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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
18.1K+ 100.9% |
$460K - $928K
|
36.1K
$864K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18.1K+ 100.37% |
$459K - $928K
|
36.2K
$866K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18.1K+ 93.33% |
$457K - $924K
|
37.4K
$895K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
18K+ 98.22% |
$457K - $922K
|
36.4K
$870K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.8K+ 94.2% |
$451K - $911K
|
36.7K
$878K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.8K+ 100.0% |
$451K - $911K
|
35.6K
$852K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.7K+ 80.96% |
$448K - $904K
|
39.5K
$945K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.7K+ 1.25% |
$447K - $904K
|
1.44M
$34.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.7K+ 94.58% |
$447K - $903K
|
36.3K
$869K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
17.5KNew |
$443K - $896K
|
17.5K
$419K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.4K+ 103.53% |
$442K - $892K
|
34.3K
$820K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.4K+ 150.41% |
$440K - $889K
|
28.9K
$692K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
17.3K+ 101.04% |
$438K - $885K
|
34.4K
$824K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17.3K+ 98.15% |
$438K - $885K
|
34.9K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
17.3K+ 129.87% |
$438K - $885K
|
30.6K
$732K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 103.43% |
$436K - $881K
|
33.9K
$810K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 101.01% |
$436K - $880K
|
34.2K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.2KNew |
$436K - $880K
|
17.2K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
17.1K+ 98.96% |
$432K - $872K
|
34.3K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17KNew |
$430K - $869K
|
17K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 80.95% |
$422K - $853K
|
37.3K
$892K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.6K+ 99.24% |
$421K - $850K
|
33.4K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16.5K+ 191.38% |
$418K - $844K
|
25.1K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.4KNew |
$415K - $839K
|
16.4K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.3K+ 85.03% |
$412K - $832K
|
35.4K
$847K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
16.2KNew |
$410K - $827K
|
16.2K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.2K+ 118.13% |
$409K - $827K
|
29.8K
$714K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.1K+ 91.63% |
$408K - $824K
|
33.7K
$805K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16K+ 102.26% |
$404K - $817K
|
31.6K
$755K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
15.9KNew |
$404K - $816K
|
15.9K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15.9K+ 182.69% |
$403K - $814K
|
24.6K
$589K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
15.9K+ 104.88% |
$402K - $812K
|
31K
$742K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
15.8K+ 105.51% |
$400K - $808K
|
30.8K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
15.6K+ 103.66% |
$395K - $797K
|
30.6K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
15.6K+ 105.0% |
$394K - $796K
|
30.4K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.5K+ 100.91% |
$393K - $793K
|
30.9K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.5K+ 99.87% |
$392K - $793K
|
31K
$742K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
15.5KNew |
$391K - $791K
|
15.5K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
15.5K+ 99.82% |
$391K - $790K
|
30.9K
$740K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
15.2K+ 98.55% |
$385K - $779K
|
30.7K
$733K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.1K+ 99.93% |
$383K - $773K
|
30.2K
$723K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15.1K+ 117.21% |
$382K - $772K
|
28K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
15K+ 49.68% |
$379K - $766K
|
45.1K
$1.08M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
14.9KNew |
$378K - $763K
|
14.9K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
14.8KNew |
$374K - $755K
|
14.8K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
14.8K+ 93.88% |
$374K - $755K
|
30.5K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.7K+ 125.0% |
$372K - $751K
|
26.4K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.5KNew |
$369K - $744K
|
14.5K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
14.5K+ 100.0% |
$367K - $742K
|
29K
$694K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
14.5K+ 73.11% |
$367K - $741K
|
34.3K
$821K
|