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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
248+ 25.51% |
$6.28K - $12.7K
|
1.22K
$32.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
240+ 100.0% |
$6.08K - $12.3K
|
480
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
230+ 99.14% |
$5.83K - $11.8K
|
462
$12.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
205New |
$5.19K - $10.5K
|
205
$5.45K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
204+ 100.99% |
$5.17K - $10.4K
|
406
$10.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
203+ 100.5% |
$5.14K - $10.4K
|
405
$10.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
200+ 100.0% |
$5.07K - $10.2K
|
400
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
196+ 100.0% |
$4.96K - $10K
|
392
$10.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
192+ 100.0% |
$4.86K - $9.82K
|
384
$10.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
190+ 100.0% |
$4.81K - $9.72K
|
380
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
188+ 100.0% |
$4.76K - $9.62K
|
376
$10K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
186+ 100.0% |
$4.71K - $9.52K
|
372
$9.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
180New |
$4.56K - $9.21K
|
180
$4.79K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
180New |
$4.56K - $9.21K
|
180
$4.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
176+ 100.0% |
$4.46K - $9K
|
352
$9.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
163New |
$4.13K - $8.34K
|
163
$4.34K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
163+ 100.0% |
$4.13K - $8.34K
|
326
$8.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
160New |
$4.05K - $8.19K
|
160
$4.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
156New |
$3.95K - $7.98K
|
156
$4.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
148+ 100.0% |
$3.75K - $7.57K
|
296
$7.87K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
142+ 100.0% |
$3.6K - $7.26K
|
284
$7.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
140+ 100.0% |
$3.55K - $7.16K
|
280
$7.45K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
136New |
$3.44K - $6.96K
|
136
$3.62K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
135+ 100.0% |
$3.42K - $6.91K
|
270
$7.18K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
124New |
$3.14K - $6.34K
|
124
$3.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
120+ 100.0% |
$3.04K - $6.14K
|
240
$6.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
101+ 102.02% |
$2.56K - $5.17K
|
200
$5.32K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
98+ 100.0% |
$2.48K - $5.01K
|
196
$5.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
94+ 100.0% |
$2.38K - $4.81K
|
188
$5K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93+ 98.94% |
$2.36K - $4.76K
|
187
$4.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
91New |
$2.31K - $4.66K
|
91
$2.42K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
91+ 101.11% |
$2.31K - $4.66K
|
181
$4.81K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
88+ 100.0% |
$2.23K - $4.5K
|
176
$4.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
76New |
$1.93K - $3.89K
|
76
$2.02K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 100.0% |
$1.9K - $3.84K
|
150
$3.99K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
74+ 100.0% |
$1.87K - $3.79K
|
148
$3.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
65+ 54.62% |
$1.65K - $3.33K
|
184
$4.89K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
58New |
$1.47K - $2.97K
|
58
$1.54K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53+ 10.35% |
$1.34K - $2.71K
|
565
$15K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
51+ 100.0% |
$1.29K - $2.61K
|
102
$2.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48+ 100.0% |
$1.22K - $2.46K
|
96
$2.55K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
48New |
$1.22K - $2.46K
|
48
$1.28K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
46+ 100.0% |
$1.17K - $2.35K
|
92
$2.45K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
44New |
$1.11K - $2.25K
|
44
$1.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41+ 35.65% |
$1.04K - $2.1K
|
156
$4.15K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 100.0% |
$1.04K - $2.1K
|
82
$2.18K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
39+ 0.29% |
$988 - $2K
|
13.4K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38+ 100.0% |
$963 - $1.94K
|
76
$2.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
36New |
$912 - $1.84K
|
36
$958
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
33New |
$836 - $1.69K
|
33
$878
|