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 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.29KNew |
$192K - $211K
|
4.29K
$118K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.25KNew |
$190K - $209K
|
4.25K
$117K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.18KNew |
$188K - $206K
|
4.18K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.16KNew |
$187K - $205K
|
4.16K
$114K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.14KNew |
$186K - $204K
|
4.14K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.1KNew |
$184K - $202K
|
4.1K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.58KNew |
$160K - $176K
|
3.58K
$98.4K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.81K+ 123.08% |
$126K - $138K
|
5.09K
$140K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.34K+ 39066.67% |
$105K - $115K
|
2.35K
$64.6K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.16KNew |
$96.8K - $106K
|
2.16K
$59.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08KNew |
$93.3K - $102K
|
2.08K
$57.2K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.94K+ 11.84% |
$87K - $95.5K
|
18.3K
$504K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 3.1% |
$67.5K - $74.2K
|
50.1K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.34K+ 8.47% |
$59.9K - $65.8K
|
17.1K
$470K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.18K+ 20.8% |
$53K - $58.2K
|
6.87K
$189K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$44.8K - $49.2K
|
1K
$27.5K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
846New |
$37.9K - $41.7K
|
846
$23.3K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
517+ 9.83% |
$23.2K - $25.5K
|
5.77K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
321New |
$14.4K - $15.8K
|
321
$8.82K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
311+ 4.75% |
$13.9K - $15.3K
|
6.87K
$189K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
286+ 2.99% |
$12.8K - $14.1K
|
9.84K
$271K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
246New |
$11K - $12.1K
|
246
$6.76K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
205+ 60.29% |
$9.19K - $10.1K
|
545
$15K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
170New |
$7.62K - $8.37K
|
170
$4.67K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
155+ 155.0% |
$6.95K - $7.63K
|
255
$7.01K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
150+ 1250.0% |
$6.73K - $7.39K
|
162
$4.45K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
126+ 0.82% |
$5.65K - $6.2K
|
15.5K
$425K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
120New |
$5.38K - $5.91K
|
120
$3.3K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
116+ 1.18% |
$5.2K - $5.71K
|
9.91K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
110+ 4.64% |
$4.93K - $5.42K
|
2.48K
$68.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
100+ 158.73% |
$4.48K - $4.92K
|
163
$4.48K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
78New |
$3.5K - $3.84K
|
78
$2.14K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
77+ 3.31% |
$3.45K - $3.79K
|
2.4K
$66K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
68New |
$3.05K - $3.35K
|
68
$1.87K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
44+ 0.11% |
$1.97K - $2.17K
|
38.4K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
44New |
$1.97K - $2.17K
|
44
$1.21K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
41+ 9.03% |
$1.84K - $2.02K
|
495
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
40+ 0.71% |
$1.79K - $1.97K
|
5.71K
$157K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
39+ 0.88% |
$1.75K - $1.92K
|
4.45K
$122K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
26New |
$1.17K - $1.28K
|
26
$715
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
22+ 0.22% |
$986 - $1.08K
|
9.81K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15+ 0.23% |
$673 - $739
|
6.55K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 0.13% |
$538 - $591
|
9.04K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.16% |
$89.7 - $98.5
|
1.22K
$33.6K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.12% |
$44.8 - $49.2
|
842
$23.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$44.8 - $49.2
|
8.33K
$229K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
723K+ 153.79% |
$27.6M - $34.7M
|
1.19M
$32.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
313KNew |
$11.9M - $15M
|
313K
$8.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
214KNew |
$8.15M - $10.3M
|
214K
$5.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
79.4KNew |
$3.03M - $3.82M
|
79.4K
$2.18M
|
|