Latest Institutional Purchases of Schwab Strategic Tr Us Small C (SCHA)

SCHA Quotes by TradingView

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 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
4.25K
+ 237.07%
$169K - $197K
6.05K $161K
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
2.77K
+ 11.96%
$110K - $128K
25.9K $689K
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
1.57K
New
$62.5K - $72.7K
1.57K $41.7K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
537
New
$21.4K - $24.9K
537 $14.3K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
414
+ 1.17%
$16.5K - $19.2K
35.7K $950K
Apr 26, 2023 Q1 2023
Slow Capital, Inc.

BUY
 -
334
New
$13.3K - $15.5K
334 $8.88K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
203
+ 0.26%
$8.08K - $9.41K
78.7K $2.09M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
200
New
$7.96K - $9.27K
200 $5.32K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
73
+ 0.11%
$2.91K - $3.38K
63.8K $1.7M
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
64
+ 0.33%
$2.55K - $2.97K
19.2K $511K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
8
New
$319 - $371
8 $213
May 09, 2023 Q1 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
5
New
$199 - $232
5 $133
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
2
+ 0.27%
$79.6 - $92.7
734 $19.5K
May 12, 2023 Q1 2023
Clear Street Markets LLC

BUY
 -
1
New
$39.8 - $46.4
1 $26.6
Q4 2022
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
505K
+ 5.05%
$19.3M - $22M
10.5M $280M
Jan 19, 2023 Q4 2022
Wt Wealth Management

BUY
 -
11.5K
New
$441K - $502K
11.5K $307K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
9.2K
New
$352K - $400K
9.2K $245K
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
8.51K
New
$325K - $370K
8.51K $226K
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
7.44K
New
$285K - $324K
7.44K $198K
Feb 02, 2023 Q4 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
5.45K
New
$209K - $237K
5.45K $145K
Jan 27, 2023 Q4 2022
Arcus Capital Partners, LLC

BUY
 -
3.81K
New
$146K - $166K
3.81K $101K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
3.37K
+ 85.02%
$129K - $147K
7.33K $195K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
2.45K
New
$93.6K - $106K
2.45K $65.1K
Jan 25, 2023 Q4 2022
Wall Capital Group, Inc.

BUY
 -
2.06K
New
$78.9K - $89.9K
2.06K $54.9K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.79K
New
$68.5K - $78K
1.79K $47.7K
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
1.7K
New
$65K - $74K
1.7K $45.2K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
1.5K
New
$57.3K - $65.2K
1.5K $39.8K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
1.04K
New
$39.8K - $45.3K
1.04K $27.7K
Jan 06, 2023 Q4 2022
Legacy Private Trust Co.

BUY
 -
961
+ 9.29%
$36.8K - $41.8K
11.3K $301K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
542
New
$20.7K - $23.6K
542 $14.4K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
536
New
$20.5K - $23.3K
536 $14.3K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
400
New
$15.3K - $17.4K
400 $10.6K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
370
New
$14.2K - $16.1K
370 $9.84K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
254
+ 49.61%
$9.72K - $11.1K
766 $20.4K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
142
New
$5.43K - $6.18K
142 $3.78K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
95
New
$3.63K - $4.14K
95 $2.53K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
87
New
$3.33K - $3.79K
87 $2.31K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
82
New
$3.14K - $3.57K
82 $2.18K
Jan 19, 2023 Q4 2022
Field & Main Bank

BUY
 -
62
New
$2.37K - $2.7K
62 $1.65K
Feb 09, 2023 Q4 2022
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
56
New
$2.14K - $2.44K
56 $1.49K
Nov 17, 2023 Q4 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
50
+ 0.95%
$1.91K - $2.18K
5.31K $141K
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
44
New
$1.68K - $1.92K
44 $1.17K
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

BUY
 -
44
+ 0.71%
$1.68K - $1.92K
6.25K $166K
Jan 17, 2023 Q4 2022
H&H Retirement Design & Management Inc

BUY
 -
43
+ 0.5%
$1.64K - $1.87K
8.68K $231K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
7
+ 0.5%
$268 - $305
1.4K $37.3K
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
3
+ 0.71%
$115 - $131
426 $11.3K
Q3 2022
Nov 14, 2022 Q3 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
2.35M
New
$88.3M - $108M
2.35M $62.4M
Nov 10, 2022 Q3 2022
Johnson Financial Group, LLC

Denver, CO
BUY
 -
219K
+ 1394.39%
$8.25M - $10.1M
235K $6.25M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
87.6K
+ 122.71%
$3.3M - $4.02M
159K $4.23M

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