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 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.18K+ 10.34% |
$73.6K - $86K
|
33.9K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.17K+ 29.27% |
$73.5K - $85.8K
|
14K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.1K+ 2.47% |
$71.9K - $83.9K
|
129K
$3.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
3.1K+ 1.23% |
$71.7K - $83.7K
|
255K
$6.55M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3KNew |
$69.5K - $81.1K
|
3K
$77K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 3.86% |
$67.9K - $79.3K
|
78.9K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.88K+ 6.35% |
$66.7K - $77.9K
|
48.3K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.87K+ 4.36% |
$66.5K - $77.7K
|
68.8K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 1.96% |
$66.3K - $77.4K
|
149K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.83K+ 3.06% |
$65.5K - $76.5K
|
95.4K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.81K+ 4.4% |
$65K - $75.9K
|
66.6K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.78K+ 56.93% |
$64.4K - $75.2K
|
7.66K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.74K+ 61.16% |
$63.5K - $74.1K
|
7.22K
$185K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.66K+ 14.31% |
$61.5K - $71.8K
|
21.2K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.64K+ 0.81% |
$61K - $71.3K
|
330K
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.62K+ 3.46% |
$60.6K - $70.7K
|
78.1K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.55K+ 5.49% |
$59K - $68.9K
|
48.9K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 17.3% |
$58.2K - $67.9K
|
17K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.42K+ 17.65% |
$56.1K - $65.5K
|
16.2K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.41K+ 1.57% |
$55.9K - $65.2K
|
156K
$4.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.41K+ 11.47% |
$55.7K - $65.1K
|
23.4K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.4K+ 3.05% |
$55.6K - $64.9K
|
81K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.39K+ 4.38% |
$55.3K - $64.5K
|
56.9K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
2.37K+ 2.77% |
$54.8K - $64K
|
87.7K
$2.25M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.32K+ 1.43% |
$53.6K - $62.6K
|
164K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.26K+ 3.41% |
$52.4K - $61.2K
|
68.5K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.25K+ 10.52% |
$52.2K - $60.9K
|
23.7K
$608K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.21K+ 3.04% |
$51.2K - $59.8K
|
74.9K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.18K+ 2.08% |
$50.6K - $59K
|
107K
$2.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.13K+ 2.01% |
$49.3K - $57.6K
|
108K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.11K+ 4.76% |
$48.9K - $57.1K
|
46.4K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.1K+ 350.0% |
$48.6K - $56.8K
|
2.7K
$69.3K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 169.17% |
$47K - $54.9K
|
3.23K
$82.9K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.02K+ 4.83% |
$46.8K - $54.6K
|
43.9K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$46.3K - $54.1K
|
2K
$51.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
2K+ 1.49% |
$46.2K - $54K
|
136K
$3.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.98K+ 0.57% |
$45.7K - $53.4K
|
351K
$9.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.91K+ 16.38% |
$44.1K - $51.5K
|
13.5K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.89K+ 17.66% |
$43.9K - $51.2K
|
12.6K
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.87K+ 3.77% |
$43.4K - $50.7K
|
51.6K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.82K+ 3800.0% |
$42.2K - $49.3K
|
1.87K
$48.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.81K+ 1.81% |
$41.9K - $48.9K
|
102K
$2.61M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.79KNew |
$41.4K - $48.3K
|
1.79K
$45.9K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.75K+ 10.13% |
$40.5K - $47.3K
|
19K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.73K+ 8.46% |
$40K - $46.7K
|
22.1K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.72K+ 46.61% |
$39.8K - $46.5K
|
5.4K
$139K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.7K+ 1.05% |
$39.3K - $45.9K
|
164K
$4.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.62K+ 11.27% |
$37.4K - $43.7K
|
16K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.61K+ 1.6% |
$37.3K - $43.5K
|
102K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.6K+ 6.9% |
$37.1K - $43.3K
|
24.8K
$638K
|