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
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
13KNew |
$329K - $664K
|
13K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
12.9K+ 123.23% |
$326K - $658K
|
23.3K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.9K+ 99.44% |
$326K - $658K
|
25.8K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
12.8K+ 100.0% |
$324K - $655K
|
25.6K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
12.8K+ 86.72% |
$324K - $654K
|
27.5K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.8KNew |
$324K - $654K
|
12.8K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12.7KNew |
$322K - $650K
|
12.7K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
12.7K+ 87.22% |
$321K - $649K
|
27.2K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.6K+ 109.3% |
$319K - $644K
|
24.1K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
12.6K+ 121.54% |
$319K - $643K
|
22.9K
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12.5K+ 103.68% |
$317K - $639K
|
24.5K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.5KNew |
$316K - $638K
|
12.5K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
12.4K+ 99.99% |
$314K - $633K
|
24.8K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.4K+ 111.32% |
$313K - $632K
|
23.5K
$624K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
12.3K+ 164.72% |
$313K - $631K
|
19.8K
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12.2K+ 100.0% |
$309K - $624K
|
24.4K
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
12.1K+ 99.98% |
$308K - $621K
|
24.3K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.1KNew |
$307K - $620K
|
12.1K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
12.1KNew |
$307K - $619K
|
12.1K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12.1K+ 100.0% |
$306K - $618K
|
24.2K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
12K+ 82.08% |
$304K - $615K
|
26.7K
$709K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12K+ 99.78% |
$303K - $613K
|
24K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
11.9K+ 100.0% |
$302K - $610K
|
23.8K
$634K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
11.9K+ 100.12% |
$301K - $609K
|
23.8K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
11.7KNew |
$297K - $600K
|
11.7K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
11.6K+ 102.98% |
$295K - $596K
|
23K
$611K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
11.6K+ 100.0% |
$295K - $595K
|
23.3K
$619K
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
11.6KNew |
$295K - $595K
|
11.6K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
11.6K+ 99.76% |
$294K - $595K
|
23.3K
$619K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
11.6K+ 99.14% |
$293K - $592K
|
23.2K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.6K+ 99.07% |
$293K - $592K
|
23.2K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
11.5K+ 92.49% |
$291K - $588K
|
23.9K
$636K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
11.3K+ 100.02% |
$287K - $581K
|
22.7K
$604K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
11.2K+ 98.98% |
$285K - $575K
|
22.6K
$601K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
11.2KNew |
$284K - $573K
|
11.2K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.2K+ 94.69% |
$283K - $572K
|
23K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.1K+ 98.4% |
$280K - $566K
|
22.3K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
11KNew |
$279K - $564K
|
11K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
11K+ 100.34% |
$279K - $564K
|
22K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
11K+ 100.58% |
$279K - $563K
|
22K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11KNew |
$279K - $563K
|
11K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
11K+ 100.55% |
$279K - $563K
|
21.9K
$583K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11KNew |
$278K - $561K
|
11K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11K+ 100.0% |
$278K - $561K
|
21.9K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.9K+ 99.64% |
$277K - $560K
|
21.9K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.9K+ 129.64% |
$276K - $557K
|
19.3K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10.9K+ 107.75% |
$276K - $557K
|
21K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 149.27% |
$275K - $555K
|
18.1K
$482K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.8KNew |
$274K - $554K
|
10.8K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10.7K+ 61.55% |
$271K - $547K
|
28.1K
$747K
|