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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
4K+ 100.0% |
$178K - $207K
|
8K
$183K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 100.0% |
$124K - $144K
|
5.58K
$127K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
252+ 84.56% |
$11.2K - $13K
|
550
$12.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
250+ 100.0% |
$11.1K - $12.9K
|
500
$11.4K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
245New |
$10.9K - $12.7K
|
245
$5.59K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
242New |
$10.7K - $12.5K
|
242
$5.52K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
175+ 100.0% |
$7.77K - $9.05K
|
350
$7.99K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
166+ 100.0% |
$7.37K - $8.59K
|
332
$7.58K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
159+ 100.0% |
$7.06K - $8.23K
|
318
$7.26K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
79+ 76.7% |
$3.51K - $4.09K
|
182
$4.16K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
52+ 113.04% |
$2.31K - $2.69K
|
98
$2.24K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 100.0% |
$933 - $1.09K
|
42
$959
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
122New |
$5.93K - $6.72K
|
122
$2.79K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18.7KNew |
$903K - $981K
|
18.7K
$427K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4KNew |
$193K - $210K
|
4K
$91.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.65KNew |
$176K - $192K
|
3.65K
$83.3K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
7.72KNew |
$374K - $408K
|
7.72K
$176K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
71+ 107.58% |
$3.44K - $3.76K
|
137
$3.13K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
75New |
$3.29K - $3.95K
|
75
$1.71K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
27.7KNew |
$962K - $1.25M
|
27.7K
$633K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
9.73KNew |
$337K - $439K
|
9.73K
$222K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
9.47KNew |
$328K - $428K
|
9.47K
$216K
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
1KNew |
$34.7K - $45.2K
|
1K
$22.8K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
9.99KNew |
$321K - $363K
|
9.99K
$228K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
244KNew |
$5.76M - $8.61M
|
244K
$5.58M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.25K+ 32.48% |
$53.1K - $79.3K
|
9.18K
$210K
|
|
| Q4 2019 | |||||||
|
Jun 17, 2024
Q4 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.26KNew |
$110K - $124K
|
3.26K
$74.4K
|
|
| Q1 2019 | |||||||
|
Apr 12, 2019
Q1 2019
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.93KNew |
N/A
|
4.93K
$112K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
149KNew |
N/A
|
149K
$3.41M
|
|