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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.24M+ 1165.92% |
$51.8M - $60.5M
|
2.43M
$55.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75M+ 219.35% |
$40.6M - $47.3M
|
2.55M
$58.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06M+ 4.17% |
$24.5M - $28.6M
|
26.4M
$603M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.01MNew |
$23.4M - $27.4M
|
1.01M
$23.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
943KNew |
$21.8M - $25.5M
|
943K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
803K+ 181.01% |
$18.6M - $21.7M
|
1.25M
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
653K+ 19.03% |
$15.1M - $17.6M
|
4.08M
$93.2M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
581K+ 4.22% |
$13.5M - $15.7M
|
14.3M
$327M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
520K+ 630.57% |
$12M - $14.1M
|
603K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
504K+ 65.45% |
$11.7M - $13.6M
|
1.27M
$29.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
398K+ 28.16% |
$9.22M - $10.8M
|
1.81M
$41.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
350K+ 100.56% |
$8.11M - $9.47M
|
698K
$15.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
266K+ 99.99% |
$6.15M - $7.18M
|
531K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
228KNew |
$5.27M - $6.15M
|
228K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
199K+ 5.4% |
$4.6M - $5.37M
|
3.87M
$88.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
198K+ 36.01% |
$4.58M - $5.34M
|
747K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
174K+ 22.61% |
$4.02M - $4.69M
|
941K
$21.5M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
171K+ 16.34% |
$3.96M - $4.62M
|
1.22M
$27.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165K+ 6.31% |
$3.82M - $4.46M
|
2.78M
$63.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 2.95% |
$3.17M - $3.71M
|
4.78M
$109M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
137KNew |
$3.17M - $3.7M
|
137K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
133KNew |
$3.09M - $3.61M
|
133K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
131K+ 237.71% |
$3.03M - $3.54M
|
186K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
110K+ 87.2% |
$2.55M - $2.98M
|
237K
$5.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 13.17% |
$2.47M - $2.88M
|
915K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95.4K+ 2604.86% |
$2.21M - $2.58M
|
99.1K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
92.8K+ 19.0% |
$2.15M - $2.51M
|
581K
$13.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90K+ 81.05% |
$2.09M - $2.43M
|
201K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
86.3KNew |
$2M - $2.33M
|
86.3K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
80.3K+ 39.31% |
$1.86M - $2.17M
|
284K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
80K+ 259.37% |
$1.85M - $2.16M
|
111K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
75.4K+ 19.93% |
$1.75M - $2.04M
|
454K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.4K+ 5.04% |
$1.68M - $1.96M
|
1.51M
$34.4M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
57.9KNew |
$1.34M - $1.57M
|
57.9K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
56.6K+ 610.65% |
$1.31M - $1.53M
|
65.9K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
52.2KNew |
$1.21M - $1.41M
|
52.2K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
51.7KNew |
$1.2M - $1.4M
|
51.7K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
51.5K+ 223.76% |
$1.19M - $1.39M
|
74.4K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
50.7K+ 62.44% |
$1.17M - $1.37M
|
132K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47.9K+ 7.78% |
$1.11M - $1.29M
|
663K
$15.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
47.6K+ 30.55% |
$1.1M - $1.29M
|
203K
$4.64M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
47.4K+ 14.31% |
$1.1M - $1.28M
|
379K
$8.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
47.3K+ 81.75% |
$1.1M - $1.28M
|
105K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
47.1K+ 89.16% |
$1.09M - $1.27M
|
99.9K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
46.7K+ 6.81% |
$1.08M - $1.26M
|
733K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
45.4KNew |
$1.05M - $1.23M
|
45.4K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
42.4KNew |
$983K - $1.15M
|
42.4K
$969K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
40.4K+ 18.16% |
$935K - $1.09M
|
263K
$6M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
39.2K+ 4.52% |
$909K - $1.06M
|
906K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37KNew |
$857K - $1M
|
37K
$845K
|