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 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.82K+ 14.84% |
$222K - $279K
|
45K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.49KNew |
$209K - $264K
|
5.49K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.24KNew |
$200K - $252K
|
5.24K
$146K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.75KNew |
$181K - $228K
|
4.75K
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
4.67KNew |
$178K - $224K
|
4.67K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
4.6KNew |
$175K - $221K
|
4.6K
$128K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.6KNew |
$175K - $221K
|
4.6K
$128K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42KNew |
$169K - $212K
|
4.42K
$123K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.27KNew |
$163K - $205K
|
4.27K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.27KNew |
$163K - $205K
|
4.27K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
4KNew |
$153K - $192K
|
4K
$111K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.55K+ 20.4% |
$97K - $122K
|
15K
$419K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.46K+ 46.8% |
$93.9K - $118K
|
7.72K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.8K+ 1800.0% |
$68.6K - $86.4K
|
1.9K
$52.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.6KNew |
$61K - $76.8K
|
1.6K
$44.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.43K+ 367.44% |
$54.6K - $68.8K
|
1.82K
$50.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.25K+ 8.74% |
$47.7K - $60.1K
|
15.6K
$434K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
620+ 1.59% |
$23.6K - $29.8K
|
39.5K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
616+ 4.1% |
$23.5K - $29.6K
|
15.6K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
597New |
$22.8K - $28.7K
|
597
$16.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
532New |
$20.3K - $25.5K
|
532
$14.8K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
447+ 126.27% |
$17K - $21.5K
|
801
$22.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
408+ 3.33% |
$15.6K - $19.6K
|
12.7K
$353K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
398New |
$15.2K - $19.1K
|
398
$11.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
395+ 372.64% |
$15.1K - $19K
|
501
$14K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
384+ 7.57% |
$14.6K - $18.4K
|
5.46K
$152K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
364New |
$13.9K - $17.5K
|
364
$10.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
300New |
$11.4K - $14.4K
|
300
$8.36K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
215+ 1194.44% |
$8.2K - $10.3K
|
233
$6.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
205+ 0.83% |
$7.82K - $9.84K
|
24.8K
$691K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
201New |
$7.66K - $9.65K
|
201
$5.6K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
198New |
$7.55K - $9.51K
|
198
$5.52K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
190New |
$7.24K - $9.12K
|
190
$5.29K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
119+ 0.83% |
$4.54K - $5.71K
|
14.4K
$402K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
111New |
$4.23K - $5.33K
|
111
$3.09K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
107New |
$4.08K - $5.14K
|
107
$2.98K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
106+ 1.0% |
$4.04K - $5.09K
|
10.7K
$299K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
64New |
$2.44K - $3.07K
|
64
$1.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
25New |
$953 - $1.2K
|
25
$697
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18New |
$686 - $864
|
18
$501
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8New |
$305 - $384
|
8
$223
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$76.3 - $96
|
2
$55.7
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.48% |
$76.3 - $96
|
416
$11.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.55% |
$38.1 - $48
|
184
$5.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$38.1 - $48
|
1
$27.9
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.02% |
$38.1 - $48
|
99
$2.76K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
21.4KNew |
$873K - $985K
|
21.4K
$595K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.7KNew |
$684K - $772K
|
16.7K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10K+ 159.77% |
$408K - $461K
|
16.3K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.86KNew |
$321K - $362K
|
7.86K
$219K
|
|