M
117K $2.97M
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
51.7K
+ 3.39%
$2.43M - $2.69M
1.58M $40.2M

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