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 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13.3KNew |
$308K - $359K
|
13.3K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
13.2K+ 8.86% |
$305K - $356K
|
162K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
13.2K+ 8.86% |
$305K - $356K
|
162K
$4.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
13.1K+ 15.89% |
$304K - $355K
|
95.8K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 1.35% |
$285K - $332K
|
926K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12K+ 9.81% |
$277K - $323K
|
134K
$3.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12K+ 10.88% |
$277K - $323K
|
122K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$273K - $318K
|
11.8K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
11.7KNew |
$271K - $317K
|
11.7K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11.7K+ 2.57% |
$270K - $316K
|
466K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
11.5KNew |
$266K - $311K
|
11.5K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
11.3K+ 1.8% |
$262K - $306K
|
638K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.1K+ 9.8% |
$257K - $300K
|
124K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
11.1KNew |
$257K - $300K
|
11.1K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11K+ 3.74% |
$256K - $298K
|
306K
$7.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.8K+ 4.86% |
$250K - $292K
|
233K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.7K+ 88.23% |
$248K - $289K
|
22.8K
$586K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
10.7KNew |
$247K - $289K
|
10.7K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
10.7K+ 4.62% |
$247K - $288K
|
241K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 11.78% |
$247K - $288K
|
101K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.6KNew |
$246K - $288K
|
10.6K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.5K+ 13.57% |
$243K - $284K
|
87.7K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 2.8% |
$240K - $280K
|
380K
$9.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
9.98K+ 21.25% |
$231K - $270K
|
57K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9.81K+ 11.93% |
$227K - $265K
|
92K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.72K+ 18.86% |
$225K - $263K
|
61.3K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.7KNew |
$225K - $262K
|
9.7K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.64KNew |
$223K - $261K
|
9.64K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.63KNew |
$223K - $260K
|
9.63K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.23K+ 2196.9% |
$214K - $249K
|
9.65K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.19K+ 77.25% |
$213K - $249K
|
21.1K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
9.14KNew |
$212K - $247K
|
9.14K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.12K+ 101.21% |
$211K - $247K
|
18.1K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
9.07K+ 4.57% |
$210K - $245K
|
208K
$5.33M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
9.01KNew |
$209K - $244K
|
9.01K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
8.94KNew |
$207K - $242K
|
8.94K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
8.91K+ 22.94% |
$206K - $241K
|
47.8K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.9KNew |
$206K - $241K
|
8.9K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
8.89K+ 1785.14% |
$206K - $240K
|
9.39K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.87KNew |
$205K - $240K
|
8.87K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.76KNew |
$203K - $237K
|
8.76K
$225K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.7KNew |
$202K - $235K
|
8.7K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8.66K+ 2.28% |
$201K - $234K
|
389K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.64K+ 18.51% |
$200K - $234K
|
55.3K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.36K+ 11.28% |
$194K - $226K
|
82.5K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
8.34K+ 4.55% |
$193K - $225K
|
191K
$4.92M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7.9KNew |
$183K - $214K
|
7.9K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.84K+ 7.69% |
$182K - $212K
|
110K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.73K+ 45.77% |
$179K - $209K
|
24.6K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
7.19K+ 6.09% |
$167K - $195K
|
125K
$3.22M
|