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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
21+ 0.11% |
$486 - $568
|
18.3K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
20+ 0.11% |
$463 - $541
|
17.5K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 0.1% |
$463 - $541
|
19.3K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
17+ 0.03% |
$394 - $460
|
62.8K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17+ 0.1% |
$394 - $460
|
16.5K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
17+ 0.03% |
$394 - $460
|
67.5K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16+ 0.67% |
$371 - $433
|
2.41K
$55.1K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.06% |
$347 - $406
|
23.3K
$531K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
13+ 0.24% |
$301 - $352
|
5.5K
$126K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$278 - $324
|
12
$274
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
12+ 0.09% |
$278 - $324
|
13.3K
$304K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 14.63% |
$278 - $324
|
94
$2.15K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11+ 0.04% |
$255 - $297
|
28.8K
$657K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.05% |
$185 - $216
|
14.6K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 0.22% |
$185 - $216
|
3.63K
$82.9K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.07% |
$162 - $189
|
9.94K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7+ 0.0% |
$162 - $189
|
425K
$9.7M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
6+ 0.04% |
$139 - $162
|
16.9K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6+ 0.02% |
$139 - $162
|
34.3K
$783K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
5+ 0.02% |
$116 - $135
|
20.9K
$477K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.16% |
$92.6 - $108
|
2.43K
$55.5K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.0% |
$92.6 - $108
|
258K
$5.9M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.02% |
$92.6 - $108
|
17.1K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.2% |
$46.3 - $54.1
|
1K
$22.9K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.37% |
$46.3 - $54.1
|
537
$12.3K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.1% |
$46.3 - $54.1
|
1.92K
$43.9K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.26% |
$46.3 - $54.1
|
778
$17.8K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.07% |
$46.3 - $54.1
|
2.98K
$68.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2+ 0.02% |
$46.3 - $54.1
|
12.4K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.61% |
$23.2 - $27
|
166
$3.79K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
10.5K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.09% |
$23.2 - $27
|
93
$2.12K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.03% |
$23.2 - $27
|
3.02K
$69K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$23.2 - $27
|
728
$16.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.0% |
$23.2 - $27
|
94.2K
$2.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.04% |
$23.2 - $27
|
2.51K
$57.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
9.98K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
9.81K
$224K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.5% |
$23.2 - $27
|
201
$4.59K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
11.2K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$23.2 - $27
|
24.6K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
13.7K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
236K+ 92.87% |
$5.98M - $12.1M
|
490K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
182K+ 127.74% |
$4.6M - $9.3M
|
324K
$7.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
181KNew |
$4.58M - $9.26M
|
181K
$4.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
140KNew |
$3.56M - $7.18M
|
140K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
119K+ 88.11% |
$3M - $6.07M
|
253K
$5.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
93.9K+ 114.8% |
$2.38M - $4.8M
|
176K
$4.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
83.8K+ 120.32% |
$2.12M - $4.29M
|
154K
$3.51M
|
|