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 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.9K+ 1.19% |
$90.2K - $105K
|
332K
$7.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.75K+ 5.46% |
$86.9K - $101K
|
72.5K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
3.7K+ 2.67% |
$85.8K - $100K
|
143K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.7K+ 0.41% |
$85.6K - $99.9K
|
904K
$20.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.64K+ 26.09% |
$84.3K - $98.5K
|
17.6K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.57K+ 2.0% |
$82.6K - $96.5K
|
182K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.55K+ 1.63% |
$82.1K - $95.9K
|
221K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.52K+ 0.79% |
$81.5K - $95.2K
|
449K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.47K+ 3.79% |
$80.4K - $93.8K
|
95K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.33KNew |
$77.2K - $90.1K
|
3.33K
$76.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.3K+ 6.54% |
$76.4K - $89.2K
|
53.8K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3.24K+ 7.2% |
$75.1K - $87.7K
|
48.3K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.23K+ 10.8% |
$74.9K - $87.4K
|
33.2K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.22K+ 2.65% |
$74.5K - $87K
|
125K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.19K+ 30.52% |
$73.8K - $86.1K
|
13.6K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.18K+ 10.34% |
$73.6K - $86K
|
33.9K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.17K+ 29.27% |
$73.5K - $85.8K
|
14K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.1K+ 2.47% |
$71.9K - $83.9K
|
129K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
3.1K+ 1.23% |
$71.7K - $83.7K
|
255K
$5.82M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3KNew |
$69.5K - $81.1K
|
3K
$68.5K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 3.86% |
$67.9K - $79.3K
|
78.9K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.88K+ 6.35% |
$66.7K - $77.9K
|
48.3K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.87K+ 4.36% |
$66.5K - $77.7K
|
68.8K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 1.96% |
$66.3K - $77.4K
|
149K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.83K+ 3.06% |
$65.5K - $76.5K
|
95.4K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.81K+ 4.4% |
$65K - $75.9K
|
66.6K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.78K+ 56.93% |
$64.4K - $75.2K
|
7.66K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.74K+ 61.16% |
$63.5K - $74.1K
|
7.22K
$165K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.73K+ 6.53% |
$63.3K - $73.9K
|
44.6K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.72K+ 17.9% |
$62.9K - $73.5K
|
17.9K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.66K+ 14.31% |
$61.5K - $71.8K
|
21.2K
$484K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.64K+ 19.46% |
$61.2K - $71.4K
|
16.2K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.64K+ 0.81% |
$61K - $71.3K
|
330K
$7.53M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.62K+ 3.46% |
$60.6K - $70.7K
|
78.1K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.57K+ 2.52% |
$59.4K - $69.4K
|
104K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.55K+ 5.49% |
$59K - $68.9K
|
48.9K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.54K+ 14.98% |
$58.9K - $68.8K
|
19.5K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 17.3% |
$58.2K - $67.9K
|
17K
$389K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.42K+ 17.65% |
$56.1K - $65.5K
|
16.2K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.41K+ 1.57% |
$55.9K - $65.2K
|
156K
$3.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.41K+ 11.47% |
$55.7K - $65.1K
|
23.4K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.4K+ 3.05% |
$55.6K - $64.9K
|
81K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.39K+ 4.38% |
$55.3K - $64.5K
|
56.9K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
2.37K+ 2.77% |
$54.8K - $64K
|
87.7K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.26K+ 3.41% |
$52.4K - $61.2K
|
68.5K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.25K+ 10.52% |
$52.2K - $60.9K
|
23.7K
$540K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.25K+ 14.92% |
$52K - $60.8K
|
17.3K
$395K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.21K+ 3.04% |
$51.2K - $59.8K
|
74.9K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.18K+ 2.08% |
$50.6K - $59K
|
107K
$2.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.13K+ 2.01% |
$49.3K - $57.6K
|
108K
$2.47M
|