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
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
2.45K
New
$93.6K - $106K
2.45K $62.7K
Jan 25, 2023 Q4 2022
Wall Capital Group, Inc.

BUY
 -
2.06K
New
$78.9K - $89.9K
2.06K $52.9K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.79K
New
$68.5K - $78K
1.79K $45.9K
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
1.7K
New
$65K - $74K
1.7K $43.6K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
1.5K
New
$57.3K - $65.2K
1.5K $38.4K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
1.04K
New
$39.8K - $45.3K
1.04K $26.6K
Jan 06, 2023 Q4 2022
Legacy Private Trust Co.

BUY
 -
961
+ 9.29%
$36.8K - $41.8K
11.3K $290K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
542
New
$20.7K - $23.6K
542 $13.9K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
536
New
$20.5K - $23.3K
536 $13.7K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
400
New
$15.3K - $17.4K
400 $10.2K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
254
+ 49.61%
$9.72K - $11.1K
766 $19.6K
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
150
+ 60.48%
$5.74K - $6.53K
398 $10.2K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
142
New
$5.43K - $6.18K
142 $3.64K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
95
New
$3.63K - $4.14K
95 $2.43K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
94
New
$3.6K - $4.09K
94 $2.41K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
87
New
$3.33K - $3.79K
87 $2.23K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
82
New
$3.14K - $3.57K
82 $2.1K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
62
New
$2.37K - $2.7K
62 $1.59K
Feb 09, 2023 Q4 2022
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
56
New
$2.14K - $2.44K
56 $1.43K
Nov 17, 2023 Q4 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
50
+ 0.95%
$1.91K - $2.18K
5.31K $136K
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
44
New
$1.68K - $1.92K
44 $1.13K
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

BUY
 -
44
+ 0.71%
$1.68K - $1.92K
6.25K $160K
Jan 17, 2023 Q4 2022
H&H Retirement Design & Management Inc

BUY
 -
43
+ 0.5%
$1.64K - $1.87K
8.68K $222K
Jan 06, 2023 Q4 2022
Tompkins Financial Corp

BUY
 -
26
New
$995 - $1.13K
26 $666
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
7
+ 0.5%
$268 - $305
1.4K $35.9K
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
3
+ 0.71%
$115 - $131
426 $10.9K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1
New
$38.3 - $43.5
1 $25.6
Q3 2022
Nov 14, 2022 Q3 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
2.35M
New
$88.3M - $108M
2.35M $60.1M
Nov 10, 2022 Q3 2022
Johnson Financial Group, LLC

Denver, CO
BUY
 -
219K
+ 1394.39%
$8.25M - $10.1M
235K $6.02M
Nov 10, 2022 Q3 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
120K
+ 674.03%
$4.51M - $5.5M
138K $3.53M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
87.6K
+ 122.71%
$3.3M - $4.02M
159K $4.07M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
34.4K
New
$1.3M - $1.58M
34.4K $882K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
22.2K
+ 7.75%
$837K - $1.02M
309K $7.92M
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
19.9K
+ 5.61%
$748K - $912K
374K $9.59M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
17.3K
New
$652K - $795K
17.3K $444K
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
11.7K
New
$440K - $537K
11.7K $299K
Oct 24, 2022 Q3 2022
Annex Advisory Services, LLC

BUY
 -
10.7K
New
$404K - $492K
10.7K $275K
Nov 14, 2022 Q3 2022
Roof Eidam & Maycock

BUY
 -
8.76K
New
$330K - $402K
8.76K $224K
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
8.3K
New
$312K - $381K
8.3K $213K
Nov 10, 2022 Q3 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
6.98K
New
$263K - $320K
6.98K $179K
Oct 25, 2022 Q3 2022
Round Table Services, LLC

BUY
 -
6.21K
New
$234K - $285K
6.21K $159K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
5.93K
New
$223K - $272K
5.93K $152K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
1.28K
New
$48.3K - $58.9K
1.28K $32.9K
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
1.27K
+ 11.45%
$47.6K - $58.1K
12.3K $315K
Nov 01, 2022 Q3 2022
Blooom, Inc.

BUY
 -
901
+ 4.79%
$33.9K - $41.4K
19.7K $505K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
490
+ 3.13%
$18.4K - $22.5K
16.1K $414K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
460
New
$17.3K - $21.1K
460 $11.8K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
212
+ 100.0%
$7.98K - $9.73K
424 $10.9K
Jun 28, 2024 Q3 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
140
New
$5.27K - $6.43K
140 $3.59K

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