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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
30KNew |
$1.14M - $1.44M
|
30K
$837K
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
28.7KNew |
$1.09M - $1.38M
|
28.7K
$800K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.7KNew |
$631K - $800K
|
16.7K
$464K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10K+ 14.37% |
$380K - $481K
|
79.8K
$2.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
9.44KNew |
$358K - $453K
|
9.44K
$263K
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.75KNew |
$294K - $372K
|
7.75K
$216K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.94KNew |
$225K - $285K
|
5.94K
$166K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.39KNew |
$204K - $259K
|
5.39K
$150K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.46KNew |
$55.3K - $70.1K
|
1.46K
$40.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
756New |
$28.6K - $36.3K
|
756
$21.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
737+ 8.27% |
$27.9K - $35.4K
|
9.64K
$269K
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
654+ 2.1% |
$24.8K - $31.4K
|
31.7K
$885K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
564+ 2.23% |
$21.4K - $27.1K
|
25.9K
$720K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
562New |
$21.3K - $27K
|
562
$15.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
176New |
$6.67K - $8.45K
|
176
$4.9K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
32New |
$1.21K - $1.54K
|
32
$892
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
30New |
$1.14K - $1.44K
|
30
$836
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.36% |
$37.9 - $48
|
276
$7.69K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
18.5K+ 89.74% |
$821K - $956K
|
39.1K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
4K+ 100.0% |
$178K - $207K
|
8K
$223K
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.9K+ 100.0% |
$129K - $150K
|
5.8K
$162K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 100.0% |
$124K - $144K
|
5.58K
$155K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
508+ 100.0% |
$22.6K - $26.3K
|
1.02K
$28.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
464+ 100.0% |
$20.6K - $24K
|
928
$25.9K
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
268+ 100.0% |
$11.9K - $13.9K
|
536
$14.9K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
252+ 84.56% |
$11.2K - $13K
|
550
$15.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
250+ 100.0% |
$11.1K - $12.9K
|
500
$13.9K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
245New |
$10.9K - $12.7K
|
245
$6.83K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
242New |
$10.7K - $12.5K
|
242
$6.74K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
175+ 100.0% |
$7.77K - $9.05K
|
350
$9.75K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
166+ 100.0% |
$7.37K - $8.59K
|
332
$9.25K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
163+ 100.0% |
$7.24K - $8.43K
|
326
$9.08K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
159+ 100.0% |
$7.06K - $8.23K
|
318
$8.86K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
131+ 100.0% |
$5.82K - $6.78K
|
262
$7.3K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100+ 100.0% |
$4.44K - $5.17K
|
200
$5.57K
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
88+ 100.0% |
$3.91K - $4.55K
|
176
$4.9K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
79+ 76.7% |
$3.51K - $4.09K
|
182
$5.07K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
74+ 100.0% |
$3.29K - $3.83K
|
148
$4.12K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
52+ 113.04% |
$2.31K - $2.69K
|
98
$2.73K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
23+ 100.0% |
$1.02K - $1.19K
|
46
$1.28K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 100.0% |
$933 - $1.09K
|
42
$1.17K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$355 - $414
|
8
$223
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
122New |
$5.93K - $6.72K
|
122
$3.4K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18.7KNew |
$903K - $981K
|
18.7K
$521K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4KNew |
$193K - $210K
|
4K
$112K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.65KNew |
$176K - $192K
|
3.65K
$102K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
7.72KNew |
$374K - $408K
|
7.72K
$215K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
71+ 107.58% |
$3.44K - $3.76K
|
137
$3.82K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
75New |
$3.29K - $3.95K
|
75
$2.09K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
27.7KNew |
$962K - $1.25M
|
27.7K
$773K
|
|