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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.04K+ 4.55% |
$424K - $470K
|
208K
$5.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.81K+ 11.09% |
$413K - $458K
|
88.2K
$2.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.73KNew |
$409K - $454K
|
8.73K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.29K+ 165.1% |
$389K - $431K
|
13.3K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.91K+ 1.18% |
$371K - $411K
|
678K
$17.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
7.5K+ 27.02% |
$352K - $389K
|
35.2K
$903K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.3K+ 8.71% |
$342K - $379K
|
91.1K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.2K+ 2.51% |
$338K - $374K
|
294K
$7.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.05K+ 58.5% |
$331K - $366K
|
19.1K
$489K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.45KNew |
$302K - $335K
|
6.45K
$165K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.43KNew |
$302K - $334K
|
6.43K
$165K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.98K+ 7.78% |
$280K - $311K
|
82.8K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.86KNew |
$275K - $304K
|
5.86K
$150K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.81K+ 161.65% |
$273K - $302K
|
9.41K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
5.76KNew |
$270K - $299K
|
5.76K
$148K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.7K+ 6.68% |
$267K - $296K
|
91.1K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.49K+ 3.16% |
$257K - $285K
|
179K
$4.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.33K+ 1.66% |
$250K - $277K
|
325K
$8.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.24K+ 99.07% |
$246K - $272K
|
10.5K
$270K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.2KNew |
$244K - $270K
|
5.2K
$133K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
5K+ 4.45% |
$234K - $260K
|
117K
$3M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.81K+ 6.7% |
$226K - $250K
|
76.6K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.69K+ 51.05% |
$220K - $244K
|
13.9K
$356K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.52KNew |
$212K - $235K
|
4.52K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
4.5K+ 6.51% |
$211K - $234K
|
73.6K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
4.5K+ 6.51% |
$211K - $234K
|
73.6K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.5K+ 100.4% |
$211K - $234K
|
8.99K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.19K+ 4.28% |
$197K - $218K
|
102K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.13KNew |
$194K - $215K
|
4.13K
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.13KNew |
$194K - $214K
|
4.13K
$106K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4.11K+ 96.68% |
$193K - $213K
|
8.35K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
4.1KNew |
$192K - $213K
|
4.1K
$105K
|
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
4.09KNew |
$192K - $213K
|
4.09K
$105K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4.05K+ 2.63% |
$190K - $210K
|
158K
$4.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.63K+ 82.99% |
$170K - $189K
|
8K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 37.35% |
$169K - $188K
|
13.3K
$340K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.61K+ 30.41% |
$169K - $188K
|
15.5K
$397K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.57K+ 2.55% |
$167K - $186K
|
144K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.57K+ 4.68% |
$167K - $185K
|
79.8K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.42K+ 25.26% |
$160K - $178K
|
17K
$434K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.06K+ 5.23% |
$143K - $159K
|
61.4K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.05K+ 38.12% |
$143K - $158K
|
11K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3K+ 2.61% |
$141K - $156K
|
118K
$3.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.7K+ 0.19% |
$126K - $140K
|
1.41M
$36M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
2.67K+ 0.87% |
$125K - $139K
|
309K
$7.9M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.59K+ 36.28% |
$122K - $135K
|
9.74K
$250K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.57K+ 3.08% |
$120K - $133K
|
86K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.5K+ 9.78% |
$117K - $130K
|
28.1K
$719K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 4.19% |
$117K - $129K
|
61.8K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.43K+ 8.09% |
$114K - $126K
|
32.5K
$832K
|