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 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
31.2K+ 19.62% |
$723K - $844K
|
190K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31K+ 10.92% |
$717K - $837K
|
315K
$8.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
30.4K+ 16.65% |
$705K - $823K
|
213K
$5.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
30.1K+ 2.79% |
$697K - $813K
|
1.11M
$28.5M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.1K+ 20.63% |
$673K - $786K
|
170K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.6K+ 6.86% |
$640K - $748K
|
431K
$11.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
27.3K+ 214.77% |
$632K - $738K
|
40K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25.9K+ 12.92% |
$600K - $700K
|
226K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.1K+ 0.56% |
$582K - $680K
|
4.55M
$117M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
24.8K+ 5.91% |
$575K - $671K
|
445K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.6K+ 4.17% |
$571K - $667K
|
616K
$15.8M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
24.5K+ 18.14% |
$568K - $663K
|
160K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.3KNew |
$563K - $657K
|
24.3K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
24KNew |
$556K - $649K
|
24K
$617K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24K+ 2.16% |
$555K - $648K
|
1.13M
$29.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.9K+ 80.18% |
$554K - $647K
|
53.8K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
22.9KNew |
$531K - $620K
|
22.9K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
22.2K+ 219.46% |
$515K - $601K
|
32.4K
$832K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22.2K+ 10.73% |
$515K - $601K
|
229K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$514K - $600K
|
22.2K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
21.1K+ 100.48% |
$488K - $570K
|
42.1K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
20.6K+ 3.79% |
$476K - $556K
|
563K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
20KNew |
$463K - $541K
|
20K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
19.9K+ 252.88% |
$461K - $538K
|
27.7K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
19.5KNew |
$451K - $527K
|
19.5K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.5K+ 21.97% |
$451K - $526K
|
108K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18.8K+ 9.59% |
$435K - $508K
|
215K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$430K - $503K
|
18.6K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.2KNew |
$422K - $492K
|
18.2K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
18.2KNew |
$421K - $491K
|
18.2K
$466K
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
18.1K+ 563.11% |
$420K - $491K
|
21.4K
$549K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18K+ 7.39% |
$416K - $486K
|
261K
$6.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
17.7K+ 2.15% |
$409K - $478K
|
839K
$21.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
17.5KNew |
$406K - $474K
|
17.5K
$450K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.4K+ 2.59% |
$402K - $469K
|
688K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
16.9K+ 2.54% |
$391K - $457K
|
681K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.8K+ 10.97% |
$389K - $454K
|
170K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
16.4K+ 6.86% |
$380K - $444K
|
256K
$6.57M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.4KNew |
$379K - $442K
|
16.4K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
16.2K+ 3.74% |
$375K - $438K
|
449K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
16.1K+ 1.0% |
$373K - $435K
|
1.62M
$41.7M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
16.1K+ 20.48% |
$372K - $434K
|
94.4K
$2.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
15.6K+ 100.0% |
$360K - $421K
|
31.1K
$799K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
15.2K+ 2.46% |
$351K - $410K
|
633K
$16.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
14.8K+ 8.69% |
$342K - $400K
|
185K
$4.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
14.4K+ 12.95% |
$334K - $390K
|
126K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.2K+ 1.21% |
$328K - $383K
|
1.18M
$30.4M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
14K+ 16.12% |
$323K - $377K
|
101K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
13.7K+ 4.1% |
$317K - $370K
|
347K
$8.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.4K+ 4.54% |
$310K - $362K
|
308K
$7.91M
|