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 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
37.3KNew |
$1.67M - $1.84M
|
37.3K
$958K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
24.8KNew |
$1.11M - $1.22M
|
24.8K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.6K+ 11.23% |
$1.06M - $1.16M
|
234K
$6.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.7K+ 15.94% |
$572K - $628K
|
92.7K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.72KNew |
$391K - $429K
|
8.72K
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7KNew |
$314K - $345K
|
7K
$180K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.68KNew |
$300K - $329K
|
6.68K
$172K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.66KNew |
$254K - $279K
|
5.66K
$145K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.99KNew |
$224K - $246K
|
4.99K
$128K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.31KNew |
$193K - $212K
|
4.31K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.16KNew |
$187K - $205K
|
4.16K
$107K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.14KNew |
$186K - $204K
|
4.14K
$106K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.34K+ 39066.67% |
$105K - $115K
|
2.35K
$60.3K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.16KNew |
$96.8K - $106K
|
2.16K
$55.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 3.1% |
$67.5K - $74.2K
|
50.1K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.34K+ 8.47% |
$59.9K - $65.8K
|
17.1K
$439K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.18K+ 20.8% |
$53K - $58.2K
|
6.87K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
846New |
$37.9K - $41.7K
|
846
$21.7K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
286+ 2.99% |
$12.8K - $14.1K
|
9.84K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
170New |
$7.62K - $8.37K
|
170
$4.37K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
155+ 155.0% |
$6.95K - $7.63K
|
255
$6.55K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
150+ 1250.0% |
$6.73K - $7.39K
|
162
$4.16K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
120New |
$5.38K - $5.91K
|
120
$3.08K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
116+ 1.18% |
$5.2K - $5.71K
|
9.91K
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
78New |
$3.5K - $3.84K
|
78
$2K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
77+ 3.31% |
$3.45K - $3.79K
|
2.4K
$61.6K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
44New |
$1.97K - $2.17K
|
44
$1.13K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
39+ 0.88% |
$1.75K - $1.92K
|
4.45K
$114K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
723K+ 153.79% |
$27.6M - $34.7M
|
1.19M
$30.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
214KNew |
$8.15M - $10.3M
|
214K
$5.49M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
87.1KNew |
$3.32M - $4.18M
|
87.1K
$2.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
79.4KNew |
$3.03M - $3.82M
|
79.4K
$2.04M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
56.9KNew |
$2.17M - $2.73M
|
56.9K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
30.2KNew |
$1.15M - $1.45M
|
30.2K
$775K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
26.7KNew |
$1.02M - $1.28M
|
26.7K
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17K+ 341.95% |
$649K - $817K
|
22K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
16.9KNew |
$643K - $809K
|
16.9K
$433K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.5K+ 5.86% |
$553K - $696K
|
262K
$6.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.6K+ 8.14% |
$405K - $510K
|
141K
$3.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
9.22KNew |
$352K - $443K
|
9.22K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.91K+ 1.83% |
$263K - $332K
|
385K
$9.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
6.5KNew |
$248K - $312K
|
6.5K
$167K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.82K+ 14.84% |
$222K - $279K
|
45K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.49KNew |
$209K - $264K
|
5.49K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.24KNew |
$200K - $252K
|
5.24K
$135K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.75KNew |
$181K - $228K
|
4.75K
$122K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.27KNew |
$163K - $205K
|
4.27K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
4KNew |
$153K - $192K
|
4K
$103K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.55K+ 20.4% |
$97K - $122K
|
15K
$386K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.46K+ 46.8% |
$93.9K - $118K
|
7.72K
$198K
|
|