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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
14.4K+ 12.95% |
$334K - $390K
|
126K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.2K+ 1.21% |
$328K - $383K
|
1.18M
$27M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
14K+ 16.12% |
$323K - $377K
|
101K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 14.0% |
$318K - $371K
|
112K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
13.7K+ 55.33% |
$317K - $370K
|
38.5K
$878K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
13.7K+ 4.1% |
$317K - $370K
|
347K
$7.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.4K+ 4.54% |
$310K - $362K
|
308K
$7.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13.3KNew |
$308K - $359K
|
13.3K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
13.2K+ 8.86% |
$305K - $356K
|
162K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
13.2K+ 8.86% |
$305K - $356K
|
162K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
13.1K+ 15.89% |
$304K - $355K
|
95.8K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 1.35% |
$285K - $332K
|
926K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12K+ 9.81% |
$277K - $323K
|
134K
$3.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12K+ 10.88% |
$277K - $323K
|
122K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$273K - $318K
|
11.8K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
11.7KNew |
$271K - $317K
|
11.7K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11.7K+ 2.57% |
$270K - $316K
|
466K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
11.5KNew |
$266K - $311K
|
11.5K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
11.3K+ 1.8% |
$262K - $306K
|
638K
$14.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.1KNew |
$258K - $301K
|
11.1K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.1K+ 9.8% |
$257K - $300K
|
124K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
11.1KNew |
$257K - $300K
|
11.1K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11K+ 3.74% |
$256K - $298K
|
306K
$6.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.8K+ 4.86% |
$250K - $292K
|
233K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.7K+ 88.23% |
$248K - $289K
|
22.8K
$521K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
10.7KNew |
$247K - $289K
|
10.7K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
10.7K+ 4.62% |
$247K - $288K
|
241K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 11.78% |
$247K - $288K
|
101K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.6KNew |
$246K - $288K
|
10.6K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.5K+ 13.57% |
$243K - $284K
|
87.7K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 2.8% |
$240K - $280K
|
380K
$8.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
9.98K+ 21.25% |
$231K - $270K
|
57K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9.81K+ 11.93% |
$227K - $265K
|
92K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.72K+ 18.86% |
$225K - $263K
|
61.3K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.7KNew |
$225K - $262K
|
9.7K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.64KNew |
$223K - $261K
|
9.64K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.63KNew |
$223K - $260K
|
9.63K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.23K+ 2196.9% |
$214K - $249K
|
9.65K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.19K+ 77.25% |
$213K - $249K
|
21.1K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
9.14KNew |
$212K - $247K
|
9.14K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.12K+ 101.21% |
$211K - $247K
|
18.1K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
9.07K+ 4.57% |
$210K - $245K
|
208K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
9.01KNew |
$209K - $244K
|
9.01K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
8.94KNew |
$207K - $242K
|
8.94K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
8.91K+ 22.94% |
$206K - $241K
|
47.8K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.9KNew |
$206K - $241K
|
8.9K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
8.89K+ 1785.14% |
$206K - $240K
|
9.39K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.87KNew |
$205K - $240K
|
8.87K
$202K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.76KNew |
$203K - $237K
|
8.76K
$200K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.7KNew |
$202K - $235K
|
8.7K
$199K
|