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 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.02% |
$92.6 - $108
|
17.1K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.2% |
$46.3 - $54.1
|
1K
$25.7K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.37% |
$46.3 - $54.1
|
537
$13.8K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.1% |
$46.3 - $54.1
|
1.92K
$49.4K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.26% |
$46.3 - $54.1
|
778
$20K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.07% |
$46.3 - $54.1
|
2.98K
$76.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2+ 0.02% |
$46.3 - $54.1
|
12.4K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.61% |
$23.2 - $27
|
166
$4.26K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
10.5K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.09% |
$23.2 - $27
|
93
$2.39K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.03% |
$23.2 - $27
|
3.02K
$77.7K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.14% |
$23.2 - $27
|
728
$18.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.0% |
$23.2 - $27
|
94.2K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.04% |
$23.2 - $27
|
2.51K
$64.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
9.98K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
9.81K
$252K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.5% |
$23.2 - $27
|
201
$5.16K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
11.2K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$23.2 - $27
|
24.6K
$630K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$23.2 - $27
|
13.7K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
302K+ 26.56% |
$7.65M - $15.4M
|
1.44M
$36.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
236K+ 92.87% |
$5.98M - $12.1M
|
490K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
182K+ 127.74% |
$4.6M - $9.3M
|
324K
$8.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
181KNew |
$4.58M - $9.26M
|
181K
$4.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
140KNew |
$3.56M - $7.18M
|
140K
$3.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
119K+ 88.11% |
$3M - $6.07M
|
253K
$6.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
83.8K+ 120.32% |
$2.12M - $4.29M
|
154K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
62.9K+ 94.6% |
$1.59M - $3.22M
|
129K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.4KNew |
$1.58M - $3.19M
|
62.4K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
58.9KNew |
$1.49M - $3.01M
|
58.9K
$1.51M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
54.6K+ 106.05% |
$1.38M - $2.79M
|
106K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
45K+ 100.0% |
$1.14M - $2.3M
|
90K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.3K+ 109.63% |
$893K - $1.8M
|
67.4K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
33.1KNew |
$838K - $1.69M
|
33.1K
$849K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
32.8K+ 95.03% |
$830K - $1.68M
|
67.2K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
32K+ 99.9% |
$811K - $1.64M
|
64K
$1.64M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
27.5K+ 100.93% |
$697K - $1.41M
|
54.8K
$1.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
27K+ 109.27% |
$684K - $1.38M
|
51.7K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
25.9K+ 96.07% |
$655K - $1.32M
|
52.8K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.8KNew |
$654K - $1.32M
|
25.8K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
24.4K+ 92.96% |
$618K - $1.25M
|
50.7K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
22.1KNew |
$559K - $1.13M
|
22.1K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
22K+ 100.0% |
$557K - $1.13M
|
44K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
21.8K+ 100.0% |
$551K - $1.11M
|
43.5K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
20K+ 158.6% |
$506K - $1.02M
|
32.5K
$836K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.9K+ 347.98% |
$503K - $1.02M
|
25.6K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
19.4KNew |
$491K - $992K
|
19.4K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
19K+ 99.99% |
$481K - $972K
|
38K
$976K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18.9K+ 100.0% |
$477K - $964K
|
37.7K
$968K
|
|