Latest Institutional Purchases of Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 28, 2025 Q4 2024
Soa Wealth Advisors, Llc.

BUY
 -
320
+ 100.0%
$8.11K - $16.4K
640 $14.6K
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
314
New
$7.95K - $16.1K
314 $7.17K
Feb 13, 2025 Q4 2024
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
313
+ 3.27%
$7.93K - $16K
9.9K $226K
Feb 05, 2025 Q4 2024
First Command Advisory Services, Inc.

BUY
 -
312
+ 100.0%
$7.9K - $16K
624 $14.2K
Jan 13, 2025 Q4 2024
First Financial Corp

BUY
 -
298
+ 100.0%
$7.55K - $15.2K
596 $13.6K
Feb 13, 2025 Q4 2024
Belpointe Asset Management LLC

BUY
 -
276
+ 0.99%
$6.99K - $14.1K
28K $640K
Jan 17, 2025 Q4 2024
Adirondack Trust CO

BUY
 -
262
+ 100.0%
$6.64K - $13.4K
524 $12K
Jan 30, 2025 Q4 2024
Jnba Financial Advisors

BUY
 -
250
+ 100.0%
$6.33K - $12.8K
500 $11.4K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
248
+ 25.51%
$6.28K - $12.7K
1.22K $27.9K
Jan 07, 2025 Q4 2024
Rise Advisors, LLC

BUY
 -
204
+ 100.99%
$5.17K - $10.4K
406 $9.27K
Feb 11, 2025 Q4 2024
Gs Investments, Inc.

BUY
 -
200
+ 100.0%
$5.07K - $10.2K
400 $9.13K
Jan 21, 2025 Q4 2024
Cedar Mountain Advisors, LLC

BUY
 -
192
+ 100.0%
$4.86K - $9.82K
384 $8.77K
Feb 03, 2025 Q4 2024
Bray Capital Advisors

BUY
 -
190
+ 100.0%
$4.81K - $9.72K
380 $8.68K
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
180
New
$4.56K - $9.21K
180 $4.11K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
180
New
$4.56K - $9.21K
180 $4.11K
Feb 28, 2025 Q4 2024
Menard Financial Group LLC

Houston, TX
BUY
 -
176
New
$4.46K - $9K
176 $4.02K
Feb 11, 2025 Q4 2024
Horrell Capital Management, Inc.

BUY
 -
176
+ 100.0%
$4.46K - $9K
352 $8.04K
Feb 04, 2025 Q4 2024
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
163
+ 100.0%
$4.13K - $8.34K
326 $7.44K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
160
New
$4.05K - $8.19K
160 $3.65K
Feb 14, 2025 Q4 2024
Chapman Financial Group, LLC

Kailua, HI
BUY
 -
156
New
$3.95K - $7.98K
156 $3.56K
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
152
New
$3.85K - $7.78K
152 $3.47K
Feb 04, 2025 Q4 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
142
+ 100.0%
$3.6K - $7.26K
284 $6.48K
Jan 24, 2025 Q4 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
140
+ 100.0%
$3.55K - $7.16K
280 $6.39K
Feb 10, 2025 Q4 2024
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
136
New
$3.44K - $6.96K
136 $3.1K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
135
+ 100.0%
$3.42K - $6.91K
270 $6.16K
Jan 24, 2025 Q4 2024
Riggs Asset Managment Co. Inc.

BUY
 -
124
New
$3.14K - $6.34K
124 $2.83K
Jan 30, 2025 Q4 2024
Washington Trust CO

BUY
 -
120
+ 100.0%
$3.04K - $6.14K
240 $5.48K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
98
New
$2.48K - $5.01K
98 $2.24K
Jan 15, 2025 Q4 2024
Cnb Bank

Clearfield, PA
BUY
 -
98
+ 100.0%
$2.48K - $5.01K
196 $4.47K
Feb 12, 2025 Q4 2024
Delta Asset Management LLC

Memphis, TN
BUY
 -
94
+ 100.0%
$2.38K - $4.81K
188 $4.29K
Jan 17, 2025 Q4 2024
Albion Financial Group

BUY
 -
91
+ 101.11%
$2.31K - $4.66K
181 $4.13K
Jan 13, 2025 Q4 2024
Gpwm LLC

BUY
 -
88
+ 100.0%
$2.23K - $4.5K
176 $4.02K
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
76
New
$1.93K - $3.89K
76 $1.74K
Jan 13, 2025 Q4 2024
City State Bank

Norwalk, IA
BUY
 -
75
+ 100.0%
$1.9K - $3.84K
150 $3.42K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
74
+ 100.0%
$1.87K - $3.79K
148 $3.38K
Jan 23, 2025 Q4 2024
Hanson & Doremus Investment Management

BUY
 -
65
+ 54.62%
$1.65K - $3.33K
184 $4.2K
Feb 07, 2025 Q4 2024
United Community Bank

Greenville, SC
BUY
 -
58
New
$1.47K - $2.97K
58 $1.32K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
51
+ 100.0%
$1.29K - $2.61K
102 $2.33K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
48
+ 100.0%
$1.22K - $2.46K
96 $2.19K
Feb 11, 2025 Q4 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
44
New
$1.11K - $2.25K
44 $1K
Feb 11, 2025 Q4 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
38
+ 100.0%
$963 - $1.94K
76 $1.74K
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
36
New
$912 - $1.84K
36 $822
Feb 13, 2025 Q4 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
33
New
$836 - $1.69K
33 $753
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
32
New
$811 - $1.64K
32 $731
Jan 31, 2025 Q4 2024
Hallmark Capital Management Inc

BUY
 -
27
+ 100.0%
$684 - $1.38K
54 $1.23K
Jan 15, 2025 Q4 2024
Tompkins Financial Corp

BUY
 -
26
+ 100.0%
$659 - $1.33K
52 $1.19K
Jan 03, 2025 Q4 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
26
+ 100.0%
$659 - $1.33K
52 $1.19K
Feb 12, 2025 Q4 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
25
New
$633 - $1.28K
25 $571
Feb 13, 2025 Q4 2024
Investment Counsel CO Of Nevada

Las Vegas, NV
BUY
 -
24
New
$608 - $1.23K
24 $548

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