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
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8.66K+ 2.28% |
$201K - $234K
|
389K
$8.89M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.64K+ 18.51% |
$200K - $234K
|
55.3K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.36K+ 11.28% |
$194K - $226K
|
82.5K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.35K+ 15.45% |
$193K - $226K
|
62.4K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
8.34K+ 4.55% |
$193K - $225K
|
191K
$4.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
8.29K+ 9.48% |
$192K - $224K
|
95.7K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7.9KNew |
$183K - $214K
|
7.9K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.84K+ 7.69% |
$182K - $212K
|
110K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.73K+ 45.77% |
$179K - $209K
|
24.6K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.25K+ 11.69% |
$168K - $196K
|
69.2K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
7.19K+ 6.09% |
$167K - $195K
|
125K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
7.16K+ 1.18% |
$166K - $194K
|
615K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.09KNew |
$164K - $192K
|
7.09K
$162K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
7.05K+ 5.2% |
$163K - $191K
|
142K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.89K+ 7.4% |
$160K - $186K
|
100K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
6.69K+ 1.13% |
$155K - $181K
|
599K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.62K+ 14.32% |
$153K - $179K
|
52.8K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07K+ 2.03% |
$141K - $164K
|
305K
$6.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.89K+ 3.37% |
$136K - $159K
|
181K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.77K+ 5.23% |
$134K - $156K
|
116K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.66K+ 9.27% |
$131K - $153K
|
66.7K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.65K+ 12.19% |
$131K - $153K
|
52K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.55K+ 29.3% |
$129K - $150K
|
24.5K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.51K+ 2.91% |
$128K - $149K
|
195K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.5K+ 7.57% |
$127K - $149K
|
78.2K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.29K+ 3.46% |
$123K - $143K
|
158K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.29K+ 61.24% |
$122K - $143K
|
13.9K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.28K+ 53.63% |
$122K - $143K
|
15.1K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.18K+ 101.25% |
$120K - $140K
|
10.3K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.17K+ 15.36% |
$120K - $140K
|
38.8K
$887K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.14K+ 2.11% |
$119K - $139K
|
249K
$5.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.12K+ 16.84% |
$118K - $138K
|
35.5K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
4.99K+ 22.77% |
$116K - $135K
|
26.9K
$615K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.99K+ 18.24% |
$115K - $135K
|
32.3K
$738K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4.93K+ 2.87% |
$114K - $133K
|
177K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.91K+ 53.69% |
$114K - $133K
|
14.1K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.91K+ 2.53% |
$114K - $133K
|
199K
$4.53M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.83K+ 10.72% |
$112K - $130K
|
49.8K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.57K+ 1.46% |
$106K - $124K
|
319K
$7.28M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.56K+ 949.38% |
$106K - $123K
|
5.04K
$115K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
4.5K+ 58.69% |
$104K - $122K
|
12.2K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
4.41K+ 8.62% |
$102K - $119K
|
55.6K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.35K+ 6.94% |
$101K - $118K
|
67K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.31K+ 1.03% |
$99.9K - $117K
|
423K
$9.66M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.28K+ 7.7% |
$99.2K - $116K
|
59.9K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 7.54% |
$97.1K - $113K
|
59.8K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 1.69% |
$95.2K - $111K
|
247K
$5.64M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
4.07K+ 40.15% |
$94.2K - $110K
|
14.2K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
3.97K+ 21.79% |
$91.9K - $107K
|
22.2K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.95K+ 9.45% |
$91.5K - $107K
|
45.8K
$1.05M
|