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 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.8K+ 94.2% |
$451K - $911K
|
36.7K
$943K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.8K+ 100.0% |
$451K - $911K
|
35.6K
$914K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 80.95% |
$422K - $853K
|
37.3K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.4KNew |
$415K - $839K
|
16.4K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
16.2KNew |
$410K - $827K
|
16.2K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.5K+ 99.87% |
$392K - $793K
|
31K
$796K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.1K+ 99.93% |
$383K - $773K
|
30.2K
$776K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.5KNew |
$369K - $744K
|
14.5K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
14.5K+ 100.0% |
$367K - $742K
|
29K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
14.3K+ 105.02% |
$362K - $730K
|
27.9K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
14.1K+ 142.42% |
$356K - $720K
|
23.9K
$615K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
14KNew |
$356K - $718K
|
14K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
13KNew |
$329K - $664K
|
13K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
12.8K+ 100.0% |
$324K - $655K
|
25.6K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.5KNew |
$316K - $638K
|
12.5K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12.2K+ 100.0% |
$309K - $624K
|
24.4K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
12.1KNew |
$307K - $619K
|
12.1K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12K+ 99.78% |
$303K - $613K
|
24K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.7KNew |
$297K - $600K
|
11.7K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
11.6K+ 100.0% |
$295K - $595K
|
23.3K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
11.5K+ 92.49% |
$291K - $588K
|
23.9K
$614K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
11.2K+ 98.98% |
$285K - $575K
|
22.6K
$580K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11KNew |
$278K - $561K
|
11K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11K+ 100.0% |
$278K - $561K
|
21.9K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.9K+ 99.64% |
$277K - $560K
|
21.9K
$563K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.8KNew |
$274K - $554K
|
10.8K
$278K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
10.4K+ 118.96% |
$263K - $531K
|
19.1K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10K+ 100.0% |
$253K - $512K
|
20K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
9.74K+ 100.0% |
$247K - $499K
|
19.5K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
9.72K+ 65.74% |
$246K - $497K
|
24.5K
$629K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
9.72K+ 99.39% |
$246K - $497K
|
19.5K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.59K+ 77.48% |
$243K - $491K
|
22K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
9.58KNew |
$243K - $490K
|
9.58K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.52KNew |
$241K - $487K
|
9.52K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9.15K+ 112.27% |
$232K - $468K
|
17.3K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.97KNew |
$227K - $459K
|
8.97K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
8.75KNew |
$222K - $448K
|
8.75K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.71K+ 100.0% |
$221K - $446K
|
17.4K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
8.6K+ 100.0% |
$218K - $440K
|
17.2K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
8.52KNew |
$216K - $436K
|
8.52K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
8.33K+ 99.99% |
$211K - $426K
|
16.7K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.31KNew |
$210K - $425K
|
8.31K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.29KNew |
$210K - $424K
|
8.29K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.25KNew |
$209K - $422K
|
8.25K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.97K+ 99.66% |
$202K - $408K
|
16K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.91K+ 104.42% |
$200K - $404K
|
15.5K
$397K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.88KNew |
$200K - $403K
|
7.88K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.82KNew |
$198K - $400K
|
7.82K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
7.75K+ 100.0% |
$196K - $396K
|
15.5K
$398K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
7.74K+ 100.0% |
$196K - $396K
|
15.5K
$398K
|