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 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.36K+ 48.05% |
$111K - $123K
|
7.27K
$186K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 1.34% |
$107K - $118K
|
172K
$4.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.13K+ 6.61% |
$99.9K - $111K
|
34.3K
$880K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 5.52% |
$99.7K - $110K
|
40.7K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.09K+ 43.42% |
$97.9K - $108K
|
6.9K
$177K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.96KNew |
$92.1K - $102K
|
1.96K
$50.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.88K+ 2.23% |
$88.1K - $97.6K
|
86.2K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.78K+ 2.83% |
$83.3K - $92.3K
|
64.5K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.71K+ 1.56% |
$80.2K - $88.9K
|
111K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.64KNew |
$76.8K - $85.1K
|
1.64K
$42K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 11.61% |
$76.2K - $84.4K
|
15.6K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
1.59K+ 2.39% |
$74.4K - $82.5K
|
68K
$1.74M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.45K+ 0.68% |
$68K - $75.3K
|
214K
$5.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.41K+ 2.85% |
$66.3K - $73.4K
|
51.1K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.38K+ 27.76% |
$64.5K - $71.4K
|
6.33K
$162K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.34K+ 3.23% |
$63K - $69.8K
|
43K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 11.51% |
$62.7K - $69.5K
|
13K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.32K+ 1.23% |
$61.8K - $68.5K
|
108K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.27K+ 2.22% |
$59.8K - $66.2K
|
58.6K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.27K+ 25.77% |
$59.5K - $65.9K
|
6.19K
$159K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.27K+ 14.62% |
$59.4K - $65.8K
|
9.92K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.26K+ 1.46% |
$59.3K - $65.7K
|
88.1K
$2.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 9.79% |
$55.4K - $61.4K
|
13.3K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.16KNew |
$54.5K - $60.4K
|
1.16K
$29.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.15K+ 4.18% |
$54K - $59.8K
|
28.7K
$735K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.11K+ 2.58% |
$51.8K - $57.4K
|
44K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.09K+ 4.62% |
$51.2K - $56.7K
|
24.7K
$634K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.08K+ 1.77% |
$50.6K - $56K
|
62K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 1.33% |
$50.2K - $55.6K
|
81.8K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.03K+ 1.65% |
$48.5K - $53.7K
|
63.9K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.01K+ 3.17% |
$47.5K - $52.6K
|
32.9K
$844K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
967+ 0.74% |
$45.4K - $50.2K
|
131K
$3.35M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
958+ 4.88% |
$44.9K - $49.8K
|
20.6K
$528K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
939+ 0.46% |
$44K - $48.8K
|
205K
$5.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
920+ 0.76% |
$43.1K - $47.8K
|
122K
$3.13M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
887+ 0.98% |
$41.6K - $46.1K
|
91.6K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
882+ 0.69% |
$41.4K - $45.8K
|
129K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
850+ 4.49% |
$39.9K - $44.2K
|
19.8K
$506K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
807+ 12.47% |
$37.8K - $41.9K
|
7.28K
$186K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
802+ 12.4% |
$37.6K - $41.7K
|
7.27K
$186K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
790+ 1.45% |
$37.1K - $41K
|
55.4K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
788+ 4.01% |
$37K - $40.9K
|
20.5K
$524K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
775+ 0.47% |
$36.3K - $40.3K
|
166K
$4.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
722+ 4.81% |
$33.9K - $37.5K
|
15.7K
$403K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
707+ 604.27% |
$33.2K - $36.7K
|
824
$21.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
699+ 1.08% |
$32.8K - $36.3K
|
65.7K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
668+ 1.82% |
$31.3K - $34.7K
|
37.3K
$956K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
667+ 33.22% |
$31.3K - $34.7K
|
2.68K
$68.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
648New |
$30.4K - $33.7K
|
648
$16.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
609+ 12.11% |
$28.6K - $31.6K
|
5.64K
$144K
|