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 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.08K+ 100.0% |
$52.7K - $106K
|
4.16K
$95K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
2K+ 100.0% |
$50.7K - $102K
|
4K
$91.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.82K+ 100.0% |
$46.2K - $93.3K
|
3.65K
$83.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.78K+ 100.0% |
$45K - $90.8K
|
3.55K
$81K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.7K+ 100.0% |
$43.1K - $87K
|
3.4K
$77.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.6K+ 100.0% |
$40.5K - $81.9K
|
3.2K
$73.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.34K+ 149.0% |
$34K - $68.6K
|
2.24K
$51.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$33.9K - $68.5K
|
1.34K
$30.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.33K+ 100.0% |
$33.7K - $68.1K
|
2.66K
$60.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.3K+ 100.0% |
$32.9K - $66.5K
|
2.6K
$59.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.28K+ 96.53% |
$32.4K - $65.5K
|
2.61K
$59.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
1.24K+ 19.07% |
$31.5K - $63.6K
|
7.77K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.16K+ 100.0% |
$29.4K - $59.4K
|
2.32K
$53.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12K+ 100.0% |
$28.5K - $57.5K
|
2.25K
$51.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.08K+ 100.0% |
$27.3K - $55.2K
|
2.16K
$49.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.05KNew |
$26.7K - $53.9K
|
1.05K
$24.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.02KNew |
$25.7K - $52K
|
1.02K
$23.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.02K+ 100.0% |
$25.7K - $52K
|
2.03K
$46.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$25.4K - $51.3K
|
1K
$22.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 100.0% |
$25.3K - $51.2K
|
2K
$45.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
989New |
$25.1K - $50.6K
|
989
$22.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
972+ 99.9% |
$24.6K - $49.7K
|
1.95K
$44.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
928+ 100.0% |
$23.5K - $47.5K
|
1.86K
$42.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
917+ 100.11% |
$23.2K - $46.9K
|
1.83K
$41.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
886New |
$22.4K - $45.3K
|
886
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
879+ 351.6% |
$22.3K - $45K
|
1.13K
$25.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
816+ 551.35% |
$20.7K - $41.7K
|
964
$22K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
800New |
$20.3K - $40.9K
|
800
$18.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794+ 100.0% |
$20.1K - $40.6K
|
1.59K
$36.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
746+ 106.88% |
$18.9K - $38.2K
|
1.44K
$33K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
650+ 100.0% |
$16.5K - $33.3K
|
1.3K
$29.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
641+ 72.68% |
$16.2K - $32.8K
|
1.52K
$34.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
634New |
$16.1K - $32.4K
|
634
$14.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
626+ 100.0% |
$15.9K - $32K
|
1.25K
$28.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
615+ 100.0% |
$15.6K - $31.5K
|
1.23K
$28.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
562New |
$14.2K - $28.8K
|
562
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
536+ 100.0% |
$13.6K - $27.4K
|
1.07K
$24.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
499+ 100.0% |
$12.6K - $25.5K
|
998
$22.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
496New |
$12.6K - $25.4K
|
496
$11.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
480+ 100.42% |
$12.2K - $24.6K
|
958
$21.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
459+ 77.01% |
$11.6K - $23.5K
|
1.06K
$24.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
455+ 100.0% |
$11.5K - $23.3K
|
910
$20.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
428+ 96.83% |
$10.8K - $21.9K
|
870
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
420+ 100.0% |
$10.6K - $21.5K
|
840
$19.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
415+ 105.06% |
$10.5K - $21.2K
|
810
$18.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
398+ 100.0% |
$10.1K - $20.4K
|
796
$18.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
348New |
$8.81K - $17.8K
|
348
$7.94K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
344+ 100.0% |
$8.71K - $17.6K
|
688
$15.7K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
338New |
$8.56K - $17.3K
|
338
$7.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
326+ 100.0% |
$8.26K - $16.7K
|
652
$14.9K
|