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 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
21.2K+ 100.96% |
$536K - $1.08M
|
42.1K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21K+ 101.22% |
$533K - $1.08M
|
41.8K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
20.8K+ 105.02% |
$527K - $1.06M
|
40.6K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20.3K+ 90.67% |
$515K - $1.04M
|
42.8K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20.1K+ 2038.87% |
$510K - $1.03M
|
21.1K
$562K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
20.1K+ 101.89% |
$510K - $1.03M
|
39.9K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
20K+ 58.95% |
$508K - $1.03M
|
54.1K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19.9K+ 75.91% |
$504K - $1.02M
|
46.1K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.9K+ 347.98% |
$503K - $1.02M
|
25.6K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.8K+ 44.54% |
$503K - $1.02M
|
64.4K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
19.8K+ 116.84% |
$502K - $1.01M
|
36.8K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.8K+ 304.75% |
$501K - $1.01M
|
26.3K
$698K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
19.7K+ 103.33% |
$500K - $1.01M
|
38.9K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
19.5K+ 93.42% |
$494K - $998K
|
40.4K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
19.4KNew |
$491K - $992K
|
19.4K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
19.2K+ 97.04% |
$487K - $984K
|
39.1K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
19.2K+ 95.49% |
$487K - $983K
|
39.3K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.1K+ 101.32% |
$484K - $978K
|
38K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
19.1K+ 96.96% |
$484K - $977K
|
38.8K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19.1K+ 329.83% |
$484K - $977K
|
24.9K
$662K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19K+ 91.2% |
$482K - $974K
|
39.9K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19K+ 99.99% |
$481K - $972K
|
38K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
18.9KNew |
$478K - $966K
|
18.9K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 169.09% |
$477K - $964K
|
30K
$798K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
18.7K+ 79.55% |
$474K - $958K
|
42.3K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18.7K+ 98.04% |
$474K - $958K
|
37.8K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
18.7K+ 98.2% |
$472K - $954K
|
37.6K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 100.54% |
$472K - $952K
|
37.1K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
18.6KNew |
$471K - $951K
|
18.6K
$494K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.6K+ 86.26% |
$470K - $949K
|
40.1K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
18.5K+ 85.04% |
$470K - $949K
|
40.4K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
18.5K+ 106.0% |
$468K - $945K
|
35.9K
$954K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
18.4K+ 102.95% |
$466K - $941K
|
36.2K
$964K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
18.3K+ 100.0% |
$464K - $937K
|
36.6K
$975K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18.3KNew |
$463K - $935K
|
18.3K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
18.1K+ 100.9% |
$460K - $928K
|
36.1K
$961K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18.1K+ 100.37% |
$459K - $928K
|
36.2K
$963K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18.1K+ 93.33% |
$457K - $924K
|
37.4K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
18K+ 98.22% |
$457K - $922K
|
36.4K
$968K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.8K+ 94.2% |
$451K - $911K
|
36.7K
$976K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.8K+ 100.0% |
$451K - $911K
|
35.6K
$947K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.7K+ 80.96% |
$448K - $904K
|
39.5K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.7K+ 1.25% |
$447K - $904K
|
1.44M
$38.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.7K+ 94.58% |
$447K - $903K
|
36.3K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
17.5KNew |
$443K - $896K
|
17.5K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.4K+ 103.53% |
$442K - $892K
|
34.3K
$912K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.4K+ 150.41% |
$440K - $889K
|
28.9K
$770K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
17.3K+ 101.04% |
$438K - $885K
|
34.4K
$916K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17.3K+ 98.15% |
$438K - $885K
|
34.9K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 103.43% |
$436K - $881K
|
33.9K
$901K
|