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 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
7.16K+ 1.18% |
$166K - $194K
|
615K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.09KNew |
$164K - $192K
|
7.09K
$182K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.89K+ 7.4% |
$160K - $186K
|
100K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.62K+ 14.32% |
$153K - $179K
|
52.8K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07K+ 2.03% |
$141K - $164K
|
305K
$7.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.89K+ 3.37% |
$136K - $159K
|
181K
$4.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.77K+ 5.23% |
$134K - $156K
|
116K
$2.98M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.66K+ 9.27% |
$131K - $153K
|
66.7K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.65K+ 12.19% |
$131K - $153K
|
52K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.55K+ 29.3% |
$129K - $150K
|
24.5K
$629K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.51K+ 2.91% |
$128K - $149K
|
195K
$5M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.5K+ 7.57% |
$127K - $149K
|
78.2K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.29K+ 3.46% |
$123K - $143K
|
158K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.29K+ 61.24% |
$122K - $143K
|
13.9K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.28K+ 53.63% |
$122K - $143K
|
15.1K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.18K+ 101.25% |
$120K - $140K
|
10.3K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.17K+ 15.36% |
$120K - $140K
|
38.8K
$997K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.14K+ 2.11% |
$119K - $139K
|
249K
$6.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.12K+ 16.84% |
$118K - $138K
|
35.5K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
4.99K+ 22.77% |
$116K - $135K
|
26.9K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.99K+ 18.24% |
$115K - $135K
|
32.3K
$830K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4.93K+ 2.87% |
$114K - $133K
|
177K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.91K+ 53.69% |
$114K - $133K
|
14.1K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.91K+ 2.53% |
$114K - $133K
|
199K
$5.1M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.83K+ 10.72% |
$112K - $130K
|
49.8K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.56K+ 949.38% |
$106K - $123K
|
5.04K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
4.5K+ 58.69% |
$104K - $122K
|
12.2K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
4.41K+ 8.62% |
$102K - $119K
|
55.6K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.35K+ 6.94% |
$101K - $118K
|
67K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.31K+ 1.03% |
$99.9K - $117K
|
423K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.28K+ 7.7% |
$99.2K - $116K
|
59.9K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 7.54% |
$97.1K - $113K
|
59.8K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 1.69% |
$95.2K - $111K
|
247K
$6.34M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
4.07K+ 40.15% |
$94.2K - $110K
|
14.2K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
3.97K+ 21.79% |
$91.9K - $107K
|
22.2K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.95K+ 9.45% |
$91.5K - $107K
|
45.8K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.9K+ 1.19% |
$90.2K - $105K
|
332K
$8.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.75K+ 5.46% |
$86.9K - $101K
|
72.5K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
3.7K+ 2.67% |
$85.8K - $100K
|
143K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.7K+ 0.41% |
$85.6K - $99.9K
|
904K
$23.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.64K+ 26.09% |
$84.3K - $98.5K
|
17.6K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.57K+ 2.0% |
$82.6K - $96.5K
|
182K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.52K+ 0.79% |
$81.5K - $95.2K
|
449K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.47K+ 3.79% |
$80.4K - $93.8K
|
95K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.33KNew |
$77.2K - $90.1K
|
3.33K
$85.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.3K+ 6.54% |
$76.4K - $89.2K
|
53.8K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3.24K+ 7.2% |
$75.1K - $87.7K
|
48.3K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.23K+ 10.8% |
$74.9K - $87.4K
|
33.2K
$852K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.22K+ 2.65% |
$74.5K - $87K
|
125K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.19K+ 30.52% |
$73.8K - $86.1K
|
13.6K
$350K
|