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 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
14.3K+ 105.02% |
$362K - $730K
|
27.9K
$667K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
14.2KNew |
$360K - $728K
|
14.2K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14.1K+ 117.94% |
$357K - $722K
|
26.1K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
14.1K+ 142.42% |
$356K - $720K
|
23.9K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14K+ 93.2% |
$354K - $715K
|
29K
$693K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14K+ 121.38% |
$354K - $714K
|
25.5K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
13.9K+ 107.9% |
$352K - $711K
|
26.8K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
13.8K+ 98.77% |
$349K - $705K
|
27.7K
$663K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13.7K+ 97.52% |
$346K - $699K
|
27.7K
$662K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
13.6K+ 68.03% |
$345K - $697K
|
33.7K
$805K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 157.94% |
$344K - $694K
|
22.2K
$530K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13.5K+ 98.68% |
$342K - $690K
|
27.2K
$650K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.3K+ 97.68% |
$337K - $681K
|
26.9K
$644K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$337K - $680K
|
13.3K
$318K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13.3K+ 94.62% |
$337K - $680K
|
27.3K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13.3KNew |
$336K - $678K
|
13.3K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 99.1% |
$333K - $672K
|
26.4K
$631K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
13K+ 84.98% |
$330K - $666K
|
28.3K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13K+ 503.33% |
$329K - $664K
|
15.6K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
13KNew |
$329K - $664K
|
13K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
12.9K+ 123.23% |
$326K - $658K
|
23.3K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.9K+ 99.44% |
$326K - $658K
|
25.8K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
12.8K+ 100.0% |
$324K - $655K
|
25.6K
$612K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
12.8K+ 86.72% |
$324K - $654K
|
27.5K
$659K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.8KNew |
$324K - $654K
|
12.8K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12.7KNew |
$322K - $650K
|
12.7K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
12.7K+ 87.22% |
$321K - $649K
|
27.2K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.6K+ 109.3% |
$319K - $644K
|
24.1K
$576K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
12.6K+ 121.54% |
$319K - $643K
|
22.9K
$548K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12.5K+ 103.68% |
$317K - $639K
|
24.5K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.5KNew |
$316K - $638K
|
12.5K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
12.4K+ 99.99% |
$314K - $633K
|
24.8K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.4K+ 111.32% |
$313K - $632K
|
23.5K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
12.3K+ 164.72% |
$313K - $631K
|
19.8K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12.2K+ 100.0% |
$309K - $624K
|
24.4K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
12.1K+ 99.98% |
$308K - $621K
|
24.3K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.1KNew |
$307K - $620K
|
12.1K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
12.1KNew |
$307K - $619K
|
12.1K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12.1K+ 100.0% |
$306K - $618K
|
24.2K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
12K+ 82.08% |
$304K - $615K
|
26.7K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12K+ 99.78% |
$303K - $613K
|
24K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
11.9K+ 100.0% |
$302K - $610K
|
23.8K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
11.9K+ 100.12% |
$301K - $609K
|
23.8K
$569K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.9KNew |
$301K - $609K
|
11.9K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.7KNew |
$297K - $600K
|
11.7K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
11.6K+ 102.98% |
$295K - $596K
|
23K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
11.6K+ 100.0% |
$295K - $595K
|
23.3K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
11.6KNew |
$295K - $595K
|
11.6K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
11.6K+ 99.76% |
$294K - $595K
|
23.3K
$557K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11.6K+ 73.86% |
$294K - $594K
|
27.3K
$654K
|