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 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
536
New
$20.5K - $23.3K
536 $14.9K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
400
New
$15.3K - $17.4K
400 $11.1K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
370
New
$14.2K - $16.1K
370 $10.3K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
254
+ 49.61%
$9.72K - $11.1K
766 $21.3K
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
150
+ 60.48%
$5.74K - $6.53K
398 $11.1K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
142
New
$5.43K - $6.18K
142 $3.96K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
95
New
$3.63K - $4.14K
95 $2.65K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
94
New
$3.6K - $4.09K
94 $2.62K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
87
New
$3.33K - $3.79K
87 $2.42K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
82
New
$3.14K - $3.57K
82 $2.28K
Feb 09, 2023 Q4 2022
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
56
New
$2.14K - $2.44K
56 $1.56K
Nov 17, 2023 Q4 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
50
+ 0.95%
$1.91K - $2.18K
5.31K $148K
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
44
New
$1.68K - $1.92K
44 $1.23K
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

BUY
 -
44
+ 0.71%
$1.68K - $1.92K
6.25K $174K
Jan 17, 2023 Q4 2022
H&H Retirement Design & Management Inc

BUY
 -
43
+ 0.5%
$1.64K - $1.87K
8.68K $242K
Jan 06, 2023 Q4 2022
Tompkins Financial Corp

BUY
 -
26
New
$995 - $1.13K
26 $724
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
7
+ 0.5%
$268 - $305
1.4K $39K
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
3
+ 0.71%
$115 - $131
426 $11.9K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1
New
$38.3 - $43.5
1 $27.9
Q3 2022
Nov 14, 2022 Q3 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
2.35M
New
$88.3M - $108M
2.35M $65.4M
Nov 10, 2022 Q3 2022
Johnson Financial Group, LLC

Denver, CO
BUY
 -
219K
+ 1394.39%
$8.25M - $10.1M
235K $6.54M
Nov 10, 2022 Q3 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
120K
+ 674.03%
$4.51M - $5.5M
138K $3.83M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
87.6K
+ 122.71%
$3.3M - $4.02M
159K $4.43M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
34.4K
New
$1.3M - $1.58M
34.4K $959K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
22.2K
+ 7.75%
$837K - $1.02M
309K $8.61M
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
19.9K
+ 5.61%
$748K - $912K
374K $10.4M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
17.3K
New
$652K - $795K
17.3K $483K
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
11.7K
New
$440K - $537K
11.7K $326K
Oct 24, 2022 Q3 2022
Annex Advisory Services, LLC

BUY
 -
10.7K
New
$404K - $492K
10.7K $299K
Nov 14, 2022 Q3 2022
Roof Eidam & Maycock

BUY
 -
8.76K
New
$330K - $402K
8.76K $244K
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
8.3K
New
$312K - $381K
8.3K $231K
Nov 10, 2022 Q3 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
6.98K
New
$263K - $320K
6.98K $194K
Oct 25, 2022 Q3 2022
Round Table Services, LLC

BUY
 -
6.21K
New
$234K - $285K
6.21K $173K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
5.93K
New
$223K - $272K
5.93K $165K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
1.28K
New
$48.3K - $58.9K
1.28K $35.8K
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
1.27K
+ 11.45%
$47.6K - $58.1K
12.3K $343K
Nov 01, 2022 Q3 2022
Blooom, Inc.

BUY
 -
901
+ 4.79%
$33.9K - $41.4K
19.7K $549K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
490
+ 3.13%
$18.4K - $22.5K
16.1K $450K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
460
New
$17.3K - $21.1K
460 $12.8K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
212
+ 100.0%
$7.98K - $9.73K
424 $11.8K
Jun 28, 2024 Q3 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
140
New
$5.27K - $6.43K
140 $3.9K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

BUY
 -
42
+ 0.3%
$1.58K - $1.93K
14K $389K
Oct 26, 2022 Q3 2022
Blue Barn Wealth, LLC

BUY
 -
16
+ 0.3%
$602 - $734
5.37K $150K
Oct 14, 2022 Q3 2022
Ahl Investment Management, Inc.

BUY
 -
14
+ 0.25%
$527 - $643
5.52K $154K
Oct 24, 2022 Q3 2022
Trinity Financial Advisors LLC

BUY
 -
13
+ 0.12%
$489 - $597
10.5K $294K
Nov 09, 2022 Q3 2022
Journey Advisory Group, LLC

BUY
 -
11
+ 0.06%
$414 - $505
17.2K $479K
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
10
+ 0.33%
$377 - $459
3.08K $85.8K
Oct 17, 2022 Q3 2022
South Shore Capital Advisors

BUY
 -
1
+ 0.02%
$37.7 - $45.9
5.52K $154K
Q2 2022
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
139K
New
$5.26M - $6.67M
139K $3.87M

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