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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
37.3KNew |
$1.67M - $1.84M
|
37.3K
$1.92M
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
24.8KNew |
$1.11M - $1.22M
|
24.8K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.6K+ 11.23% |
$1.06M - $1.16M
|
234K
$12M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.5KNew |
$920K - $1.01M
|
20.5K
$1.06M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
19.5K+ 57.94% |
$876K - $962K
|
53.3K
$2.74M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.7K+ 15.94% |
$572K - $628K
|
92.7K
$4.77M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.72KNew |
$391K - $429K
|
8.72K
$448K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7KNew |
$314K - $345K
|
7K
$360K
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.68KNew |
$300K - $329K
|
6.68K
$344K
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
6.47KNew |
$290K - $318K
|
6.47K
$332K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.13KNew |
$275K - $302K
|
6.13K
$315K
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
5.69KNew |
$255K - $280K
|
5.69K
$293K
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.66KNew |
$254K - $279K
|
5.66K
$291K
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.46KNew |
$245K - $269K
|
5.46K
$281K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.36KNew |
$240K - $264K
|
5.36K
$276K
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.99KNew |
$224K - $246K
|
4.99K
$256K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.56KNew |
$204K - $224K
|
4.56K
$234K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
4.4KNew |
$197K - $216K
|
4.4K
$226K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.31KNew |
$193K - $212K
|
4.31K
$222K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.29KNew |
$192K - $211K
|
4.29K
$221K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.25KNew |
$190K - $209K
|
4.25K
$218K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.18KNew |
$188K - $206K
|
4.18K
$215K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.16KNew |
$187K - $205K
|
4.16K
$214K
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.14KNew |
$186K - $204K
|
4.14K
$213K
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.1KNew |
$184K - $202K
|
4.1K
$211K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.58KNew |
$160K - $176K
|
3.58K
$184K
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.1K+ 7.26% |
$139K - $152K
|
45.7K
$2.35M
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.34K+ 39066.67% |
$105K - $115K
|
2.35K
$121K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.16KNew |
$96.8K - $106K
|
2.16K
$111K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.13K+ 4445.83% |
$95.7K - $105K
|
2.18K
$112K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08KNew |
$93.3K - $102K
|
2.08K
$107K
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
2K+ 38.83% |
$89.7K - $98.5K
|
7.15K
$368K
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.94K+ 11.84% |
$87K - $95.5K
|
18.3K
$942K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.67K+ 2.48% |
$74.7K - $82K
|
68.9K
$3.54M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 3.1% |
$67.5K - $74.2K
|
50.1K
$2.58M
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.34K+ 8.47% |
$59.9K - $65.8K
|
17.1K
$880K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1.2K+ 2181.82% |
$53.8K - $59.1K
|
1.26K
$64.5K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.18K+ 20.8% |
$53K - $58.2K
|
6.87K
$353K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.01K+ 1.58% |
$45.2K - $49.6K
|
64.8K
$3.33M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$44.8K - $49.2K
|
1K
$51.4K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
860+ 14.86% |
$38.6K - $42.3K
|
6.65K
$342K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
846New |
$37.9K - $41.7K
|
846
$43.5K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
520+ 3.47% |
$23.3K - $25.6K
|
15.5K
$798K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
517+ 9.83% |
$23.2K - $25.5K
|
5.77K
$297K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
472+ 1.88% |
$21.2K - $23.2K
|
25.6K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
381+ 1.4% |
$17.1K - $18.8K
|
27.5K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
321New |
$14.4K - $15.8K
|
321
$16.5K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
311+ 4.75% |
$13.9K - $15.3K
|
6.87K
$353K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
286+ 2.99% |
$12.8K - $14.1K
|
9.84K
$506K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
246New |
$11K - $12.1K
|
246
$12.6K
|