Latest Institutional Purchases of Schwab Strategic Tr Us Small C (SCHA)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.2M+ 109.37% |
$613M - $1.24B
|
46.3M
$1.23B
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13M+ 106.01% |
$330M - $667M
|
25.3M
$674M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.43M+ 87.9% |
$163M - $329M
|
13.8M
$366M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.31M+ 216.3% |
$109M - $221M
|
6.31M
$168M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.47M+ 94.21% |
$62.7M - $127M
|
5.1M
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.39M+ 105.56% |
$60.4M - $122M
|
4.65M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.19M+ 93.91% |
$55.5M - $112M
|
4.52M
$120M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07M+ 96.02% |
$52.5M - $106M
|
4.23M
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.9M+ 106.86% |
$48.1M - $97.1M
|
3.67M
$97.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.85M+ 117.26% |
$46.9M - $94.7M
|
3.43M
$91.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.49M+ 102.46% |
$37.7M - $76.2M
|
2.94M
$78.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.41MNew |
$35.8M - $72.3M
|
1.41M
$37.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35M+ 107.3% |
$34.3M - $69.3M
|
2.62M
$69.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28M+ 113.4% |
$32.4M - $65.4M
|
2.41M
$64M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 98.59% |
$28.9M - $58.3M
|
2.3M
$61.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
986K+ 89.15% |
$25M - $50.5M
|
2.09M
$55.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
862K+ 84.12% |
$21.8M - $44.1M
|
1.89M
$50.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
807K+ 100.8% |
$20.4M - $41.3M
|
1.61M
$42.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
728KNew |
$18.5M - $37.3M
|
728K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
698KNew |
$17.7M - $35.7M
|
698K
$18.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
663K+ 97.74% |
$16.8M - $33.9M
|
1.34M
$35.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
618K+ 144.38% |
$15.6M - $31.6M
|
1.05M
$27.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
608K+ 84.15% |
$15.4M - $31.1M
|
1.33M
$35.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
577K+ 97.48% |
$14.6M - $29.5M
|
1.17M
$31.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
557K+ 100.48% |
$14.1M - $28.5M
|
1.11M
$29.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
548K+ 82.52% |
$13.9M - $28M
|
1.21M
$32.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
542K+ 98.23% |
$13.7M - $27.7M
|
1.09M
$29.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
529K+ 96.05% |
$13.4M - $27.1M
|
1.08M
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
527K+ 100.74% |
$13.4M - $27M
|
1.05M
$27.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
503K+ 975.48% |
$12.8M - $25.8M
|
555K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
489K+ 106.93% |
$12.4M - $25M
|
947K
$25.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
472K+ 106.5% |
$12M - $24.2M
|
916K
$24.4M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
460K+ 107.24% |
$11.6M - $23.5M
|
888K
$23.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 130.85% |
$11.5M - $23.1M
|
798K
$21.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
449K+ 99.33% |
$11.4M - $22.9M
|
900K
$23.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
443K+ 94.15% |
$11.2M - $22.7M
|
913K
$24.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
441K+ 103.59% |
$11.2M - $22.6M
|
867K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
436K+ 75.11% |
$11.1M - $22.3M
|
1.02M
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
432K+ 94.98% |
$10.9M - $22.1M
|
886K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430K+ 126.71% |
$10.9M - $22M
|
769K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
418K+ 103.49% |
$10.6M - $21.4M
|
821K
$21.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
417K+ 106.76% |
$10.6M - $21.4M
|
808K
$21.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
414K+ 49.73% |
$10.5M - $21.2M
|
1.25M
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
399K+ 108.42% |
$10.1M - $20.4M
|
768K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
392K+ 106.39% |
$9.94M - $20.1M
|
761K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
382K+ 97.29% |
$9.69M - $19.6M
|
775K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
364K+ 113.24% |
$9.22M - $18.6M
|
686K
$18.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
359K+ 116.32% |
$9.09M - $18.4M
|
667K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
345K+ 78.3% |
$8.73M - $17.6M
|
785K
$20.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
344K+ 81.85% |
$8.71M - $17.6M
|
764K
$20.3M
|