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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
886New |
$22.4K - $45.3K
|
886
$23.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
879+ 351.6% |
$22.3K - $45K
|
1.13K
$30.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
827+ 91.79% |
$20.9K - $42.3K
|
1.73K
$46K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
816+ 551.35% |
$20.7K - $41.7K
|
964
$25.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
801+ 100.0% |
$20.3K - $41K
|
1.6K
$42.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
800New |
$20.3K - $40.9K
|
800
$21.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
794+ 100.0% |
$20.1K - $40.6K
|
1.59K
$42.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
776New |
$19.7K - $39.7K
|
776
$20.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
761+ 143.05% |
$19.3K - $38.9K
|
1.29K
$34.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
750+ 6.66% |
$19K - $38.4K
|
12K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
746+ 106.88% |
$18.9K - $38.2K
|
1.44K
$38.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
741+ 128.42% |
$18.8K - $37.9K
|
1.32K
$35.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
706+ 8.43% |
$17.9K - $36.1K
|
9.09K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
650+ 100.0% |
$16.5K - $33.3K
|
1.3K
$34.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
641+ 72.68% |
$16.2K - $32.8K
|
1.52K
$40.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
626+ 100.0% |
$15.9K - $32K
|
1.25K
$33.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
615+ 100.0% |
$15.6K - $31.5K
|
1.23K
$32.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
574New |
$14.5K - $29.4K
|
574
$15.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
564+ 95.59% |
$14.3K - $28.9K
|
1.15K
$30.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
562New |
$14.2K - $28.8K
|
562
$15K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
536+ 100.0% |
$13.6K - $27.4K
|
1.07K
$28.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
504+ 101.61% |
$12.8K - $25.8K
|
1K
$26.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
499+ 100.0% |
$12.6K - $25.5K
|
998
$26.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
498New |
$12.6K - $25.5K
|
498
$13.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
496New |
$12.6K - $25.4K
|
496
$13.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
480+ 100.42% |
$12.2K - $24.6K
|
958
$25.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
480+ 115.66% |
$12.2K - $24.6K
|
895
$23.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
459+ 77.01% |
$11.6K - $23.5K
|
1.06K
$28.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
455+ 100.0% |
$11.5K - $23.3K
|
910
$24.2K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
440+ 110.0% |
$11.1K - $22.5K
|
840
$22.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
428+ 96.83% |
$10.8K - $21.9K
|
870
$23.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
420New |
$10.6K - $21.5K
|
420
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
420+ 100.0% |
$10.6K - $21.5K
|
840
$22.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
415+ 105.06% |
$10.5K - $21.2K
|
810
$21.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
398+ 100.0% |
$10.1K - $20.4K
|
796
$21.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
365+ 100.83% |
$9.25K - $18.7K
|
727
$19.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
363+ 0.47% |
$9.19K - $18.6K
|
76.8K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
348New |
$8.81K - $17.8K
|
348
$9.27K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
348+ 148.09% |
$8.81K - $17.8K
|
583
$15.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
348+ 46.52% |
$8.81K - $17.8K
|
1.1K
$29.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
344+ 100.0% |
$8.71K - $17.6K
|
688
$18.3K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
338New |
$8.56K - $17.3K
|
338
$9K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
326+ 100.0% |
$8.26K - $16.7K
|
652
$17.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
320+ 100.0% |
$8.11K - $16.4K
|
640
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
313+ 3.27% |
$7.93K - $16K
|
9.9K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
312+ 100.0% |
$7.9K - $16K
|
624
$16.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
310+ 137.78% |
$7.85K - $15.9K
|
535
$14.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
304+ 43.55% |
$7.7K - $15.6K
|
1K
$26.7K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
298+ 100.0% |
$7.55K - $15.2K
|
596
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
294+ 0.28% |
$7.45K - $15K
|
105K
$2.8M
|